FP&A & Budgeting Analyst (SAP, Power BI)

Contact

**************@*****.***

844-***-****

Skills

Budgeting & Forecasting

Financial Modeling

Variance Analysis

Management Reporting (MIS)

Revenue & Cost Analysis

Expense Control & Cost

Optimization

Working Capital Management

Cash Flow Forecasting

KPI & Performance Analysis

Scenario & Sensitivity Analysis

Strategic Planning Support

Month-End & Year-End Close

Support

Business Partnering

Stakeholder Management

Financial Insights & Reporting

Cross-Functional Collaboration

Presentation of Financial Insights

Ratio Analysis

Margin Analysis

ERP & Reporting Tool

SAP

Advanced Microsoft Excel

Power BI

Microsoft PowerPoint

Certifications

Financial Planning & Analysis

Certificate

Financial Modelling and Equity

Research

Power BI

Strengths

Analytical Thinking

Attention to Detail

Risk Management

Naina Makhija

Professional Summary

FP&A professional with 3+ years of experience in budgeting, Annual Operating Plan (AOP), rolling forecasts, variance analysis, working capital management, cash flow forecasting, MIS reporting, and KPI tracking. Experienced in financial modeling, business performance analysis, month-end close support, accrual reviews, and management reporting. Strong expertise in profitability analysis, cost optimization, financial planning, and delivering actionable business insights. Proficient in SAP, Excel, Power BI, and financial reporting tools.

Work Experience

TK Elevator (formerly thyssenkrupp Elevator), Pune Senior Executive (Feb 2023 - Present)

Supported Annual Operating Plan (AOP) and budgeting process through analysis of historical trends, business drivers, and stakeholder inputs. Managed monthly rolling forecasts and updated assumptions based on actual performance, sales pipeline, and business outlook. Performed detailed variance analysis (Actual vs Budget vs Forecast) and presented insights on key revenue, cost, margin, and profitability drivers. Prepared MIS dashboards, KPI scorecards, and management reports to support business performance monitoring and decision-making. Monitored working capital metrics including DSO, collections performance, receivable aging, cash flow trends.

Supported month-end close activities through accrual review, financial data validation, reconciliations, and reporting accuracy checks. Conducted profitability analysis, scenario modeling, and cost optimization studies to support strategic initiatives.

Collaborated with Sales, Operations, Service, and Accounting teams to improve forecasting accuracy and financial visibility. Margin Sentiment Advisory Pvt Ltd, Bangalore,

Financial Analyst Intern (May 2022 - Jul 2022)

Conducted financial statement and ratio analysis to support forecasting andbusiness evaluation.

Analyzed revenue and cost drivers for profitability insights. Performed industry benchmarking and financial research. Education

PGDM- Finance (Jun 2021 – Jun 2023)

Indira Institute of Management, Pune

Percentage: 76%

B.Com (Jun 2017 – Jun 2020)

Sindhu Mahavidyalaya, Nagpur

Percentage: 79.8%

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