Sumit Khatri

• Streamlined financial reporting processes by integrating EPM applications with ERP systems.
• Consolidate financial data from different systems (ERP, databases) resulted in 30% Turn Around Time improvement
• Managed P&L analysis and month-end close reporting, ensuring financial accuracy and timely reporting.
• Developed automated financial dashboards (Advanced Excel/Power BI), reducing manual effort by 40%
• Conducted P&L variance analysis and ensured data accuracy by doing reconciliation between EPM, ERP, and BI tools.
• Evaluated performance metrics to determine areas of improvement in spending habits, and
• Streamlined financial processes for improved efficiency and accuracy.
• Developed efficient budget plans for optimal resource allocation.
• Analyze large datasets to identify patterns, trends, and insights that can inform business strategies and decisions

Data Analysis: Creating and generating data driven dashboards using different cuts like (P&L, Revenue, COGS, Gross & Net Profit, Cost of acquisition etc) and sharing powerful insights for the review of multiple stake holders.

Collaboration & Stake Holder Management: Regular touch points and connects with stake holders like finance, compliance, vendor managers, business development, IT and operations teams to discuss ongoing trends and anomalies, market analysis, demand vs supply and financial insights.

Predictive Analysis: Maintaining and reconciling staffing budget, actuals Vs forecast data to highlight staffing needs, attrition rates, and other talent-related metrics to help the organization plan for the future.

Reporting: Publishing reports and dashboards related to KPIs, Incentives, Utilization, Payroll Inputs etc. Developing maintaining and reconciling financial dashboards and Business Intelligence visualization tools to present data in a user-friendly and accessible manner.

Data Transformation: Extracting, Loading and Transforming (ETL) data from various sources like CRMs, Databases, Spreadsheets and transform it into a suitable format for analysis in power BI and presented for leadership, internal team and stake holders

Data Integration & Modelling: Design and build data models by creating relationship between different data sets like SQL, Power BI tables etc ensuring that data is structured for a detailed analysis.

Managed, created and published span level financial, operational and performance reports using reporting tools & platforms like Advanced Excel, VBA, ETL, CRM, SQL, Power BI, Power Point for leadership reviews for financial, transactional and operational reviews.

Achieved revenue growth £ 5M (Year Over Year) for the organization by leading the IT Infra project for the client by detailed data mining and reconciliation of IT infra services and worked with tech teams to fill the gap and deploy solutions.

Reconciled weekly Full Time Employee as well Contractors' billing against forecasted budget and assisted billing teams to ensure accurate chargeback from the client and avoid billing leakages.

Worked on Financial Billing, Cost per transaction and payroll inputs with ETL, analysis, drawing inferences, transformation post sign-off from stake holders and uploading it to the data warehouse.

With high attention to details and analytical skills, identified business and data requirement working along with end users for processing and reporting dashboards. Responsible for project & data scoping, data and requirement gathering, through analysis, design, testing, implementation, and governance models to maintain data integrity.

Increased Net Promoter Scores (NPS) from 3.9 to 4.5 by creating a tool to do the analysis of 20000+ survey responses to determine the root cause of customers giving low Net Promoter Scores for new businesses. This identified a key change in subscription process. Collaborated with multiple stake holders and teams and deployed automated and innovative solutions and enhanced customer's experience.

Spearheaded the data and reporting function and created multiple dashboards and data cuts for front end and back-end data bases, policy administration and data warehouses through ETL process for insurance processes for leadership reviews using Advanced Excel, Power Query, Power BI, SQL/MYSQL and VBA

Identifying and improving operational efficiency (Ex: Manage Utilization, Eliminate Non-Productive Assets & Activities, Improving Occupancy, Working on different billing models

Led reporting & automation and operations teams and helped driving re-engineering, automation and innovative solutions implementation.

Project leader for driving “United Operating Model” for entire offshore to ensure timely reporting of business metrics at all the levels

Led vendor management program with collaboration and excellent communication skills to deploy contractual staff to handle year end volumes reviewing forecasted volumes and capacity plans (Request for Proposal -> Vendor Finalization -> Hiring -> Onboarding -> Program Governance -> Contract Closure)