Preethi Kumar Email & Phone Number

Bengaluru, KA, IN

Bangalore Urban, Karnataka, India

• Being a part of the CFO lead Business Finance Team and working across different activities like identifying issues in billing rate cards, developing a pricing template, analyzing business overheads, project margins.
• Ascertaining accurate and timely charging of both internal and external charges in order to meet accounting deadlines and track performance
• Understanding new business / changes in existing business, analyzing impact thereof on financials and suggesting accounting treatment; optimizing utilization of capital and cash flow; monitoring ROI and P&L for optimum.
• Executing reporting analysis about the risks in gross margins, revenue leakage, product variance analysis and other indirect cost to senior management.
• Recommending adjustments in the organizational structure and proposed financial metrics enhancements to boost business performance and augment margins.
• Conducting MIS analysis and reporting, developing informative dashboards on Power BI to convey financial data effectively across various teams.

Bengaluru, Karnataka, India

• Met student enrollment targets by implementing proactive marketing strategies for the school, even during the challenges posed by the Covid-19 pandemic.
• Maintained effective communication channels with parents, fostered ongoing relationships and addressed their concerns and queries promptly, consequently enhancing parent satisfaction and boosting positive word-of-mouth.
• Managed financial aspects by planning and allocating marketing budgets efficiently throughout the academic year, aligning with financial objectives.
• Oversaw the coordination and management of fees for all programs.
• Utilized counseling techniques to convert inquiries into enrollments, establishing the school as a reputable institution for early childhood education

Bengaluru Area, India

• Reviewed quarterly forecasts and conducted variance analysis to consistently achieve the targeted EBITA of 25% while ensuring a yearly revenue growth of 30%. Oversaw revenue management ranging from $100K to $1M USD and.
• Maintained an overall gross margin between 70%-75% by effectively managing staffing, resource utilization, and strategic planning. Supervised team members to enhance client service quality and foster excellence in.
• Implemented and integrated financial tools for process automation, ensuring precise and timely financial reporting.

Bengaluru Area, India

• Collaborated with finance teams across 9 countries' GDCs, compiling comprehensive financial data spanning revenue to cost.
• Leveraged various software tools, consistently delivered timely monthly and quarterly financial reports.
• Conducted detailed analyses comparing net expenses against the revenue generated by the business.

Bengaluru, Karnataka, India

• Delivered investment and wealth management services to approximately 20 clients.
• Facilitated investments across Mutual Funds, Equity Markets, Insurance, and provided comprehensive tax advisory services.
• Managed portfolio risks, tailored financial plans, and aimed for optimal returns on each portfolio.

Bengaluru, Karnataka, India

• Delivered investment and wealth management services to approximately 20 clients.
• Facilitated investments across Mutual Funds, Equity Markets, Insurance, and provided comprehensive tax advisory services.
• Managed portfolio risks, tailored financial plans, and aimed for optimal returns on each portfolio.

Master Of Science - Ms, Banking, Corporate, Finance, And Securities Law

Activities and Societies: Class and Career Centre Representative

Bachelor Of Commerce - Bcom, Accounting And Business/Management