Pavithra Poojary

Career Objective

To justify the organizational faith by striving to deliver Superior & Consistent Performance by the right mix of Values and Knowledge thus enhancing Professional & Personal Development.

Quick heads up:

My experience in finance with Current and prior companies gave me an exposure to culturally diverse environment in addition to my experience in FP&A. I have worked through multiple Financial close and forecasting during my 10 years of tenure within core finance and supported my managers thoroughly with financial planning and reporting activities which also includes reconciliations, accounting and budgeting activities. Worked on various Metrics and analysis for respective companies. The experience helped develop interest for distilling complex financial information into clear, summarizing, and actionable reports that support management decisions. During my work tenure with Quintiles transnational, now IQVIA I received an award named "Work worth doing" for budgeting of cardiac safety service nominated by senior Director Finance Quintiles India and was acknowledged by the Business head CSS. I was also awarded the Finance spot award in NetApp for my role in supporting HQ Contra Finance centered on forecast/Reporting.

Professional information

Total Experience: 12 years

Open Text – Senior Revenue Recognition Analyst (Contract) – Canada – Jan-2023 - Present

· Review contracts to ensure revenue is recognized in compliance with ASC 606. Calculate POC revenue on professional services engagements.

· Perform the month-end/quarter-end close activities related to revenue recognition. Prepare journal entries including SSP allocation in compliance with policy

· Maintain deferred revenue schedules for assigned entities. Partner with Billing Operations and Finance to research and resolve revenue fluctuations.

. Project Implementation. SAP RAR ASC606 Implementation.

NetApp: Financial Analyst – Feb 2017 to Nov 2022 - Bangalore

Working for Channel Sales Finance worldwide I support contra revenue discussions for the company. Coordination of large group efforts worldwide in channel project, fin close and forecasting activities which includes preparing and driving operational and financial metrics in support of key decision making

Key responsibilities

Supporting Channel Program Management in designing new partner programs.

Planning, forecasting, analysis and reporting on Headquarters (Contra)

financial modelling of Partner rebate program based on large datasets, ROI assessment, Financial support and analysis in budgeting, planning, and reporting on contra-revenue.

Fiscal month-end-close activities

Review financials and ensure spend is in-line with forecast and identify erroneous expenditures that need to be re-classed or justified.

Opex Accruals and reclass of unpaid items.

Calculations of MDF expense accruals: Basically, marketing development funds initiated by NetApp to support channel partners.

Contra reconciliations performed on monthly basis

Monthly management reporting and Contra revenue calculations done on a quarterly basis.

Cash flow forecast and actuals for contra revenue worldwide

Partner investment analysis report for rebates/programs which enables marketing team to design rebates for upcoming quarters/Fiscal year. Presentations on major partners performances indicating their trend and contributions summarized.

ERP systems used for accounting and close - oracle and Hyperion. Other systems - EBI, Salesforce and Tableau

Award and Recognition: Finance Spot award for supporting headquarters on contra finance with regard to financial close, forecasting and AOP.

CSC : Business finance partner from Aug 2015- Feb 2017

I worked on operational Budget, Forecast with consistent discussion with business partners on periodic basis. Presenting detail reports on labor, material and overhead cost against Budget/ Forecast by offerings, Analysis, monitoring trends and highlighting variances and root cause analysis.

Study and explain financial performance (e.g. Revenue variances at offering level, cost at FTE level, etc) and providing detail insights to business leaders on various aspects of business performance drivers

Key responsibilities

Presenting detail reports on labor, material and overhead cost against Budget/ Forecast by offerings, Analysis, monitoring trends and highlighting variances and root cause analysis.

Draw operational Budget, Forecast with consistent discussion with business partners on periodic basis.

Study and explain financial performance (e.g. variances at offering level, FTE level, etc) and providing detail insights to business leaders on various aspects of business performance drivers..

Consolidation of Head count details and Capex budget, forecast and periodic reporting

Periodic management accounts preparation for various business offerings and involvement in Month end close activities.

Participate in various corporate projects requiring a financial evaluation and financial performance review on periodic basis. P/L Analysis at GL account level on various expenses and qtr to qtr movements analysis on Actuals and forecast.

Preparing reporting framework, building financial models like utilization reports at Offering level and FTE level to provide more insights on labour utilization.

ERP systems used for accounting and close – Cognos, SAP and Hyperion.

Quintiles Transnational ( Biotechnology and Pharmaceutical ) as Financial Analyst from June 2012 to Feb 2015

Job description: Financial Analyst

Job profile: Part of Project finance Team looking into Project finance and business finance for major lines of business in Quintiles.

Promotion: Quintiles first year appraisal - Promoted to Financial Analyst 2

Award and Recognition: “Work worth doing” for budgeting 2014 for cardiac safety service nominated by senior Director Finance Quintiles India and acknowledged by the Business head CSS.

Key responsibilities

Financial reporting and analysis involving Monthly P/L reporting month end accounting journals.. Monthly business review calls with senior management and business leads.

Participate in corporate financial planning, analysis and budgeting activities including Annual Operating Plan and quarterly/monthly forecasts.

Perform Start-up, Maintenance and Retrospective analysis of complex clinical research project budgets in accordance with the standard project reporting and analysis processes.

Provide financial analysis of assigned global projects including assessment of financial risk, calculation of revenue recognition, billing schedule development, invoicing and maintenance of complete and accurate project accounting records.

Conduct Monthly Deep Dive Review Calls with Project managers to review Projections Trending, Labor Variance, Project Timelines, Resourcing, Milestones completion to develop project trends and forecasts.

Project Cash Flow Projections and Revenue Forecasting.

Financial Risk & Analysis of the assigned Projects and commentary to management in MPR (Monthly Project Review meeting).

Deliver understandable project analysis information to project team members and management.

Pipeline management: coordinating with Sales/Business development team to manage and understand pipeline for the Line of business.

Previous experience - Nov 2008

Previously worked as Analyst with Ocwen Financial Solutions with 3 yrs of experience post MBA in finance.

Job description: Analyst Investor reporting.

Job profile: Preparation and Analysis of financial summary of securitization pools serviced by Ocwen; Interacting with clients at major US Investment banks to resolve any queries and remittance of funds to them from Ocwen.

Major project undertaken: Analysis of funds deemed to be non recoverable for Ocwen portfolios. This was single major financial analytical report prepared at Ocwen that resulted reducing the advance position of the organization.

TECHNICAL SKILLS:

-PeopleSoft Financials (finance end user), Sap, Sap BPC

-Worked on Hyperion, Cognos, Salesforce, Ebi, Oracle financials

-Understanding of MS office (Word, Excel, Power point, Access).

-Hands on experience in Excel functions, Pivot tables and knowledge in Advanced MS Excel and Macros.

STRENGTHS:

Strong Fundamentals and analytical skills- This helped in routine work as well as in analyzing issues in new scenario.

Time Manager, ability to multi task, Process mindset driving simplicity and process improvement.

Strong oral and written communication skills.

Possess sound judgment, and have the ability to properly balance business goals.

High Energy levels-Volunteered for lot of additional projects besides the main stream reporting.

A quick learner and have demonstrated high quality output in required areas.

INTERESTS:

Financial statements, Financial planning and analysis

Credit analysis, costing, budgeting and cash flows

Education

Master's Degree in Finance from Mangalore University - Mangalore, Karnataka, India : June 2006 - April 2008

Bachelor's Degree in Finance from Mangalore University - Mangalore, Karnataka, India : June 2003 to April 2006

Awards for excellence

Won 1st place at University-level Elocution Competition, held at Mangalore University (September 2007)

Secured 2nd Rank in 1st Semester of MBA (Mangalore University).

A Certificate of Merit for overall excellence awarded by T.I.M.E (Mangalore).

Reference

Asta Purickaite

Finance Manager

NetAPP

Amsterdam

Contact : +31-627******

Nilanjan Sinha

Vice President, Finance. Asia Pacific, R&DS

IQVIA

adv71c@r.postjobfree.com

Nilanjan Sinha LinkedIn

Declaration

I affirm that the information furnished above is true and correct to the best of my knowledge.

Mar 29th 2023

Pavithra Poojary

Contact: +1-416-***-****

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