Raghvendra Pathak Email & Phone Number

Hyderabad, Telangana, India

Hyderabad, Telangana, India

Operational excellence for Business Finance

Hyderabad, Telangana, India

Leading the FP&A efforts for Amazon transportation system for North America.• Setting up consolidate reporting for all the Business lines in accordance with team's charter• Preparing /dashboarding of key financial reports for leadership review• Support (design/modify/review) the reporting around EMR's, Performance dashboards, expenses, and headcount

Bengaluru Area, India

• Develop annual budgets and monthly forecasts• Prepare expense tracking for key initiatives• Support (design/modify/review) the reporting around EMR’s, Performance dashboards, expenses, and headcount as per business requirements• Consolidate, monitor, and present month-end close results• Consolidate reporting & analysis of operating expenses by functional departments and business segments • Effectively analyze and report variances of actual results to budget and forecast• Preparation of insightful, high quality Senior Management presentations• Support ad hoc requests from the Business, Senior Management, and CCB P&A.• Contribute to driving expense reduction initiatives across CCB• Business case support for strategic initiatives Specific Activities

Banglore

• Produce across-the-board financial analysis and provide insight to senior management into the annual budget, monthly and quarterly forecast and long-range plan. Also create executive analysis reports highlighting business issues, potential risks and profit opportunities.• Coordination between various teams to strategize, plan and execute programs, services and initiatives.• Managed revenue reporting of 2 business lines with a total value of >USD 4.5bn.• Initiated and managed proxy revenue reporting for business lines which resulted in closing revenue gap in tune of >USD 0.2bn. • Designed and implemented forecasting model that was later expanded to all business lines with a total value of > USD 6.0bn. • New forecasting model helped in saving of 2 FTE cost.• Worked on improving productivity and utilization of Advisory sales force by creating ROI calculation model for them and implementing it. This initiative is expected to increase advisor’s productivity by 30% and FTE cost saving of 20% over 2 years.

Bengaluru Area, India

• Reporting and in-depth analysis of periodical financials (P&L, B/S, Free Cash Flow, etc.)• Determine financial status by comparing and analyzing plan and/ estimate with actual results.• Develop and implement financial trend reports to identify performance issues within the business and risks or opportunities in current financial plan/estimate.• Compile required management reports (such as Cost centre Reports/Indirect spend / Travel Expense/OEF, etc.) and provide adequate level of variance explanations.• Help develop, deliver, and provide analytics for all periodical managerial reporting.• Partner with SBG/SBU & COE Leadership to enhance current process metrics & performance measurement system in line with key industry practices.• Support Ad Hoc requests for data mining and analysis.

Bangalore

• Designing and maintaining various MIS report on financial activities and performance supported with comments on red flags/ unusual trigger event and submitting to higher management for review.• Month end account reconciliations • Preparing actual vs. budgeted/forecasted variance analysis report while working with senior management to evaluate and minimize variances to control expenses.• Worked on Budgeting/Forecasting for operating entities.• Cost allocation for different entities • Supporting preparation of various financial statements and investment report.• Spearheaded monthly financial statement report generation process by defining critical variables from balance sheet and P&L • Responsible for providing Financial Analysis and decision-making support to clients.• Identify and analyse financial and business operation trends and key metrics.• Support functional reporting requirements and drive continued improvements in process leading to value addition.• Strong client interaction and service delivery to improve service level and satisfaction. • Prepared financial and business model for Hospital & Dairy setup project.

Hyderabad Area, India

Responsible for Budgeting, costing, variance analysis, financial analysis, writing investment notes based on detailed business research, preparation of management information report. Together i am responsible for inventory sourcing & forecasting, procurement process, vendor selection & management, technical evaluation, negotiation, framing legal contracts, monthly inventory consumption and requirement report, resource allocation, strategic planning and setting systems and processes

Mumbai Area, India

• Doing valuation and writing detailed investment research reports on global Pharmaceutical and Healthcare companies • Tracking performance parameter by doing in-depth fundamental and economic analysis and providing investment recommendation to clients which includes some of the largest Wall Street banks such as Deutsche bank.• Actively involved in the launch of critical project which offers virtual platform for connecting investors and issuers to build a conviction about existing opportunities.• Was actively involved in design and launch of product, which provides high quality equity research on Indian mid-cap and small-cap companies.

Post Graduate Program In Artificial Intelligence And Machine Learnin, Artificial Intelligence

Mba, Finance & Mkt, 7

Activities and Societies: Member of Finance club, participated in various competitions