Profile Summary
Results-oriented professional with a strong background in delivering insightful financial analysis and strategic recommendations to drive business performance. Proficient in budgeting, forecasting, and variance analysis, with a proven track record of optimizing financial processes and enhancing operational efficiency. Expertise in financial modeling and scenario analysis, leveraging advanced analytical tools to provide actionable insights that support organizational goals. Strong communicator and collaborator, adept at working cross-functionally to align financial strategies with business objectives.
KEY SKILLS
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Employment History
Deputy Manager - Pricing at WNS Global
December, 2024 - Present
- Negotiates, structures, and/or administers contractual documents that establish business relationships with vendors, customers, and/or partners.
- Collaborates with sales and service teams as well as the legal department to structure contracts.
- Ensures compliance with company policy and other requirements by analyzing contracts.
- Prepares, tracks, and coordinates the commercial aspects and financial strategy of medium to highly complex deals with teams.
Senior Financial Planning Analyst at PureSoftware Technologies Pvt. Ltd.
July, 2022 - December, 2024
- Compiling product/project expense and revenue summaries and generating actual and forecast analyses to support management decisions.
- Assessing pricing for project contracts and developing a pricing model to help leaders formulate commercial proposals.
- Overseeing financial and operational performance, preparing key performance indicators (KPIs), corporate presentations, and executive summaries for management.
- Collaborating with finance departments on significant transactions, adjustments, and budget plans aligned with organizational goals.
- Assisting in the preparation of capitalization reports for efficient cost management.
- Analyzing market trends and their impact on project profitability, providing actionable insights to guide strategic planning.
- Implementing financial modeling techniques to forecast revenue growth and expense management for various business units.
- Facilitating cross-departmental meetings to align financial objectives and ensure cohesive strategic execution across all business functions.
- Monitoring cash flow and liquidity ratios to ensure financial stability and inform management decisions regarding investments and expenditures.
- Preparing financial dashboards that visualize key metrics for quick insights, enabling prompt decision-making for stakeholders.
- Assisting in developing the Annual Budget Plan (AOP) which aligns with the strategic objectives of the company.
Financial Planning Analyst at Ameriprise Financial LLP
September, 2021 - April, 2022
- Analyzed and documented financial plans based on client information and supported senior analysts in data comprehension.
- Evaluated client data and provided recommendations aligned with their goals.
- Guided clients in navigating various investment options to ensure alignment with their financial objectives.
- Conducted in-depth market research to identify trends and opportunities for enhancing clients’ financial growth.
- Created visually engaging presentations summarizing financial insights and recommendations for effective client communication.
- Monitored and analyzed client portfolios regularly, providing timely adjustments to optimize investment strategies.
- Reviewed and interpreted financial statements to offer actionable insights into clients’ overall financial health.
Associate Analyst at XL Dynamics Pvt. Ltd.
December, 2020 - September, 2021
- Evaluated financial statements, determined loan eligibility, and performed checks to ensure data accuracy.
- Arranged financial data and records in the ERP system and generated final contracts for execution.
- Developed detailed financial summaries and reports, presenting findings and recommendations to stakeholders effectively.
- Collaborated with cross-functional teams to gather, validate, and analyze financial data for accurate reporting.
- Implemented streamlined processes for maintaining precise and up-to-date financial records, enhancing data integrity.
- Assisted in preparing financial forecasts and projections based on historical data trends, aiding strategic planning.
Education
Diploma (Management)
Asian Business School, Noida
2019 - 2021
Diploma (Commerce)
Motherhood University
2016 - 2019
LAKSHYA ARORA
Basic Details
Gender -
Male
Marital Status -
Single
Skills
Microsoft Office - (Microsoft Word, Advance Excel, PowerPoint, Outlook)
Google Office Suite
Power BI
Accomplishments
Bravo Award (Pure Software)
October, 2022
Arjuna Award (Pure Software)
JFM, 2024