Vice President – Technology Finance team
Wells Fargo
Total des années d'expérience :9 years, 2 Mois
Responsible for LOB month end reporting, P&L variance analysis vs Budget/Forecast & headcount commentaries.
▪ Monthly forecast preparation by expense line & HC with commentaries on variances vs prior forecast & Budget.
▪ Act as a CFO to the India technology partners by providing key decision metrics on hiring resources, resource mix strat-egy, achieving $ efficiency targets, approving T&E spends etc.
▪ Lead for Expense Allocations to LOB/functions, Recovery reporting, cost rate analysis & billing models for expenses to be charged accurately to LOB/functions.
▪ Led the transformation initiative by driving efficiencies in the space of data presentation, validation and process reengi-neering using tools like Alteryx while building an expertise in Power BI. Achieved ~1, 600 hours of savings combining excel, Alteryx & Macros for critical processes that significantly decreased the time to action for changes.
▪ Achievements - Received L2, L3, & L4 manager spotlight awards from my US & India partners for my work in the trans-formation space using Alteryx (over 1600 hours of saves) & for building reporting analytics, developing & managing the month-end estimate & forecasting.
with supply chain & commercial teams.
• Prepare monthly decks with analysis on Country P&L, KPI's, Expenses, balance sheet, Accounts Receivable, & cash flow along with market dynamics.
• Multiple current year forecasts and one comprehensive plan cycle for next year including budgeting for Revenue, ex penses, capex, depreciation and headcount. (Hyperion, Cognos)
• Pricing models for product offerings and analysis to support tender bids and offerings for rebate on our products.
• Contributed to a yearly save of ~600 hours through business transformation in Tableau and Alteryx. This included moving all PPT based reporting to Tableau dashboards with direct connections to data sources.
• Achievements - Awarded multiple quarterly achiever awards for performance, and a yearly achiever award (20-21) for speed and collaboration in the business transformation space.
Part of Financial Planning and Analysis responsible for Firm wide inter and intra LOB expense allocations & cost modelling including expense rule writing and activity-based allocations based on actuals
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Identifying drivers of expenses and subsequently suggesting changes in the allocation approach.
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Preparing detailed CFO decks and reports around budget and actuals, along with variance analysis and commentaries on YoY changes.
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Used dash boarding to incorporate dynamic data and for seamless data transition between the team and its clients. This included moving to Qlikview based reviews thus negating the need to manually prepare 15 different decks and automating all end user requests. This contributed to a time save of ~240 hours.
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Won the team of the year award for achieving the expense saves target of $25mm.
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Achievements - Awarded the monthly performer award on 2 occasions and the quarter award on 4 different occasions for process improvement, achieving efficiencies and dashboarding
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