Naveen Purohit

Senior Finance Manager with 15+ years of experience in Financial Planning & Analysis (FP&A), Strategic Finance, Business Partnering, Budgeting, Forecasting, and Finance Transformation, enabling data-driven decision-making, operational excellence, and scalable finance operations across global organizations. At Burns & McDonnell led FP&A initiatives by developing Annual Operating Plan (AOP) for multiple Global Practice and Region wise segment, reducing timeline of submission and operating efficiency for gathering input through automation. At Burns & McDonnell, transformed GCC finance operations by scaling the finance function from 2 to 50+ members, driving RPA- and AI-enabled process automation that eliminated over 2,000 manual hours annually.

Managed

Audit timelines efficiently, generated efficiency by 2 weeks.

Senior Finance Manager - Burns & McDonnell Engineering India Pvt. Ltd. - Mumbai

(2023-01 - 2026-05)

• Spearheaded UAT for RPA implementation, automating processes and reducing manual tasks by 2000+ hours annually, Activities which consist of processes in invoicing to Client, recurring GL Processes, Project Cost transfer, Balance sheet reconciliation template enhancement, supplier queries response, this exceed efficiency goals.
• Orchestrated Financial Planning & Analysis (FP&A) processes, improving decision-making for global segments and enabling data-driven expansion strategies.
• Revised corporate card policies and spending limits, achieving Zero user payment delinquencies for the India Business unit within 3 months and ensuring 100% adherence to business use guidelines.
• Orchestrated scalable treasury processes by managing cash flow, banking, liquidity, and internal controls, reducing corporate card delinquencies by 15% for US business unit.
• Developed Financial Planning & Analysis (FP&A) models, projecting revenue and ROI for projects to support Project Managers in Project evaluation.
• GST and TDS Compliances. Managing India GAAP/Ind-AS reporting, Audit support and Statutory compliances.
• Developed and presented business cases for specific Project projecting revenue and ROI.
• Transformed GCC finance operations by scaling the team from 2 to 50+ members to support multiple international entities, establishing robust, scalable processes encompassing accounting and forecasting, audit processes, and strong people management, holding attrition below 10% while building out.
• Developed financial forecasting models and scenario analyses to support strategic planning and inform investment decisions, enabling data-driven expansion strategies and improving decision making for global Practice segments.
• Spearheaded AI-driven productivity tools adoption, utilizing AI Tools to develop MIS dashboard enhance financial analysis, automate financial reporting processes.

Section Manager - Corporate Finance - Burns & McDonnell Engineering India Pvt. Ltd. - Mumbai

(2021-01 - 2022-12)

• Led GCC finance process migration by designing structured methodology via Standard operating procedures, capturing real-time knowledge creating back-up of processes as per capacity and ensuring no reporting disruptions to US parent while aligning with business requirements.
• Led MIS reporting & financial performance reviews to deliver actionable insights, improving management decision-making through enhanced MIS reports and Budget Planning supporting key business objectives.
• Oversaw period-end closing for multi-entity reporting and reconciliations, ensuring adherence to US GAAP and Ind AS for complete monthly, quarterly, and annual month end close process.
• Developed and implemented a risk-based internal audit plan, reducing reactive findings and streamlining external audits, which resulted in a reduction in significant audit findings and a 2-week faster external audit completion while ensuring statutory requirements compliance.

Deputy Manager - Corporate Finance - Burns & McDonnell Engineering India Pvt. Ltd. - Mumbai

(2018-05 - 2020-12)

• Established informal internal controls by documenting SOPs and implementing quarterly self-assessments, reducing repeat audit observations materially through proactive issue resolution and improved governance frameworks.
• Transformed finance team from transactional to strategic partner by restructuring MIS with forward-looking commentary and initiating mentoring and coaching calls with US leadership, leading to earlier involvement in planning and develop strategies.
• Redesigned multi-entity financial close process by standardizing reconciliations and introducing checklists, reducing close cycle time and last-minute corrections for clean, on-time financials to US leadership, enhancing financial acumen.
• Implemented a statutory compliance calendar and review process, eliminating tax notices and ensuring timely filings amid increasing complexity, which also improved audit documentation and strengthened Ensure compliance with regulations.
• Leading Billing, Account Receivables, Account Payables Segments.
• Mastered new ERP systems, driving successful implementation of Oracle EBS Modules with 3 months of Parallel run from UAT to stabilization and Chrome River from UAT to stabilization in a month.
• Scaled GCC finance operations from 2 to 50 members, establishing scalable processes and achieving <8% attrition.
• Transformed team by restructuring MIS with forward-looking commentary, initiating coaching calls, leading to earlier involvement in Budgeting and strategy development.
• Drove the AOP process by implementing a structured template and consolidation model, resolving cross-functional assumption conflicts and enabling timely completion for first time in 2 cycles to US leadership, improved alignment and reduced revisions.
• Developed Financial modelling for top contract, delivering cost savings and improved decision making.

Senior Accountant - US Finance - First Data India Pvt. Ltd. (Fiserv)

(2015-09 - 2018-05)

• Accelerated finance process transition by designing transition activities and practicing them to overcome limited notice period, resulting in smooth transition to GCC and deep process understanding.
• Led US entity accounting migration to India GBS, stabilizing all processes within SLA; met reporting timelines & improved reconciliation quality, resolving aged open items.
• Resolved 90-day+ unreconciled items by analyzing root causes and fostering cross-functional alignment, improving reconciliation reporting and tracking of timing/non-timing differences.
• Facilitated audit processes for multiple entities, ensuring adherence to financial governance and strengthening internal controls with improved business metrics reporting while addressing critical audit issues swiftly.

Finance & Reporting Roles - Multiple Organizations

(2013-04 - 2015-08)

• Led initiative to implement new tax software, automating calculations & reconciling liabilities to ensure monthly compliance with statutory payment deadlines, resolving prior manual errors and improving accounts payable cycle and allocation of activities.
• Managed India GAAP/Ind AS financial statements, payroll, tax, reconciliations, and multi-entity accounting to ensure accurate and compliant financial reporting.
• Engineered an IFRS conversion template to address Ind AS-based books, enabling monthly MIS pack delivery within group consolidation deadlines and achieving zero restatement requests.
• Facilitated timely and compliant closure of statutory, tax, and internal audits for entity by coordinating project audits and ensuring strong administration.
• Prepared Weekly as well as Monthly NAV Packs for Hedge funds, AIF.
• Prepared financial Statements, Supported audit.
• Improved coordination with Project Managers and enhanced use of best practices in financial reporting and analysis for professional services, achieving improved reporting accuracy and streamlined workflows.

Finance & Reporting Roles and Internship - Multiple Organizations

(2007-07 - 2013-03)

• Addressed client's MVAT liability challenges by reconciling payments and implementing a system for timely invoice generation, accounting, and tax calculation, streamlining operations and managing statutory obligations.
• Spearheaded fundraising initiatives by designing a financial projection template and reporting system, delivering DCF and IRR analysis to secure project financing from a consortium of banks, supporting business growth.
• Addressed manual, error-prone indirect tax processes by implementing new tax software and re-engineering invoice workflows, mitigating compliance risk and strengthening tax calculation accuracy.
• Managed complex tax regulations by implementing a proactive compliance calendar and monitoring system, achieving and significantly reducing compliance risks through direct and indirect tax compliance training, improving capacity building.

Chartered Accountant (CA) - ICAI (2012-11)

CFA & M.Fin. Analysis - Financial Analysis - ICFAI (2012-04)

B.Com - Commerce - University of Mumbai (2004-04 - 2007-03)