Pratiksha Bajoria
@pratikshabajoria
Financial planning & analysis professional driving budgeting, forecasting, and cost optimisation.
IndiaWhat I'm looking for
I am a finance professional with 5+ years' experience in Financial Planning & Analysis across SaaS and insurance domains, holding an MBA (Finance) from IIM Ranchi. I have led budgeting, forecasting, P&L ownership, unit cost allocation and HR costing, and delivered board-level reporting.
At New Relic India, Shriram Life and ICICI Prudential I handled gross margin analysis, annual operating plans, channel sales reporting and vendor cost management, and I built automated QlikSense/QlikView dashboards and financial models to streamline reporting and aid decision-making.
I focus on cost optimisation, process automation and actionable KPI reporting to improve business performance, and I bring strong technical capability in Excel, Anaplan, Power BI and BI tools to translate data into strategy.
Experience
Work history, roles, and key accomplishments
NIHandled COGS and gross margin analysis, performed unit cost allocation and variance analysis, and led HR costing and board-pack reporting for India; supported costing for data center expansion and new product launches.
Assistant General Manager
Shriram Life Insurance
Mar 2024 - Jul 2024 (4 months)
Led annual operating plan activities and cost rationalization projects, developed automated QlikSense dashboards for expense allocation and new-business KPIs, reducing manual reporting time and improving accuracy.
IISenior Manager - Planning & Business Analysis
ICICI Prudential Life Insurance
Sep 2020 - Feb 2024 (3 years 5 months)
Managed financial statement analysis, P&L preparation, quarterly and annual sales forecasting, manpower planning and channel performance reporting; built financial models and QlikView dashboards to inform top-management decisions.
Business Development Intern
Fleapo Corporation
Apr 2019 - May 2019 (1 month)
Conducted competitor analysis for an influencer-marketing startup, reached out to 50+ brands and secured campaign proposals with a ~20% conversion rate, and recommended product and campaign improvements.
Accounts Executive
Bhalotia International
Sep 2017 - Nov 2017 (2 months)
Automated manual accounting processes using VBA, prepared cost sheets, income and balance statements, inventory and budget plans, improving efficiency and accuracy.
HBMortgage Analyst Intern
HSBC Bank
Jun 2017 - Jul 2017 (1 month)
Led input-quality improvement for mortgage processing, analyzed error types across front offices and reduced loan draw-down steps from fifteen to eight, improving process efficiency.
Education
Degrees, certifications, and relevant coursework
IRIndian Institute of Management Ranchi
Master in Business Administration, Finance
2018 - 2020
Completed a Master in Business Administration with a finance specialization focused on financial planning, analysis, and strategic finance.
J.D. Birla Institute, Jadavpur University
Bachelor of Commerce (Honours), Accounting & Finance
2015 - 2018
Completed a Bachelor of Commerce (Honours) in Accounting & Finance with coursework in accounting, finance, and financial reporting.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
Skills
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