Navjot Joshi

About Navjot Joshi

I am an FP & A and Finance Transformation professional with 8+ years of experience, including 4+ years in core FP & A and business partnering roles, currently working at EY supporting global finance operations for a $700M+ portfolio.My work sits at the intersection of financial planning, analytics, and decision support — helping leadership move from static reporting to driver-based forecasting, scenario analysis, and insight-led decision-making.What I do best • Lead budgeting, forecasting, and rolling forecasts across complex, multi-stakeholder environments • Build driver-based revenue and cost models to improve forecast accuracy and planning confidence • Deliver Budget vs Actual (BvA), variance analysis, and financial commentary for executive reviews and MBRs • Design Power BI dashboards that translate financial data into actionable insights • Automate FP & A workflows using Power Query and advanced Excel, reducing manual effort by ~40%At EY, I’ve improved forecast accuracy to ~95%, delivered 0.6 FTE productivity gains, and partnered closely with global finance leadership on performance deep-dives and strategic planning discussions.Prior to EY, I’ve worked across education, healthcare, investment analysis, and government-led research projects, which has given me a strong ability to adapt finance frameworks across industries.Core expertise • FP & A | Finance Business Partnering • Budgeting, Forecasting & Scenario Modeling • P&L, Margin & Cost Optimization • Executive Reporting & MBR Decks • Power BI, Power Query, Advanced Excel • Finance Transformation & Automation Career focus: Senior FP & A / Finance Business Partner / BI & A roles where finance acts as a strategic partner, not just a reporting function. Open to conversations around FP & A leadership, finance transformation, and analytics-driven decision support.

Experience

1. Consultant - Financial Planning Analyst

   EY

   Jun 2024 — Present · Gurugram, IN

   Supporting global finance transformation for a leading global management consulting firm; managing portfolio-wide budgeting, forecasting, revenue planning, and expense governance across a $700M system.Delivering 95% accuracy forecasts by improving data governance, automating reporting, and strengthening driver-based modeling frameworks.Automated end-to-end reporting using Power Query and Excel modeling, eliminating 40% of manual effort and delivering 0.6 FTE productivity gain.Developing Power BI dashboards covering revenue, cost drivers, utilization, and regional performance, enabling executive-level insight during MBRs.Partnering with global finance leadership on financial commentary, performance deep dives, and strategic planning.

Education

• Kendriya Vidyalaya

  10+2, Dehradun

  2000 — 2012

• Rajasthan Technical University

  Bachelor of Technology, Aerospace, Aeronautical and Astronautical/Space Engineering

• Federation of Indian Professionals

  Portfolio management, Financial Planning and Services

• Banaras Hindu University

  Master of Business Administration, Finance and Financial Management Services

Skills

• Analysis
• Aerospace
• Turbogrid
• Ansys Fluent
• Ansys Cfx
• Microsoft Office
• Numeca
• Turbomachinery
• Aircraft
• Gas Turbines