• Implementing Workday Adaptive for revenue modeling, enhancing financial planning accuracy.
• Streamlining accounting processes for profit and loss statements, harmonizing COGS, OPEX, and cash flow adjustments post-acquisition or sale.
• Classifying and identifying resource costs, ensuring accurate allocation under appropriate cost heads.
• Developing long-range plans and annual forecasts, incorporating insights from various departments for strategic resource optimization.
• Expertly identifying business and financial trends while conducting competitive benchmarking to inform decision-making.
• Directing budget planning and forecasting activities, preparing presentations for investors and the board.
• Managing monthly closings, reporting, and strategic initiatives using Workday Adaptive and Excel.
• Overseeing COGS, OPEX, and cash flow statement management, employing Adaptive tools for detailed analysis and insights.
• Creating dashboards and leveraging Workday Adaptive Planning and Excel to support management and facilitate strategic decision-making while developing data-driven financial models from large datasets.
• Streamlining financial reporting processes by automating data collection and analysis, ensuring timely and accurate information delivery.
• Implementing scenario analysis and sensitivity testing to assess the impact of various business strategies on financial performance with senior management, providing actionable recommendations.

• Directed budgeting and forecasting while creating investor presentations and managing monthly closings using Oracle and Excel.
• Led project implementation teams, developing financial forecasting models and analyzing trends for business insights.
• Conducted variance analysis on sales, profit, and cash flow, focusing on CAPEX and OPEX expenditures.
• Led the implementation of Anaplan, creating live dashboards for senior management to enhance decision-making.
• Automated PowerPoint presentations and month-end closing processes, improving report generation efficiency by 20%.
• Developed financial models for new product initiatives (NPI) using extensive user data (3.5 crore) to identify growth opportunities.
• Assisted in enhancing NPA models, resulting in a 3% improvement in ROI through optimized NPA allocation.
• Identified and corrected credit risk models to address leakages in loan recovery, strengthening overall financial performance.
• Conducted detailed cost allocation (Opex and Capex), variance analysis, and activity-based cost planning for effective financial management.
• Analyzed a database of over 3.5 crore cards utilizing Tableau, SQL, and Anaplan for actionable insights.
• Executed stress testing and scenario analysis to evaluate the impact of various market conditions on financial forecasts.

• Performed due diligence by verifying Appraisal Reports while interpreting legal documents such as title reports and purchase contracts, and evaluating credit ratings through county records and DataTree for collateral underwriting.
• Conducted OPEX and CAPEX marginal variance analysis and built financial models using advanced Excel for recalculations.
• Developed comparative sales models and assessed cost approaches and market trends for restructuring valuations using Excel.
• Ensured compliance with Fannie Mae, Freddie Mac, FNMA guidelines, jumbo loans, and FHA loans.
• Utilized tools like Jira, Excel, Morningstar, and Workday for comprehensive financial analysis.
• Performed risk assessments and mitigation strategies for loan portfolios, ensuring alignment with regulatory requirements.
• Monitored ongoing creditworthiness of borrowers through periodic reviews and analysis of financial statements.
• Collaborated with cross-functional teams to streamline the loan approval process and enhance operational efficiency.

• Conducted financial statement evaluation, budgeting, forecasting, cash flow with Excel and Oracle.
• Assessed daily, monthly, and yearly reports, leading teams for effective project implementations.
• Performed time series analysis, asset valuations, and cash flow reports, covering income, expenses, assets, and liabilities.
• Advised on consulting, due diligence, compliance checks, and communication strategies for financial advisement.
• Developed and refined financial models for value assessments, utilized tools like Navi Plan, Morning Star, and Money Guide Pro.
• Led cost control initiatives, analyzing budget variances and recommending corrective actions to enhance profitability.
• Developed financial dashboards to monitor KPIs and implementing cost-saving measures in OPEX and CAPEX, enhancing decision-making and operational efficiency.Conducted variance analysis for financial performance metrics to drive accuracy in forecasting and budgeting.

• Administered accounts payable/receivable, CAPEX, and OPEX, leveraging zero-based budgeting for optimized cost management.
• Prepared, analyzed, and reported monthly, quarterly, and annual financial and tax statements to ensure compliance and accuracy.
• Leveraged expertise in IFRS 15, IFRS 16, and IAS 16 for precise financial control, effective budgeting, and accurate forecasting.

PROJECT UNDERTAKEN :

Robotic Process Automation (RPA) at Ameriprise (Team Lead)

September 2019 – November 2021

• Collaborated with the RPA team and US advisors to streamline and automate financial reporting workflows.
• Reduced manual involvement in data processing, improving accuracy and consistency.
• Reviewed and validated automated reports to ensure they met client specifications.
• Delivered reports punctually to support timely decision-making and operational efficiency.

CMS Tool Operation at Ameriprise (Team Lead)

May 2019 – November 2020

• Led a 12-member team on CMS Tool development, focusing on maximizing operational efficiency.
• Played a key role in creating automation bots to enhance the tool’s functionality.
• Coordinated with US advisors to gather accurate data points for seamless integration.
• Successfully increased company revenue by $120,000 through project achievements.

PPT Automation RPA 2.0 at Ameriprise (Team Lead)

January 2021 – November 2021

• Spearheaded the next phase of automation to support new product rollouts.
• Enhanced automation to boost productivity, accuracy, and scalability in report generation.

FP Automation & Product Development (Team Lead)

August 2019 – November 2021

• Developed an automated solution for the new FP product, meeting high client demand.
• Consistently delivered over 3,000 financial plans per year, enhancing client satisfaction.

VOLUNTEERING :

Ujjwala Intervention Impact Analysis at Indian Oil Corporation Limited
August 2018 – November 2018

• Conducted a comprehensive survey on Ujjwala Project beneficiaries in rural areas to assess social impact.
• Analyzed data on program effectiveness, including health, environmental, and economic outcomes for households.
• Compiled findings into a detailed report on PMUY’s social impact and submitted it to the Ministry of Petroleum and Natural Gas (PNG).