Akash Verma

CEO

Lucknow, Uttar Pradesh, India4 yrs 2 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in Financial Planning and Analysis with 4+ years of experience.
Proficient in automating reporting workflows using Power BI and SQL.
Skilled in designing dashboards that drive strategic decision-making.

Stackforce AI infers this person is a Financial Analyst with expertise in data-driven decision-making in the Fintech sector.

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Skills

Core Skills

Financial Planning And Analysis (fp&a)Budgeting & ForecastingData AnalyticsFinancial OperationsFinancial Reporting

Other Skills

Accounts Payable (AP)Analytical SkillsBusiness AnalysisBusiness Intelligence (BI)CommunicationCreative Problem SolvingDAXDashboard BuildingData AnalysisData GovernanceData MappingData MiningData VisualizationDynamics NAVETL

About

I am a detail-oriented Finance Professional with 4+ years of experience in Financial Planning & Analysis (FP&A), Budgeting, Forecasting, and Management Reporting. Currently working as a Team Leader at Rams Venture Pvt. Ltd., I specialize in driving financial insights that support strategic decision-making and business growth. In my role, I have implemented and integrated Workday Adaptive Planning, streamlining budgeting and forecasting processes and improving reporting accuracy. I design and deliver dashboards and KPI frameworks across departments such as Accounts Payable and Supply Chain Management, enabling leadership to track performance and optimize operations. With expertise in Power BI, SQL, and ETL tools, I focus on automating reporting workflows, reconciling P&L accounts, analyzing COGS, and delivering actionable insights that align financial strategies with organizational goals. A B.Com (Hons.) graduate from the University of Lucknow, I bring a solid foundation in commerce and financial management, strengthened by hands-on experience in performance analysis and reporting automation. I am passionate about leveraging data-driven insights to influence strategy, optimize costs, and improve financial outcomes.

Experience

4 yrs 2 mos

Total Experience

4 yrs 2 mos

Average Tenure

4 yrs 2 mos

Current Experience

Rams venture pvt. ltd.

3 roles

Team Leader

Promoted

Nov 2023 – Present · 2 yrs 6 mos · Lucknow, Uttar Pradesh, India

My Roles & Responsibilities as Team Leader are :
1. Managed and guided a team of analysts, ensuring the accurate and timely delivery of Profit & Loss (P&L) accounts, COGS reconciliations, and key financial reports during month-end close.
2. Designed and developed dashboards for budgeting and forecasting using Workday Adaptive Planning, improving financial planning efficiency and accuracy.
3. Created and tracked comprehensive KPIs for departments including Accounts Payable, Accounts Receivable, Supply Chain Management (SCM), and Production, driving performance improvements and operational insights.
4. Conducted gap analysis and leakage analysis, identifying cost-saving opportunities and resolving financial discrepancies to improve profitability.
5. Automated financial dashboards and streamlined reporting processes, improving efficiency and ensuring real-time insights for business stakeholders.
6. Collaborated with cross-functional teams to address ad-hoc business queries and provide actionable insights, enhancing decision-making and operational effectiveness.

Workday Adaptive PlanningDashboard BuildingFinancial Planning and Analysis (FP&A)Budgeting & ForecastingKey Performance Indicators

Senior Financial Analyst

Promoted

Nov 2022 – Oct 2023 · 11 mos · Lucknow, Uttar Pradesh, India

My Roles & Responsibilities as Senior Financial Analyst are :
1. Developed and optimized Power BI dashboards to track KPIs, automate reporting, and provide actionable insights, driving data-driven decision-making for finance leadership.
2. Automated complex financial reports and streamlined workflows, reducing manual efforts and improving operational efficiency across finance processes.
3. Designed and executed advanced SQL queries to analyze large datasets, uncover trends, and deliver key insights that addressed critical business challenges.
4. Built financial forecasting models and supported budget planning, enabling strategic decision-making and aligning financial goals with organizational objectives.
5. Utilized ETL tool (JET) to extract, transform, and load large volumes of data, ensuring data accuracy and creating OLAP cubes for multidimensional analysis.
6. Collaborated with finance directors and cross-functional teams to define KPIs, enhance reporting frameworks, and provide insights that improved financial performance and strategy.

Power BISQLETLFinancial ModelingData AnalyticsFinancial Planning and Analysis (FP&A)

Financial Analyst

Jan 2022 – Oct 2022 · 9 mos · Lucknow, Uttar Pradesh, India

My Roles & Responsibilities as Financial Analyst are :
1. Accurately processed and posted invoices in Dynamics NAV, ensuring compliance with company policies and minimizing errors in accounts payable operations.
2. Conducted supplier statement reconciliations to identify and resolve discrepancies, maintaining accurate financial records and strengthening vendor relationships.
3. Supported financial month-end close by preparing reconciliations, verifying data accuracy, and assisting in generating financial reports.
4. Optimized payment schedules and monitored aging reports, ensuring timely clearance of outstanding payables and efficient cash flow management.
5. Collaborated with cross-functional teams to streamline accounts payable workflows, enhancing operational efficiency and reducing processing time.

Dynamics NAVFinancial ReportingAccounts Payable (AP)Financial Operations