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