Nirav Mehta Email & Phone Number

Mumbai, Maharashtra, India

Bengaluru, Karnataka, India

Financial Planning and Analysis Associate Manager at Navi Tech

Mumbai Area, India

• Revenue, P&L Forecasting and Budgeting.• Competetion Benchmarking : Comparing the Revenue, P&L, Ratios etc with other competitors• P&L Analysis, Tracking Budget vs Actual performance, Financial Modelling.• Branch, Channel & Product wise Profitability• Automation of Management and Financial reporting via BI Tools such as Qlikview and SQL

Mumbai Area, India

• Revenue, P&L Forecasting and Budgeting.• Making dashboards for the Productivity of all the Hierarchy.• Competetion Benchmarking : Comparing the Revenue, P&L, Ratios etc with other competitors • P&L Analysis, Tracking Budget vs Actual performance, Financial Modelling.• Performance Measurement Reporting and Analytics• Analyzing, investigating and explaining key movements and trends in P&L lines. Preparation of monthly financial metrics and key business drivers specific to different products/functions• Providing financial support to business/functions and assist them in decision making• Preparation of various reports to support the management needs and ensuring timely adherence to deadlines• To provide commentaries and business insights on variance under different scenarios and time periods• Track and provide insight on business productivity (efficiency saves) and projects driven by business• To coordinate with various stakeholders to right align the headcount, dollars and business structure within reporting systems periodically• Review decks and getting into discussions with Finance Management, as necessary• Working with country and regional managers to create and review monthly and quarterly outlook and annual financial plans, including reporting and analysis to explain changes against given baselines.

Mumbai Area, India

Agency• Sharing the Productivity of all the MOA’s, BSM’s and ZSM’s on a Daily Basis.• Comparision of productivity YTD, YOY, Target V/s Achievement basis.• Making dashboards for the Productivity of all the Hierarchy’s.• Launching internal contests as per the budget.• Making the Zonal presentations as to what and where have we achieved as a team.• Making presentations for the Quarterly Reviews.• Development of existing process & systems to increase target achievement figures. • End to end point of MIS & Reconciliation / One Click MIS (Macro based).• Target settings and analyse Achievements of all the sales team .• Performance management for Sales Team.• Coordinating with various departments i.e. Underwriting Team, Marketing Team, Claims Team, Group Operations Team, Products Team, etc.

Mumbai Area, India

Bancassurance• Single point of Contact for Clients / Partners.• Solving all the operational queries of the partners.• Coordinating between the Partner, Zonal Members and the Operations for Higher Premium size and smooth flow of generation of Policies.• Development of existing process & systems to increase target achievement figures. • End to end point of MIS & Reconciliation / One Click MIS (Macro based).• Plan, Implement & execute new projects as per the requirement of Relationship team and Channel partners.• Preparing Customized Calculators & Group Calculators.• Preparing FLS/TM/CSM wise Incentive Sheet and FLS Mapping.• Target settings and analyse Achievements of all the sales team .• Performance management for Sales Team.• Analytical reports & Dashboards for Relationship Team, Partners and Management.• Appointing the Sr. Associate, Associate and Associate Manager by First Level Interviews.• Plan, Implement & execute new projects as per the requirement of Relationship team and Channel partners.• Coordinating with various departments i.e. Underwriting Team, Marketing Team, Claims Team, Group Operations Team, Products Team, etc.

Post Graduate Diploma In Human Resource - Dlp, Human Resources Management, A

Graduation, Commerce

Education record