Chinmay G.

About Chinmay G.

As a finance professional with over 9 years of experience in Financial Planning & Analysis (FP & A), I bring a deep understanding of business finance, P&L ownership, budgeting, forecasting, and strategic planning across IT services and consulting sectors. I am a semi-qualified chartered accountant, hold a PGDM in Management Accounting and a Diploma in IFRS (ACCA, UK), and I’m known for delivering analytical rigor, process efficiency, and financial insight to support executive decision-making.In my current role as Senior Financial Planning Analyst at Wolters Kluwer, I manage a end to end annual budget process for ~$600Mn business unit, leading strategic planning for Enterprise finance function and managing CPM system for my Organisation. I develop executive dashboards in Power BI, support product profitability reviews, and lead revenue realization and DSO analysis. My work has contributed to significant time and FTE savings while enhancing transparency and control across business units.I have a track record of success at organizations like Capgemini and HCL Technologies, where I helped launch finance operations, streamline invoicing models (T&M, Fixed Price, SLA), and reduce days of receivable. I’ve partnered with senior leadership, including CFOs and Chief Strategy Officers, to evaluate ROI, track cost-saving initiatives, and build profit improvement plans (PIPs) at the center and BU levels.Key capabilities include:1. Ownership of end-to-end P&L, budgeting, forecasting & long-range strategic planning, variance analysis, Capex/Opex accountability, and revenue reporting.2. Weekly, monthly, and ad-hoc reporting using advanced Excel, SAP, Tagetik, Hyperion, Ariba, and Oracle systems.3. Hands-on experience with compliance, vendor management, billing operations, and financial modeling.4. Proven ability to manage cross-functional teams and collaborate with global stakeholders, including directors, controllers, and delivery heads.I thrive in fast-paced, data-intensive environments where I can turn insights into action and contribute to bottom-line growth. I am currently open to opportunities in FP & A and strategic roles where I can further apply my expertise to drive business impact.

Experience

1. Senior Financial Planning Analyst

   Wolters Kluwer

   Mar 2025 — Present · Pune, IN

   Managed CCH Tagetik Performance Management Tool for planning, forecasting, budgeting, and reporting across global operations.Oversaw role and user rights administration, reference user setup, and process governance for Tagetik.Led tool enhancements and process improvements to optimize performance and reporting efficiency.Executed month-end close activities and delivered monthly and quarterly flash reports for CXO-level stakeholdersPerforming Year-end task of transferring Balance to new year in STEP, SAP and TagetikPerformed ETL operations and ensured monthly reconciliations across Care20, Tagetik, PBCS/STEP, SAP, and Hyperion systems.Managed exchange rate configurations in SAP and Tagetik for accurate financial consolidation.Hands-on expertise with Tagetik Excel Add-ins for advanced reporting and analysis.Maintained dimensions and reporting hierarchies, and streamlined business workflows within Tagetik.Conducted variance analysis (Actual vs Forecast) and prepared margin improvement reports and LOB profitability insights.Delivered ad-hoc reporting for delivery partners, managers, and senior stakeholders to support strategic decisions.

Education

• Dhanwate National College, Congressnagar

  Bachelor of Commerse (B.Com.), Commerse

  2012 — 2014

• Institute of Management Accountants

  Certified Management Accountants, Management Accounting

• DipIFR ACCA

  DipIFR Qualified, IFRS

  2018 — 2018

• Symbiosis Centre for Distance Learning

  Postgraduate Degree, Management Accounting

• The Institute of Chartered Accountants of India

  CA IPCC, Finance, General

  2013 — 2016