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
Finance & AccountingView LinkedIn profile

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

  1. Lead- Financial Planning and Analysis

    Freshworks

    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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Srimathi Sanjeevi — Lead- Financial Planning and Analysis at Freshworks in Chennai, TN, IN | Unifers