FP&A Assistant Manager

Himanshu Joshi

Assistant Manager - FP&A

A-***, Ideal, Radha Regency, Ramdev Park Rd, near Ritu Glorious, Ramdev Park, Mira Road East, Mira Bhayandar, Maharashtra 401107

****************@*****.*** 773-***-**** 05/02/1996

www.linkedin.com/in/himanshu-joshi-993a63133

Profile

Dynamic FP&A professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines. Presenting bottom-up financial impact to all levels of management. Work Experience

FirstSource, Assistant Manager - FP&A 04/2024 – present Mumbai Key Responsibilities & Contributions:

Spearheaded planning, forecasting, and analysis processes across core financial metrics, including revenues, monthly expenses, headcount, profitability, and capital allocations reporting with accurate variance analysis.

Delivered insightful, data-driven presentations and dashboards for senior management, Operating Committee, and Board of Directors – enabling effective strategic decisions. Prepare monthly, quarterly, and annual financial reports and dashboards for Management. Perform variance analysis, cost monitoring, account reconciliations, budgeting, forecasting and financial planning activities. Support month-end closing and ensure timely, accurate financial reporting to senior management. Review general ledger (GL) & Cost Center wise activities. Led and contributed to the annual budgeting cycle and monthly/quarterly forecasting; identified drivers for performance deviations and recommended corrective actions. Developed, maintained, and enhanced dynamic financial models (Excel-based or tools like VBA-Macro, Tableau, Power Query) to support both recurring and ad-hoc analysis needs. Conducted deep-dive variance analyses to assess cost and revenue shifts, operational efficiency, and scenario planning across economic environments.

Participated in firm-wide FP&A transformation initiatives to automate reports, optimize planning cycles, and enhance data integrity.

Key Achievements:

Streamlined forecast variance reporting, reducing turnaround time by 30% while improving accuracy and stakeholder satisfaction.

Partnered with cross-functional teams to implement a centralized dashboard for monthly financial KPIs, enhancing transparency for business heads.

Recognized by leadership for analytical depth and ability to deliver under tight deadlines in high-stakes reporting cycles.

Tools & Skills:

Financial Modeling, Budgeting, Forecasting, Variance Analysis, Management Reporting Excel (Advanced), PowerPoint, Tableau, Power-Bi or SAP. Stakeholder Management, Scenario Planning, Automation Projects. IQVIA RDS (India) Private Limited,

Project Financial Analyst

08/2023 – 04/2024 Thane, Maharashtra

Key Responsibilities:-

•Independently designed and maintained complex Excel-based templates and reports for daily, weekly, and monthly financial analysis.

•Utilized Spotfire for enhanced data visualization, providing an added advantage to financial reporting.

•Developed and maintained daily financial scorecards to track and report on key performance indicators

(KPIs).

•Generated periodic and ad hoc reports, ensuring accuracy and timeliness in distribution. Conducted data and business analysis, presenting findings to management in a clear, concise, and convincing format.

•Provided support and maintenance to existing Management Information Systems (MIS). Collaborated with Team Managers and management to understand business issues and provide technical solutions.

•Created and maintained MIS documentation for smooth operations and easy system maintenance.

•Provided strong reporting and analytical information support to the management team. Recommended updates to current MIS for improved reporting efficiency and consistency.

•Conducted data analysis for generating periodic reports, contributing to business efficiency and effectiveness.

•Developed an MIS system for customer management and internal communication. Established and maintained a strong relationship with Team Managers through industry knowledge demonstration.

•Analyzed current business processes and made recommendations for improvements. Communicated project status proactively with management and customers. Ugam Solutions Private Limited,

Associate- ( Financial Planning & Analysis )

10/2021 – 03/2023 Mumbai

Key Responsibilities:-

•Prepare and present periodic financial reports, including weekly, monthly, and quarterly forecasts and Profit & Loss accounts, for senior management.

•Generate financial market and consumer research reports, providing detailed insights on revenue and cost variances. Manage client profitability analysis, ABVs (expense trackers), sales reports, historical revenue data, monthly management reports, and pricing trackers.

•Utilize Microsoft Power-BI, advanced Excel, and MS Office for practical, hands-on data management and reporting.

•Assist with financial reporting and analysis for monthly and quarterly reviews, including ad hoc reports across the network.

•Employ business analytic tools like Power BI to automate reporting and create management dashboards.

•Manage a rolling monthly forecast model, offering timely insights into performance against budgets and forecasts.

•Develop financial reports and metrics, ensuring effective communication across various management levels.

•Provide FP&A finance support to accounting teams, focusing on productivity, demand planning, reporting, and metrics.

•Analyze trends in Key Performance Indicators (KPIs), especially in financial metrics such as sales, expenditures, and profit margins, and monitor for variances. Track actual expenses in real-time against budgeted amounts, providing insightful analysis.

•Review various expenses and analyze business performance against plans and forecasts to drive cost efficiency and productivity.

•Perform month-end and quarter-end closing activities, including MIS reports for respective business functions.

•Prepare weekly MIS updates, focusing on revenue visibility, sales, and pipeline updates, and analyze overall outlook to identify risks and action plans. Communicate sector/market segment performance, variance analysis, and other critical metrics to leaders. A.J. BHATT & ASSOCIATES (CA FIRM).,

TAX & AUDIT MANAGER

04/2019 – 10/2021 Mumbai

Key Responsibilities:-

•Sound knowledge of the finance administration and technological approach for the analysis and implementation of the projects.

•Receive, register, verify, and process all invoices and ensure transactions are correctly recorded. Maintain and reconcile General Ledger accounts.

•Well versed with SAP-FICO, Tally ERP 9 and MIS-Report, Accounts & Finance, Taxation, ROC and Auditing, filing 15CA &15CB. Filing GST- Return, GSTR-9 & 9C Return, E-TDS payment & E-TDS quarterly Return, handling of TDS & Income Tax. Assessment, Statutory Audit and Tax Audit, Balance Sheet & Profit and Loss. Cash Flow Management, Bank & Cash Reconciliation, Accounts Payable and Accounts Receivable, Accounts Finalization and Online Finalization, Accounts Management. Education

BACHELOR OF COMMERCE (B.COM),

JAI NARAIN VYAS UNIVERSITY

2013 – 2016 Jodhpur

(Finance & Accounting)

MASTER OF BUSINESS ADMINISTRATION (M.B.A),

JANARDAN RAI NAGAR VIDYAPEETH UNIVERSITY

2016 – 2018 Udaipur

(Finance & Accounting)

Master's of Commerce (M.Com), University of Mumbai 2020 – 2022 Mumbai

(Financial Management & Accounting)

Skills

VBA-Macro in MS-Excel Microsoft Power BI–Business data analytics Microsoft PowerBi Microsoft Office Advance Excel Power Query SAP-FICO Tally Erp 9. Tableau

Awards

IQVIA IMPACT PROGRAM - BRONZE, IQVIA RDS (India) Private Limited Himanshu has consistently demonstrated a commendable commitment to his work displaying timely task completion and accuracy without the need for constant follow-up. Himanshu’s willingness to contribute ideas and efforts towards process improvement is noteworthy. He has also undertaken the initiative to automate combined backlog reports independently, though it is still in the process of completion Himanshu has showcased both initiative and resourcefulness. This award is for recognizing Himanshu’s dedication and displaying excellence. Keep up the good Work!

*Appreciated by Pavithra Krishnaraju*

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