Summary
Overview
Work History
Education
Skills
Software/Tools
Social Contributions
Achievements
Timeline
Generic

Shakshi Bhardwaj

Pune

Summary

Financial Analyst with extensive experience in financial planning, analysis (FP&A), and business operations. Transforms complex financial data into actionable intelligence, directly supporting executive-level strategic decisions. Excels in financial modeling and reporting, demonstrating meticulous attention to detail to ensure absolute precision and integrity. A proven collaborator and problem-solver who clearly communicates intricate financial narratives to both technical and non-technical stakeholders, driving operational and financial excellence.

Overview

4
4
years of professional experience

Work History

Financial Analyst

Qualys
10.2024 - Current
  • Partnered with cross-functional teams to implement Anaplan- driven budgeting and planning solutions, significantly streamlining financial planning processes.
  • Prepared and validated 1099 vendor data for tax reporting, ensuring compliance with regulatory requirements and year-end filing accuracy.
  • Verified, processed, and recorded invoices while ensuring compliance with internal controls to avoid duplicate or unauthorized payments.
  • Ensured timely and accurate disbursements to vendors by adhering to standard operating procedures and payment schedules.
  • Created visually impactful financial dashboards ,to track KPIs like Days Payable Outstanding and vendor spend analysis, helping the team to take data driven, smart decisions.
  • Optimized vendor portfolio by analyzing 5,000+ vendor accounts, streamlining to 1,000 active vendors, and eliminated the inactive ones, which reduced duplicate entries and cut processing time by 20%
  • Supported monthly closing processes and reviewed reconciliations to ensure timely and accurate closing of books for internal and external reporting.
  • Assisted in forecasting cash flows by tracking payable obligations and payment schedules.
  • Identified opportunities for process improvements and implemented the changes to increase efficiency and streamlined.
  • Conducted variance analysis between actual expenses and budgets, identifying cost-saving opportunities and process inefficiencies.

Financial Analyst

TresVista
06.2023 - 10.2024
  • Prepared monthly financial reports and reconciliations using tools such as Coupa, NetSuite, Front, and Affinity.
  • Prepared financial budgets and forecasts by collaborating across departments, enabling informed and data-driven business decisions.
  • Maintained strict oversight of requisitions, purchase orders, invoices, and payment transactions to ensure integrity and accuracy.
  • Conducted regular expense analysis to identify and report variances between actuals and budgeted figures.
  • Successfully managed over-budget items by reclassifying bills to the correct cost centers and general ledger accounts, resulting in positive variance and improved cost center performance.
  • Managed financial planning activities across product areas, providing insights for month-end performance and forecasts.
  • Generated reports for outstanding payables, aging analysis, and cash flow projections to support financial decision-making.
  • Oversaw payment schedules, including wire transfers, and handled monthly accruals booking and posting.
  • Streamlined India taxation calculations by performing in-depth data analysis and preparing organized submissions for external auditors, ensuring timely and accurate tax filings.
  • Accurately calculated GST, VAT, and withholding taxes for Indian entities, ensuring compliance with applicable tax regulations.
  • Addressed client and vendor queries related to invoicing and payment processes promptly and professionally.
  • Contributed to a process improvement project that streamlined payment workflows and improved on-time completion rates.

Associate Accountant

Agrawal Abhishek Kumar & Co
09.2021 - 03.2022
  • Performed account analysis, including reconciliations of bank statements and intercompany general ledger accounts.
  • Supported the preparation and filing of statutory returns, including GST and Income Tax Returns (ITR).
  • Collaborated with external auditors during annual audits by providing required documentation and resolving queries.

Education

B.Com - Cost And Works Accounting

Indira College of Commerce And Science
05-2023

Class 12th, ISC - Accounts And Maths

Saint Joseph's School
03-2020

Class 10th, ICSE - Science, Maths, Computer

Saint Joseph's School. Bhagalpur
03-2018

Skills

  • Financial Planning & Analysis(FP&A)
  • Budgeting & Forecasting
  • Financial Reporting & Operations
  • Data & Operational Analysis
  • Taxation (GST, VAT, Withholding Tax)
  • Financial Audit and Compliance
  • Certified Anaplan Model Builder(Level 1)

Software/Tools

  • Anaplan
  • Coupa
  • NetSuite
  • Affinity
  • Business Intelligence Tools
  • Advanced Microsoft Excel
  • PowerPoint

Social Contributions

President (RY 2022-23), Rotaract Club of Indira College

  • Led community service and leadership initiative


Secretary (RY 2021-22), Rotaract Club of Indira College

  • Led the administrative and treasury department

Achievements

Best President Award -Rotaract District Award, 2023


Paul Harris Fellow Award

  • Awarded for leading impactful social initiatives

 

Timeline

Financial Analyst

Qualys
10.2024 - Current

Financial Analyst

TresVista
06.2023 - 10.2024

Associate Accountant

Agrawal Abhishek Kumar & Co
09.2021 - 03.2022

B.Com - Cost And Works Accounting

Indira College of Commerce And Science

Class 12th, ISC - Accounts And Maths

Saint Joseph's School

Class 10th, ICSE - Science, Maths, Computer

Saint Joseph's School. Bhagalpur

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Shakshi Bhardwaj