Senior Financial Analyst

SIDDHARTH RAO

+91 98765 43219

Bengaluru, Karnataka, India

Summary

Insight-driven, detail-oriented Senior Financial Analyst and CFA Charterholder with 6+ years of experience in corporate FP&A, financial modeling, variance analytics, and business partnering across high-growth tech companies and Global Capability Centers (GCCs) in India. Expert in 3-statement modeling, rolling forecasts, unit economics analysis, and capital allocation decision support. Proven track record of architecting annual operational plans (AOP) for INR 800+ Cr business units, driving $2.4M in operational cost optimizations, and building automated Power BI/Tableau reporting suites that reduced executive reporting turnarounds by 65%.

Work experience

Senior Financial Analyst (FP&A & Strategic Finance)

Apr 2023 - Present

CloudNine Technologies India

• Bengaluru

Lead financial planning and commercial analytics for the Asia-Pacific enterprise software division generating INR 850 Cr ($100M+) in annual recurring revenue.
Own the annual operating planning (AOP) cycle, quarterly rolling forecasts, and monthly management reporting decks presented directly to the Regional CFO and VP of Sales.
Conduct monthly deep-dive variance analyses (revenue leakage, margin contraction, SG&A run-rates), identifying cost outliers that led to $2.4M in operational cost savings across software tooling and vendor contracts.
Build dynamic, multi-tier pricing and gross-margin impact models for multi-year enterprise SaaS contracts, improving average contract deal margin from 42% to 48%.
Partner with engineering and infrastructure leadership to track cloud compute (AWS/Azure) unit economics, restructuring pod resource allocation to cut gross cloud spend by 14%.

Financial Analyst (Corporate Finance & Treasury)

Jul 2020 - Mar 2023

Infosys BPM

• Bengaluru

Managed monthly revenue forecasting, billing reconciliations, and capacity utilization tracking across 8 strategic delivery verticals encompassing 2,200+ delivery personnel.
Formulated comprehensive 3-statement financial models and discounted cash flow (DCF) scenarios to evaluate capital expenditure (CapEx) for 3 delivery center expansions.
Monitored foreign exchange (Forex) cash flow exposures across USD and EUR billing currencies, collaborating with the Central Treasury Desk to execute hedging strategies.

Projects

Automated Enterprise Headcount & Capacity Planning Model

Jan 2023 - Dec 2023

Lead Analyst

Built an integrated driver-based hiring and payroll forecast model linking Workday HCM data with corporate P&L projections.
Eliminated manual attrition and hiring lag discrepancies, improving salary and benefits forecast accuracy from 84% to 96%.

Skills

Financial ModelingVariance AnalysisBudgeting and ForecastingData VisualizationSQLStrategic PlanningCross-functional LeadershipAdvanced ExcelFinancial Reporting

Certifications

Chartered Financial Analyst (CFA Charterholder)

Jan, 2020

CFA Institute, USA

Certified Financial Modeling & Valuation Analyst (FMVA)

Jan, 2021

Corporate Finance Institute (CFI)

Microsoft Certified: Power BI Data Analyst Associate (PL-300)

Jan, 2024

Microsoft•ID: PL-300

Education

Master of Business Administration (MBA) in Finance

Jan 2016 - Dec 2018

Department of Management Studies (DMS), IIT Delhi • Delhi

Graduated in top 10% of class; Winner of National Inter-B-School Equity Research Challenge

Bachelor of Commerce (B.Com. Honours) (First Class with Distinction)

Jan 2013 - Dec 2016

St. Joseph's College of Commerce • Bengaluru