Financial Analyst at Analytics Forte (2022-06 – Present)
- Spearheaded the setup and optimization of accounting processes, reporting systems, and financial controls for US client accounts across diverse industries.
- Evaluated complex financial data from multiple sources, and provided actionable recommendations to leadership teams.
- Performed detailed quantitative analysis of historical datasets to identify patterns, anomalies, and areas of opportunity.
- Built dynamic financial models to accurately forecast revenue, expenses, and long-term profitability trends.
- Conducted trend analysis on key financial metrics to surface insights and drive performance improvements.
- Led monthly and year-end close processes while ensuring compliance with U.S. GAAP and IRS requirements.
- Developed, tracked, and reported customized KPIs to support client-specific business strategies.
- Trained and mentored junior analysts on financial analysis methodologies, tools, and best practices.
- Partnered with senior management to assess and refine assumptions in strategic plans and annual budgets.
- Reviewed and validated the financial assumptions underpinning forecasting and scenario modeling.
- Executed variance analysis to compare actuals vs. Budget, identifying root causes, and recommending corrective actions.
- Negotiated terms with vendors, clients, and suppliers to enhance cash flow efficiency, and reduce operational friction.
- Managed all aspects of accounting operations, including A/R, A/P, payroll, reconciliations, and software migrations.
Financial Planning & Analysis at M&G Global Pvt Ltd (2021-09 – 2022-08)
Senior Finance Associate at Blenheim Chalcot IT Services India Private Ltd. (2019-11 – 2021-08)
Financial Accounting Management and Analysis:
- Assumed the role of a Manager for Edtech Shared Services; led the financial team of five members, managed, and streamlined the month-end process, created financial statements, and supported tax and auditing projects.
- Pioneered in utilizing analytics tools, including Microsoft Dynamics AX 2012, Accounting Seed, Xero, and Salesforce, Freshworks to provide insights on business performance and assists in the decision-making process.
- Prepared consolidated financial statements, projected cash flow, and finalization of month-end for various portfolio entities.
- Profit and Loss Analysis.
- Identifying the accruals to be made, and deferred income to be released and processed the same.
- Finalization of month-end for various US and UK-based portfolio entities.
- Updating Balance Sheet schedules monthly, and make adjustments if any.
- Instrumental in leading the migration of financial accounting data into the new system - Accounting Seed.
- Recommended innovative process improvement strategies to increase overall productivity and business performance; assisted with the delivery of critical business information
Finance Associate at Blenheim Chalcot IT Services India Private Ltd. (2018-04 – 2019-10)
Responsible for preparing monthly financial statements, MIS, Bank Reconciliations, and updating Fixed Asset registers, supporting year-end audits, reconciling inter-company ledgers, and coordinating the billing and credit control processes.
- Owned the budgeting and forecasting process; created dynamic financial models, analyzed budget variances, and drove financial planning strategies.
- Delivered monthly financial packages with detailed insights, reconciled balance sheets, and ensured reporting accuracy.
- Played a key role in safeguarding data integrity by implementing periodic validation checks and reconciling financial data with business performance metrics.
- Acted as a key liaison for finance and business stakeholders, addressing ad-hoc queries, and ensuring clarity on financial outcomes.
- Initiated and implemented process improvements aimed at reducing inefficiencies and enhancing compliance with internal controls.
- Tracking & Processing Purchase invoices of various UK/US Based Entities.
- Raising timely Sales Invoices for various UK Based Entities.
- Prepared and submitted weekly aged debt reports and creditor's reports to the Finance Controller, informing them about their clients' outstanding balances.
- Weekly Bank Reconciliations sent to the Finance Controller.
- Maintaining and updating the Fixed Asset register.
- Monthly VAT Reconciliation. Inter Company Reconciliations.
- Managed the end-to-end R2R, P2P, and O2C processes in the absence of the team leader.
- Trained new staff members and enhancing their accounting skills and knowledge.
