Financial Analyst - FP&A

Deepika Mothukuri

Kent, OH 234-***-**** *******.*@**********.*** linkedin.com/in/deepika-m-285735243/ SUMMARY

Financial Analyst with 3+ years of progressive FP&A experience owning annual operating plans, driver-based forecasting models, and multi-million-dollar budget cycles across SaaS and corporate finance environments. Track record of building and managing three-statement financial models, scenario and sensitivity analyses, and long-range financial plans that directly influenced $6M-$15M capital and investment decisions. Recognized for translating large operational datasets into CFO-level financial narratives through Power BI dashboards and SQL-based reporting pipelines, with hands-on proficiency across Workday Adaptive Planning, Oracle Hyperion, NetSuite, and Advanced Excel. Proven ability to cut forecast variance, accelerate close cycles, and partner with cross-functional leadership to align financial plans with strategic business objectives. EXPERIENCE

Intuit Financial Analyst - FP&A Feb 2025 - Present

• Owned end-to-end annual operating plan (AOP) for digital finance product portfolio, building driver-based financial models in Advanced Excel that projected ARR growth, pricing scenario impacts, and customer retention assumptions, improving quarterly revenue forecast accuracy from 92% to 97%.

• Constructed rolling 12-month cohort revenue models in Workday Adaptive Planning, tracking churn progression, customer expansion curves, and subscription renewal rates to surface $6.2M in incremental ARR opportunities across small-business SaaS segments.

• Led monthly budget vs. actual variance analysis across product development, marketing acquisition, and cloud infrastructure cost centers, producing root-cause commentary that enabled finance leadership to realign $4.1M in operating budget allocations.

• Built multi-scenario sensitivity models stress-testing pricing elasticity, CAC efficiency thresholds, and customer acquisition assumptions, directly informing strategic planning discussions tied to $9.5M in revenue growth initiatives.

• Designed and administered SQL-based revenue data consolidation workflow integrating billing, subscription lifecycle, and customer activity datasets, reducing monthly financial reporting preparation time by 29% and eliminating manual reconciliation errors.

• Delivered SaaS KPI performance dashboards in Power BI tracking ARR, MRR, net revenue retention, churn, and CAC payback periods, improving real-time financial visibility for product finance and growth strategy leadership teams.

• Prepared executive financial planning decks for CFO review, synthesizing subscription economics, revenue scenario outcomes, and growth investment tradeoffs for $8M-$15M product investment decisions across leadership planning cycles. Infinite Infolab FP&A Analyst, Corporate finance Mar 2021 - Jul 2023

• Managed annual operating plan and long-range financial planning cycles, consolidating departmental expense forecasts, capital requirements, and headcount plans into enterprise-wide financial outlooks supporting $14M+ annual operating budgets.

• Structure corporate three-statement financial model in Advanced Excel linking income statement projections to balance sheet. cash flow schedules, maintaining real-time visibility into $9M operating cash flow and working-capital exposure across planning cycles.

• Executed capital investment evaluation framework using DCF, IRR, and NPV analysis for proposed technology and operational improvement programs, enabling finance leadership to prioritize $6-7M in strategic capital deployments.

• Led quarterly P&L performance reviews, examining gross margin shifts, SG&A trends, and cost center variances across administrative and technology functions, helping leadership identify $3M in cost efficiency opportunities.

• Facilitated month-end close budget-versus-actual reconciliation ensuring GAAP-compliant financial reporting across departmental revenue and expense accounts, reducing close cycle discrepancies and supporting audit-ready financial statements.

• Analyzed working-capital drivers including receivables aging, vendor payment cycles, and operating cash conversion metrics, delivering liquidity forecasts that strengthened short-term cash visibility across multiple planning cycles.

• Compiled CFO and board-level financial review packages in PowerPoint covering operating performance, capital allocation updates, and liquidity outlook, serving as primary financial reporting material for executive governance discussions. SKILLS

Financial Modeling & Planning: Driver-Based Financial Modeling, Three-Statement Modeling, Annual Operating Plan (AOP), Long- Range Financial Planning, Rolling Forecasts, Zero-Based Budgeting (ZBB), Capital Allocation Modeling Budgeting & Forecasting: Budget Ownership, Departmental Forecast Consolidation, Scenario & Sensitivity Analysis, Revenue & Expense Modeling, Headcount Planning, Capital Expenditure Forecasting, Reforecast Management FP&A & Performance Management: P&L Ownership, Variance Analysis, Profitability & Margin Analysis, Cost Optimization, Revenue Driver Analysis, Working Capital Analysis, Liquidity Forecasting, GAAP Financial Reporting SaaS & Revenue Analytics: ARR/MRR Forecasting, Cohort Revenue Analysis, Churn & Net Revenue Retention Modeling, Customer Lifetime Value (LTV), CAC Payback Analysis, Subscription Unit Economics, Pricing Strategy Modeling Financial Systems & Tools: Workday Adaptive Planning, Oracle Hyperion EPM, NetSuite, Anaplan, SAP, Advanced Excel (Power Query, Power Pivot, VBA), Power BI, SQL, MS Access, Microsoft PowerPoint EDUCATION

Kent State University, Kent, OH Master of Science in Computer Science Dec 2024

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