Srimathi Sanjeevi
Lead FP&A | Workday Adaptive Planning Expert | Finance Transformation | Budgeting & Forecasting | Business Partnering | Ex-Ford
- Role
- Lead- Financial Planning and Analysis at Freshworks
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Srimathi Sanjeevi
Finance professional with 8+ years of experience in FP & A, budgeting, forecasting, and business partnering across technology, automotive, and financial advisory sectorsCurrently Lead – FP & A at Freshworks, managing end-to-end planning cycles, financial modeling, and variance analysis to support strategic decision-making across G&A functionsI am Workday Adaptive Planning Pro Certified with hands-on experience building planning models, dashboards, and reporting workflows to improve financial visibility and forecasting accuracyPreviously worked with Ford Motor Company managing financial planning and profitability analysis for global product development programsI enjoy combining financial analytics with business strategy to enable data-driven decision making.
Experience
Lead- Financial Planning and Analysis
Dec 2023 — Present · Chennai, IN
Key strengths:• End-to-end corporate budgeting and forecasting cycles• Financial modeling and variance analysis• Process improvement and reporting automation using AI• Translating business needs into structured planning frameworks using workday adaptive planning
Education
Sri Sitaram Vidyalaya Matriculation Higher Secondary School
12th Std , Commerce
2010 — 2012
Prana Yoga Academy , Rishikesh
Registered Yoga Teacher ( RYT 200), Yoga Teacher Training/Yoga Therapy
IFMR Graduate School of Business - Krea University
PGDM, Finance, General
2015 — 2017
M.O.P. Vaishnav College For Women - India
Bachelor of Commerce (BCom), Accounting and Finance
2012 — 2015
Sri Sitaram Vidyalaya Matriculation Higher Secondary School
10th Std
Skills
- Trade Finance
- Financial Statement Analysis
- Equity Research
- Microsoft Office
- Corporate Budgeting
- Banking
- Risk Management
- Team Management
- Futures Trading
- Project Management
- Tally Erp
- Derivatives
- Powerpoint
- Microsoft Excel
- Microsoft Powerpoint
- Microsoft Word
- Maconomy
- Event Planning
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