Rahul Iyer Email and Phone Number
I am a dedicated and results-driven Financial Planning and Analysis (FP&A) professional with over 3 years of experience in the realms of financial, strategic, and risk analysis. My career journey has been marked by a commitment to developing and executing successful financial strategies and using quantitative and strategic aspects to drive growth and profitability for organizations.As a seasoned FP&A professional, my responsibilities have included:Budgeting and Reporting: I have been responsible for setting up annual budgets for different departments and meticulously maintaining monthly reports with variance and trend analysis. This attention to detail resulted in a commendable 10% reduction in operational expenses, a testament to my commitment to cost control and process optimization.Financial Analysis: I specialize in conducting comprehensive financial analyses to identify areas for cost control and process optimization. Forecasting: My experience extends to conducting sales, revenue, and margin forecasting across business units. Collaborating closely with department heads, I ensure that financial goals are in alignment with overall business objectives.Financial Modeling: I have developed intricate financial models for departments, facilitating effective cash flow management and profitability tracking. These models have played a pivotal role in strategic decision-making by providing insights and recommendations to senior management.Mentoring and Leadership: In addition to my analytical skills, I have excelled in leadership roles, leading and mentoring teams of analysts, and nurturing their growth.Client Engagement: My client-centric approach involves collaborating with clients to develop personalized financial plans that address their unique objectives and risk tolerance. This personalized approach has not only retained existing clients but also contributed to acquiring new ones.Python Development: I've had hands on experience in Python development and currently doing certifications to enhance my skills towards combining it with finance. I am passionate about quantitative analysis and thrive in a dynamic, results-oriented environment. I am open to new opportunities that allow me to contribute my expertise to facilitating organizational growth and success.Connect with me to explore collaboration and discuss how I can bring my financial acumen and strategic thinking to your team.
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Manager - Corporate Strategy And Investor RelationsPolicybossMumbai, Mh, In -
Associate - Corporate Strategy And Investor RelationsPolicyboss Nov 2023 - PresentMumbai, Maharashtra, India -
Associate - Financial StrategyTresvista Aug 2021 - Nov 2023Bengaluru, Karnataka, India -
Wealth ManagerIcici Bank Nov 2020 - Jun 2021Bengaluru, Karnataka, India Assessing financial requirements of HNI clients as per their investmentportfolios and suggesting appropriate products for wealth enhancement. Analysing and formulating reports on fund performances of Mutual Fundsand ULIP products, and tracking Indian and Global markets on a regularbasis. Targeting and pitching prospective clients for the acquisition of wealth portfolio intobank’s services platform. -
Credit Analyst InternShriram Life Insurance Jun 2020 - Oct 2020 Analysed financials of Banks and NBFCs for reviewing their company andbusiness risk Performed data structuring and processing of financial statements usingPython which reduced the processing time significantly Developed credit reports for the company to make investment decisions -
Financial Analyst InternSbi Life Insurance Co. Ltd. Apr 2019 - May 2019Mumbai Area, IndiaI worked as a Financial Analyst intern in Finance and Accounts department.My job responsibilities were- Benchmarking the annual reports of private Indian and International Insurers in terms of Reporting Standards, Risk Management Strategies, Financial performance, Embedded Value Report, Product Analysis. Analysing ULIP newsletters and assessed fund performance for SBI Life ULIP funds. Recommended potential competitor funds for the SBI Life ULIP funds based on asset mix, benchmark fund and Asset under Management. I worked towards reducing NAV and AUM computation time by 67% using Python frameworks. Awarded with a Letter of Appreciation for my quality and productivity -
Associate Software Engineer -Virtusa Aug 2014 - Apr 2016Chennai, Tamil Nadu, IndiaI worked for our client British Telecom in Geographical Information System (GIS) domain as a Python developer.My job responsibilities were - I was responsible for designed, developing and deploying plugins using Python for their proprietary software to assist clients technically which reduced their reliance on other softwares and reduced operating cost upto 90% Interacted with clients and travelled to client locations on a regular basis to understand their requirements during project acquisition phase. Managed profiles for network users and engineers, and provided technical assistance for the jobs required for clients Awarded badges for high productivity and performance and represented firm at Global HR conclave. -
TraineeBhabha Atomic Research Centre Nov 2012 - Dec 2012Mumbai Area, India -
TraineeBhilai Steel Plant May 2011 - Jun 2011Bhilai Area, India
Rahul Iyer Education Details
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Finance, General -
Electrical And Electronics Engineering -
Sri Sankara VidyalayaSenior Secondary -
Sri Sankara VidyalayaHigher Secondary
Frequently Asked Questions about Rahul Iyer
What company does Rahul Iyer work for?
Rahul Iyer works for Policyboss
What is Rahul Iyer's role at the current company?
Rahul Iyer's current role is Manager - Corporate Strategy and Investor Relations.
What schools did Rahul Iyer attend?
Rahul Iyer attended T.a.pai Management Institute, Srm University, Sri Sankara Vidyalaya, Sri Sankara Vidyalaya.
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Rahul Iyer
At Aigpe™ We Empower Professionals To Excel In Process Improvement And Project Management Through Lean Six Sigma Credentials And Skills. Elevate Your Standards And Make A Lasting Impact In The Professional Industry.Pune -
Rahul Iyer
Pune -
Rahul Iyer
I Help Companies Reach The Right Customer & Deliver Great Experiences || Your Fractional Cmo & Crm Consultant || Co-Founder Thinkcap AdvisorsDelhi, India -
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Rahul Iyer
Bengaluru
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