Trishla Maniar

Currently volunteering with a Indian startup that is a training institute for financial courses like CPA, EA, CMA etc,

My work Includes:

• Developing and presenting reports showcasing business performance on daily, weekly, and monthly basis, offering valuable insights for decision-making.
• Collaborating with Digital Marketing team to obtain leads reports, expenditure data, and campaign performance metrics and to create daily dashboards for performance evaluation and variance analyses.
• Conducting analysis on leads data to identify reasons for non-conversion and discrepancies, providing insights into improving lead conversion rates.
• Developing strategies and reports to track revenue leakage and expense overruns, contributing to improved financial efficiency.
• Identifying revenue and cost trends and use them for forecasting and budgeting.
• Conducting competition analysis to benchmark performance against industry standards.
• Performing course-specific profit and loss (P&L) analysis, collaborating with finance, sales, and marketing teams to provide customized reporting solutions.

As an FP&A professional, played a pivotal role in financial planning and analysis, budgeting, forecasting, revenue reporting, competitive benchmarking, strategy formation, MIS reporting, and data analytics. My contributions included:

• Developed various revenue forecasting templates to aid in accurate and insightful revenue projections.
• Played central role in data collection and analysis for development of business strategies.
• Being in Telecom Industry, one of our biggest & most crucial cost elements is Network Tower Expenses, I was responsible for providing critical insights and detailing on this particular cost piece.
• Conducted rigorous analysis of revenue and cost components, offering valuable insights to senior management to support daily decision-making processes.
• Preparing and disseminating meticulously crafted Daily, Weekly, and Monthly Revenue and Cost reports in standardized formats, complete with various Key Performance Indicators (KPIs), essential observations and high level summary
• Investigating root causes of revenue variations, enabling provision of accurate revenue and sales trend projections and estimates on unit level basis.
• Crafting Standard Operating Procedures (SOPs) and comprehensive documentation for various processes and reports, facilitating clarity and consistency in reporting processes.
• Actively contributing to automation of all finance-related Revenue reports, streamlining data processes for both cluster and corporate use. This involved providing timely and detailed input to Business Intelligence (BI) and IT teams, further enhancing efficiency and accuracy in financial reporting.
• Conducted month-end closing procedures, ensuring accurate and efficient completion of financial activities necessary for closing of accounting books. This involved coordinating with cross-functional teams to reconcile numbers, resolve discrepancies, and closing accounts in compliance with regulatory requirements and internal policies.

• Worked on various assignments including Accounting, Statutory Audits, Tax Audits, Direct and Indirect Tax planning and filing, Government Audit, Bank and Insurance Audit, Trust Audit, Internal audits, Project Finance, FEMA, Company, Laws, tax representations before tax authorities