Financial Planning Fp A
Resume:
Contact info :
Email : *************@*******.** Phone: +91 – 989-***-**** Profile : Linkedin
Location : Noida, India
CORE TECHNICAL SKILLS
Financial Planning & Analysis
• Advanced financial modeling and forecasting
• P&L analysis and management
• Business unit performance metrics
• Revenue and cost analysis
• Budgeting and variance analysis
Data Analysis & Visualization
• Advanced SQL querying including complex joins, case statements, and subqueries
• Power BI dashboard development with DAX modeling
• ETL processes using Power Query and Business Dynamics
• Data visualization and reporting automation
• Advanced Excel (INDEX-MATCH, Arrays, XIRR/XNPV)
Financial Operations
• GAAP reporting
• Financial statement analysis
• Revenue recognition
• Cost allocation and tracking
• Budgeting
EXPERIENCE
Leixir Dental Group Deputy Manager - FP&A Feb-24’– Present
• Monthly Financial Reporting: Prepare Monthly MIS and MBR with comprehensive commentary and recommendations on key business metrics, providing valuable insights to CFO & CEO.
• Product & Cost Analysis: Conduct product cost reporting, variance calculations, and profitability analysis across multiple labs and business units.
• Sales Performance & Budgeting: Develop sales summaries, department-wise sales variance reports, and sales budgets, ensuring accurate forecasting and financial planning.
• Customer Profitability Analysis: Implement ABC customer-wise reporting to optimize pricing, discounts, and profitability strategies.
• Market Penetration & Expansion Analysis: Prepare market penetration reports to assess business growth opportunities and competitive positioning.
• Data-Driven Decision Making: Provide ad hoc financial analysis and reporting to senior ROHIT GANGWANI
Results-driven Financial Planning & Analysis (FP&A) professional with over 8 years of experience in financial reporting, budgeting, cost analysis, and business intelligence. Currently serving as Deputy Manager - FP&A at Leixir Dental Group, a leading digital dentistry solutions provider, where I drive financial strategy, performance reporting, and data-driven decision-making. Expertise in MIS, MBR, sales forecasting, product costing, variance analysis, and executive reporting. Adept at leveraging Power BI, Excel, and financial modeling to provide actionable insights for senior leadership, ensuring operational efficiency and profitability.
leadership to support strategic planning and operational efficiencies.
• Executive & Ad Hoc Reporting: Handle special projects and ad hoc requests from CFO & CEO, ensuring real-time financial insights for business growth. Financial Planning & Analysis Analyst
Organization: Rate gain Travel Technologies
Tenure: Jan’24 – Jan’25
Financial Analysis
• Design automated financial dashboards integrating multiple data sources
• Build real-time P&L tracking and monitoring system
• Calculating Cash & GAAP Pnls
• Pnl Forecasting & Variance
• Travel & Marketing Budgeting & Tracking
• Implement automated expense tracking and ROI analysis tools
• Develop KPI dashboards for business performance monitoring Data Analytics & Reporting
• Developed and maintained automated ETL pipelines integrating Salesforce and Business Dynamics data for real-time reporting
• Created interactive Power BI dashboards for:
o Sales funnel analysis and team performance metrics o Deal monetization and revenue forecasting
o Regional business performance analysis
o Marketing ROI and expense tracking
o Travel expense management system
Jul 23 – sept 23
Business Analyst & Machine Learning Consultant -intern – Radically Digital (London)
Developed machine learning models for predictive analytics
Created automated reporting systems using Power BI and DAX
Implemented time-series forecasting models using R sept 22 – aug23
Faculty officer – University of Stirling
More than 5 Years in Past. :
Assistant Manager - Financial Analysis Genpact Inc. Client : Mondelez, Brazil
Led financial data transformation initiatives using advanced Excel functions
Developed automated reconciliation processes for month-end closing
Created complex financial models for variance analysis and forecasting
Implemented SOX controls for GAAP reporting
Optimized MIS reporting processes, improving efficiency by 25%
Managed balance sheet reconciliations using advanced Excel functions and automated validation checks
Fixed Asset Reporting – Metlife Gosc Noida
EDUCATION
MSc Business Analytics University of Stirling, UK sep 2022 – sep 2023 QS 5 star uni.
- One-year master's program in statistical modeling, machine learning, and data-driven business insights
- Learned machine learning techniques such as regression, classification, clustering, anomaly detection, and neural networks
- Used R for statistical analysis and modeling
- Performed data mining, business analytics, web and digital analytics with simulations, optimization, and BI tools
- Worked on consulting projects with real-world data and provided recommendations
- Acquired skills for Machine Learning Engineer or Business Analyst roles, MBA in Finance Sikkim Manipal University 2015
- Learned corporate finance, investment banking, financial markets, portfolio management, M&A, risk management, and compliance
- Built financial modeling skills, analytical approach, and business acumen
- Gained theoretical and practical knowledge to perform data analysis, modeling, forecasting, and strategic insights in finance roles.
Chartered Accountant - intermediate ICAI
Bachelor of Commerce University of Delhi
Other Experience & Certifications
Wealth management & Advisory
NSE certified in capital & Derivative markets.
Advanced Excel – LinkedIn Learning
Power bi & data modelling with DAX – LinkedIn Learning
SQL essentials – LinkedIn Learning
R for data analysis & Visualization – LinkedIn Learning
Special recognition from dean – University of Stirling Tools & Applications Experience
Oracle Netsuite
Salesforce
Advanced Excel
Power bi & data modelling with DAX
PeopleSoft
R for data analysis & Visualization
Blackline.
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