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Palkin

Chartered Accountant | FP&A Analyst at HCLTech | Business Unit Finance | Forecasting | P&L Reporting | Revenue Analytics

Ludhiana

6+ years of work experience

HCLTech
Sep 20241 yr 11 mosPresent

Hybrid

FP&A
HCLTech
Sep 20241 yr 11 mosPresent

Directed forecasting, budgeting, MIS reporting, and variance analysis activities to support business stakeholders and leadership decision-making. Designed executive KPI dashboards and automated reporting solutions, reducing manual effort by over 30%. Delivered Actual vs. Budget vs. Forecast analyses, identifying key revenue, cost, and margin drivers impacting business performance. Conducted profitability, trend, and scenario analyses to identify risks, opportunities, and performance improvement areas. Collaborated with cross-functional stakeholders to enhance financial visibility, reporting transparency, and performance tracking. Prepared management presentations and performance reports utilized in business reviews and strategic planning discussions. Supported process improvement and reporting standardization initiatives to enhance financial visibility and operational efficiency.
Raj Gupta & Co.
Jan 20231 yr 6 mosJun 2024

Ludhiana, Punjab, India

Raj Gupta and Co
Aug 20193 yrs 1 moAug 2022

Ludhiana, Punjab, India

During my enriching three-year articleship journey , I actively contributed to a diverse range of financial and audit activities, gaining invaluable hands-on experience in various facets of accounting and auditing. Key Contributions: Statutory Audit Excellence: Conducted rigorous statutory audits for a spectrum of clients, ensuring compliance with regulatory standards and delivering precise financial insights. Tax Audit Proficiency: Successfully navigated complex tax landscapes, contributing to the optimization of clients' tax positions. Special Audit Expertise: Spearheaded special audits for a diverse client base, including an agency of special monitoring. Holistic Articleship Exposure: Engaged in a spectrum of articleship responsibilities, from day-to-day accounting tasks to complex financial analysis. Impactful Learning: The dynamic environment at Raj Gupta & Company provided me with a platform to learn and grow, fostering a deep appreciation for precision, integrity, and excellence in the field of finance.
Raj Gupta & Co.
Aug 20193 yrs 1 moAug 2022

Executed statutory audits, internal audits, tax audits, and compliance reviews across diverse industry sectors. Prepared financial statements, management reports, reconciliations, and comprehensive audit documentation. Analyzed financial and operational data to support management recommendations and informed business decision-making.

Education

CA FINALIST

The Institute of Chartered Accountants of India

Bachelor of Commerce - BCom, Painting

Government college for girls ludhiana

20163 yrs2019

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Headline

Chartered Accountant | FP&A Analyst at HCLTech | Business Unit Finance | Forecasting | P&L Reporting | Revenue Analytics

About

Chartered Accountant with experience in Financial Planning & Analysis (FP&A), business unit finance, revenue analytics, forecasting, and management reporting at HCL Technologies. Currently supporting budgeting, forecasting, P&L reporting, variance analysis, and revenue performance analysis across multiple geographies. Experienced in translating financial data into actionable business insights and partnering with cross-functional teams to support strategic decision-making. Skilled in: • Budgeting & Forecasting • Variance Analysis & BvA Reporting • Revenue Recognition (Ind AS 115) • Financial Modeling & Reporting Automation • Profitability & Expense Analysis • Business Partnering & Leadership Reporting • Advanced Excel | Power BI | SAP | SQL Basics Passionate about strategic finance, SaaS finance, and data-driven business decision-making in high-growth environments.

Location

Ludhiana

Work experience

Senior Executive at HCLTech, Sep 2024 - Present · 1 yr 11 mos, Hybrid, FP&A

Financial Planning Analyst at HCLTech, Sep 2024 - Present · 1 yr 11 mos, Directed forecasting, budgeting, MIS reporting, and variance analysis activities to support business stakeholders and leadership decision-making. Designed executive KPI dashboards and automated reporting solutions, reducing manual effort by over 30%. Delivered Actual vs. Budget vs. Forecast analyses, identifying key revenue, cost, and margin drivers impacting business performance. Conducted profitability, trend, and scenario analyses to identify risks, opportunities, and performance improvement areas. Collaborated with cross-functional stakeholders to enhance financial visibility, reporting transparency, and performance tracking. Prepared management presentations and performance reports utilized in business reviews and strategic planning discussions. Supported process improvement and reporting standardization initiatives to enhance financial visibility and operational efficiency.

Audit Executive at Raj Gupta & Co., Jan 2023 - Jun 2024 · 1 yr 6 mos, Ludhiana, Punjab, India

Article Trainee at Raj Gupta and Co, Aug 2019 - Aug 2022 · 3 yrs 1 mo, Ludhiana, Punjab, India, During my enriching three-year articleship journey , I actively contributed to a diverse range of financial and audit activities, gaining invaluable hands-on experience in various facets of accounting and auditing. Key Contributions: Statutory Audit Excellence: Conducted rigorous statutory audits for a spectrum of clients, ensuring compliance with regulatory standards and delivering precise financial insights. Tax Audit Proficiency: Successfully navigated complex tax landscapes, contributing to the optimization of clients' tax positions. Special Audit Expertise: Spearheaded special audits for a diverse client base, including an agency of special monitoring. Holistic Articleship Exposure: Engaged in a spectrum of articleship responsibilities, from day-to-day accounting tasks to complex financial analysis. Impactful Learning: The dynamic environment at Raj Gupta & Company provided me with a platform to learn and grow, fostering a deep appreciation for precision, integrity, and excellence in the field of finance.

Articled Assistant at Raj Gupta & Co., Aug 2019 - Aug 2022 · 3 yrs 1 mo, Executed statutory audits, internal audits, tax audits, and compliance reviews across diverse industry sectors. Prepared financial statements, management reports, reconciliations, and comprehensive audit documentation. Analyzed financial and operational data to support management recommendations and informed business decision-making.

Education

CA FINALIST, The Institute of Chartered Accountants of India

Bachelor of Commerce - BCom, Painting, Government college for girls ludhiana