Financial Planning & Analysis

KARUNA JAIN

925-***-**** ***********@*****.***

SUMMARY

Strategic and results-driven FP&A Manager with over 15 years of progressive experience in financial planning and analysis across diverse industries. Proven ability to partner cross-functionally, lead financial transformation initiatives, and deliver actionable insights to drive business performance. Adept at managing forecasting, budgeting, long-range planning, and revenue optimization. Hands-on experience with ERP tools including SAP HANA, BPC, Oracle NetSuite, Adaptive, Anaplan, and Tableau.

Areas of Expertise:

Budgeting, Forecasting, and Financial Reporting

Financial Planning & Analysis (FP&A)

Revenue Recognition (US GAAP, IFRS, SOX)

Variance Analysis & Cost Optimization

Business Partnering & Cross-Functional Collaboration

ChatGPT + Excel: AI-Enhanced Data Analysis & Insight Specialization

PROFESSIONAL EXPERIENCE

Tekion Corp

Financial Planning & Analysis (FP&A) Manager May 2024 – Present

Lead company-wide forecasting, budgeting, and long-range planning processes.

Partner with cross-functional teams to deliver financial insights and optimize operational spend.

Enhance planning systems and support finance transformation initiatives for efficiency and scalability.

Deliver timely monthly and quarterly reporting packages for leadership with clear financial insights.

Mentor junior FP&A team members and drive continuous improvement of financial processes.

Deliver clear, consistent, and insightful monthly and quarterly reports, equipping leaders with the key financial insights needed to drive performance and strategic decision-making.

SolarEdge Technologies

Finance Manager May 2022 – April 2024

Owned full-cycle FP&A including monthly/quarterly forecasts, budgeting, and variance analysis.

Streamlined models for operational and capital expenditures; built forecasts for expenses, revenue and headcount.

Supported strategic decision-making with financial models and cross-functional collaboration.

Created reporting packages combining financial and operational metrics to guide business leaders and clearly explained variances against budget, forecast, and prior periods to support data-driven decision-making

ServiceNow

Senior Financial Analyst June 2021 – April 2022

Delivered financial analysis and reporting to support Professional Services operations.

Partnered with leadership to define and track key performance indicators (KPIs), align financial planning with long-term strategic goals, and ensure forecasts accurately reflected business priorities

Executed monthly close activities including accruals, variance analysis, and compliance checks.

Strengthened data quality and streamlined reporting practices across finance teams.

SingTel Communications

Senior Financial Projects Analyst August 2015 – June 2021

Spearheaded the end-to-end SAP S/4HANA migration initiative by leading data validation, system testing, and data cutover activities. Collaborated with engineering, business units, and system integrators to ensure seamless transition

Managed forecasting, budgeting, and project-based financial reviews across engineering and operations.

Enhanced project-level financial governance by introducing standardized templates, enabling proactive risk identification and better visibility into project performance across business units.

Ensured regulatory compliance in revenue recognition and reporting.

Fujitsu Australia Ltd.

Senior Financial Analyst October 2011 – August 2015

Worked with senior business leads in commercial environment and help them design budgets and forecasting project/ customer’s revenue and cost including contract variation pricing.

Directed business unit financials including cash flow, working capital, and client contract performance.

Improved budgeting and forecasting processes for major accounts, delivering high-accuracy projections.

Reinforced internal controls and financial analysis standards to mitigate risk.

Led end-to-end forecasting and reporting for major client accounts, delivering monthly, quarterly, and annual financial forecasts, analyzing variances, and ensuring accurate revenue recognition aligned with contract terms and risk-compliant practices

Provided high-impact financial support to senior management and developed junior team members.

Accenture Australia Ltd.

Client Financial Management Specialist January 2008 – October 2011

Managed financials for high-profile clients (e.g., NBN, Westpac), including contract pricing and forecasting.

Enhanced reporting accuracy through deep-dive margin, cost, and variance analysis.

Led monthly closes and optimized financial modeling for resource allocation.

Ensured GAAP-compliant revenue recognition across varied service contracts.

Performed regular time and expense analysis to ensure alignment with financial plans and proactively identified risks and opportunities to optimize project financial performance

EDUCATION & CERTIFICATIONS

CPA Australia – Currently pursuing (3 sections passed)

Masters of Applied Finance & Banking – University of Wollongong, Australia

Masters of Accountancy – University of Wollongong, Australia

Post Graduate Diploma in Business Administration – Thames Valley University (Now University of West London)

Bachelors of Commerce – Delhi University, India

TECHNICAL SKILLS & SYSTEMS

SAP HANA, BW, BPC, Anaplan, Oracle NetSuite, Adaptive Insights, Tableau, QuickBooks

Advanced Excel & Financial Modeling

Budgeting, Forecasting & Variance Analysis

Data Visualization & Reporting Dashboards

Business Process Improvement & Automation

AWARDS & RECOGNITION

Recognized for outstanding leadership in financial planning and analysis.

Awarded for optimizing financial processes and enhancing team performance.

Honored for driving successful system migrations and improving financial controls.

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