Summary
Overview
Work History
Education
Skills
Languages
Work Availability
Timeline
Extracurricular
Extracurricular
Generic

Rohit Beria

London,UK

Summary

Expert in data-driven financial analysis, finance process automation, forecasting, internal audit, cost control, and budgeting. Proficient in leveraging advanced tools such as Tableau, Python, Excel, and KNIME to extract valuable insights. A Cost and Management Accountant (CMA) with diverse industry expertise spanning Big4 Consulting, Banking, Fashion Retail, and Manufacturing. Proven track record of 8+ years driving strategic financial decisions and optimizing business performance, delivering results-driven outputs.

Overview

9
9
years of professional experience

Work History

Business Finance Consultant

Deloitte
London, UK
07.2022 - Current

Business Finance Advisory Team

  • Conducted cost-benefit analyses using complex business models, showcasing the advantages of a shared service centre for the world's largest pharma company (approx. $60 million benefit) and a UK-based roofing company (approx. £10 million benefit).
  • Assisted the world's leading media and entertainment company in streamlining their legal entities post-acquisition, ensuring seamless settlement of all ARs/APs between entities. Additionally, spearheaded the automation of a crucial management report, resulting in a significant efficiency gain of 3 business days.
  • Mentored and trained the firm's junior talent as the lead trainer for business modelling, fostering growth and development within the team

Financial Planning Analyst

Citibank
03.2021 - 06.2022

Process Automation for Citi Executive's Scorecard Team:

  • Automated non-financial data processing for senior executives' performance scorecards, boosting team efficiency by 33%
  • Collaborated on scorecard transformation projects, reducing production time by 2 business days
  • Pioneered the development of an automated risk metrics quantification process for senior executives' scorecards from scratch

Financial Analyst & Auditor

Tata Trent
10.2017 - 03.2021

Financial Analyst

  • Transformed retail operations through innovative data-driven solutions, dynamic KPI dashboards, and new tailored performance metrics
  • Engineered a 5-year store-level P&L forecasting method for profitable expansion decisions
  • Spearheaded Zero-Based Cost Budgeting during COVID, ensuring accurate budgeting without prior data
  • Optimized back-office efficiency and security, streamlining cash office processes and introducing process such as eliminating security tags for efficient store room management

Auditor

  • Strategically planned and executed audits for 200+ retail stores nationwide, collaborating with audit partners
  • Uncovered 8 instances of fraud, leading to the removal of 11 staff members
  • Identified and addressed a return process loophole, preventing losses of approximately 3.20 MINR across the stores

Internal Auditor

Saint-Gobain
12.2014 - 12.2016

Global Internal Audit Team:

  • Conducted 3 International and 21 National end-to-end process audits encompassing various functions: General Management, Sales, Inventory Management, Purchasing, Production, Human Resources, Finance and Treasury, Accounting, Fixed Assets, and more
  • Unearthed unclaimed export benefits totalling 17.92 MINR for an entity
  • Contributed to enhancing legal compliance for the company's businesses

Education

Cost and Management Accountant (CMA) -

Institute of Cost Accountants of India
2011 - 2014

Certified Financial Planner (CFP) -

Financial Planning Standards Board (FPSB)
2012 - 2012

Bachelor of Commerce in Financial Markets -

University of Mumbai
2008 - 2011

Skills

  • Financial Data Analysis and Financial Planning
  • Python, KNIME, and Excel
  • Tableau and Power BI
  • Internal Audit and Controls
  • Performance Insights and Management
  • Process Automation and Transformation
  • Financial Operations, Cost Control, and Budgeting
  • SAP Implementation and Project Management

Languages

English
Native
Hindi
Native
French
Beginner
Spanish
Beginner

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Business Finance Consultant

Deloitte
07.2022 - Current

Financial Planning Analyst

Citibank
03.2021 - 06.2022

Financial Analyst & Auditor

Tata Trent
10.2017 - 03.2021

Internal Auditor

Saint-Gobain
12.2014 - 12.2016

Cost and Management Accountant (CMA) -

Institute of Cost Accountants of India
2011 - 2014

Certified Financial Planner (CFP) -

Financial Planning Standards Board (FPSB)
2012 - 2012

Bachelor of Commerce in Financial Markets -

University of Mumbai
2008 - 2011

Extracurricular

Achievements:

  • First Place in Cricket, Badminton, and Table-Tennis in Corporate Events
  • First Place in Football at College's Annual Sports Meet
  • College Competition wins in Quiz, Debates, and Mock Stock Markets

Publications:

  • Authored 9 published financial articles featured in Print & Digital Media.

Extracurricular

Achievements:

  • First Place in Cricket, Badminton, and Table-Tennis in Corporate Events
  • First Place in Football at College's Annual Sports Meet
  • College Competition wins in Quiz, Debates, and Mock Stock Markets

Publications:

  • Authored 9 published financial articles featured in Print & Digital Media.
Rohit Beria