Vikas Bhatia, CPA, CMA

Experience

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  Twin Oak Credit Union

  Apr 2005 - Apr 2008

  Customer Services Representative
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  Citigroup

  Sept 2008 - Dec 2009

  Investment Accountant

  • Prepared bank reconciliation, asset reconciliation and record-keeping reconciliation and investigating any differences on a timely basis • Prepared monthly and annual financial information reports, including Fund-of-Fund reinvestment, financial statements, working paper files and audit files• Communicated daily information and any discrepancies that arise with external clients, custody and trust accounting department• Prepared daily valuations of assigned funds, including net working capital check and final NAV• Maintained full sets of accounting records and sub – ledgers for several investment funds together with accruing of dividends and interest income, entering security trades and capital stock entries. Show less

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  IBM

  Jan 2010 - May 2011

  Senior Financial Reporting Consultant

  Project Management:• Evaluated each client’s XBRL financial reporting requirement to provide innovative and efficient solutions based on business and reporting needs• Providing potential clients with proposed service offerings quote based on the client needs• Managed and executed various project deliverables within strict deadlines ensuring quality and regulatory compliance.• Built strong client relationships and gaining credibility and trustFinancial Statement Reporting and XBRL Consulting:• Acquired in-depth understanding of each client’s financial statements, complex accounting policies, and transformed existing financial information to XBRL compliant filing (including building XBRL complaint taxonomies)• Worked directly with clients for their XBRL SEC submissions• Traveled throughout the U.S. and internationally to facilitate XBRL consulting with external reporting personnel.• Guided the product development team in performing software quality assurance and product support matters• Worked with the sales team to provide assistance during the sales process• Trained and mentored junior consultants on an ongoing basis on the XBRL mandate • Kept up-to date on the SEC’s XBRL reporting requirements Show less

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  PwC cundus AG

  Jun 2011 - Jun 2012

  Senior Consultant

  • Configuring the company Hierarchy, % Ownership, Consolidation Methods to be used. Configured them using Dynamic Hierarchy Editor• Built the Legal, Ownership and Rate applications and configured the required dimensions • Developed the reports for the Income Statement, Balance Sheet, Cash Flow Statement, & Trial Balance. Also helped to identify security and Audit requirements• Assisted in building and working with business rules using standard SAP-provided script logic for Automatic Elimination, IC Consolidation Business Rules, Carry Forward, and Currency Conversion• Built a Journal entry module for the LEGAL application to do manual adjustments for data reconciliation• Developed User Acceptance Test plans for testing the financial statements, Running consolidation process and currency translations• Developed the BPC training material for the admin and end users Show less

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  Limelight Software

  Jun 2012 - Jan 2018

  • Promoted to manage and deliver various projects ranging in size from $50K to $2M USD in the Financial Services, manufacturing, insurance, asset management, and certification industries.• Planned and managed engagement activities for IBM COGNOS/SaaS offering (LimeLight), ensuring timely delivery of high-quality work products throughout the project life cycle and post-implementation support.• Maintained client relationships, facilitated service and software sales expansion, and exceeded services targets by 130% ($1M of yearly services sales targets) through effective expectation management and pre-sales activities.• Identified process gaps, implemented solutions to generate additional business, and contributed to proposal pricing strategies by developing strong working relationships with clients and project managers.• Managed a team of professional consultants, setting performance management targets for revenue, business development, client satisfaction, and team utilization, resulting in a 20% increase in employment performance.• Generated RFP/RFQ/RFI responses and managed SOW writing, receiving required approvals based on client requirements, and invoice management. Show less • Joint Application Design: Lead and participate in interactive design sessions with clients to discuss implementation objectives, evaluate current business process, gather requirements and further define project scope• Solution Document: Oversee creation of Technical Requirements documents, Business Requirements documents and System Design documents with focus on Process improvement and internal control• Planning / Management Documents: Develop and maintain all project planning and management artifacts - Project/Work Plans, Communication Plans, Staffing Plans, Supplementary Plans, Test Plans, Release Management Plans, Statements of Work, Change control documents to appropriately manage project scope, budget and timelines• Lead Daily Project Activities: Liaise with clients and internal resources to maintain communications, act as point of escalation for all technical and business requirement related items • Manage Multiple Implementations: Simultaneously lead multiple new projects in addition to new phases of existing implementations• Design and build various financial models (Disclosures, Budgeting, planning, forecasting, Revenue, Expense, ASC606, CAPEX and HR Models) • Design, build and populate COGNOS TM1 Cubes with defined data from Data Repository (Relational and other sources) and build dimensions and various types of Cubes in TM1• Modify complex Business Logic into TM1 Rules and increase performance by writing feeders; building various reports as required• Maintain the TM1 users, roles, and security, and designing complex security models• Create Drill through Process from TM1 Cube to database for querying transaction level data• Working on various Dodd Frank reporting requirements, Financial and management reporting for Implementing for COGNOS Disclosure Management; including designing report structure, variable setup, data source connection, security and XBRL reporting• Successful management of project delivery to agreed outcomes and time frames Show less

  • Engagement Manager

    Aug 2015 - Jan 2018

  • Project Manager

    Jun 2012 - Aug 2015
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  Newcomp Analytics

  Jan 2018 - Sept 2019

  Senior Consultant Data Analytics

  • Developed and maintained IBM Cognos TM1/Planning Analytics (PA) models throughout the project lifecycle, applying best practices to ensure system performance and scalability.• Designed and constructed effective technical solutions by utilizing IBM PA cubes, dimensions, TI processes, rules, and completing the TM1 architecture for each project. Integrated data into SQL tables and other sources for seamless data flow.• Ensured application performance, usability, and data security by implementing AD for Single Sign-On (SSO) and Multi-Factor Authentication (MFA). Established policies for disaster recovery processes.• Created dynamic reports and templates for end-user consumption and input. Implemented internal controls and data checks for accuracy using Perspectives/PAx and Planning Analytics Workspace.• Analyzed client business processes, documented requirements, made recommendations, and assisted in developing test plans to improve efficiency and performance.• Provided comprehensive training to end-users on the designed and implemented solution, highlighting the benefits of the new system compared to the previous process.• Successfully replaced LINUX with WINDOWS for a Major Canadian Bank. Installed and upgraded Cognos Analytics and Planning Analytics, including code, processes, and reporting. Developed test plans for over 200 data models and 500 ETL processes, resulting in a 30% improvement in product performance.• Implemented comprehensive training programs for Administrators and End Users, equipping them with essential knowledge and skills to maximize system utilization. Show less

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  Bureau Veritas Group

  Sept 2019 - Jun 2023

  • Established the North American Business Intelligence and data governance practice, creating data standards, implementing robust data management processes, and driving strategic data-driven decision-making initiatives.• Led the successful creation of a centralized data warehouse across 15+ production systems, resulting in significant cost savings and improved data governance.• Implemented a self-service analytics system, achieving over $1M in savings and 90% user adoption of BI tools through data cataloging, user training, and high-value project execution.• Advised senior management by delivering actionable insights and ensuring accountability in revenue through revenue growth analysis, monthly financial analysis, collection targets, employee analytics, procurement analytics, and asset management, resulting in a 20% improvement in collection targets.• Designed and delivered data models, empowering over 250 users to identify growth opportunities and operational drivers.• Improved project delivery timelines by 20% through the implementation of a hybrid Kanban and Scrum methodology.• Achieved 40% savings in services and application costs through strategic vendor and SOW evaluations.• Developed and implemented robust data governance frameworks, reducing data inconsistencies by 30% and improving data quality.• Managed ETL processes from various sources, ensuring reliable data assets for analysis.• Demonstrated natural leadership skills and built strong relationships with customers and internal teams.• Developed and executed strategic roadmaps for data strategy based on changing business requirements. Show less • Recognized as a recipient of the "TOP 50 Contributors" award in 2020 by Bureau Veritas for exceptional contributions in reengineering FP&A data models, resulting in a remarkable 50% improvement in ETL load processes.• Streamlined dimension loads and implemented efficient cube rules, enhancing automation and reporting capabilities.• Managed IBM Planning Analytics for over 150 users, overseeing budgeting, forecasting, monthly reporting, sales and revenue analysis, revenue/expense allocation, and KPI tracking with detailed commentary.• Designed and implemented robust ETL processes, integrating data seamlessly from Oracle, SAGE, and Deltek ERP systems into IBM PA, ensuring accurate and up-to-date reporting and analysis.• Developed advanced sales analytics models that provided valuable insights into current trends, enabling strategic sales direction and effective territory planning.• Spearheaded initiatives to improve data quality and transparency in reporting processes for actuals, planning/budgeting, and analysis, facilitating informed decision-making across the organization.• Owned the IBM PA server, managing cubes, dimensions, rules, TI processes, and application reports for optimal performance and resource utilization.• Implemented Single Sign-On (SSO) through COGNOS Analytics and strengthened security with Multi-Factor Authentication (MFA). Developed and executed a comprehensive disaster recovery plan, ensuring high availability of the application.• Cultivated strong relationships with internal and external stakeholders, providing valuable consultation for scoping new projects and addressing existing requests. Show less

  • Director, Reporting and Data Analytics

    Jan 2021 - Jun 2023

  • Senior Manager Financial Planning Analysis

    Sept 2019 - Jan 2021
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  Cubewise

  Jul 2023 - now

  • Support Manager

    Jun 2024 - now

  • Senior Consultant

    Jul 2023 - Jun 2024