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Financial Planning & Analysis

Location:
Alameda, CA
Posted:
February 08, 2024

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Resume:

NIDHI GOENKA

510-***-**** • ad3he5@r.postjobfree.com • ad3he5@r.postjobfree.com • linkedin.com/in/nidhigoenka

EDUCATION

Santa Clara University, Leavey School of Business CA, USA Master of Science in Finance & Analytics, GPA 4.00/4.00 December 2024

• Awards: Dean’s list, Merit scholarship award recipient. Pursuing full-time STEM degree with CPT and 3 years OPT. UC San Diego Division of Extended Studies CA, USA

Calculus I, GPA 4.00/4.00 September 2023

CFA Institute USA

Completed CFA Level 3 July 2017

The Institute of Chartered Accountants of India India CPA (Chartered Accountant) July 2011

University of Calcutta India

Bachelor’s of Commerce (H) – Finance & Accounting, GPA A/A July 2010 EXPERIENCE

Hector Beverages Private Limited (Start-up with revenue of $60M) Bengaluru, India Chief of Staff to CEO and CFO March 2022 - August 2023

• Held leadership role to liaise with CEO and CFO in building future organization by leading key strategic projects across functions such as Sales, Marketing, New product development, Finance, Operations/Supply chain and HR.

• Key responsibilities from CFO’s Office:

• Led end-to-end business plan forecasting including demand forecasting. Collaborated across multiple departments to prepare strategy and performance decks for Investors & Board presentations.

• Automated financial planning and reporting using Power-BI and Python. Aided pricing and investments decision with financial models blending business insights.

• Restructured the finance organization and rebuilt finance team by hiring 15-20 finance team members across levels.

• Executed ERP transition to Microsoft Dynamics 365 and acted as stand-in finance controller leading Internal and Statutory audit.

• Led key manufacturing contract negotiation and delivered manufacturing cost optimization by adding 1.5x capacity at negotiated rates.

• Key responsibilities from CEO’s Office:

• Developed 3 new inhouse brands by launching 25 products contributing towards future sustainable growth plan.

• Spearheaded a business collaboration deal with a US based company (Blue diamond) to launch Almond milk in India with potential business size of ~$30M in next 5 years.

• Strategized to scale current dry fruits business (launched in 2020) to 10x by assessing new sales channels and expansion opportunities in India. Presented the business strategy to the new incoming investors and EY’s due diligence team during fund raising.

• Designed new performance management policies & systems alongside launching new HRMS integrated platform. Collaborated with consultants to screen and hire for various confidential leadership roles. Shell India Markets Private Limited (Royal Dutch Shell) Chennai, India R&A Aviation Global JV and Functions Lead August 2019 - March 2022

• Partnered with senior aviation stakeholders based in London, Singapore, and their teams across globe managing costs, Joint venture income, planning and execution of long term & short-term strategy.

• Executed multiple scenario testing during Covid-19 to restructure fueling operations across 300 airports. Tracked recovery of Aviation industry across globe and countries to optimize cost spent considering minimal/no aviation operations.

• Developed talent and directly led a team size of 5. Leadership: rated 9.4 on 10 as team leader (vs Shell top quartile 8.0) in anonymous yearly people’s survey. Voluntarily headed various networks across Chennai campus to create and develop organization’s culture as people ambassador network lead for 100 odd colleagues.

• Received 2 VP awards from Royal Dutch Shell for delivering Touchless MI (75% digitalization within 6 months) and bottom-line savings projects (Savings of $5M).

Hindustan Unilever Limited (Unilever) Mumbai, India Assistant Change and Integration Manager February 2019 - August 2019

• Part of post-merger integration team of largest FMCG merger deal in India of GSK consumer health with Unilever. Merger deal of around $4B.

• Partnered supply chain team in designing supply chain strategy for Horlicks and boosts brands. Benchmarked and aligned long- term cost savings/synergy, manufacturing footprint, procurement, and distribution roadmap alongside senior leadership team.

• Headed finance strategy for Sri Lanka, new market entry and over counter (OTC) business of GSK consumer health. Structured and finalized long-term and short-term business strategy for both businesses.

• Evaluated new market entry by appraising various investment scenarios through a complex financial model (using discounted cash flows method) to test financial viability. Analyzed and presented Sri-Lanka’s market-entry opportunities to executive leadership team of Unilever.

Assistant Supply Chain Finance Manager February 2016 - February 2019

• Performed financial planning & analysis for South Asia foods and refreshments vertical with revenue of approx. $1B with categories like Tea, coffee, ice-cream, foods and vending business.

• Partnered senior supply chain operations and procurement leadership team. Supported supply chain team in taking cost effective decisions by analyzing different financial and non-financial parameters.

• Budgeted costs across 60 foods and refreshments factories aligning with global and local targets of each country, and category.

• Ideated and led restructuring/factory closure investment proposal of 2 owned and 3 third-party factories to deliver long term manufacturing strategy. $36M capex project was aimed to restructure factories to deliver end-to-end long-term savings by consolidating and moving factories closer to demand hubs.

• Prepared financial models (using discounted cash flows method) to assess the financial viability of capital investment proposals. Evaluated close to $100M worth capital investments delivering capacities and savings across India. Scrutinized all implemented capital investment proposals to analyze the post implementation outcome. Axis Bank Limited (3rd largest private bank in India) Mumbai, India Manager High value loans – Central Office April 2014 - December 2015

• Team member of central credit underwriting and policy team. Underwrote high value loans across India secured by real estate assets.

• Performed a thorough financial analysis, industry analysis and assessed different risk parameters. Conducted personal discussion with borrowers to analyze business models viability and risk factors involved with each borrower’s Industry & business.

• Conducted portfolio analysis of mortgages to identify trends, early warning signs to assess risks. Suggested top management key potential risk areas to reduce future risks towards non-performing assets.

• Designed and led various trainings aimed to enhance underwriting quality across India by educating managers and business heads. Indiabulls Housing Finance Limited (2nd largest housing finance company in India) Mumbai, India Branch Credit Manager October 2011 - March 2014

• Led a secured loans credit underwriting team for the entrepreneurs of Mumbai region.

• Scrutinized and analyzed financial statements including audit reports to evaluate the credit worthiness of the borrowers and assess risks associated in funding the borrowers.

• Conducted various training sessions of cross functional teams of operations, sales, and credit to improve understanding of products and processes.

ADDITIONAL INFORMATION

• School project: Practicum project with Forex team of Silicon Valley Bank to perform currency valuation, benchmarking, and hedging. Time frame : January 2024 to June 2024.

• Technical Skills: Advanced Excel, Power BI, SAP, Microsoft D365, Python, SQL, R, Pandas, Anaplan, TM1.

• Certifications: Master’s in business finance, ICAI (Secured all-India rank 7), Python 3 and R Programming, Code Academy.

• Interests: Trained Ballroom and Indian classical dancer. Likes to travel, read fiction books, listening to music, and exploring hiking trails.



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