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Naveen Khatri

Naveen Khatri

Cost and Management Trainee

Followers of Naveen Khatri5000 followers
location of Naveen KhatriGurugram, Haryana, India

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  • Timeline

  • Skills

    Automation and process improvements
    Financial consolidation
    Business reviews
    Financial reporting
    Microsoft power bi

  • About me

    CMA-certified finance professional over a decade of progressive experience in FP&A, strategic financial management, and business partnering, complemented by an All India Rank 6 (Gold Medalist) and an M.Com degree. Currently heading the finance function for a Global Delivery Center, I bring deep expertise in budgeting, forecasting, P&L ownership, and CXO-level reporting. I have successfully led annual budgeting cycles, long-term strategic planning, and month-end reporting, aligning financial goals with business strategy. Known for driving reporting automation and building decision support systems using Power BI, I’ve enabled real-time visibility into business performance and empowered leadership with actionable insights. With strong experience in cross-functional collaboration across Sales, Marketing, and Operations, I have developed predictive models, management dashboards, and financial frameworks that support strategic and operational decisions. Recognized for my analytical mindset, process transformation, and presentation skills, I aim to contribute to financial excellence and strategic growth in a dynamic, forward-thinking organization. 🔑 Key Skills: Financial Planning & Analysis Budgeting & Forecasting P&L Management & Variance Analysis Strategic Business Partnering CXO Reviews & Board Presentations Power BI Dashboards & Reporting Automation Month-End Close & Financial Reporting Predictive Modeling & Decision Support Management Dashboards & KPI Tracking Cross-Functional Collaboration Process Automation & Efficiency Improvement Stakeholder Communication & Leadership Reporting

  • Education

    • Institute of Cost Accountants of India

      2011 - 2015
      Cost and Management Accountant

      Accounting and Finance

    • Indira Gandhi National Open University

      2017 - 2018
      M.Com MAFS ( Management Accounting and Financial Strategies)

    • Indira Gandhi National Open University

      2016 - 2016
      Bachelor of Commerce (B.Com) FCA ( Finance & Cost Accounting) II

  • Experience

    • ML Mehta & Co.(Cost Accountants)

      Apr 2013 - Mar 2014
      Cost and Management Trainee

    • JMS & Co.

      Apr 2014 - Mar 2016
      Management Trainee

    • Pyramid Consulting, Inc

      Oct 2016 - Jul 2019
      Senior Executive- Financial Planning & Analysis (FP&A)

      • Responsible for preparing various Financial Reports and analyzing them.• Developing Profit & Loss Account for various branches & Higher Management on monthly basis and analyzing the same for variance analysis with the annual budget.• Responsible for extracting, validating & loading of finance data to develop various revenue models and dashboards for finance team.• Compiled and reviewed complex data to access multi-million dollar accounts and business units.• Analyze business operations, trends, costs, headcounts and revenue to prepare revenue and expense forecast reports.• Provide support for building various models for sales planning, budgeting and operation teams.• Produce across-the-board financial analysis and provide insight to Senior Management into the annual budget, monthly & quarterly activities and long range plans.• Contributing to the Organization for Revenue improvement plans through Sow/MSA Validation.• Cost Reduction through PIP Model so that margin can be improved for projects.• Contributing for the improvements in Revenue through stopping Revenue leakage model. Show less

    • SAGE Publications India

      Aug 2019 - now

      • Responsible for Annual Budgeting & Forecasting and Long-term Strategic planning.• Driving regular Month-end reporting system.• Partnering with Business Sales, Marketing & other functions for various strategic initiatives.• Created decision support system using cutting edge tools like Power BI & automation.• Developed a credible financial analysis & predictive model for senior management for our strategic vision and business as usual scenarios.• Conducting in-depth analysis of monthly financial statements, identifying key trends and variances.• Developed and delivered comprehensive presentations for board meetings, company-wide events, and senior management reviews.• Designed and implemented management dashboards, including revenue, expense, and sales performance metrics, using Power BI and Excel.• Automated multiple manual reporting processes, transforming them into efficient Power BI and Excel dashboards, resulting in significant time savings.• Managing various ad hoc financial analysis and reporting requests as needed. Show less

      • Deputy Manager - Financial Planning & Analysis (FP&A)

        Apr 2022 - now

      • Assistant Manager - Financial Planning & Analysis (FP&A)

        Jan 2022 - Mar 2022

      • Senior Executive- Financial Planning & Analysis (FP&A)

        Aug 2019 - Jan 2022

    • ERM

      Jan 2025 - Oct 2025
      Manager - Financial Planning & Analysis and Head of Finance

    • WSP in India

      Nov 2025 - now
      Senior Analyst - Financial Planning & Analysis (FP&A)

    • Sage India

      -

      • Deputy Manager - Financial Planning & Analysis (FP&A)

        Apr 2022 - Jan 2025

      • Assistant Manager - Financial Planning & Analysis (FP&A)

        Jan 2022 - Mar 2022

      • Senior Executive- Financial Planning & Analysis (FP&A)

        Aug 2019 - Jan 2022

  • Licenses & Certifications

    • ChatGPT & Artificial Intelligence for Microsoft Excel

      Udemy

    • Power BI

      Udemy

  • Honors & Awards

    • Awarded to Naveen Khatri
      Certificate of Merit - Issued by The Institute of Cost Accountants of India · Feb 2016
    • Awarded to Naveen Khatri
      Rank Holder (All India Rank-6th) - Issued by The Institute of Cost Accountants of India · Feb 2016
    • Awarded to Naveen Khatri
      Certificate of Merit The Institute of Cost Accountants of India Feb 2016 For clearing both groups together in Final Examinations.
    • Awarded to Naveen Khatri
      Rank Holder (All India Rank-6th) The Institute of Cost Accountants of India Feb 2016 For securing All India Rank- 6th in Final Examinations.