Vishal Puri
Strategic Finance Exec (CPA, MBA, LSS Master Black Belt). Expert in LRP, capital allocation, planning and variance analysis & executive storytelling to drive growth. Ex-GE | Ex-P&G. [email protected]
- Role
- Sr Planning Manager at Verizon
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Vishal Puri
I am a Strategic Finance Executive (CPA, MBA) dedicated to transforming complex data into clear, strategic narratives that guide Executive and Board-level decision-making. I combine the financial rigor of a CPA with the process innovation of a Lean Six Sigma Master Black Belt to modernize the Finance function for the digital age. I specialize in \'Financial Storytelling\'—synthesizing vast datasets into high-impact insights that empower C-suite leaders to make faster, data-driven decisions. I serve as a true business partner to Sales, Engineering, and Operations leaders, aligning their tactical goals with long-term corporate strategy. A champion of continuous improvement, I have a proven track record of deploying automated dashboards and building robust models for emerging tech and AI investments. I thrive in fast-paced environments, partnering cross-functionally to eliminate silos, optimize resource allocation, and drive sustainable profitability.CORE COMPETENCIES & TECHNICAL SKILLS• FP & A Leadership: Annual Budgeting, Rolling Forecasts, Long-Range Planning (LRP), Variance Analysis, Cash Flow Forecasting, P&L Management.• Reporting & Strategy: Board Deck Preparation, Investor Relations (IR) Support, KPI Design, Financial Storytelling, Strategic Narratives.• Modeling & Analytics: 3-Statement Modeling, Scenario Planning, Margin Analysis, ROI Measurement, Large Data Set Analysis.• Systems & Automation: Dashboard Development (Qlik/Tableau), Process Scaling, Internal Controls, ERP Systems, AI Business Case Modeling.
Experience
Sr Planning Manager
Aug 2021 — Present · Basking Ridge, NJ, US
Lead Finance Partner for a $900M portfolio, driving sales strategy and operational scalability
Education
H.R.College of Commerce and Economics
B.Com, Finance and Accounting
Washington University in St. Louis
MBA, Finance and Strategy
Mumbai University
M.Comm, International Finance
G.D. Somani Memorial High School
High School
Skills
- Analysis
- Leadership
- Business Process
- Financial Analysis
- Cross-Functional Team Leadership
- Strategy
- Pricing
- Management
- Budgets
- Finance
- Accounting
- Process Improvement
- Analytics
- Business Strategy
- Mergers & Acquisitions
- International Work Experience
- Financial Modeling
- Business Process Improvement
- Forecasting
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