Santosh
FP&A Professional | Financial Planning, Forecasting & Variance Analysis | Excel, Oracle, TM1, Coupa, & DAPA
- Role
- Management Trainee at Genpact
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Santosh
Born in Uttar Pradesh and raised in Delhi, I bring a unique blend of cultural understanding and professional discipline. After completing my schooling at Good Samaritan School, I graduated with a B.Com (Hons) from Delhi University and pursued an Advanced Diploma in Banking and Finance from TKW’s Institute in 2021.Currently, I’m a Senior Financial Analyst with over 2.5 years of experience in wealth management, data research, and financial reporting. My role supports U.S-based financial advisors, streamlining onboarding, compliance, and portfolio analysis through platforms like eMoney, Asset Map, Morningstar, and Salesforce. I’m also skilled in Excel-based data management, reporting, and presentation design—delivering insights that drive smarter decisions.My professional journey includes a stint in Working Capital sales at Axis Bank Ltd, where I gained hands-on experience in client engagement and financial solutions. In 2019, I contributed to the national initiative \"Sampann Bhaarteey,\" spreading financial awareness and successfully meeting outreach targets.I’m also the proud Co-Founder of Pustaksutra.com, an online book-selling platform—an entrepreneurial venture that taught me the value of innovation, digital outreach, and market responsiveness.Currently pursuing an MBA in Finance from Delhi University, I’m deeply passionate about using financial knowledge, technology, and data to drive impact. Open to new connections, collaborations, and opportunities in fintech, investment analysis, and strategy.
Experience
Management Trainee
May 2025 — Present
Support expense-side corporate FP & A operations for one of the largest banks in Australia, working closely with onshore finance stakeholders · Prepare and deliver monthly financial reports, including landing report, flash report and management decks, to support business and leadership for decision-making, Analyze and monitor prepayment schedules, assessing amortization timelines and impact on Balance Sheet and P&L · Perform monthly expense variance analysis (Actual vs Forecast/Budget) across direct and indirect cost categories, identifying Conduct root cause analysis for material variances and key drivers for commentaries. · Review and validate journals, invoices, purchase orders, cost center mappings, and account classifications through Oracle and segment listing tool to ensure financial accuracy and compliance. · Utilize TM1 to retrieve actuals and forecast data, perform trend analysis, creating views, cubes as business required and support rolling review and forecasting activities. · Prepare headcount and workforce movement reports using DAPA, tracking joiners, exits, team-wise movements, and related cost impact. · Develop and enhance analytical dashboards (Power BI – working knowledge) to improve visibility into expense trends and variances · Collaborate with cross-functional teams and onshore stakeholders to ensure data integrity, timely reporting, and clear financial insights.
Education
TKWs Institute of Banking & Finance
Advance diploma in banking and finance , Banking, Corporate, Finance, and Securities Law
2018 — 2021
Delhi University
B.com honors, Accounting and Business/Management,
2018 — 2021
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