I’m Suraj Pandey
Pune
Summary
Finance professional with over 17 years of experience specializing in Financial Planning & Analysis (FP&A) and accounting, primarily in the life insurance and telecommunications sectors. Proficient in budgeting, forecasting, variance analysis, data consolidation, management reporting, and dashboard development. Known for developing innovative solutions to streamline processes and automate tasks, saving time and improving accuracy. Recognized with multiple awards for outstanding performance and contributions.
Overview
18
18
years of professional experience
Work History
Manager
Bajaj Allianz Life Insurance
03.2022 - Current
- Analyzing and reporting financial information to executive management; actively working with strategic business units to ensure accurate and value-added analysis.
- Communicating and reporting variances the operating expenses, income statement and balance sheet through several reports at month-ends and yearly closing
- Aided in creation of Annual Business plan and Long range plan for five years focused on Sustainable and profitable business growth including models for new business initiative, group level synergies.
- Performing month end expense run and allocation at partner level and highlighting to management in case of overruns of expenses in classification of variable expense, manpower expense and other controllable opex.
- Detailed review of the Expenses and perform management reporting.
- Conducted variance & trend analysis and ensured adherence to budgeted financials across business verticals.
- Publish Department Dashboard in Power BI & Excel.
- Reviewed monthly allowances and margins, preparing exceptional reporting for business teams to focus on critical areas.
- Compiled and analyzed management reports capturing YTD performance, industry trends, and financial health.
- Prepared and updated presentations for CFOs and board meetings, reflecting company performance and strategies.
- Coordinated financial planning cycles, including Long Range Planning (LRP), Annual Operating Plan (AOP), and Reforecasting.
- Validated Channel Commission Payouts and created ad-hoc reports as requested by senior management.
Specialist – Assistant Manager
Vodafone Idea Shared Service Ltd
08.2013 - 03.2022
- Working in Shared Service Centre based on Ahmedabad location my role at this company is to achieve organisation goal in terms of Revenue Accounting and perform all daily, weekly and monthly Reporting and Closing activity on time as per calendar and process
- Having a dynamic KRA on service delivery theme which includes power of self-motivational approach
- Accurate Revenue accounting Prepaid & Postpaid in books of Circle Accounts
- Monthly Provision and Actualization of all revenue
- Prepare/Monitoring Prepaid and Postpaid Revenue daily activity on time
- Prepare Balance Sheet GL reconciliation every month on time
- Reconciliations, compliances and audit -Coordinate with various auditors (Statutory, SOX And Internal etc) for audit requirement timely and accurately
- Ensuring proper and timely closure of statutory and SOX audit
- Calculate Licence fees and provide to stake holder in desired format for timely submission in department
Finance Executive
Vodafone Digilink Ltd
09.2011 - 08.2018
- Working in UPEast circle office based on Lucknow location I was responsible for IUC & Roaming revenue and cost booking for circle and Government liasioning on same business requirement
- Accurate Revenue and Cost accounting in books of Accounts of Termination Charges (IUC, Roaming, SMS, 2G ICR and 3G ICR), accurate intercompany accounting on monthly basis
- Accurate Provision for License fee on monthly Basis
- Timely Preparation & dispatches of bills to operators & ensure timely settlement
- Ensuring proper follow-up & recovery of outstanding to ensure IUC &roaming bad debts under limit (0.5% of monthly revenue),Monthly Balance Sheet and P&L Variance
Finance Executive-Off Roll
Vodafone Digilink Ltd
02.2007 - 09.2011
- In this period I was working in UPEast circle office based on Lucknow & Zonal office Allahabad location
- I have working there in different role which imbibe me telecom basics
- Channel Accounting
- Dealing & Follow up with 320 Distributors, 1250 AD prepaid & 100 of the postpaid channels in the Statement of circle
- Monthly Provision and Actualization of all Operating Expense(SAC & SD Accounts)
- Channel Commission Calculation
- Prepaid & Postpaid payout & Claim settlement i.e
- Scheme roll out to channel Partner (Prepaid & Postpaid) time to time in circle office & reconciliation & Accounting
- Circle Monthly & Daily prepaid marketing retailer scheme & Incentives calculation through business cases
- Circle retailer scheme transfer(Direct Transfer to Retailers), tracking, reconciliation
- Post paid Sales Commission Calculation
- Design & Automate Retailer dashboard for Different Business Scheme using MS-Excel, MS-Access &Foxpro
- Work with business leader of circle to design & develop to retailer commission payout
- Provide data driven analysis of business processes and help implement improvements in the customer focus, efficiency, accuracy, and effectiveness of these processes
- SAC Cost analysis on the base of business cases
- Channels Security deposition, payment and Reconciliation
- Postpaid channel payment and tracking
Education
PG DIPLOMA IN INTERNATIONAL BUSINESS OPERATION - International Business
IGNOU
NEW DELHI 04.2001 -
BACHOLAR IN COMMERCE - Accounting And Finance
ALLAHABAD UNIVERSITY
Prayagraj, India 04.2001 -
DIPLOMA IN COMPUTER APPLIACATION - Computer And Information Sciences
ALLAHABAD UNIVERSITY
Prayagraj, India 04.2001 -
Skills
- IT Proficiency & Microsoft Office Expertise: Advanced user of MS Excel and MS Access; proficient in MS Word and PowerPoint including Power BI and Skilled in SQL
- ERP Systems: Working experience with SUN Vision, SAP and Oracle Financial, Expertise in Accounts Payable (AP) and Accounts Receivable (AR) operations
- Process Optimization: Lean Six Sigma White Belt certified; ability to develop and maintain efficient processes
- Project Management: Hands-on experience in basic project management
- MIS Reporting & Automation: Strong knowledge of management reporting and streamlining workflows
- Adaptability in Work Cultures: Extensive experience in branch, circle, and shared service operations
- Team Leadership: Ability to review team performance and provide regular updates to stakeholders
- Resilience & Accountability: Self-motivated with a track record of performing under pressure and meeting deadlines
Accomplishments
- Designed and implemented Interactive Premium Dashboard to analyze business performance by company, partner, segment, product, and growth metrics, ensuring real-time comparisons with targets and previous years.
- Created the Interactive VNB (Margin) Dashboard, providing detailed margin comparisons across various levels, including company, partner, segment, product, ATS, and age banding.
- Developed a Reconciliation Management System using MS Access to process and summarize extensive data (2-4 GB, 3.5M+ rows), automating report comparisons across multiple datasets, thereby improving team efficiency and controls.
- Automated the calculation process of Unbilled Postpaid Rental & Usage, reducing time from 120-150 minutes to 20 minutes, enhancing month-end efficiency and supporting seamless migration during BSCS to Amdoc transitions.
Timeline
Manager
Bajaj Allianz Life Insurance
03.2022 - Current
Specialist – Assistant Manager
Vodafone Idea Shared Service Ltd
08.2013 - 03.2022
Finance Executive
Vodafone Digilink Ltd
09.2011 - 08.2018
Finance Executive-Off Roll
Vodafone Digilink Ltd
02.2007 - 09.2011
PG DIPLOMA IN INTERNATIONAL BUSINESS OPERATION - International Business
IGNOU
04.2001 -
BACHOLAR IN COMMERCE - Accounting And Finance
ALLAHABAD UNIVERSITY
04.2001 -
DIPLOMA IN COMPUTER APPLIACATION - Computer And Information Sciences
ALLAHABAD UNIVERSITY
04.2001 -
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