Anurag Jain

Chartered Accountant

Financial Planning Analyst - Controller

Anurag Jain

Chartered Accountant

Financial Planning Analyst - Controller

About Me

Dynamic and results-driven Chartered Accountant with 10+ years of experience in Financial Planning & Analysis and Controllership . Proven expertise in establishing and leading the FP&A function, analyzing financial data, designing business plans, and maintaining MIS reports. Skilled in investor relations, sales operations management, and statutory compliance for Nasdaq-listed companies.

  • Age . . . . . 32
  • Residence . . . . . Chennai, Tamil Nadu
  • Interests . . . . . Sports & Fitness
  • Passport . . . . . Indian Passport with Valid B-1 US Visa
Work Experience
Apr 2022 - Present
Director FP&A Controller
Healthcare Triangle Inc (SecureKloud Technologies Ltd)
  • Preparation of Annual Operating Plan, monitoring it month on month against actuals
  • Ensuring the company meets its budget by helping management take necessary decisions based on insights provided
  • Involved in the complete process of raising money via IPO in Nasdaq successfully (Listing of Shares of US Company)
  • Sales Operation Management – Monitoring sales performance month on month, funnel analysis and sales incentives computation cum disbursements
  • Have Set up Bid Assurance process in the company and ensuring it is followed properly
  • Financial Controller – Bookkeeping and Monthly MIS
  • Investor Relationship – Preparation of Investor decks, ad hoc analysis on business performance
  • Have performed buyer side Due Diligence before the acquisition
  • Quarterly Filing of 10 Q and 10 K with Nasdaq as statutory compliance for listing companies
Sept 2020 - Mar 2022
Senior Manager (FP&A)
SecureKloud Technologies Ltd
  • Experienced in setting up the FP&A function and maintaining books of accounts as a Financial Controller
  • Proficient in analyzing financial and qualitative performance indicators, preparing reports, and making recommendations for corrective actions.
  • Skilled in preparing and presenting budgets, designing business plans and strategies, and monitoring the company's financial performance against them.
  • Capable of managing sales operations, bid assurance, and order processing, and maintaining investor relationships.
  • Experienced in IPOs, statutory compliance, and due diligence, and filing 10Q and 10K reports with Nasdaq.
  • Led and managed the relationship with one of the top 10 auditors in the US to ensure a smooth and timely completion of the annual audit process.
  • Collaborated with the audit team to provide necessary financial information and analysis and addressed any audit-related queries or issues.
  • Developed and implemented internal controls and processes to ensure timely and accurate financial reporting, which was instrumental in the successful completion of the audit.
Sept 2018 - Aug 2020
Manager, Financial Planning & Analysis
Servion Global Solutions
  • Prepared and reported on profitability of products and segments to internal management
  • Provided analysis on competitive benchmarking and reported on revenue market share of the company
  • Published monthly MIS reports for internal management
  • Established cost control measures through vendor and supply chain management
  • Analyzed financial data and trends to identify key issues for maximizing profits and minimizing expenses
  • Formulated annual budgets and conducted variance analysis to determine variances between projected and actual results, implementing corrective actions as necessary
  • Led the cost reduction drive in the company and received recognition from CEO of the KTN circle
  • Reported to FP&A head and prepared monthly presentation decks for investors/board review
  • Worked closely with CEO to drive strategic initiatives
  • Analyzed sales funnel and published bi-weekly dashboards
  • Forecasted and tracked monthly P&L against annual operating plan
  • Prepared board decks and ad-hoc presentations
  • Approved pricing for key deals and computed incentives for sales personnel, ensuring timely disbursements
  • Prepared annual operating plan for respective business segments and tracked performance by comparing monthly against actuals
  • Identified and reported on key business trends and insights to support data-driven decision making
July 2015 - Aug 2018
Assistant Manager (FP&A)
Servion Global Solutions
  • Provided profitability reports for products and segments to internal management
  • Analyzed revenue market share and competitive benchmarking for the company
  • Conducted monthly MIS reporting for internal management
  • Implemented cost control measures through vendor and supply chain management
  • Assessed financial data and trends to maximize profits and minimize expenses
  • Formulated annual budgets and conducted variance analysis to determine variances and implement corrective actions
  • Ensured the timeliness and quality of monthly book closures
  • Led cost reduction initiatives and was recognized by the CEO for achievements
July 2013 - June 2015
Deputy Manager, Business Finance
Bharti Airtel Ltd
  • Responsible for providing accurate and timely reporting on the profitability of products and business segments to internal management, using financial data analysis and performance metrics.
  • Reported on the company's revenue market share and provided competitive benchmarking analysis to support strategic decision-making.
  • Prepared and published daily MIS reports for internal management, highlighting key financial performance indicators.
  • Implemented cost control measures through effective vendor and supply chain management by analyzing financial data and trends.
  • Formulated annual budgets, conducted variance analysis, and indicated actions to ensure the achievement of financial targets. Additionally, led the cost reduction drive in the company and was recognized by the CEO for outstanding performance.
  • Assisted the Manager in overseeing daily operations and achieving departmental goals.
  • Managed a team of employees and provided guidance, training, and feedback to ensure their success.
  • Collaborated with cross-functional teams to streamline processes and improve communication.
  • Ensured compliance with company policies, regulations, and industry standards.
Jan 2013 - July 2013
Executive, Audit & Assurance Services
KPMG
  • Handled external audit and compliance reviews for various corporate clients, including Daimler Group and Murugappa Group, across the Manufacturing and IT sectors.
  • Actively participated in team engagements including planning, team and work allocation, monitoring the assignment, and issuing final reports for Senior Management and Audit Committee.
Education
Nov 2006 - Nov 2011
The Institute of Chartered Accountants of India
Chennai, Tamil Nadu

Chartered Accountancy

Apr 2006 - May 2009
Madras University
Chennai, Tamil Nadu

Bachelor of Commerce

Skills
Skills
  • Financial Planning and Analysis (FP&A)
  • Financial Reporting
  • Budgeting and Forecasting
  • Audit and Compliance
  • Cost Control
  • Strategic Planning
  • Sales Operations
  • Leadership and Management
  • Data Analysis
  • Presentation and Communication
  • Due Diligence
  • External Investor Relationship
Languages
  • English
  • Hindi
  • Tamil
Get in Touch