Tripti Jindal

Corporate FP&A (2023 Jul to present)

• Evaluation of Segment(business) financials, actuals as well as forecast and enabling Management to take appropriate decisions for improving as well as meeting financials targets.
• Deviation analysis from targets, previous quarters/years and facilitate Sr. management reporting to COOs/Business leaders
• Cost budget management of Sales, service lines , functional costs to meet margin targets efficiently

Business FP&A (Sep 2011 to Jun 2023)

• Financial and contract management for various accounts with Annual revenue varying from $1M to $100M per annum
• Business Partner and actively involved in internal discussions with different stakeholders in the business, to enable them to make informed decisions
• Lead monthly business review, annual Operating plan, forecast, strategically plan financial preparation, sales metrics such as Bookings, Inflows and support the business with related analysis.
• Variation analysis and benchmarking with other business metrics and providing relevant guidance to Business for improvements
• Proficient in Core accounting as well as controllership activities including Month end close activities in compliance with US GAAP, timely Audit closures, Ensuring timely billing, collection and monitoring DSO etc
• Proficient in Contract Handling: Ensuring the creation of clauses for all legal documents related to the account. Involved in amendments of the contracts and analysis of financial impact of the clauses on contracts.
• Setting up new customer financials– reviewing transition budgets, SWOT analysis for new deals , monitoring initial investments on people/infrastructure, Tax requirements (including WHT),etc.
• Performing Deal Analysis (contract assumptions vs Actual) and providing relevant insights and improvement areas for current financial state
• Managing Client relationship by partnering with them in establishing timely Invoicing structure specially in case of multiple regional legal entities and currencies, Transparent and fair exchange of requested information
• Enabling smooth reverse transitions: Tracking team release as per plan, PMO budget recoveries, timely collections, closure of ongoing cost allocations/ POs, etc.
• Planning & Analysis: Instrumental in the creation of the Annual Operating Plan and subsequent Forecasts for the entire P&L, including key reviews and follow ups with functional leaders
• Instrumental in the creation of various commercial model; formulation of complete commercial construct from customer perspective through Outcome Based/ Transaction Based/FTE Based models, to ensure end to end deal closure
• Cross-functionally coordinating with Sales, Solutions, Operations, Legal to structure commercials strategy based on solution
• Creation of business case with client to partner with them and meet their end to end requirements. Utilizing analytical skills to understand the business requirement along with informed and accurate pricing decisions, including margin computation, market comparison
• Contract Negotiations: Pricing Analysis/Negotiation for new RFPs and existing contract renewals, Mid-term negotiations Rates benchmarking
• Stakeholder Management: Customer Centricity: Supporting clients with their budgeting and forecasting for the year

Achievements:

• Execution of multiple projects for Finance Function for process improvements such as 'contract library manual, FP&A training manual, Day '0' Billing guiding principles, best practice sharing ,etc.
• GB certified
• Always among Top performers
• Received multiple gold awards, CFO award and Business award for my exemplary performance
• Imparted training sessions on FP&A to the budding talent in the team and company
• Mentored people in improving technical as well as softer skills