Summary
Overview
Work History
Education
Skills
Websites
Functional Expertise
Accomplishments
Timeline
Hi, I’m

Swathi Agarwal

Hyderabad
Swathi Agarwal

Summary

Results-driven Finance Business Partner with strong analytical and managerial skills, dedicated to supporting the CEO/Management Team in achieving the business objectives of the Company. Demonstrated ability to construct robust financial models and consistently deliver precise and timely insights to senior leadership. Adept at developing and implementing comprehensive plans, leveraging storytelling techniques and data visualization for strategic decision-making. MBA graduate and qualified CMA from ICMA (USA) specializing in Financial Planning and Analysis (FP&A).

Overview

16
years of professional experience

Work History

Hitachi Vantara

Deputy Manager
02.2016 - 11.2023

Job overview

  • Manage financial performance for the Digital Solutions Business Unit, Digital Enterprise Applications, and Japan & Others as a finance business partner. Leverage financial insights to optimize revenue generation, overseeing the Digital Solutions Business Unit's $600 million, Digital Enterprise Applications' $330 million, and Japan & Others' $31 million in revenue.
  • Support CEO in strategic decision-making aligned with the Annual Operating Plan (AOP), actively driving annual budgeting and forecasting with detailed analysis to optimize revenue streams totaling $624 million, manage costs amounting to $464 million, resulting in margins of $160 million.
  • Analyzing historical budgets and spending patterns to create and execute future budgetary plans to arrive at margins of 26%.
  • Lead Financial Reporting and Analysis for the Business Unit and grow financial performance through analysis of financial results, forecasts, variances, and trends.
  • Establish regional performance reviews in collaboration with the finance team based out of the USA.
  • End-to-end ownership of headcount & utilization reporting and proactive support to sub-practice leaders on ad-hoc requests
  • Work closely with the accounting team to ensure accurate financial reporting.
  • Collaborating with EMEA Senior Finance Manager to drive the EMEA Revenue forecasting on a monthly basis.
  • Enhanced overall financial reporting by identifying and driving process improvements, finance digital transformation including the creation of standard and ad-hoc reports, tools, and Excel dashboards
  • Introduced new methods, practices, and systems to reduce turnaround time.

Deloitte Support Services

Senior Financial Analyst
07.2007 - 05.2015

Job overview

  • Analyzed financial statements against forecasts to prepare high-level variance analysis
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking
  • Slashed travel costs with a span of 1 year thus generating cost savings of $100,000
  • Responsible for leading a team of 10 individuals to ensure quality, timeliness and accuracy of all deliverables, reviewed daily requirements and delegated work for optimal coverage and utilization
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Participated in performance evaluation of team members and conducted check-ins to identify skill development needs
  • Prepared weekly detailed reports on updates to scheduled deliverable, client requests, team conflicts and team activities
  • Managed team member utilization, accepted time off client requests and found additional resources to cover urgent requests.
  • Championed a culture of continuous improvement within the finance team, fostering an environment that sought innovative solutions to complex financial challenges.

Education

Institute of Management Accountants

Certified Management Accountant from Financial Planning & Analysis
03.2017

University of Hyderabad

MBA (Finance & Marketing) from Finance
05.2004

University of Botswana

B.Com (Accounting) from Accounting
05.2002

Skills

  • Languages: VBA, MACROS
  • Data Visualization: Power BI, Power Query, MS Powerpoint
  • Systems: Anaplan, Salesforce, Oracle Business Intelligence, Smart View
  • Other Tools: MS Office

Functional Expertise

  • Financial Planning & Budgeting
  • Financial Analysis & Reporting
  • Forecasting & Scenario Analysis
  • Financial Modeling
  • Variance Analysis
  • Data Visualization, Communication & Presentation

Accomplishments

  • Platinum Award of $750 for Headcount tracking and reporting across India, Vietnam, and Rest of World entities
  • Designed and implemented financial models post an organizational structural change which received high accolades from executive management.
  • Successfully implemented Power BI in FP&A and various teams across GSS in Hitachi Vantara
  • Identified as the “Go-To- Person” from executive management, thereby given additional responsibilities above and beyond regular job responsibilities.
  • Generated cost saving for Trip Approvals project of more than $100,000 in a fiscal year and earning Outstanding Award at Deloitte.

Timeline

Deputy Manager

Hitachi Vantara
02.2016 - 11.2023

Senior Financial Analyst

Deloitte Support Services
07.2007 - 05.2015

Institute of Management Accountants

Certified Management Accountant from Financial Planning & Analysis

University of Hyderabad

MBA (Finance & Marketing) from Finance

University of Botswana

B.Com (Accounting) from Accounting

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Swathi Agarwal