Curriculum vitae

1. LOHIT RAMESH
Address: #24, Kamala Venugopal,5th
Cross, Lakshmi Nagar,Basaveshwara Nagar, Bangalore-79, Karnataka, India.
Contact: +91 9900578665 (M)
E-mail:lohitosspl@outlook.com
To build a career in the Business, Finance and Sales Pipeline corporate strategy and analysis areas, assisting the
organization make critical decisions.
CAREER CONSPECTUS
 A result oriented professional with nearly 9 years of experience in Finance & Accounts, Sales pipeline analytics and
MIS Report and Expert level knowledge in Financial Analysis and Reporting, Statutory compliance.
 Currently associated with Colt Technologies Pvt.Ltd. as Lead Financial Analyst (FP&A& Sales Analytics).
Area of Skill Set: System & Tools exposure:
 Expert knowledge in ERP Oracle, SAP ERP system.
 Expertise knowledge in Business intelligence Tools: BO, SAP BPC, OFA, and Hyperion Essbase extracting &
reporting.
 Experience in Sales Reporting Tool SFDC (Sales force), Fusion & SAP C4C for Sales pipeline extract.
 Experience in Analytics Reporting Tool Excel Dashboards, OXO, Tablue, MicroStrategy, TrueComp.
 Experience in Finance Modules: Build excel based finance reporting’s and modules with the help of Macros.
 Experience with personal computer skills including: MS Products (Microsoft Word, Excel Functions/Macros,
PowerPoint, Visio, and Access )
CAREER CONTOUR
COLT TECHNOLOGIES, Bangalore;since Jun2014 –Till date
Lead Financial Analyst (FP&A and Sales Reporting Analytics)
Key Responsibility Areas:
Financial Planning & Sales Reporting Analyst:
 Financial Planning & Analysis and Reporting:
 Analyze quarterly and monthly divisional financial statement including comparison of Actual results to
Budget/Forecast and analysis of key financial metrics and trends.
 Drive Budgeting, Forecasting and Analysis of the LOB/Function/Region on periodical basis, by working with
leadership teams to accurately define assumptions and key drivers for business per process.
 Investigate, review, analysis and publish the standard and adhoc reports, including profit and loss accounts,
dashboards and review decks, as required by business, on the financial performance periodically on
weekly/monthly basis, along with the details of reasons for the key variances to forecast and plans, trends,
observations and suggestions, as applicable.
 Assist to team of finance managers and analysts for various key weekly, monthly and quarterly business
metrics: including bookings analysis, Backlog, GM analysis, HC and forecasting.
 Ensures timely and accurate financial reporting and submissions in HFM.
 Driving the fiscal year planning and budgeting process for Colt in collaboration with various FP&A team and
Regional RFD’s, Taking full ownership of and accountability for on-going reports (Pipeline, Bookings,
Shipment, Opex & HC)
 Organizational expenses and HC Reporting, Bookings, Revenue and Margin Analysis support Opex management
with PR Approvals and accruals for Regions/Sites.
 On top of that performing automation projects such as create automations/financial models in excel using
Database, Macros, VB Coding’s
KEY RESULT AREAS

2.  Providing information to management by summarizing data, preparing reports, making presentations of
findings with relevant KPI’s and performance drivers and analyze performance with improvement and
recommendations.
 Sales Pipeline Analysis and Reporting:
 Support the APAC & EMEA Reginal business operations team with periodic reporting and analysis on the
Revenue, Pipeline generation, Pipeline gaps, KPI Measurement, etc..,
 Analyze sales performance, pipeline and Working closely with the Regional Sales leaders, divisional financial
managers to support driving sales pipeline performance analysis and business support in areas of account
planning, business reporting (Revenue Coverage) and incorporate weekly Forecast update and check for
forecast accuracy from Salesforce to improve forecast reliability
 Assist in all aspects of business planning and sales presentations including budget preparation, headcount
planning, Sales forecasting and management reporting.
 Provide insights to effective business planning on past and present performance relative to forecast for Run-
rate, Pipeline and bookings and Provide daily sales operations support, data analysis, reporting, data quality
monitoring support, and other sales pipeline data support as necessary
 Making presentation for Quarterly Business Reviews and long term business planning and Provide Dashboard
update on Monthly/Quarterly basis by product, by team, by LOB and Sales rep ranking to executive
management
 Coordinate and participate in QBR, Weekly/Monthly account business planning and commit deal reviews with
the sales rep and management and reporting of Sales pipeline performance at the regional, product and LOB
level along with sales metrics and identify trends to enable business decision
 Actively Performing budgeting, planning and Analysis activities for Sales operations
(Pipeline/Shipment/Backlog/Bookings)
 Create sales reports for management staff and use the data from reports to create sales forecasts. Develop
detailed and accurate forecasts by Sales Region, Channels period, Product, LOB and MH Hierarchy.
 Other Value Added Support:
 Support for automating the reports using Excel & Macros (VBA)
 Provide relevant mentoring and guidance to entry level analysts on FP&A concepts and reports as per the
requirements as well as trained advance excel to the team need on basis.
 Awarded Colt Shine for the best performance for the Qtr. From Finance Director.
 Automated and build model for the Sales pipeline/Funnel, Bookings, Backlog, CAPEX and Revenue reports by
developing a Macro in MS Excel and MS Access for it which in turn reduced the man hours consumed to produce the
reports. Also won the ACE Award from Senior Management.
 Eawards 2015 from Regional and Sub-Regional Management for outstanding efforts and making the Site profitability
Model (By Site/Period).
CAREER CONTOUR
JUNIPER NETWORKS,Bangalore; since May2013 –Jun 2014
Senior Financial Analyst
Key Responsibility Areas:
 Sales Analytics and Sales Commission [APAC]
 Owner of business process for commission calculation for field sales organization, including independent
representatives, and maintain and analyze complex data sets to determine horizontal and vertical
relationships in sales data, preparing monthly commission packages for review by Business Partners, Managers
and Finance Directors
KEY RESULT AREAS
NOTABLE CREDITS

3.  Work closely with the Compensation Committee on policy questions and provide timely feedback to requests
from sales organization or other internal customers.
 Work directly with field sales management regarding commission calculation questions---“frontline” in
dealing with sales management
 Update daily orders and shipments by region, product, customer, comparison to quotes, Attainments, sales
rankings, etc
 Work closely with other functional departments regarding data that is required for accurate commission
payments, e.g. Customer Service regarding order coding and HR regarding payroll processing
commission/bonus programs.
 I lead regular discussions with my Global FBPs to facilitate the Commissions Forecast (having led the EMEA
forecast in the previous fiscal). We draw on historic data trends to understand and illustrate the pipeline,
and provide accurate estimations of attainment for quarter-end at an individual sales rep level, whilst
calculating a subsequent earnings exit point for the reps (accounting for past and future commission, bonus,
SPIFF, draw and strategic objective payments).
 Our global team comprises members from EMEA, APAC & AMER (US-based manager), and is responsible for
the timely and accurate monthly payment of commissions for 600+ sales reps and perform the commission
reconciliation for QonQ and YonY.
 Work closely with the ISSC Finance manager, APAC finance directors and corporate financial analysts and
accounting managers.
 Drive monthly P&L reviews & help monitor financial efficiencies and targets for APAC [Japan & Australia
Sales Regions].
 Global Business Unit Support[APAC- IT, Facilities, Finance, Legal & Tax]
 Play a key role in the annual budget and monthly forecast preparation including submissions in Hyperion for
APACGBU [IT, Facilities, Finance, Legal & Tax]; conduct various Ad-hoc analyses and verifications to ensure
the accuracy, rationality & achievability of corporate budgets and long-term plans
 Prepare periodic variance analysis between actual, latest forecasts and budget relating to sales and gross
profit, and make recommendations to improve profitability.
 Month-end responsibility for ensuring spends is accurately reflected in the P&L for department spending and
incorporate the Std. /Non Std. JE based on the PR.
 Prepare monthly cost center analysis, delving into variances to understand the drivers, making
recommendations and highlighting issues where applicable.
 Support Finance leadership by documenting and improving internal controls, processes, and reporting, s uch
as enhancing financial reporting of new products, customers and channels.
 Drive monthly P&L reviews on BVA [IT, Facilities, Finance, and Legal&Tax]& help monitor financial
efficiencies and targets.
 Prepare entire APAC monthly HC Report with regular updates based on the requisitionsfor GBU including
Sales Regions for Commission.
 Gather data/information for the development of measures and reports for historical and/or predictive
analysis within the business unit to maintain efficient Rhythm of Business through weekly, monthly and
quarterly reviews of business
ORACLE India Pvt. Ltd., [, Global Financial Analytics] Bangalore; sinceSep2010 –Apr 2013
Senior Financial Analyst
Key Responsibility Areas:
 Delivery Reporting and analytics to SFM’s &RFD’s Functions including Monthly Operating Reports, Quarterly Variance
Analysis, Outlook, Forecasts and Budget Achievement.
 Coordinate Management Reporting processes to ensure consistency across Functions, including improvements to
standard reporting and the database tool (Sales Dashboard, Automations on Bookings, Pipeline)Identify and
implement ongoing improvements for analysis & reporting.
 Provide Operational Information through Financial and Statistical Reporting:Responsible for generation and
distribution of the summary of daily, weekly, monthly and annual management information reports such as Pipeline,
KEY RESULT AREAS

4. bookings, backlog, COGS and revenue reports for Oracle Hardware Products in terms of business unit, sales location,
client industry and trade type to the top management in Europe, Middle East and Africa on daily basis.
 Develop Financial Reports for Forecasting and Trending Purpose: Develop and prepare the financial reports for
COGS and revenue forecasting and trending purpose on weekly, monthly and quarterly basis with the help of advanced
MS Excel & Supporting macros.
 Developing MI dashboards in MS Excel, MS Access and Oracle Business Intelligence tool:
 Responsible for development of various customized dashboards in MS Excel, MS Access and OBIEEto be used by top
management in decision making
 Business Analysis, Technical Analysis and Automation Projects:
 Assist the business in Opportunity Analysis by providing market penetration/coverage reports. Provide insight to the
senior leadership on Top Sales people and Top Clients on a weekly basis and Identifying ways of doing reporting in a
better way-Presentation and content point of view
 Key roles in various global initiatives including automation projects for financial reports presentation with Oracle
Business Intelligence tools,VBA Excel and Hyperion.
 Play the role of a functional expert in Oracle,SAP, Hyperion Financial Management and other business reporting tools
(EDW, ERep, Core,OBI)
 Track, Analyze & Report Company's Business Operations and Perform statistical analysis of data and extracts, defines
relevant parameters and interprets Data / Results per business requirements for the purpose of determining
performance
 Provide coaching / mentoring to other team members and new joinees (On Pipeline, Sales Forecast, Bookings,
Revenue, Opex & HC)
 Budgeting and Forecasting : Liaise with clients, finance & technology teams to ensure a smooth flow during the
budgeting period Reporting & analysis, Provide support & act as a SME on budgeting & outlook process.
 Others/ General:Prepare summary dashboards for the management accounts, Identify & report the gaps & trends to
the management & clients, Monthly & Qtr FTE/ Headcount data reporting& Analysis, Co-ordinate with the AP, AR &
GL functions, wherever required&Conduct an in-depth variance analysis, Opex deep drive & True up stuff’s on
Quarterly.
 Major Projects:Quick Review tool for quality assurance of the report, Dashboard & Tracker, Graphical
representation of the analyzed data (Daily, Weekly, Monthly Reports).
 Awarded DF2 for the best performance for the Qtr from RFD’s
 Automated the Bookings, Backlog and Revenue reports by developing a Macro in MS Excel and MS Access for
it which in turn reduced the man hours consumed to produce the reports.
 Created dashboard through Oracle Business Intelligence tools which is being now used at global level and won
a Customer award for the same at the Oracle Global Finance Level. Also won the award from Vice President,
Global Finance Operations.
 Created the database in MS Access for various Ad-hoc and standard reporting
 Received appreciation award from the SFM’s & RFD’s in 2011 & 2012.
Accenture India Services Pvt Ltd., Bangalore; since Aug ’2006 to Sep’2010
Financial planning Analyst
Key Responsibility Areas:
 Assist business units of client (NCR) to close their financial books for period-end (Month/Quarter/Year) and enable
them to report financial results
 Perform Account reconciliation for key Balance sheet & P& L Accounts (Cost, Revenue, Provisions, IIT, CMS Internal
Orders, and CEI).
 Projection of financial statements (BS, P&L, Cash flow statements) for multiple years and Provide guidance/alerts to
business on operational and key financial indicators like Revenue, Cost, Inventories Margin, Margin % etc and Perform
extensive analysis of Cost & Revenue transactions and reports.
 Preparation & Maintenance of financial projection model: Variance Analysis, Budgets: Actual v/s forecast (spending
variances to budget/forecast for the plants), Management reporting on a weekly, monthly and quarterly basis, Ad hoc
analysis & Reporting non standard (Supporting file for E&O, Product Cost, Physical Verification report) based on
request of financial information.
 Maintain and updating key operation matrix & Reporting for internal management review (MOR, 3/3, SIPOC)
 Respond promptly and accurately to queries from Business managers and local controllers (Monthly, Quarterly and
yearly)
KEY RESULT AREAS
NOTABLE CREDITS

5. Institutional Experience as Computerized Accounting Faculty, Mar’01 to Jul’03 (Part-Time)
g Analyst
 Attend weekly management meetings highlighting variances, suggesting corrective actions, and informing the team
of impending requirements
 Upload forecast and budgets into Hyperion, Reconciling outputs to what is expected and resolving any difference
 Prepare monthly P&L, Reconciliation reports and work closely with controllers as needed, complying with deadlines
and SOX requirements.
 Review, investigate and correct errors and inconsistencies in financial entries, documents and reports (Expenses,
forecasts, Pricing and financial reports)
 Assist with internal/external Audits as & when they required.
Client Servicing:
 Rendering and achieving quality services by answering queries & resolving their issues, ensuring minimum TAT.
Reporting:
 Management Accounting and Reporting: Delivery of various reporting containing Financial and Management
Information sourced from multiple systems/Platforms (ERP-Oracle, SAP, Titan, Simco)
 Awarded with Star of the week, Team Spirit monthly certificates many times.
 Received appreciation award from the client in 2008 & Jan 2009.
 I was awarded as a strategic planner as well as best performer in Jan 2009 for automated the process to improve
rigor and speed in the processing of critical information.
 Received Q2 Numero Uno Award in 2009 for preparing the high level process maps, prepared PowerPoint presentation
on the process and developed various Excel & Access based trackers for the process.
 Taught Computerized Accounting programming (Tally and Busylite)
 Awarded as Top Tally Faculty in the Harihar &DavanagereDist for developing E-Learning and E-Quiz patterns for the
students.
 Link to view the Certificateshttp://www.scribd.com/doc/19490988/Tally-Experiance-CertificatesLOHIT
AREAS OF STRENGTH
Financial Planning & Analysis & Reporting: Managing the annual planning and budgeting process and Managing the
forecast process and systems, setting guidelines procedures and standards; consolidating and analyzing results;
developing, preparing and presenting results to senior management with concise and clear analysis, including variance
analysis to senior management on financial issues and performance (actual versus budget/forecast/prior quarter/prior
year etc) Skill Set:Financial Analysis, Financial Planning/Budgeting, Financial Reporting, Forecasting, Variance
analysis, ERP Exposure (Oracle, SAP), ERP Cycle Model & Month close (GL & Sub ledger), Reporting Tool Exposure
(Hyperion, BI, OBI, Seibel, MS Excel &Access).
Sales Pipeline Reporting & Analysis: Most important factors to analyze in sales pipeline include: Performing
budgeting, planning and Analysis activities for Sales operations (Pipeline/Shipment/Backlog/Bookings),Sales forecast,
Revenue coverage, sales pipeline reports, Sales Analytics, Sales dashboard and fact sheet updation, Sales trend and
momentum analysis (Weekly/Qtr/Yrly Vs Prior period) and reporting through relevant Sales Matrix, Churns update,
Top10 customer reports, Sales Compensation, Sales commission, Pipeline comparative and gap analysis, Committed
Sales report, Quarterly Sales true-up analysis, Lost reports, Sales KPI: insights and improve sales process, Pipeline
coverage report: Managing Salesforce.com-Forecast pipeline and general account management for specific
territory/LOB/Product/Period. Tool Exposure:Salesforece.com,(SFDC), Fusion CRM and Pipedrive
SCHOLASTICS
 MBA (Finance & Accounts):SJCE College, Mysore. (Visveswaraiah Technological University, BELGAUM). – 1st
Class.
 B.Com: SJVP College, Harihar. (Kuvempu University). –11th
Rank (88%)
NOTABLE CREDITS
KEY RESULT AREAS
NOTABLE CREDITS

6. IT SKILLS
 Accounting Software: Tally, Busy Lite, MS Accounting, Wings & Accounting Express.
 ERP Skills:Oracle Financial 11i Exposures Plus Implementation in (P2P, A2R, O2C, GL) and SAP Domain Knowledge.
 Analytical Tool Knowledge:Advanced MS Excel & Access, Edraw max and Visio, Dashboards
 Reporting Tool Knowledge:SFDC (Salesforce.com), Hyperion, Siebel, Excel based reporting Tool, Freeze flow control
charts and Dashboards, Business Object, Business Analytics, OBI.
PERSONAL DOSSIER
 Date of Birth : 19th
July 1982
 Address : #24, Kamala Venugopal,3rd Stage 4th Block, 5th Cross,Lakshminagar,
Basaveshwara Nagar, Bangalore-79, Karnataka.
 Linguistic Abilities : English, Kannada & Hindi.
Date:
Place: BANGALORE