Rishit Mehta Email & Phone Number

Mumbai

Utilized data analysis techniques to rigorously assess management assumptions, ensuring the feasibility of the annual plan within budget constraints.Leveraged oversight responsibilities to conduct high-level reviews of forecast inputs, identifying key trends and potential issues.Implemented and facilitated management reviews to hold operational leaders accountable for their performance against established targets.Demonstrated a deep understanding of the underlying business, enabling… Show more Utilized data analysis techniques to rigorously assess management assumptions, ensuring the feasibility of the annual plan within budget constraints.Leveraged oversight responsibilities to conduct high-level reviews of forecast inputs, identifying key trends and potential issues.Implemented and facilitated management reviews to hold operational leaders accountable for their performance against established targets.Demonstrated a deep understanding of the underlying business, enabling the identification of critical analysis points to drive meaningful actions and deliver business results.Collaborated with sales and senior management to analyze sales trends, and order analysis, providing actionable insights to identify opportunities and risks.Proactively managed Key Performance Indicators (KPIs), promptly identifying deviations.Actively participated in management reviews to gain an in-depth understanding of the business, offering financial insights to support the identification of growth opportunities.Exhibited exceptional communication skills at all organizational levels, tailoring presentations to convey key messages effectively.Developed interactive Power BI dashboards to visualize financial data, enabling real-time monitoring of key performance indicators (KPIs) and facilitating data-driven decision-making.Automated financial reporting processes by creating Power BI dashboards, reducing report generation time by 50%.Designed custom Power BI visualizations that transformed complex financial data into easy-to-understand graphs and charts, facilitating better communication with stakeholders.Developed Power BI reports that provided deep insights into revenue trends, leading to the implementation of revenue-enhancing strategies.Established data validation processes within Power BI, ensuring data accuracy and reducing data discrepancies. Show less

Mumbai Area, India

Preparing monthly expense reports comparing Actuals VS Plan/MYF/PY/Prior Outlook for Internal Review and Robust outlook.Monthly Variance analysis vis-a-vis Plan and targets for financial planning to streamline the deviations noted.Independently managing expenses for ICG business, processed for Hong Kong Country.Successful completion of multiple stress analysis scenario viz.- MYF, Plan and Covid impacts.Month on Month analysis with project teams analyzing budget with their actual… Show more Preparing monthly expense reports comparing Actuals VS Plan/MYF/PY/Prior Outlook for Internal Review and Robust outlook.Monthly Variance analysis vis-a-vis Plan and targets for financial planning to streamline the deviations noted.Independently managing expenses for ICG business, processed for Hong Kong Country.Successful completion of multiple stress analysis scenario viz.- MYF, Plan and Covid impacts.Month on Month analysis with project teams analyzing budget with their actual performance.Automation of various expense reports to business stakeholders to keep a track of major expense line items such as Travel & entertainment, employee related expenses, market data and other such reports.Scrutinizing expense variances, working closely with business unit stakeholders to understand the story behind variance and replicating that to more accurate forecast for the period.Driving different projects for automation and productivity saves across different teams.Creation / Automation of Data Assets Reports for 4 different regions / countries reducing run time to 100 plus hours for individual teams.Experience on different systems like Essbase, Essbase Planning, Power BI, KNIME and working experience with Tableau. Show less

Mumbai, Maharashtra, India

Prepared monthly & quarterly expense reporting package comparing actual vs. budget for internal management review.Responsible for accurate expense forecasting with the help of various comparisons such as Actual vs. Budget Vs MYF vs. Prior year.Preparing and submission of Executive management report which goes to senior management & external regulators.In control expense budgeting for Treasury/CIO & Private investments with continuous discussions with business… Show more Prepared monthly & quarterly expense reporting package comparing actual vs. budget for internal management review.Responsible for accurate expense forecasting with the help of various comparisons such as Actual vs. Budget Vs MYF vs. Prior year.Preparing and submission of Executive management report which goes to senior management & external regulators.In control expense budgeting for Treasury/CIO & Private investments with continuous discussions with business stakeholders.Independently preparing expense forecast for stress scenarios including PPNR, Risk Appetite, CCAR & ICAAP.Preparing, consolidation and reporting of Headcount location strategy for Treasury/CIO & Private Investments.Responsible for maintenance (addition, exclusion, edit & transfers) of summary nodes and cost centers for Treasury/CIO & Private Investments. Show less

Mumbai Area, India

Kept a track of budget Vs actual analysis and various ad hoc financial & MIS reports.Helping management in process of preparation yearly budget and helping different teams in forecasting on monthly/quarterly and yearly basis.Playing a key role in cost controlling and management of more than 250 resources hired for the project.Performed variance analysis and timely reporting the same with accurate reasons for variance to top management.Analyzing and providing ways and means to… Show more Kept a track of budget Vs actual analysis and various ad hoc financial & MIS reports.Helping management in process of preparation yearly budget and helping different teams in forecasting on monthly/quarterly and yearly basis.Playing a key role in cost controlling and management of more than 250 resources hired for the project.Performed variance analysis and timely reporting the same with accurate reasons for variance to top management.Analyzing and providing ways and means to keep hiring cost in line with budgeted figures or at minimum level.Driving process improvements projects, and other initiative to improve business or project performance. Show less

Mumbai Area, India

Assisting as a Finance Executive reporting directly to Residential, Buildings & Factories (RBF) Finance Head.Budget vs. Actual (BVA) analysis reporting on monthly basis for revenue & cost deviations through detailed elaboration on technical & non-technical impacts.Coordinating with project teams for preparing budget (Sales & revenue) for the current year 2015-16.Month on Month analysis with project teams analyzing budget with their actual performance.Presenting the Variance… Show more Assisting as a Finance Executive reporting directly to Residential, Buildings & Factories (RBF) Finance Head.Budget vs. Actual (BVA) analysis reporting on monthly basis for revenue & cost deviations through detailed elaboration on technical & non-technical impacts.Coordinating with project teams for preparing budget (Sales & revenue) for the current year 2015-16.Month on Month analysis with project teams analyzing budget with their actual performance.Presenting the Variance analysis (Budget Vs Actual) to top management displaying the actual position and forecasted position of the business units.Regular presentation to Finance head on the current position and future aspects of the projects.Fund & Cash flow management by monitoring the Collection with various clients against the target and budgeted figures. Funds disbursements strategy in line with the progress of the projects. Show less

Master Of Science (M.Sc.) Investment & Finance, Investment & Finance, E Grade

Bachelors, Accounting & Finance, First Class

Activities and Societies: Was Appointed as the Chairperson in Inter Collegiate Festival. Awarded As BEST PRESENTER among 200 students