Shilpa Jacob
Chennai
Summary
Conscientious Finance professional with 13 plus years of success primarily in FPNA (Financial Planning and Analysis) and priorly in banking industry. Accomplished professional who consistently meets deadlines thrives in high-pressure environments and excellent in team building skills.
Overview
14
14
years of professional experience
Work History
Assistant Manager
Deloitte - Global Finance
Hyderabad
06.2021 - 10.2023
- Assisted in the development and management of the Global Audit and Assurance annual budget
- Collaborate with Senior Managers and leaders to gather cost estimates, track expenses, and contribute to the creation of budget reports
- Financial Reporting: Balance sheet and P&L statement review, analyzing variances, and offering justification
- The preparation and provision of insightful comments for monthly financial statements
- Assist in generating regular financial reports for senior management and stakeholders
- These reports should include key performance indicators (KPIs), budget vs
- Actual comparisons, and financial forecasts
- Supported initiatives to help the business in achieving its strategic objectives
- Variance Analysis: Preparation of the year-end financial statements, commentary, and Year on Year variance analysis
- Participated in the analysis of variances between budgeted and actual expenses
- Investigate discrepancies and contribute to the development of action plans to address financial variances
- Contributed to the evaluation of the financial performance of the Audit and Assurance portfolios and projects
- Financial Compliance: Helped to ensure that financial practices within the Global Finance comply with relevant financial regulations, accounting standards, and internal policies
- Ad Hoc Analysis: Contributed to ad hoc financial analysis and modeling as requested by senior management to support strategic decision-making
- Team Management: Worked with team to perform tasks within project scope and established time frame, mentoring and involved in teams' performance management
- Training and Development: Continuously developed skills and knowledge in financial planning and analysis, staying current with industry best practices and emerging trends
- Facilitated training for new hires as per requirements of businesses
- Obtain data from Reporting tools applications and databases such as SAP BW/HANA/BI/AO/CIR for preparation of reports as required by the client's preparation of journal entries and work towards month end close
- Achievements: Received certificate of achievement for completion of Global Finance driven project
- Received Spot/Applause awards/Shout Outs, recognized by leaders for providing scope towards quality maintenance of reports.
Customer Officer
CITI Bank
Hyderabad
08.2014 - 12.2015
- Provided help and advice to customers using organizations products or services
- Investigated and solved customers problems which may be complex or longstanding problems that have been passed on by customer service assistants
- Developed customer service procedures policies and standards for organization or department.
Credit Service Executive
HSBC Electronic Data Processing India
Hyderabad
05.2009 - 08.2014
- Experienced with preparing Credit Applications & Facility Advise Letters as per Relationship Manager instructions for UK commercial corporate and personal customers
- Analysis of accounting statements such as Profit and Loss account Balance sheet and Cash Flow statements on Moody's for the corporate customers
- Responsible for generation of accounting reports and credit summary reports for commercial and corporate customers.
Education
Miles
Skills
- SAP HANA, Analysis for Excel, Tableau and Power BI, MS Office - Advance Excel, PowerPoint
- Strategy and Communications - Management Sprints
- People Management
- Part of Management lead projects
- Training skills such as coaching and onboarding new hires
- Financial Planning and Analysis
- Working with Senior Leadership
- Problem solving skills
- Business process improvement
- Strong Presentation Skills
- Commitment towards work flexible with good communication skills
- Work with motivation enthusiasm and ability to work with minimum supervision
- Honest & reliable with team spirit
- Staff Training and Development
Accomplishments
- Received certificate of achievement for completion of Global Finance driven project
- Received Spot/Applause awards/Shout Outs, recognized by leaders for providing scope towards quality maintenance of reports
Languages
English
Hindi
Malayalam
Telugu
Educationqualification
- MBA (Finance PGDM) Symbiosis University (2014)
- Bachelor of Commerce (Honors) Loyola Academy College (2009)
Cityofbirth
Hyderabad
Rolesresponsibility
- Assistant Manager | Team - FPNA (Financial Planning and Analysis)
- Assisted in the development and management of the Global Audit and Assurance annual budget. Collaborate with Senior Managers and leaders to gather cost estimates, track expenses, and contribute to the creation of budget reports
- Financial Reporting: Balance sheet and P&L statement review, analysing variances, and offering justification. The preparation and provision of insightful comments for monthly financial statements.
- Assist in generating regular financial reports for senior management and stakeholders. These reports should include key performance indicators (KPIs), budget vs. actual comparisons, and financial forecasts. Supported initiatives to help the business in achieving its strategic objectives
- Variance Analysis: Preparation of the year-end financial statements, commentary, and Year on Year variance analysis. Participated in the analysis of variances between budgeted and actual expenses. Investigate discrepancies and contribute to the development of action plans to address financial variances
- Contributed to the evaluation of the financial performance of the Audit and Assurance portfolios and projects
- Financial Compliance: Helped to ensure that financial practices within the Global Finance comply with relevant financial regulations, accounting standards, and internal policies
- Ad Hoc Analysis: Contributed to ad hoc financial analysis and modeling as requested by senior management to support strategic decision-making
- Team Management: Worked with team to perform tasks within project scope and established time frame, mentoring and involved in teams' performance management
- Training and Development: Continuously developed skills and knowledge in financial planning and analysis, staying current with industry best practices and emerging trends. Facilitated training for new hires as per requirements of businesses
- Obtain data from Reporting tools applications and databases such as SAP BW/HANA/BI/AO/CIR for preparation of reports as required by the client's preparation of journal entries and work towards month end close
Personal Information
- Date of Birth: 11/04/88
- Nationality: Indian
- Marital Status: Married
Timeline
Assistant Manager
Deloitte - Global Finance
06.2021 - 10.2023
Customer Officer
CITI Bank
08.2014 - 12.2015
Credit Service Executive
HSBC Electronic Data Processing India
05.2009 - 08.2014
Miles
Similar Profiles
Andrea Vogel (Drs/RA)Andrea Vogel (Drs/RA)
Equity Partner at Deloitte Consulting | Finance TransformationEquity Partner at Deloitte Consulting | Finance Transformation
FLORIN PADUREANFLORIN PADUREAN
Freelance site engineer at -Freelance site engineer at -
Lance WinterLance Winter
Travelling SEA at -Travelling SEA at -
Sumaiga SugunesanSumaiga Sugunesan
Analyst Data Steward at AstraZenecaAnalyst Data Steward at AstraZeneca
Gayathri VGayathri V
CS Associate at AmazonCS Associate at Amazon