Deepika M

About Deepika M

Financial Analyst with 5+ years of progressive FP & A experience owning annual operating plans, driver-based forecasting models, and multi-million-dollar budget cycles across SaaS and corporate finance environments. Track record of building and managing three-statement financial models, scenario and sensitivity analyses, and long-range financial plans that directly influenced $6M-$15M capital and investment decisions. Recognized for translating large operational datasets into CFO-level financial narratives through Power BI dashboards and SQL-based reporting pipelines, with hands-on proficiency across Workday Adaptive Planning, Oracle Hyperion, NetSuite, and Advanced Excel. Proven ability to cut forecast variance, accelerate close cycles, and partner with cross-functional leadership to align financial plans with strategic business objectives.

Experience

1. Financial Planning Analyst

   Intuit

   Feb 2025 — Present

   Owned end-to-end annual operating plan (AOP) for digital finance product portfolio, building driver-based financial models in Advanced Excel that projected ARR growth, pricing scenario impacts, and customer retention assumptions, improving quarterly revenue forecast accuracy from 92% to 97%- Constructed rolling 12-month cohort revenue models in Workday Adaptive Planning, tracking churn progression, customer expansion curves, and subscription renewal rates to surface $6.2M in incremental ARR opportunities across small-business SaaS segments- Led monthly budget vs. actual variance analysis across product development, marketing acquisition, and cloud infrastructure cost centers, producing root-cause commentary that enabled finance leadership to realign $4.1M in operating budget allocations- Built multi-scenario sensitivity models stress-testing pricing elasticity, CAC efficiency thresholds, and customer acquisition assumptions, directly informing strategic planning discussions tied to $9.5M in revenue growth initiatives- Designed and administered SQL-based revenue data consolidation workflow integrating billing, subscription lifecycle, and customer activity datasets, reducing monthly financial reporting preparation time by 29% and eliminating manual reconciliation errors- Delivered SaaS KPI performance dashboards in Power BI tracking ARR, MRR, net revenue retention, churn, and CAC payback periods, improving real-time financial visibility for product finance and growth strategy leadership teams- Prepared executive financial planning decks for CFO review, synthesizing subscription economics, revenue scenario outcomes, and growth investment tradeoffs for $8M-$15M product investment decisions across leadership planning cycles.

Education

• Vellore Institute of Technology (VIT)

  Integrated MTech, Computer Software Engineering

• Kent State University

  Masters in Science, Computer Science