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Kalpesh Khanvilkar

@kalpeshkhanvilkar

FP&A Senior Analyst at Brookfield Asset Management who expanded Opex reporting from 7 categories to 300+ expense lines.

At Brookfield Asset Management, I expanded Opex reporting from 7 summary categories to more than 300 expense line items, giving teams more detailed cost visibility. I also prepare forecasts, annual budgets, and the five-year financial plan.

I built interactive dashboards for T&E, Opex, Headcount, and fundraising, and enhanced a centralized reporting model in Snowflake and Power BI. My work also includes a multi-driver cost allocation model for the Brookfield Investor Conference and activity-based Opex allocation using Salesforce data.

At SS&CGlobeOp, I led budgeting and forecasting across business units, reviewed revenue close for businesses generating $250M+ in annual revenue, and developed client profitability reports and cost allocation models. I also created Workday custom reports and supported the migration from SUN Infor to Workday.

Earlier, at TheAccountantsHubLLP, I handled accounts, tax matters, audits, and compliance work. During my Industrial Training at Hindustan Unilever Limited, I prepared financial statements and quarterly results and contributed to annual reporting and segmental disclosures.

Experience

Work history, roles, and key accomplishments

Current

Senior Analyst, Financial Planning & Analysis

Current

Brookfield Asset Management

Jan 2026 - Present (9 months)

Transformed Opex reporting by expanding cost visibility from 7 summary categories to 300+ expense line items. Prepared quarterly forecasts, annual budgets, and five-year financial plans, and developed AI-enabled solutions for financial analysis and reporting.

FP&A Budgeting Forecasting Variance Analysis Cost Allocation Power BI Snowflake Salesforce Power Query Power Automate ChatGpt Claude Concur Workday Financial Reporting Data Integration AI Solutions

Manager, Financial Planning & Analysis

SS&C GlobeOp

Apr 2021 - Jan 2026 (4 years 9 months)

Reviewed revenue across multiple business units and managed month-end revenue close for business units generating $250M+ in annual revenue. Led annual budgets, bi-monthly revenue forecasts, and quarterly expense reforecasts, and developed cost allocation models and dashboards.

FP&A Budgeting Forecasting Variance Analysis Cost Allocation Client Profitability Workday SUN Infor Power BI UAT Financial Reporting KPI Dashboards

Accounts and Tax Consultant

The Accountants Hub LLP

Jun 2018 - Mar 2021 (2 years 9 months)

Handled account finalization, direct and indirect taxation, statutory and tax audits, and compliance services including ROC filings and company formations.

Financial Statements Income tax GST Statutory Audits Tax Audits ROC Filings Compliance IRDAI MISP Solvency Certificates

Industrial Trainee

Hindustan Unilever Limited

Feb 2016 - Feb 2017 (1 year)

Prepared financial statements in compliance with Schedule III of the Companies Act, 2013, and played a key role in preparing the Annual Director's Report and quarterly financial results.

Financial Statements Schedule III Companies Act Accounting Standards Segment Reporting Audit Coordination

Intern

N. R. Agrawal & Co

Aug 2014 - Feb 2016 (1 year 6 months)

Performed statutory audits of public and private limited companies, banks, and general insurance companies, and conducted tax audits and concurrent audits of loan sanctions.

Statutory Audits Tax Audits Concurrent Audit Income tax TDS Service Tax