Veenu Joshi
Gurgaon
Summary
Chartered Accountant with a proven track record in financial and operational transformations. Specializing in planning, budgeting, and forecasting, I bring 4+ years of experience driving financial transformation initiatives to maximize revenue and streamline operations. Dedicated to contributing to the projects in advisory and FP&A roles.
Overview
9
9
years of professional experience
Work History
Consultant -ET&P Finance and Performance
Deloitte Touche Tohmatsu India LLP
03.2023 - Current
- Collaborated on a MIS Reporting project for a Dubai-based client, a leading conglomerate in the Middle East.(FCCS Module)
- Engaged in understanding the financial processes, systems, and structures to identify areas for improvement and optimization in order to comprehend the business workflow and transition it to a cloud module.
- Worked on globalizing the Chart of Accounts (COA) structure and streamlining reporting procedures in discussion with the respective verticals stakeholder's.
Consultant -ET&P Finance and Performance
Ernst and Young(EY)
05.2021 - 02.2023
- Led and assisted a financial transformation project for a healthcare client, focusing on planning, budgeting, forecasting, and cost allocations.
- Developed and implemented a streamlined module (Planning, Budgeting, and Allocation) to enhance operational efficiency(Orcale EPBCS).
- Configured precise cost allocation models across various service lines and departments, ensuring accuracy in financial reporting(Oracle PCMCS).
- Prepared comprehensive business requirement documents, design documents, training materials, and test scripts for user testing, facilitating smooth implementation processes.
- Designed and deployed user-friendly dashboards presenting key financial insights and information. Collaborated with business stakeholders to streamline budgeting and forecasting processes, aligning them with organizational goals and needs.
- Conducted user training sessions to enhance tool proficiency and ensure effective utilization across the organization.
General Assurance - Financial Services
PricewaterhouseCoopers(PWC) SDC
08.2020 - 03.2021
- Reviewed financial statements based on supporting documents.
- Performed revenue testing, fixed assets testing, and reconciliation of cash and bank balances with supporting documents.
- Prepared and tested cash flow statements.
Article Intern
Brajesh Vyas & Associates
06.2016 - 06.2019
- Managed tax filings & compliance and performed tax audits (Sec 44AB).
- Preparation of financial statements and finalization of books of accounts.
- Preparation of forecasting reports & the analysis thereof.
Education
Higher Secondary School, Senior Secondary School -
L.K.S.E.C Gotan
04-2014
Chartered Accountant -
The Institute of Chartered Accountants of India
11.2019
B.Com - undefined
JNVU
03.2017
Skills
- Planning
- Budgeting
- MIS Reporting
- Excel
- Oracle
- EPBCS
- PCMCS
- Tally ERP
- MS Visio
- IND AS
Accomplishments
- Award - EY India, Awarded by Kudos Award at EY India for appreciation from client for successful transformation.
- Fast track promotion, Fast track promotion to 'Consultant' with an year.
- ICAI - Advance ITT, Best Presentation Runner up award in AICITSSMCS.
- Cultural Events, Won 1st Prize in group song in All India Inter Public School Performing Art Festival.
- Cultural Events, Won 1st Prize in singing and skit competition in school.
- Certification, Certified as Cadet under the Authority of Ministry of Defence, GOI.
Timeline
Consultant -ET&P Finance and Performance
Deloitte Touche Tohmatsu India LLP
03.2023 - Current
Consultant -ET&P Finance and Performance
Ernst and Young(EY)
05.2021 - 02.2023
General Assurance - Financial Services
PricewaterhouseCoopers(PWC) SDC
08.2020 - 03.2021
Article Intern
Brajesh Vyas & Associates
06.2016 - 06.2019
B.Com - undefined
JNVU
Higher Secondary School, Senior Secondary School -
L.K.S.E.C Gotan
Chartered Accountant -
The Institute of Chartered Accountants of India
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