Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Zabee Pasha

Zabee Pasha

Budget Lead II
Bangalore

Summary

Dynamic Marketing, Operations, and Analytics Lead with over 14 years of experience in IT and financial services. Expertise in marketing operations automation, advanced analytics, and data visualization using tools such as Power BI, DAX, and Power Query, along with strong budget planning and forecasting capabilities. Proven track record of delivering reporting automation that significantly reduced manual effort by 160 hours per quarter. Passionate about leveraging artificial intelligence to enhance user experiences and drive strategic decision-making.

Overview

16
16
years of professional experience
3
3
Certifications

Work History

Lead II, Data and Budget Specialist

Kyndryl Solutions Pvt Ltd
10.2021 - Current
  • · Lead automation and innovation initiatives for marketing operations, improving speed, accuracy, and governance of reporting and workflows.
  • · Own marketing budget planning, forecasting, and variance analysis; deliver financial updates to senior leadership and budget owners.
  • · Design Airtable workspaces, forms, and relational data structures; enforce data quality, access controls, and audit-ready documentation.

Dashboard Development and Management (Power BI)

  • · Design, create, and maintain interactive dashboards using Power BI to track budget planning, execution, resource management, and other operational metrics.
  • · Integrate data from multiple sources to ensure comprehensive and accurate reporting (Airtable, SAP/ERP, Workday, and other operational systems).
  • · Develop automated processes for data collection, transformation, refresh, and reporting (Power Query/DAX) to enhance efficiency and accuracy.
  • · Conduct in-depth analysis to identify trends, patterns, and insights that inform operational strategies and decision-making.
  • · Generate regular and ad-hoc reports for the Operations team and senior management, ensuring clarity, accuracy, and governance.
  • · Collaborate with Finance, HR, and IT to define data requirements and deliver relevant insights; advise stakeholders on budget utilization and efficient resource allocation.
  • · Execute budget operations: open/manage purchase requisitions; ensure PO process compliance (approvals/documentation); resolve vendor payment issues and non-payment escalations.
  • · Provide training and support on dashboards, reporting tools, and budget execution processes; implement and maintain financial policies and procedures.
  • · Produce financial reports to track budget performance and variances; perform cost analysis, support forecasts/projections, and assist with audit preparation by maintaining accurate, up-to-date budget documentation.
  • · Automated manual reporting using Power Query, saving 160 hours per quarter.

Compliance Specialist and Planning / Budget Management

IBM Pvt Ltd
10.2014 - 10.2021
  • Performed compliance checks and approvals for marketing events and spend, ensuring alignment with policies and regulatory requirements.
  • Managed financial transactions including Purchase Orders, PO-exempt requests, invoice raising, ICA, and cross-charges with strong controls discipline.
  • Built Airtable intake forms and tracking structures for budget requests, improving transparency and reducing approval turnaround time.
  • Prepared quarter-close reports and reconciliations; partnered with cross-geo teams to resolve exceptions and maintain accurate reporting.

Associate Process Analyst - Retirement Plan Services (Defined Contribution)

Fidelity Investments Pvt Ltd
12.2012 - 10.2014
  • Configured defined contribution retirement plans and ensured adherence to plan rules and contribution limits (401(k), 402(g), 415, HSA).
  • Created MPRS and PASW service models and produced daily pipeline, utilization, and efficiency reports to support operational management.
  • Earned D1 certification in defined contribution plan administration.

Retirement Plan Services (Defined Contribution)

Mphasis Pvt Ltd
03.2010 - 12.2012
  • Prepared Form 5500 filings and applicable schedules; supported annual compliance and reporting deliverables for retirement plans.
  • Filed 1099 forms and maintained process documentation to ensure accuracy and audit readiness.

Education

BBM -

Williams Degree College
01.2009

PUC - GECA

Vijay Evening College
01.2006

SSLC - undefined

Saint Philomena High School
01.2004

Skills

Marketing Operations & Automation

Certification

Digital Marketing Fundamental Certification

Timeline

Lead II, Data and Budget Specialist

Kyndryl Solutions Pvt Ltd
10.2021 - Current

Compliance Specialist and Planning / Budget Management

IBM Pvt Ltd
10.2014 - 10.2021

Associate Process Analyst - Retirement Plan Services (Defined Contribution)

Fidelity Investments Pvt Ltd
12.2012 - 10.2014

Retirement Plan Services (Defined Contribution)

Mphasis Pvt Ltd
03.2010 - 12.2012

PUC - GECA

Vijay Evening College

SSLC - undefined

Saint Philomena High School

BBM -

Williams Degree College
Zabee PashaBudget Lead II