Shipra Pansari

I am a finance and accounting professional with a strong background in financial planning & analysis (FP&A), audits, and global reporting. Over the past 6 years, I have worked with both corporate clients and audit firms, which has given me a balanced perspective on how businesses operate from the inside as well as how they are viewed externally.

My journey started with SRBC & Co. (EY Member Firm), where I worked on statutory audits, tax audits, and group reporting. This gave me a solid grounding in accounting standards, compliance, and attention to detail. Later, I moved to the corporate side with Estee Lauder, where I handled FP&A, budgeting, forecasting, and management reporting. In this role, I learned how to not just report numbers, but also analyze them, find trends, and share insights that help businesses grow.

At CleverTap, I partner with business leaders to manage budgeting, forecasting, profitability analysis, and variance reporting. I also focus on building models and dashboards that make financial insights easy to act upon, helping teams make smarter, data-driven decisions.

As a freelancer, I bring this same experience and discipline to every project. Whether it’s bookkeeping, preparing financial statements, creating management dashboards, or building financial models, I focus on delivering work that is accurate, timely, and easy for clients to use in decision-making. I have hands-on experience with Ind AS, IFRS, and UK GAAP, and I am comfortable adapting to the reporting standards and tools required by clients in different regions.

I also enjoy using technology to make financial processes smoother. I am skilled in Excel (advanced functions, pivot tables, automation), Power BI, SAP, Oracle, and reporting tools like Xero, QuickBooks, and Sage. Many of my past clients have appreciated how I streamline repetitive tasks and make their reporting more efficient.