Puneet Behl Email & Phone Number

Folsom, California

Sacramento, California Area

Responsibilities include managing a team of accounting and finance professionals, with specific responsibilities for budgeting, forecasting, financial closing and reporting for Joint Powers Agencies (JPA) including but not limited to GASB compliance, treasury management, financial dashboards for performance measurement, and internal audit activity. In addition, expert on JPA premium calculation, experience modifiers, reviewing actuarial analyses and responsible for a variety of consulting projects for clients.•Researched and revamped the premium calculation methodologies for various JPA clients by using advanced techniques . Developed budgeting models enabling shifting from a backward- to a forward-loking approach through financial, performance and risk information analysis to better project future program performance. •Worked on variety of projects such as researching on coverage options for inverse condemnation claims, calculation of experience modifiers, calculating target equity for California Association of Joint Powers Authorities (CAJPA) accreditation and researching on rollover of funds in commercial paper from Local Agency Investment Fund (LAIF).•Thoroughly review actuarial analyses for estimating General Liability and Workers’ Compensation claims liabilities and reconciliation of claims. Apply analytical approach along with actuarial techniques to calculate the reserves for Incurred but not Reported (IBNR) claims.•Integrating financial and performance measurements to more tightly link planning, budget formulation and execution activities. Developed strong measurement indicators to measure the JPA performance. •Provided executives, program managers and board members with the financial and performance information they need to make sound decisions. •Provided expert consulting on forensic accounting, audit report preparation, controllership functions and corporate governance to various clients.•Introduced business process engineering capabilities

New Delhi, India

Responsibilities include managing a team of 5 including Regional Accountants and Finance Analysts with specific responsibilities for budgeting, financial forecasting, financial closing and reporting including GAAP compliance, corporate consolidations, treasury management, financial dashboards, and internal audit activity. In addition responsible for working with business units for determining revenue/pricing models and strategic analysis including evaluating M&A opportunities for strategic growth.• Team lead for evaluation of M&A candidates, valuation and due diligence.• Spearheaded various benchmark and operational analysis leading to EBIDTA increase of $ 2 Million.• Improved financial closing and reporting from 15 days to 3 days after the close of accounting period.• Consolidated forecasting and reporting process leading to increased forecasting accuracy from 18% to 3%.• Worked with American business units resulting in improving operational efficiency and gross margins by 500 basis points.• Designed and implemented Performance Management tool for operations.• Consulted regional management teams and set objectives and strategic direction including designing incentive plans for the region resulting in CAGR 20%.• Managed the collection team and achieved DSO reduction from 90 to 65 days amid recovery of over INR 3Million in outstanding receivables.• Liaison with lead investment bankers and managers including preparation of regulatory filings, reporting to comply with banking covenants.• Provided financial leadership and support to various functional teams including sales, engineering, general and administrative groups leading to closing deals over $3 Million.• Improved forecasting and performance tracking activities including revenue forecasting, reporting and profitability analysis of all sales channels and service lines.• Managed implementation of ERP software BAAN and reporting tools.

Chandigarh

Provided professional service in all aspects of finance processes including budgeting, reporting, month/quarter-end close, capital planning, review and audit.• Enhanced Financial Planning &Analysis processes including managing clients’ plan process, implementation of web-based budgeting and reporting tool, and instituted monthly reporting and forecasting for various clients.• Performed financial analysis of corporations expansion strategy including revenue and investment projections• Developed dashboard reporting of major revenue and cost drivers to analyze business trends, and supported executives during Board discussions and investor conferences.• Established capital budgeting and reporting processes, and influenced IT/Operations department to calculate total cost of ownership during capital selection process.• Designed and documented internal control processes for corporations• Audited corporations and provided audit opinion on firms with asset value of over $ 10M• Prepared Tax filings for Sole Proprietor, Partnerships, Corporations, Trusts and Charitable Organizations.

Chandigarh Area, India

• Assisted in Audit report preparation for clients in a variety of business sectors.• Evaluated efficiency and effectiveness of controls across various finance processes.• Supervised staff of 5 staff auditors assuring completion of work assignments within budgeted time constraints.• Prepared management letters identifying control weaknesses or accounting irregularities and presented recommendations for improvement.• Reviewed tax filings to assure propriety of processing and ultimately clients tax obligations.• Hands on experience of auditing companies in various industries and understand diverse business models.

Cpa, Certified Public Accountant

Associate In Risk Management, Risk Management

Masters, Finance And Financial Management Services

Bachelor Of Commerce (B.Com.), Finance And Financial Management Services