Gagan Maheshwari

GAGAN MAHESHWARI-- Key Skills Financial Planning & Analysis Accounting and Controllership Record to Report (R2R) Global Financial Reporting Budgeting, Forecasting & Expenses Management Finance Operations Automation Reporting & Documentation Team Building & Leadership Career Timeline - Scaling new heights of success with hard work & dedication and leaving a mark of excellence on each step, targeting assignments in: Financial Analysis & Control/ Record to Report (R2R) Location: Delhi/ NCR/ Mumbai/ Pune/ Bangalore Profile Summary Achievement-driven professional offering nearly 13 years of impressive success in heading Financial Planning & Analysis, Budgeting, Financial Reporting and Business Management functions Spearheaded finance functions involving determining financial objectives, designing & implementing systems, internal control, policies & procedures Strategic, analytical Finance Professional with experience in leading Finance function for projects, business restructurings, expansions, mergers & acquisitions and business transformations Senior Finance professional with successful track record in complex financial analytics and formulating strategic business & financial plans Highly skilled in creating insightful management reporting to highlight opportunities, to drive business performance improvements Successfully managed all projects such as Treasury Wine Estate(2 months in London) and steered the migrated/transition of new process from London for Treasury Wine Estate for RTR Strong background in preparation & assessment of financial statements, drafting annual accounts and performing complex regulatory reporting Front led various projects on process transition & automation and on upgradation of systems for productivity improvement Successfully automated the preparation of reports through the use of excel which previously required 8 hours of effort per week, reduced to 5 hours a week Presented financial information to executive management; actively worked with strategic business units to ensure accurate and value added analysis Work Experience Since Jun’16 Accenture, Mumbai as Senior Analyst (Team Lead)-Assistant Manager Systems Worked: JD9.1, Citrix, Insight, Hyperion Financial Management, DFM & OFS Key Result Areas: Provided financial leadership, strategic consultation and guidance on financial issues affecting the assigned vertical; effectively managed revenue and margins Mentoring, leading and coaching a team of 5 Associates and helping them to achieve targets Leading transition and ensuring new services have a fully developed end to end support structure, including Processes, SLAs, KPIs, and WLAs monitoring commensurate with business requirements and priority Supervised the planning and execution of monthly/quarterly/annual closure schedules; providing monthly financial statements; administering the monthly closing process Assessing the bank reconciliation, balance sheet reconciliation and reporting budget and cash flow for EMEA region Ensuring reclassification and accounting of wrong or unaccounted entries prior to closure of the General Ledger Designed & implemented short-term and medium-term business plans Delivered reports to CFOs & COOs on financial performance in the form of financial scorecards, run rate analysis, executive flash summary, so on Created Business Management (Headcount Reporting, Revenue Reporting and Performance Reporting) reports for senior management Built project charters and models for internal audit, shrink & grow model, so on Formulated & implemented strategies to create revenue streams Provided guidance and subject matter expertise to ensure that all business process improvement activities are in synch with the strategy of the company Led multiple initiatives on improvement of cost efficiency Delivering strong corporate governance framework that ensures compliance with statutory obligations Analyzing and reporting financial information to executive management; actively working with APAC AND EMEA business units to ensure accurate and value-added analysis Communicating and reporting variances on the income statement and balance sheet through several reports Managing the structuring, consolidation, and analysis of financial data forecasts and other financial reports for specific organizational sub-divisions Performing the schedules in Hyperion Financial management for Balance sheet and P/L for ANZ and NZ cluster Reviewing Balance Sheet accounts and Profit & Loss accounts at unit level; ensuring integrity of all the financial statements from audit prospective Liaising with external auditors to effectively manage the audit cycle Highlights: Implemented the Automation Tool Accounting system and trained staff on all accounting modules Achieved 98% improvement in productivity over 6 months period Previous Experience Jun’13-May’16 GENPACT, Gurgaon as Assistant Manager - Regulatory/ SEC Reporting/ Sourcing Analyst Systems Worked On: Hyperion, Oracle Highlights: Reviewed /Audited Asia region and EMEA region submissions Scrutinized Inter-Company Reconciliation like business share, AFFREC – Funding & Non-funding Framed: Quarterly Balance Sheet and did thorough research for balance sheet line category before it was filled to GECC(Norwalk Dashboard for Vehicle Fleet sourcing achieve annual bonus on vehicle leased by GE Gained: Silver Award for 2nd quarter in 2014 Management Award for the preparation of Automation-Lean on Excel in 2014 Built a financial planning technique that saved company direct cost each month Feb’07-Jun’13 Bank of America, Gurgaon as Team Developer Investment Banking- Control Function / Regulatory Reporting/Trade Settlements/Analyst Systems Worked On: Citrix, Mainframe, TDSR, Dart Online, Video and other settlements tools Highlights: Bagged recognition for Gold Award for 3rd and 4th quarter in 2011 Silver Award for 1st and 3rd quarter in 2012 Gold Award for preparation of automation on Excel in 2013 Bronze Award in 2014 for filing Lean project Mentored Junior Research Analysts in Self Enforcement Report and instructed ways of performance Ensured to SEC Rule 15c3-3 (Possession or Control/Customer Protection) and SEC Rule 15c3-1 (Net Capital Exposure) & firm's compliance with established guidelines, specifications, regulatory and internal policies (SEC Rule 15c3-3 Possession or Control) and Basel Norms Liaised with other departments both internal and external to EMEA and ASIA PACIFIC regions through the performance of telephone confirmations on transactions due for settlement/matching and also cleared items on the daily exception accounting report Identifying and mitigating potential inherent risk on capital exposure, seg violation, corporate action settlements that involve cost to the company Resolving failing trades by liaising with various external clients, brokers, local agents and custodians Emerging as an escalation point for any client/ settlements issue and reporting weekly updated to FINRA Feb’07-Mar’10 Wholesale Banking: (Global Managed Implementation) as Team Member/Senior Team Member Highlight: Built strategy for ramp-ups /downs and backfilling based on volume projections provided by the client or trend analysis Worked closely with Quality & Training to achieve the desired results Reconciled deleted, new and modified accounts on the product and services provided to clients Planned, developed budgets and prepared invoices for the process Performed all the functions related to E-KYC norms Internship Organization: Max New York Life Insurance as Management Trainee from May’06-Jul’06 Academic projects Marketing: Project on market research on Toothpaste taking 4 P’s Product, Price, Promotion, Place Project on Detergent to know which brand is best and have better market share value Finance: Project and analysis report for Induslnd Bank in comparison with other competitors Non-Banking Financial Companies (NBFCs plays a crucial role in broadening and access to financial services, enhancing competition and diversifying of the financial sector for e.g. Bank of America and American Express Financial Centre IT Skills Operating System: Windows XP Packages Known: MS-Office, Word, Excel, PowerPoint, Access Academic Details Post Graduate Program in Finance & Marketing from Institute of Marketing and Management in 2007 B.Com. from St. John’s College, Dr. Bhimrao Ambedkar University, Agra in 2004 Personal Details Date of Birth: 29th June 1982 Languages Known: English and Hindi Permanent Address: D-75, Jhilmil Colony, Near Vivek Vihar, Delhi - 110095 Current Address: D-502, IGNIS, Lodha Spelandora, Bhayendarpada