Akshita Bafna
Finance Professional with 3 years of experience in Financial Planning & Analysis (FP&A), P&L management, budgeting, forecasting, and variance analysis across Fintech, IT, and NBFC. Skilled in delivering actionable insights to senior management, leading automation initiatives, and ensuring compliance. Adept at cross-functional collaboration, leadership, and strategic decision support, with exposure to large-scale financial operations.
Experience
Associate Consultant – FP&A
Capgemini Technology Services India Ltd.
Mumbai, India
-Led Financial Planning & Analysis (FPA) activities including Annual Budgeting, Quarterly Forecasting, and Rolling Forecast to support business decision-making. -Performed detailed Variance Analysis (Actual vs Budget vs Forecast) and delivered insights on Revenue, Cost, and Margin Analysis to improve financial performance. -Prepared Monthly MIS Reporting and Management Reporting Packs with KPI Dashboards for Senior Leadership using Advanced Excel. -Partnered with cross-functional teams through strong Business Partnering and Stakeholder Management to drive Cost Optimization and improve Profitability Analysis. -Conducted Project-Level Revenue Analysis and Margin Analysis to identify financial risks and opportunities. -Monitored Working Capital Management, including DSO Tracking, Accruals, and Revenue Recognition. -Ensured data accuracy through ERP Reconciliation (SAP/Oracle) and maintained strong Internal Controls & Compliance. -Automated financial reports using Advanced Excel and built Interactive Financial Dashboards.
Executive – FPNA, Revenue & Taxation
PayNearby
Mumbai, India
- Prepared monthly product P&L and presented profitability insights to management.
- Led budgeting & forecasting, improving variance analysis accuracy by 15%.
- Designed MIS dashboards to track KPIs and support business planning.
- Automated invoice IRNs and streamlined receivables, ensuring compliance with tax regulations.
- Managed treasury reconciliations and prepared documentation for tax audits.
Officer – Operations
Tata Capital Financial Services
Mumbai, India
- Authorized digital loan disbursements (~₹100 Cr portfolio) and published daily MIS reports.
- Monitored disbursement KPIs and led a team of 5 to ensure compliance and efficiency.
Education
Dr. D.Y. Patil B-School
PGDM (Finance)
Mohanlal Sukhadia University
B.Com (Commerce)