Udit Bhargava
Gurgaon
Summary
FP&A professional with 4+ years of experience in profitability analysis, budgeting, forecasting, and business-driven variance commentary across SaaS, hospitality, and energy industries. Skilled in building reporting packages, KPI dashboards (Power BI, Tableau, SAP, OneStream), and identifying revenue risks/opportunities to influence strategic decisions. Experienced in financial systems including Oracle Essbase, OneStream, Tagetik, and Hyperion-equivalent tools.
Overview
17
17
years of professional experience
Work History
Senior Financial Analyst
Pearce Services (A CBRE Company)
Gurgaon
11.2025 - Current
- Facilitated monthly reporting and variance analysis against budget and forecast.
- Assisted in budgeting and rolling forecast activities, ensuring accurate data validation and model updates.
- Prepared management reports and developed Excel-based dashboards for performance tracking.
- Coordinated with Accounting and cross-functional teams to guarantee financial data accuracy.
- Conducted ad-hoc financial analyses to identify key business drivers.
Senior Executive-FP&A and Transformation
Johnson Controls
Gurgaon
07.2025 - 10.2025
- Supported the FP&A function by consolidating and validating revenue data for business reporting.
- Managed Power BI dashboards, ensuring accurate and timely updates of financial metrics for leadership review.
- Coordinated with cross-functional teams and leadership to circulate performance reports and maintain data accuracy.
Analyst - FP&A
Wolters Kluwer
Gurgaon
04.2023 - 07.2025
- Partnered with team to deliver accurate budgets, forecasts, and detailed budget vs. actual variance analysis with actionable insights.
- Conducted P&L analysis and KPI tracking, highlighting trends and explaining key performance drivers.
- Produced monthly and quarterly financial reports with detailed variance commentary for leadership.
- Partnered with data analytics to create dashboard views (Power BI/Tableau) that visualized trends and supported decision-making.
- Consolidated and validated financial data across systems (SAIL, Oracle Essbase, OneStream, Tagetik) to ensure accuracy and compliance.
- Supported process improvement initiatives by streamlining reporting and enhancing forecast accuracy.
- Supported business partners by providing consultative variance insights that shaped cost allocation and investment decisions.
Specialist - FP&A
Intercontinental Hotels Group (IHG)
Gurgaon
09.2022 - 04.2023
- Delivered KPI performance tracking and variance analysis for UK corporate and hotel operations, supporting month-end close and budgeting processes while ensuring compliance with corporate reporting standards.
- Prepared Tableau reporting packs with commentary for UK CoE stakeholders.
- Supported annual budgeting and forecast cycles in alignment with corporate standards.
- Partnered with finance and business teams to ensure data accuracy and insightful reporting.
Financial Analyst
Aya Payments
Gurgaon
02.2022 - 07.2022
- Handled full-cycle bookkeeping, invoicing, and AP processes.
- Oversaw bank reconciliation and supported financial statement preparation.
- Prepared fund utilization reports and government grant submissions.
- Supported revenue realization and customer-wise cash flow analysis.
- (Canada-based Fintech)
Manager - Finance & Accounts
REConnect Energy Solutions Ltd.
Gurgaon
12.2016 - 01.2022
- Managed P&L reporting, cost variance analysis, and balance sheet reconciliations across multiple business units.
- Ensured compliance with statutory audit requirements and strengthened internal accounting controls to improve accuracy and mitigate risks.
- Implemented new invoicing and control systems, reducing manual reporting effort by 70%.
- Oversaw FP&A, billing, AR/AP, and foreign currency reconciliation processes.
- Prepared investor dashboards and reports, providing key financial insights for strategic decisions.
- Worked closely with major clients including Adani, NTPC, and Atlassian.
- Led a finance team of 5, overseeing hiring and vendor contract management.
Business Operations (Self-employed)
Clean Air Industries
Gurgaon
11.2008 - 10.2011
- Managed financial operations in family business setup.
Education
MBA - Finance
Galgotias University
Greater Noida12-2016
B. Com - Commerce
Sunrise University
Alwar05-2014
Skills
- Budgeting
- Costing
- Profitability Analysis
- Opex Analysis
- Financial Modelling
- Advanced Excel
- US GAAP
- Ind AS
- Revenue Accounting
- Excel
- Power BI
- Tagetik
- Peoplesoft
- Tableau
- One Stream
- Multi-Region Financial Consolidation
- Variance analysis
- Stakeholder Engagement
- Executive Presentation
- Oracle Essbase
- SAIL
- QuickBooks
- HubSpot
- Tally ERP 9
- Slack
- CARE 20
- Netsuite
- P&L analysis
- Financial modeling
- Revenue forecasting
Awards
Bravo Awards, Multiple Bravo Awards for delivering high-quality modelling and reporting under tight deadlines.
Timeline
Senior Financial Analyst
Pearce Services (A CBRE Company)
11.2025 - Current
Senior Executive-FP&A and Transformation
Johnson Controls
07.2025 - 10.2025
Analyst - FP&A
Wolters Kluwer
04.2023 - 07.2025
Specialist - FP&A
Intercontinental Hotels Group (IHG)
09.2022 - 04.2023
Financial Analyst
Aya Payments
02.2022 - 07.2022
Manager - Finance & Accounts
REConnect Energy Solutions Ltd.
12.2016 - 01.2022
Business Operations (Self-employed)
Clean Air Industries
11.2008 - 10.2011
MBA - Finance
Galgotias University
B. Com - Commerce
Sunrise University