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Surbhi Lakhotia

@surbhilakhotia

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Chartered Accountant with expertise in financial planning and analysis.

India

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What I'm looking for

I am looking for a role that offers opportunities for strategic impact, collaboration, and professional growth.

I am a Chartered Accountant with over 8 years of experience in Financial Planning and Analysis. My career has been dedicated to delivering strategic financial insights that enhance operational efficiency. I have a proven track record in financial modeling, budgeting, and variance analysis, which empowers organizations to optimize performance and drive growth.

In my current role at British Telecom, I received a 'Brilliant' performance rating for my contributions to improving forecast accuracy and driving cost efficiencies. I have successfully led initiatives that realized significant EBITDA savings and reduced reporting cycle times through the development of comprehensive financial models and dashboards. My collaborative approach allows me to work effectively with cross-functional teams, ensuring compliance and supporting strategic decision-making.

Throughout my career, I have honed my skills in financial reporting, budgeting, and strategic planning, contributing to the success of organizations in various industries. I am committed to leveraging my expertise to improve financial performance and drive business success in a collaborative environment.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst

Current

British Telecom

Dec 2022 - Present (2 years 9 months)

Prepared and reviewed monthly, quarterly, and annual financial reports (P&L, BS, and Cash Flow) in line with UK GAAP and internal compliance protocols. Conducted detailed monthly variance analysis and KPI tracking, presenting insights and recommendations to FP&A Leads and business heads to drive informed decision-making.

Financial Reporting KPI Tracking Power BI Financial Modeling Budgeting Forecasting

Assistant Manager Financial Planning and Analysis/ MIS Reporting

L&T Hydrocarbon Engineering Ltd

Jan 2019 - Jan 2022 (3 years)

Led group-level annual budgeting, 5-year strategic planning, and forecasting, managing group-level annual revenue exceeding \u20b912,000 Cr. Produced Group level monthly, quarterly, and annual financial reports and performance packs, partnering with CFO and senior leaders to align financial insights with strategic goals.

Budgeting Strategic Planning Stakeholder Management

Manager - Debt Syndication

Ashika Group

May 2018 - Jan 2019 (8 months)

Evaluated borrower financials, prepared credit appraisal reports, and structured funding proposals for corporate clients. Conducted financial modeling, repayment analysis, and collateral evaluations to support loan syndication and credit decisions.

Financial Modeling Client Relationship Management

Manager - Finance & Accounts

Ambica Devcon Pvt. Ltd. (Ramayana Group)

Jan 2017 - May 2018 (1 year 4 months)

Managed end-to-end finance operations including accounting, AR/AP, inventory, and statutory compliance under Indian GAAP. Supervised treasury functions, overseeing a loan portfolio exceeding

200 Cr and supporting refinancing strategies.

Finance Operations Accounting Inventory Management Statutory Compliance Financial Reporting Internal Controls

Education

Degrees, certifications, and relevant coursework

Institute of Chartered Accountants of India

Chartered Accountant, Accounting

Completed the rigorous Chartered Accountancy program, gaining expertise in financial planning, analysis, and reporting. Developed strong skills in financial modeling, budgeting, and variance analysis to optimize organizational performance and drive growth.