Khyati Sharma

Operations Associate

Gurugram, Haryana, India4 yrs 11 mos experience

Highly Stable

Key Highlights

Streamlined financial report production by nearly 50%.
Led global budgeting processes across multiple teams.
Developed detailed financial insights for strategic decisions.

Stackforce AI infers this person is a Financial Planning & Analysis expert in the Fintech and SaaS industries.

Contact

Skills

Core Skills

Financial Planning & AnalysisFinancial Reporting

Other Skills

Microsoft ExcelMySQLBudgeting & ForecastingQuarterly Business ReviewResource PlanningCash BudgetingBookings ForecastingMicrosoft PowerPointSalesforce LightningTableauMicrosoft Power BIProduct Development

About

At BlackRock, my role as an Associate in FP&A specialized in leading Financials Closing processes working across COO Teams & Portfolio managers, collaboration with Financial Solutions firms, driving initiatives for Sustainability, managing analysts & interns and enhancing the efficiency and accuracy of financial reports. Collaborating closely with teams, I have streamlined report production by nearly 50%, ensuring insights were both timely and impactful. My work empowered the organization by providing detailed Institutional & Retail business flows, fund board & Asset Management insights, which were pivotal for strategic decisions.

Experience

4 yrs 11 mos

Total Experience

2 yrs 5 mos

Average Tenure

Current Experience

Blackrock

Associate

Sep 2022 – May 2024 · 1 yr 8 mos · Gurugram, Haryana, India · On-site

Perform the below functions with key focus on -
EMEA Financial Flows & Activities
Weekly regional & wealth business reports
International Retail Business
Finalize the weekly Wealth business flows ensuring accuracy of the numbers & portfolio details
External Data reporting
Oversee all analysis & reports sent out to partner FinTech organizations & financial magazines and work in assistance with the Strategic team to of competitor data.
Fund Board Reporting
Provide insights into the YoY & QoQ performance & growth of their Fund Sponsors
Automation
Streamlining of all key reports with reduction of ~50% of the production time

Microsoft ExcelMySQLBudgeting & ForecastingFinancial ReportingFinancial Planning & Analysis

Cvent

2 roles

Senior Associate

Promoted

Mar 2022 – Aug 2022 · 5 mos

Oversaw all below FP&A Activities for the International Region -
Budgeting, Bookings Forecast & Monthly Close
Quarterly Business Review
Refined and introduced a detailed QBR Model with region wise breakdown performance over the past fiscal quarter along with YoY & QoQ growth metrics. This comprised key reportings for WinBacks, Churn Rates & Clients, Product attributes as well as detaisl for the upcoming quarter & year.
Resource Planning for Client Service Teams
Cash Budgeting & Forecasting

Budgeting & ForecastingQuarterly Business ReviewResource PlanningFinancial Planning & Analysis

Analyst - Financial Planning & Analysis

May 2019 – Mar 2022 · 2 yrs 10 mos

ANNUAL BUDGETING
Performed Global Budgeting under the Executive Leadership of Finance in collaboration with Sales, Marketing, Tech and Product Team with detailed walk through to global heads. Performed a simultaneous tops-down & bottoms-up strategic and financial plan for region wise alignment with global budget. Led the team on International Budget creation & developed custom product & regional dashboards.
CASH BUDGETING & FORECASTING
Developed the Cash Budget model for 2022 with introduction of refined cash metrics and built a dynamic MoM comparison for all metrics. Lead Monthly Forecasting to estimate the annual cash flow for the firm based on the anticipated receivables and provide senior management with actionable recommendations along with guidance analysis for the OTC & MIS Teams for targeted cash collections.
BOOKINGS FORECASTING & MONTHLY CLOSE
Own the International rolling forecast process providing regular reporting packets with analysis & commentary with consolidation of management information packets across business areas showing performance against budget, forecast & prior year. Monthly close activities include audits & finalization of the BvA, variance analysis and revenue impact.
ACQUISITIONS
Determine revenue impact of the acquisition on current & future years, data migration by integrating the new product’s deals & accounts onto our Salesforce instance as per bookings rules, customize Commission plans, financial metrics & develop custom analysis for the product.
QUARTERLY BUSINESS REVIEW
QBR Model & Deck to show performance over the past fiscal quarter, current state of business & future planning. Discussion of successful marketing strategies & challenges faced with preview of upcoming product improvements.
IPO PREP
Assist in board deck with financial metrics, gaps for acquisition/development of products & features, documentation & company wide pre-clearance list.
RESOURCE PLANNING, CHURN & RETENTION RATES

Budgeting & ForecastingCash BudgetingBookings ForecastingFinancial Planning & Analysis

Zomato

Sales And Marketing Intern

Mar 2019 – May 2019 · 2 mos · Gurgaon, India

Creating a targeted city-wide database for restaurants in Delhi-NCR not covered under any other Zomato undertaking.
Collection of data by interviewing Restaurant owners.
Analyzing and collating the Merchant data provided and prepare reports on each of them.