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Ritika Aggarwal

@ritikaaggarwal1

FP&A Senior Analyst specializing in budgeting, forecasting, and investor reporting with automation and data-driven insights.

India

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What I'm looking for

I’m looking for an FP&A role where I can own budgeting and forecasting, build investor-ready reporting and dashboards, and drive automation to improve accuracy and efficiency—while partnering closely with leadership and stakeholders to support strategic decisions.

I’m an FP&A professional with 5+ years of experience delivering financial planning and analysis across global portfolio companies. I drive budgeting, forecasting, variance analysis, and financial modeling, and I turn complex performance data into clear, investor-ready reporting for senior leadership.

In my current role, I support P&L analysis, CapEx/OpEx tracking, rolling forecasts, and scenario planning across APAC, EMEA, and US regions—while also improving reporting efficiency through automation. I’ve built investor reporting packs and MIS dashboards, automated cash flow/return calculations for 99.9% accuracy, and reduced manual effort by 450+ man-hours annually, all while collaborating across stakeholders and mentoring analysts to raise quality and productivity.

Experience

Work history, roles, and key accomplishments

Current

Senior Analyst - FP&A

Current

Wipro-Blackstone

Jun 2024 - Present (1 year 11 months)

Delivered financial performance analysis across 200+ portfolio companies, managing P&L, CapEx/OpEx tracking, and rolling forecasts across APAC, EMEA, and US to support planning and cost optimization decisions. Automated cash flow and return models to 99.9% accuracy (15 hours saved per month) and built Sigma scenario models reducing 450+ man-hours annually while improving investor reporting outcome

Financial Planning & Analysis (FP&A)Financial Modeling Forecasting P&L management Investor Reporting Power BI Advanced Excel VBA

Senior Analyst - KPI Dashboards

Capgemini

May 2023 - Jun 2023 (1 month)

Designed KPI dashboards tracking 8+ SaaS metrics (MRR, ARR, CAC, LTV, churn, ARPU) to enable business performance insights.

KPIs SaaS Metrics MRR ARR CAC LTV Power BI SQL Data Visualization

Assistant Officer - MIS

Tata Power

Jun 2019 - Jun 2022 (3 years)

Performed MIS reporting and revenue/collections variance analysis versus forecasts, identifying key drivers across 5 customer segments supporting business planning for 2M+ customers. Built KPI dashboards to achieve 99% billing efficiency (Employee of the Year) and automated DWM reports with VBA, improving payment accuracy and reducing defaults by 25%.

Revenue Analysis KPI Tracking Dashboarding Advanced Excel VBA Financial Statement Analysis Revenue Optimization

Education

Degrees, certifications, and relevant coursework

Lal Bahadur Shastri Institute of Management

MBA/PGDM, Finance & Analytics

2022 - 2024

Grade: CGPA: 9.45

Activities and societies: Double Gold Medalist; Best Final Research Project on ESG insights (machine learning approach to sustainability). Publication in Indian Journal of Finance: “Linking ESG to Firm Performance and Risk”.

Completed MBA/PGDM in Finance & Analytics from Lal Bahadur Shastri Institute of Management (2022–2024) with CGPA 9.45. Earned double gold medal recognition for academic excellence and a best final research project focused on ESG insights using machine learning.