Ishpreet Kaur

Head - FP&A, Operations & Product at DNA Growth
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Contact Information
Location
Bengaluru, Karnataka, India, IN
Languages
  • English Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
  • Punjabi Native or bilingual proficiency

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Experience

    • Brazil
    • Advertising Services
    • 1 - 100 Employee
    • Head - FP&A, Operations & Product
      • Mar 2023 - Present

    • Senior Manager - FP&A
      • Mar 2021 - Feb 2023

    • Manager - FP&A and Market Research
      • Sep 2018 - Feb 2021

      • Managing a team of 80+ financial and research analysts, allocating the workload as per their abilities and learning opportunities, overseeing and reviewing the projects of the team to ensure the quality of the project’s deliverables meet the acceptable standards as well as stakeholder’s expectations• Developing initiatives to improve process efficiency of the company and helping the team adapt to the emerging changes• Strategically handling operations for four core functions – Financial Modelling, Data Analysis, Market Research and VCFO Services.• Financial projections for Business Plans, pitch-decks, start-ups pitching for early-stage investments• Gather client requirements for new reports and enhance existing reports. Interpret needs and design reports to meet end user expectations• Conducting analysis on large data sets to measure results and outcomes and represent them via monthly management dashboards on visualization tools like Tableau and Power BI• Creating monthly reports and dashboards for our clients using Fathom, Xero, Barometric, Visible and performing variance, KPI analytics• Leading several projects for automations in Excel, Tableau, and Python.• Advising market exit strategies by executing a multivariate valuation analysis• Financial forecasting for the clients on various parameters such as CAC, churn rate, retention rate• Developing financial models for a varied range of industries including investment portfolio, eyewear, wind- turbine, SaaS companies and other revolutionizing start-ups• Performing extensive secondary market research, competitor analysis, market sizing TAM, SAM, SOM analysis Show less

    • Senior Financial Analyst
      • Mar 2018 - Aug 2018

    • Canada
    • Software Development
    • 700 & Above Employee
    • Senior Financial Analyst
      • Nov 2016 - Sep 2017

      At Thomson Reuters, leader and provider of Intelligent Information. Responsibilities within the FP&A team involved – • Revenue and Pipeline Analysis by the new Enterprise model leveraging to run the business better• Review and analyze the performance management reporting of actual monthly results and variances for Sales, Revenue, Costs, Headcount, Capital Expenditure and other KPIs• Sales Review analysis for the Middle East Region• Product usage Analysis• Deeper analysis of the Revenue through the most important metrics like price changes• Sales Commit and Sales review to understand how the business will perform in the next quarter following with actions to be taken• Analysis of Cancellations from Clients, Retention %• Compare Actuals (Operating Costs, Capital spend and Headcount), on a monthly basis, with Plan and Forecast numbers. Submit revised forecast based on analysis and year-to-go outlook.• Preparation of dashboards to show complete performance on a monthly basis along with the variance analysis• Doing a white-space analysis on the products with an objective to give leads to the Sales Specialist Show less

    • Financial Analyst
      • Dec 2015 - Oct 2016

    • Business Consulting and Services
    • 700 & Above Employee
    • Analyst-Knowledge Services
      • Jun 2014 - Dec 2015

      • Develop knowledge and content strategy to provide the business intelligence required to operate and grow Deloitte’s Federal practice and to respond to changing public demands as they relate to current trends and business issues • Work closely with the US counterparts to identify business development priorities and influence overall firm strategy, besides supporting client relationship-building activities • Provide design, integration, documentation and implementation related advice on complex problems that need extensive knowledge of the subject matter for effective implementation • Analyze the metric reports published monthly to know the readability of the site • Understanding the client requirements, innovative designing and suggestions to build out the sites/pages/dashboards. • Handle special projects related to KS Awareness initiative on our Federal Sector and proactively planned promotional strategies on site • Create year-end reports for clients to showcase achievements and analyze the future work plan for the coming year. Prepare decks for leadership, to be presented in front of external clients to acquire business • Conduct extensive research on internal and external sites to improve content quality and assure sharing the content with practitioners. Show less

    • United Kingdom
    • Investment Management
    • Summer Intern
      • May 2013 - Jul 2013

      Projects - A. “Complete Analysis for Mahindra Finance Fixed Deposit with respect to Brand Awareness, Distribution Channel & Investment pattern" - To study the current position of MMF deposits in the market by taking public view as well as brokers view. B. “The Study on Portfolio Management of an Individual Investor” – To know about the Investors knowledge and experience of investing their savings in different alternatives and the factors influencing the investment behavior of individual investors. Show less

Education

  • Prestige Institute of Management and Research
    Master of Business Administration (MBA), Finance, General
    2012 - 2014
  • Devi Ahilya Vishwavidyalaya, Indore
    Bachelor of Business Administration - BBA, Accounting and Finance
    2008 - 2011

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