Naveen Khatri

About Naveen Khatri

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 & AnalysisBudgeting & ForecastingP & L Management & Variance AnalysisStrategic Business PartneringCXO Reviews & Board PresentationsPower BI Dashboards & Reporting AutomationMonth-End Close & Financial ReportingPredictive Modeling & Decision SupportManagement Dashboards & KPI TrackingCross-Functional CollaborationProcess Automation & Efficiency ImprovementStakeholder Communication & Leadership Reporting

Experience

1. Senior Analyst - Financial Planning & Analysis (Fp & a)

   WSP in India

   Nov 2025 — Present · Noida, IN

   Enterprise Performance Management (EPM) System Administration:• Manage and administer the EPM platform for corporate functions.• Respond to support queries from regional users and budget contributors.• Provide onboarding, training, and ongoing support for new users.• Develop, automate, and enhance financial reports within the tool.• Load and validate actuals, ensuring complete data accuracy and integrity.• Reconcile EPM data with the source ERP system to maintain consistency.Financial Planning & Analysis (FP & A) Support:• Partner with the onshore finance team to deliver month‑end performance analysis for corporate functions.• Contribute to budgeting, forecasting, and planning cycles.• Support the development of business reporting packages and management dashboards.

Education

• Institute of Cost Accountants of India

  Cost and Management Accountant, Accounting and Finance

• Indira Gandhi National Open University

  M.Com MAFS ( Management Accounting and Financial Strategies)

  2017 — 2018

• Indira Gandhi National Open University

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

  2016 — 2016

Skills

• Financial Accounting
• General Accounts
• Budgeting
• Ms-Office
• Cost Control
• Cost Accounting
• Sap