Monika Tripathi
@monikatripathi
Experienced FP&A leader driving budgeting, forecasting, and financial performance improvement.
What I'm looking for
I am an experienced FP&A professional with 12+ years in financial planning, budgeting, forecasting, financial modeling and business finance operations, with a strong track record of developing budgets and revenue models to support senior leadership decision-making.
I have led budgeting and forecasting processes, developed management reporting and dashboards, conducted variance and profitability analysis, and coordinated with stakeholders to control costs and improve margins across organizations in consulting and corporate environments.
Experience
Work history, roles, and key accomplishments
FP&A Manager
Pivotree Inc.
Jan 2020 - Sep 2025 (5 years 8 months)
Led FP&A for the account, developing revenue and margin projections and weekly performance dashboards that supported senior leadership decision-making and improved forecast accuracy.
Assistant Manager - FP&A
XPO Logistics
May 2019 - Nov 2019 (6 months)
Prepared annual budgets, daily segment sales reporting and monthly P&L reconciliations, and produced flash and forecast reports to support client discussions.
Assistant Manager - FP&A
HCL Technologies Ltd.
Jun 2018 - May 2019 (11 months)
Prepared multi-stage budgets and revenue models to inform senior leadership, led budgeting and forecasting processes, and reviewed deal payment terms to protect margins.
Subject Matter Expert – FP&A
Mar 2014 - Nov 2018 (4 years 8 months)
Conducted financial reporting, variance and profitability analysis for key deals, and supported CFO reporting while participating in recruitment and process improvements.
Finance Executive
ACL Mobile Ltd
Apr 2013 - Mar 2014 (11 months)
Prepared management reports and variance analysis, processed domestic and international travel reimbursements, and reconciled bank statements and payables.
Education
Degrees, certifications, and relevant coursework
Bhartiya Vidyapeeth University
Postgraduate Diploma in Management, Finance
Postgraduate Diploma in Management (Finance) completed in the 2013 batch, focusing on finance, budgeting, and financial analysis.
Shobhit University
Bachelor of Business Administration, Business Administration
Bachelor of Business Administration completed in the 2011 batch with coursework in business management and related subjects.
Bal Vidya Mandir Senior Secondary School
High School Diploma, Secondary Education
High school diploma completed in the 2007 batch at the senior secondary level.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
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