Punit Bardia

Punit Bardia

Financial Analyst

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location of Punit BardiaPhiladelphia, Pennsylvania, United States

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  • Timeline

  • About me

    Finance Manager - | Strategic financial planning and analysis, Business Operations, Audit expertise, KPI's

  • Education

    • The Institute of Chartered Accountants of India

      2010 - 2015
      Chartered Accountancy Business/Commerce, General
  • Experience

    • Data Ratings Intelligence

      Mar 2016 - Feb 2018
      Financial Analyst

      • Administered and scheduled monthly Management Information System (MIS) for Revenue Analysis• Cost differentiation and optimization-Analysed Revenue, Sales, EBIDTA, Blended Margin, Cash flows to optimize and allocate funds to Marketing and IT team.• Market scoping and strategy development from inputs of spends, sales and revenue• Investigated on P2P lending models in India to check for their feasibility, and requirement gathering to review if the current system at our organization can host such a process.• Prepared an alternative Business model for current process by analysing its Tax implications resulting in cutting down the Final cost to customers.• Identified Key Performing Metrics and designed a tracker evaluate company's performance across various products and regions Show less

    • GENWORKS Health

      Mar 2018 - Dec 2020
      Assistant Manager Finance

      • Develop financial & operational reports for forecasting, trending, and results analysis. • Preparation of daily, weekly & monthly executive presentation & sharing with the senior management that highlights the key drivers & operational indicators of sales & expenses variances vs. the Budget, forecast and prior months & year. • Responsible for budgeting, forecasting, strategic financial planning and analysis, financial accounting, statutory compliance and reporting, management, and business metrics reporting.• Responsible for closure of books of accounts on periodical basis and publishing necessary reports to the senior management.• Responsible for Audit, Statutory assessments, Due diligence etc.• Develop internal control system and Standard Operating Processes across all functions, recommend areas for improvement to manage functions effectively and efficiently. • Experience in working with other external agencies, customers, vendors, Bankers and possess effective negotiation skills.• Member of ERP implementation team for 3 months. During the period was in-charge of data retrieval, validation, new system simulation testing, result evaluation & data transfer. Show less

    • Fisher & Paykel Healthcare

      Dec 2020 - Mar 2024

      • Enhanced Financial Accuracy and Strategic Support: Successfully developed and reviewed comprehensive budgets, forecasts, and financial reports, significantly improving the accuracy of financial planning and supporting informed strategic decisions.• Ensured Operational and Regulatory Excellence: Led the management of operations and compliance, ensuring strict adherence to regulations and achieving high standards of operational excellence, which facilitated smoother audits.• Achieved Operational Efficiency in Inventory Management: Streamlined and optimized inventory processes and controls, significantly reducing supply chain gaps and achieving near perfect (>99%) accuracy in inventory management through a seamless transition to Third Party Logistics.• Enabled Data-Driven Business Growth: Created and implemented advanced analytics tools and data repositories, greatly enhancing the ability to make informed decisions and driving notable business growth through increased data-driven strategies.• Ensured Tax Compliance Across Multiple Regions: Expertly managed income tax filings and assessments for entities in India, Sri Lanka, and Bangladesh, ensuring compliance with local regulations and timely submissions, thus avoiding penalties and enhancing financial stability.• Successful SAP Implementation for Enhanced Efficiency: Developed and executed a comprehensive roadmap for the successful transition to SAP, significantly enhancing operational efficiency and scalability, which streamlined business processes and improved overall performance. Show less

      • Finance Manager - Operations

        Oct 2022 - Mar 2024
      • Senior Finance Analyst

        Dec 2020 - Dec 2022
    • Acrotech Biopharma Inc

      Sept 2024 - now
      Finance Manager
  • Licenses & Certifications