Senior Financial Analyst
TTEC Holdings INC
مجموع سنوات الخبرة :15 years, 9 أشهر
Conducted comprehensive cost analysis for Sales and Marketing Departments, facilitating informed decision-making.
Orchestrated preparation of budgets and forecasts for Sales and Marketing expenditures.
Conducted variance analysis between Actual vs. Budget or Forecast, delivering insightful commentary to support strategic planning.
Collaborated with Salesforce team and Portfolio leads to finalize NNR (New Net Revenue) figures, ensuring accuracy and alignment with organizational goals.
Forecasted NNR for upcoming three quarters based on Salesforce data and portfolio leads' inputs, enabling proactive planning and resource allocation.
Provided finance-related details to Solutioning team for RFI requests, facilitating comprehensive and accurate responses.
Month end closing activities
Variance analysis of KPI's and providing commentary based on findings and input from operations team and other teams respectively
Liaising with Onshore team about Business performance, and risks
Coordinating with operations people for milestones relating to billing & Sales opportunities
Coordinating with Business development team and tracking new business opportunities in "Salesforce"
Developed Power BI reports for management BPR reviews.
Built Financial models for Budgeting and Forecasting.
Analyzing and explaining variances by understanding key performance drivers and adjusted forecasts based on new information.
Giving process trainings to new joiners
Publishing daily, monthly, quarterly reports to Stakeholders
Backlog reporting
Role: Assistant Business Controller: Financial Planning, Analysis, Budgeting and MIS Reporting
Roles & Responsibilities -:
Perform Revenue accounting and reporting activities on monthly basis so that due diligence in revenue recognition is met.
Involved in Monthly review Pre and Post close calls to call out finding, significant variances, unusual items, and trends by providing commentaries indicating what's driving variance / trend in month / quarter close help Area controllers and prepare adjustments through manual JE's as appropriate
Communicating with Ops / Project Managers to seek justifications for unusual / significant items noted
Extending support for Audit reviews by providing required information, Analysis whenever required.
SLA / Stakeholder Management - Ensuring client expectations are met in all perspectives of Services delivery.
Responsible for Warehouse, Packing, Freight & Distribution cost accounting
Follow up on outstanding items for inputs and to track invoices.
Perform reconciliation for GL Accounts
To Analyze OPEX and cost pools numbers with budget and investigate in case of any discrepancy.
Built and maintained financial model for Budget and forecasting future financial performance.
Roles & Responsibilities -:
• Maintenance of books of accounts.
• Responsible for finalization of accounts.
• Prepare financial statements on behalf of a business.
• Process payments by verifying documentation, and requesting disbursements.
• Compliance with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
• Ensure company accounts and tax returns are prepared and filed correctly and on time.
• Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
• Analyze budgets and other financial information and advice where savings could be made.
Experience of Three & Half Years of Articleship training in
U.M.KHALILULLAH & CO Chartered Accountants firm in Chennai in the areas of:
• Accounting and Finance: Finalization of Accounts, Knowledge in Accounting and Auditing Standards, Disclosures in Schedule -VI reporting.
• Exposure in Direct taxes- Taxation for Corporate & Non Corporate entities, Preparation and Filing of IT returns of the same.
• Exposure in Indirect taxes- In the areas of VAT, Service tax, TDS and their respective returns.
• Audits- Statutory, Tax, Internal, Audits of:
Private Companies
Trusts
Partnership Firms
Completed Chartered Accountant intermediate in November 2011.
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