Financial Analyst Senior
Resume:
Lakshmi Priya M.R
Sr. Financial Analyst
Contact Education
813-***-**** Masters in Computer Application, VTU, India,2009
***********@*****.*** Bachelors of Commerce, SVU, India,2006
Tampa FL
Professional Summary
Senior Financial Analyst with total of 8.4 years of experience in the fields of Finance & Accounts.
Proficiency in Management Reporting (MIS) and Cost management.
Worked with 3 reporting teams – Financial Reporting, planning, and budgeting, Expenses planning and forecasting and People reporting & analytical services teams.
Good knowledge of financial planning and Analysis (FP&A).
Knowledge on various Business tools in Finance, Expenses and HR Reporting
Adapt to working in high pressure environments with strict deadlines and multiple deliverables. Good Consulting Skill and Ability to manage a team.
Good communication and interpersonal skills, capable of resolving multiple and complex issues.
Ability to collaborate internally with people across functions and corporate responsibilities, Excellent in Quantitative/Qualitative Analysis
Proven ability to create Business Requirement Documents, User Requirement specifications and Functional Requirement Specifications.
Undergone formal training on FICO with an experienced trainer on the modules/sub-modules. In the training, to have hands on experience configured all possible solutions using IDES Version.
Objective
Continual learning, gaining hands on experience and providing integrated solutions from understanding and translating business requirements. Believe in hard work and teamwork as it is the key to all success.
Skills
Tools
Business Objects, Hyperion Essbase, People Soft, SQL Reporting Tool, GT&E Tool,
Global Financial Reporting Tool, QlikView, Power BI
Advanced Excel, Pivots and Basic Macros
MS Excel, Word, Access, and PowerPoint.
SAP FICO
Operating System
Windows, Linux
Analysis Skills
Variance Analysis, GAAP Analysis, Impact Analysis, Financial Analysis, Reconciliation, Journal entries, Budgeting and Consolidation.
Soft Skills
Time Management, Leadership Management, Training& Mentoring, Good Initiator Problem-Solving, Documentation and Presentation
Work Experience
Organization:
AXA XL India Business Services Ltd
Rank:
Senior
Department:
Finance and Accounts
Role:
Financial Analyst
Duration:
25th February 2015 to 08th June 2018 (3 years 3 months)
Job Profile and
Responsibilities:
Preparing and reviewing Monthly and Quarterly Expense and Headcount Reports.
Reviewing and analyzing the variance for the Actual Vs Plan, Expenses/Prior Year/Reforecast/Prior Quarter) & preparing the commentary for the same.
Preparing the detailed and in-depth analysis of reports by region, business segment, country, and legal entity.
Preparing & Reviewing the Insurance Presentations & Enterprise Pack & analyzing the variances between translations.
Assist in financial planning, Expenses Planning, and budgeting & reforecasting.
Create and update Access Databases that hold Expense and Headcount data for allocations and Reporting.
Co-ordination with the GL, AR and AP teams on Expenses and variance analysis required on Customer query handling and Ad-Hoc reports
Ensure strong controls and checks on the data populated in Report Templates
Expense commentary on variance between Actual, Budget, Reforecast, Prior Year and Prior Quarter
Keeping flexibility in reports to incorporate any high-level adjustments or structural changes from onshore.
Prepare adequate documentation of the process.
Support Ad-hoc activities.
Preparing expense trending across quarter and year.
Work Experience
Organization:
Ernst & Young Global Shared Services
Rank:
Advanced
Department:
Finance and Accounts
Role:
Financial Analyst
Duration:
18th January 2010 to 19th February 2015 (5 years 1 month)
Job Profile and
Responsibilities:
The role encompasses of preparing Core financial reports, which assists the service line such as Assurance, Advisory, TAS, TAX and Core Business Services in reporting to the various stake holders such as CEO, Directors, Managers and Leads
I lead a highly qualified and motivated team to collectively ensure:
Prepare summary and performance dashboards for the management’s decision making.
Prepared FTE/ Headcount data reporting, Utilization Reporting and Missing Time sheet Reporting.
Improvement of reports by Automation or Simplification to increase the efficiency of the team as well as process.
Worked on financial planning, Expenses Planning, and budgeting.
To monitor adequate reasonableness checks and reconciliation of GL are performed and posting Journals.
Creating backups for all reports which ensure smooth day to day proceedings.
Keep the team updated and knowledgeable about the new project, tool, and process.
Keep the team motivated to improvise the process.
Validation of team’s work on high visible reports.
Handling operational challenges in absence of lead
Review of Standard Reporting Tracker, Ad hoc Reporting Trackers, and the Reporting Documents on regular basis.
Review of the shared drive to make sure all the reports prepared by the team are posted in the shared drive.
Proper communication among the team, Clients, and the management.
Set up of Review mechanism for the high complexity and Visible reports.
Doing Variance Analysis with previous Financial Statements for FYTD.
Preparation of AD Hoc reporting using Business Objects and GFTFR Tool.
Additional Responsibilities:
oProviding updates for Management Reports and framing work directions for the team after thorough assessment of capabilities.
oMonitoring the performance of a team and providing tips for process efficiency and ensuring that individual and team targets are met.
oMonthly workloads re-distribution
oInitiating new projects and ensuring trackers are updated.
oHandling end -to- end process and one point of contact for the projects.
oFirst point of contact on escalations on my team’s behalf.
oSupported various projects and dashboard preparation to clients.
oCoach and mentor for the team members.
oActive Participation in Cultural activities.
Contact this candidate