Mohammad Yusuf Zeeshan
Financial & Management Reporting Analyst (FPNA) | Financial Reporting of U.S. Municipal | Bloomberg l M.COM | B.COM | Blogger at WordPress.
- Role
- Management Reporting Team (Fpna) at Ameriprise Financial Services, LLC
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Mohammad Yusuf Zeeshan
Detail-oriented Financial Reporting Analyst with over 3 years of experience in financial reporting, accurate analysis of the Financial Statement, and demonstrated success in optimizing financial processes, delivering precise financial statements, and offering actionable insights that drive business objectives. Leveraging analytical and problem-solving abilities, with a focus on identifying trends and providing actionable insights to support strategic decision-making. Strong communicator and collaborator, adept at working cross-functionally to enhance financial performance and drive organizational success.
Experience
Management Reporting Team (Fpna)
Ameriprise Financial Services, LLC
Jul 2023 — Present · Gurugram, IN
Delivered monthly and quarterly P&L reporting packs for APAC and EMEA regions, aligning with senior finance and business leadership expectations- Performed detailed variance analysis on actuals vs. budget and forecast data, identifying cost deviations and providing root cause commentary- Led the normalization of reporting files and templates during the BMC (Business Management Committee) transition project across APAC and EMEA, improving reporting consistency and compliance- Created and enhanced automated Excel-based trackers and financial reports to reduce manual errors and improve turnaround time- Built Qlikview dashboards to visualize key financial KPIs, headcount trends, and discretionary spend for regional leadership reviews- Acted as a finance liaison between FP & A, Controllership, and regional investment teams to support month-end close activities and business planning- Supported cost center-level analysis by tracking business unit performance, identifying overspends, and presenting insights for financial control- Assisted in the annual planning and budgeting cycle, providing historical trends and variance input for financial forecasts- Ensured accurate and timely delivery of management reporting packs to global stakeholders under tight month-end deadlines- Reconciled reporting data from SAP and Oracle financial systems to validate reporting accuracy and ensure audit compliance- Worked closely with investment finance teams to support margin analysis, headcount budgeting, and regional performance reviews- Documented SOPs for reporting processes to support knowledge transfer and onboarding of new analysts.
Education
University of Allahabad
B.COM M.COM
2019 — 2021
Indira Gandhi National Open University
M.COM
2019 — 2021
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