Deepti Arora
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Qualified Chartered Accountant and MBA Finance.
GB Trained from Exemplar Global
14+ years of experience in the Finance and Accounting Domain (Consulting, Management Reporting,
Closing and Reporting (R2R) and Financial Analytics).
Feb 2016 till date – Working as an Independent Consultant.
2014-16 - Manager in Global Finance Analytics team in HSBC.
Management reporting and handling ad-hoc queries and analysis.
2003-14 Finance Manager at Genpact (GECIS).
Proficient in handling complete cycle of Record to Report.
Distinction of successfully handling transition assignments for finance roles.
Experienced in acting as agent of change and conversant with Lean and Six Sigma methodologies.
Expertise in preparing detailed company presentation including company & industry analysis, competitor
analysis and financial & ratio analysis and providing relevant commentary.
Basic Functional experience in Credit and Risk Modeling on Excel.
ACADEMIC CREDENTIALS
Chartered Accountant from ICAI in 2009.
PGDBA from Symbiosis Center for Distance Learning in 2005.
B.Com (Hons) from Delhi University, 2002.
KEY ACCOMPLISHMENTS
Proven ability to lead teams with 0% attrition and perfect customer VOC throughout the tenure.
Received perfect Front Line Manager Score from the team.
Converting a client from being a Detractor to a Promoter and scored a Perfect VOC.
Coming up the learning curve in minimum time and stabilizing processes.
OTHER COMPETENCIES
GB and Lean - Defining process CTQ’s, measuring process sigma levels, reporting dashboards, driving
process improvements, doing Pareto analysis and designing ways to improve sigma levels. Filed several
lean projects which resulted in huge cost and time savings. These projects were adjudged “Best of the
Best Lean Projects” across GENPACT by the Corporate Quality team.
Part of CSR team in HSBC and Corporate Cricket team in Genpact.
IT SKILL SETS: MS Office 2007, Oracle Financials, Bloomberg, Loan Connector, Reuters, Moody’s
Risk Analyst, Hyperion, Minitab, Cognos, TM1, Cognos Insight
PERSONAL TRAITS:
Intellectual curiosity & a passion for solving problems.
Self driven person requiring no supervision in handling daily operations as well as additional projects.
A keen communicator, team leader, planner and acting as an agent of change.
PERSONAL DETAILS
Date of Birth: 15th Dec 1979
Hobbies & Interests: Playing and leaning new sports and listening to music.
ORGANIZATIONAL EXPERIENCE
Organization
Independent Consultant
Experis IT, Gurgaon
HSBC (GFC), Gurgaon
Genpact (GECIS), Gurgaon
Tenure
Sep’16-till date
Feb’16-Aug’16
Mar’14-Jan’16
Aug’03-Feb’14
CORE COMPETENCIES
CONSULTANT
As an Independent Consultant:
Supporting an upcoming start-up with
Recruitment
Administrative tasks
Maintaining books of accounts
Training and coaching new employees
Designing legal agreements with customers and employees
Writing articles
IFRS 16 Leases Simplified
https://www.linkedin.com/pulse/ifrs-16-leases-simplified-deeptiarora?articleId=-#comments-&trk=prof-post
Equity Valuation at one go!
https://www.linkedin.com/pulse/equity-valuations-one-go-deepti-arora?trk=prof-post
Rendering accounting services to small firms.
Filing income tax returns for individuals and small firms.
CONSULTING in IBM (via Experis IT)
As a Consultant to IBM, acted as SME for Non Financial banking KPI’s.
Supported KPI Streamlining & Report Rationalization Project for a multinational bank through:
Conducting training sessions for the team on client business structure and systems.
Conducting kick-off sessions for different client teams on project purpose and scope, finalizing project
plan and process roadmap.
Deep diving into reporting packs and preparing exhaustive list of metric combinations for defining the
scope of the project.
Working with in country Business and Finance teams and documenting the “As-Is” process of Data
retrieval and submission.
ARM (ANALYSIS & RELATIONSHIP MANAGER) in HSBC
ARM for RBWM (Retail Banking) business in Management Reporting team
Leading Analysis team and managing client relationship.
Doing Management reporting on Non-Financial KPI’s.
Slicing, dicing data for meaningful analysis.
Catering to ad-hoc analysis requests from business.
Aid in conceptualizing and defining new metrics by discussing with business, product and finance heads.
Facilitate the process of getting new metrics added by:
Raising Change Requests (CR)
Getting sign off from all regional MI and Finance heads
Responding to any queries on these CR’s
Conducting UAT’s in test environment
Giving sign-offs for implementing metrics in reporting systems.
Maintaining inventory of metrics available in the system.
Making modifications to existing metrics and removal of metrics which are not required/used.
Drive consistency across markets to ensure standard Group definition is followed.
Keeping an overall control and monitoring data on a periodic basis at Global level.
Coordinating with sites to ensure numbers are submitted by due dates and doing sanity checks.
Liaison with business and finance teams and acting as a facilitator to drive better coordination.
Conceptualizing and designing new reports to increase use and value by business.
Revamping existing reports to keep pace with ever changing business needs.
Making packs more relevant by constantly interacting with business and product heads.
CLOSING, REPORTING, VARIANCE ANALYSIS, RECONCILIATIONS in GENPACT
Leading a team of CA and migrated finance & accounting work from client site (Singapore).
R2R
Closing books of accounts at Monthly/quarterly/yearly frequency for GE Global Operations Finance team.
Guiding team members during period-end closing and reporting activities including passing JV’s,
preparing primary/secondary schedules and notes to accounts.
Providing details and instruction for Fixed Assets capitalization.
Responsible for preparing Balance Sheet schedules and doing Balance Sheet Analysis.
Doing Statutory and VAT filings for the respective entities.
Facilitating audit of financials for the respective legal entities.
Variance Analysis
Responsible for variance analysis of P&L items at cost center level.
Compilation of variance analysis against budget as well as corresponding periods of prior year and
explaining variances.
O2C
Providing billing instructions for liquidation of common costs to other BU’s on agreed basis through the
Internal Billing System.
Preparing and managing intercompany recharges.
Managing debtor receivable and giving updates to business on aging of accounts receivable and
facilitate follow up via O2C team.
Reconciliations
Reviewing reconciliations done by the team.
Ensuring all the reconciliations are done on time, are of good quality and disclose all the potential issues.
Responsible for ensuring issues are disclosed and closed in time and don’t become aged issues.
Other KRA’s
Responsible for handling client’s requests on ad-hoc queries and other routine jobs.
Developing and maintaining relationship with the Finance controller.
Manage the show and produce results by closing books on time every month, quarter and year.
Regularly monitoring KPI’s and ensuring adherence to SLA standards.
Sharing reports and dashboards with stakeholders periodically and managing VOC.
Understanding client requirements and streamlining exiting processes, sharing best practices and driving
process improvements through implementation of various lean and re-engineering initiatives.
CREDIT RISK ASSESSMENT in GENPACT
GE Equipment Finance (Syndications) team
Leading a team of analysts responsible for conducting Credit Analysis and assisting Syndicators in
Pricing & Structuring deals.
Key deliverables included Credit Memorandum and Term Sheets and giving rationale for investment.
Credit memos included thorough analysis of borrower's data by interpreting financial statements,
analyzing financial performance including calculation of key ratios and cash flows, analyzing industry &
economic conditions plus peer group and SWOT analysis.
Financial analysis including key ratios, cash flows, contractual obligations, projecting cash flows for the
stipulated investment period, industry and SWOT analysis.
Ensuring compliance to key SLA’s of the process by the team at all times.
Acting as SME on Syndications and conducting several training sessions on the topic.
Leading the team and conducting regular performance appraisals.
Hiring, Training & mentoring new members in the team.
GE Energy Financial Services Portfolio Management team
Part of the remote transition team.
Supporting Portfolio Managers in managing their portfolio of energy sector companies.
Monitoring and analyzing financial and operating data of power plants, calculation of credit rating,
aligning financials to US GAAP, monitoring & calculating Covenants.
Preparing scorecards on borrower Companies, highlighting financial & operating results vis-à-vis KPI’s.
Interacting with customer to discuss on client’s expectations, feedback on analysts.
Publishing monthly dashboards / process improvement / cross training plans.
Part of the Indian transition team which successfully migrated the process at GECIS.
Conceptualizing and developing training plan for business continuity and compliance.
Led the team in defining CTQ’s, measuring sigma levels, dashboard and reporting methodology.
