MBA with extensive consulting experience

Location: India
Reference: CPC40143
Language: English

Short description

Astute MBA qualified and experience and driven financial services professional with 7.5 years’ expertise in Financial Planning and Analysis (FP&A) and Management Consulting.Instrumental in streaming and improving process and reporting methods. Technical proficiency in Oracle, Peoplesoft 8.1, Cognos, MS Visio, Qlikview, Advance commercial banking system (ACBS). Skilled in FS Consulting Finance Transformation | Advisory and Cost Optimization| Company analysis/Benchmarking| Business process reengineering | Process design and Mapping |Data Analytics

Experience

KPMG (2017 - 2019)

Management Consulting
Finance advisory
Performance Improvement
KPMG
Management Consultant-Advisory July 2017-July 2019
• Part of Advisory into Management Consulting practice. Work in Financial management advisory services team for major FS clients for different business and transformation projects
• Business Process Reengineering Project: The project was inclined towards removing NVA (Non value added) activities in current workflow which resultant in headcount reduction. Achieved “30% headcount reduction” target by analyzing the current (“As is”) process state and documented it by MS Visio and recommended the future (“To-Be”) process landscape by applying lean and removed NVA activities
• Process design and Shared services setup: The US based financial services wanted to setup their unit in India hence reviewed the client workflow stream and prepared project management plan along with the Deliverables matrix and mapped and created current state process flows and prepared desktop procedures/SOPs documentation for client’s Finance processes (FP&A, Commercial lending).
• FP&A Reporting Innovation/Integrated Reporting: The leading Asian bank wanted to setup their legal entities and workflow stabilization in their FP&A vertical. Led the financial reporting procedure in Oracle in order to have it digitize transformation along with financial planning and analysis reviews wherein analyzed the variances and provided commentaries to finance business partners.
• Debt Syndication: The leading US bank wanted to streamline the debt service vertical. Executed the debt syndication process by streamlining Direct. Agented and syndicated deals and streamlined the Commercial Lending approval processes and fund disbursement via Treasury and setup internal controls and evaluate corporate performance by Data Analytics.
• Developed dashboard & scorecard reporting of key performance indicators exhibiting client hours, client’s billable utilization, economic utilization, employee headcount
• Assists Directors in preparing sales pitches/proposals for new project opportunity
• Risk management compliance activities regarding engagement initiation to closure of the project.

Degree: MBA
Accenture (2015 - 2017)

Cost Optimization
Financial Planning and analysis consulting

Accenture
Subject Matter Expert June 2015-July 2017
• Cost Estimate transformation Project: The project was related to cost allocation from one BU to other BU in order to have proper cash flow in the business. I had simplified the forecasting process by automated the cost estimated matrix by trend analysis and aligned cost allocation system process in Oracle by applying Change Management in business
• Analyzed financial statement of the leading US bank along with the corporate business for FP&A vertical which includes detail review of P&L along with variance analysis (Actual vs budget/YTD/Qtrly)
• Spearheads continuous process improvements and change to capitalize on growth opportunities and mitigate risk
• Financial planning and reporting of different management reports (tradeshow, travel, revenue, lease, cost, advertising, headcount) to Director.
• Analyzed revenues, key trends, T&E expense analysis, Capex and Opex management (Spend v/s budget analysis), Business unit financial reporting and analysis
• Tracking over budget situations on quarterly basis and highlighting the exceptions
• Ensure accurate allocation of expenses to other divisions of firm. Explain trends and key changes to Finance Business Partners.
• Capex management (Spend v/s Budget analysis), Review operating statements, verify accruals
• Cost center reporting with perspective of headcount and assist in forecasting/projection numbers.

Degree: MBA
S&P CAP IQ (2013 - 2014)

Investment banking support
S&P CapIQ (SNL Financial)
Associate Account Manager/Research Executive July 2013- Nov 2014
• Worked for Major investment banks, AMC's, consulting companies responsible for Making CCA's (comparable company analysis), CTA's (comparable transaction analysis).
• Peer analysis/Benchmarking, financial modeling.
• Making PIB's (public information booklet)
• Analyzing, recording the financial information of major SEC filings like 10K and 10Qs prepared on U.S GAAP for Investment bankers for utmost accuracy. Cost management.
• Responsible for monthly and quarterly reporting of cash flows and investments
• Training clients on SNL platform and providing investment banking support, revenue reporting.

Degree: MBA
Genpact GE Capital (2011 - 2013)

Corporate Finance
Debt syndication

Genpact (GE Capital)
Process Developer April 2011-July 2013
• Worked for GE capital Americas and provided support to Norwalk and Chicago team in Corporate finance division by Revenue, MIS, Liquidity reporting.
• Financial planning and variance analysis, Expense reporting and measure YOY growth to identify projections.
• Review operating statements of borrower with reference to corporate financial activities
• Assist clients in commercial lending for syndicated deals.
• Manage cash and funding requirement in USD, GBP, YEN, AUD currencies. Collateral booking/analysis.
• Different management Packs like Investment reports, Revenue report.
• Responsible for Corporate finance activities and loan pricing, income allocation, and capital management.
• Analyze investment, discount, revenue, project performance etc. Track KPI/Trend analysis.
• Strong inclination towards "Continuous Improvement" in work by analyzing NVA activities by LEAN.
• Minimizing risk by identifying the discrepancies and their root cause, notifying apt parties
• Work as SME & trainer and creating the road map for the New Hires and Ensuring SLA’s are met.

Education

Jaipur National University (2009 - 2011)

MBA FINANCE QUALIFICATION

Degree: MBA

Other

Bachelors in Commerce

Bcom Bachelors in commerce

Degree: BCOM