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Results-driven finance leader with 15+ years of experience across private equity-backed portfolio companies, global banking, retail, and consulting. Currently building and leading enterprise FP&A capabilities including budgeting, forecasting, long-range planning, and board/investor reporting while driving EBITDA improvement through driver-based models and value-creation tracking. Hands-on FP&A leadership offered via freelance/fractional/part-time engagements for interim Head of FP&A, reporting pack build-out, budgeting & forecasting design, M&A due diligence support, and finance transformation. Experienced partnering with CFOs, CEOs, PE sponsors, and boards on capital allocation, P&L ownership, and strategic decision-making.…Results-driven finance leader with 15+ years of experience across private equity-backed portfolio companies, global banking, retail, and consulting. Currently building and leading enterprise FP&A capabilities including budgeting, forecasting, long-range planning, and board/investor reporting while driving EBITDA improvement through driver-based models and value-creation tracking. Hands-on FP&A leadership offered via freelance/fractional/part-time engagements for interim Head of FP&A, reporting pack build-out, budgeting & forecasting design, M&A due diligence support, and finance transformation. Experienced partnering with CFOs, CEOs, PE sponsors, and boards on capital allocation, P&L ownership, and strategic decision-making.

Bappa Das

Data Visualizer, Data Analyst, Project Manager

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Results-driven finance leader with 15+ years of experience across private equity-backed portfolio companies, global banking, retail, and consulting. Currently building and leading enterprise FP&A capabilities including budgeting, forecasting, long-range planning, and board/investor reporting while driving EBITDA improvement through driver-based models and value-creation tracking. Hands-on FP&A leadership offered via freelance/fractional/part-time engagements for interim Head of FP&A, reporting pack build-out, budgeting & forecasting design, M&A due diligence support, and finance transformation. Experienced partnering with CFOs, CEOs, PE sponsors, and boards on capital allocation, P&L ownership, and strategic decision-making.…Results-driven finance leader with 15+ years of experience across private equity-backed portfolio companies, global banking, retail, and consulting. Currently building and leading enterprise FP&A capabilities including budgeting, forecasting, long-range planning, and board/investor reporting while driving EBITDA improvement through driver-based models and value-creation tracking. Hands-on FP&A leadership offered via freelance/fractional/part-time engagements for interim Head of FP&A, reporting pack build-out, budgeting & forecasting design, M&A due diligence support, and finance transformation. Experienced partnering with CFOs, CEOs, PE sponsors, and boards on capital allocation, P&L ownership, and strategic decision-making.

Available to hire

Results-driven finance leader with 15+ years of experience across private equity-backed portfolio companies, global banking, retail, and consulting. Currently building and leading enterprise FP&A capabilities including budgeting, forecasting, long-range planning, and board/investor reporting while driving EBITDA improvement through driver-based models and value-creation tracking.

Hands-on FP&A leadership offered via freelance/fractional/part-time engagements for interim Head of FP&A, reporting pack build-out, budgeting & forecasting design, M&A due diligence support, and finance transformation. Experienced partnering with CFOs, CEOs, PE sponsors, and boards on capital allocation, P&L ownership, and strategic decision-making.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Intermediate

Work Experience

Senior Manager: Head of FP&A | Business Partnering | P&L Ownership at Portfolio Company — Subsidiary of Private Equity Firm (KKR)

July 1, 2024 - Present

Built and led FP&A function from the ground up for a PE-backed carve-out within first 90 days, establishing budgeting, forecasting, and board reporting. Owned annual budget, quarterly reforecasts, and 3-year strategic plan presented to Board and PE operations, driving growth and margin alignment. Developed driver-based EBITDA bridge and monthly value-creation scorecard tied to PE 100-day plan, improving EBITDA margin. Led Board/investor reporting packs with variance commentary, cash flow bridges, and covenant compliance tracking across six consecutive quarters with zero reporting exceptions. Implemented Anaplan to replace legacy Excel models, reducing close-to-forecast cycle from 12 days to 5. Led due diligence and financial modeling for bolt-on acquisitions including synergy and integration cost models. Managed and mentored a team of 5 FP&A professionals, reducing attrition to zero over 18 months.

Assistant Vice President: Head of FP&A | Transformation | Business Partnering at Standard Chartered Bank

November 1, 2022 - July 1, 2024

Led FP&A for a key regional business unit, owning end-to-end budgeting, forecasting, and MI reporting for a multi-billion revenue portfolio across markets. Redesigned quarterly forecasting to driver-based methodology, improving forecast accuracy from 82% to 95% and reducing budget-to-actual variance escalations. Delivered monthly performance reviews to Regional CFO and Executive Committee covering cost, income, and RoRWA. Directed bank-wide cost-efficiency program delivering $18M annualized savings via zero-based budgeting and org design reviews. Embedded regulatory capital and liquidity considerations in business planning aligned to Basel III and risk appetite. Migrated planning and reporting onto SAP BPC and Power BI, automating 60%+ of manual reporting. Managed teams across onshore/offshore with standardized controls that passed internal audit with zero findings. Served as business partner for strategic initiatives including new market entry and product profitability analysis.

Regional Manager: Financial Planning & Analysis | P&L Ownership at Fossil Group

December 1, 2020 - November 1, 2022

Owned global FP&A for a multi-brand retail and wholesale portfolio, managing annual budget and monthly forecast across e-commerce, wholesale, and store channels. Rebuilt demand and margin forecasting model, improving gross margin forecast accuracy by 11 percentage points to enable tighter inventory and markdown planning. Partnered with CFO and global category leaders to deliver monthly business reviews identifying underperforming SKUs/channels and driving corrective actions improving EBIT by $6M annually. Built best/base/worst case scenario models for COVID-19 volatility to guide liquidity management and cost containment. Implemented store-level profitability analysis supporting decision to close 45 underperforming retail locations, improving retail segment profitability. Standardized global reporting templates across 12 international markets, reducing consolidation time by 40%. Managed and developed team of 6 FP&A analysts and supported capital allocation decisions for marketing and d

Associate: FP&A | Business Partnering | Transformation at JP Morgan

March 1, 2019 - December 1, 2020

Managed FP&A responsibilities for a major line of business, delivering monthly/quarterly/annual planning cycles aligned to global corporate finance timelines. Built consolidated MI packs synthesizing revenue, expense, and headcount trends into executive-ready presentations for monthly business reviews. Led expense management and headcount planning for a 1,500+ employee function, identifying $12M in efficiency opportunities through zero-based reviews. Investigated budget-to-actual variances with business heads and controllers to ensure accurate and timely explanations for Group Finance. Contributed to annual strategic planning by building bottom-up revenue and cost models feeding a firm-wide 3-year plan. Automated recurring reporting using Tableau and Alteryx, reducing manual effort by ~25 hours per month. Supported regulatory and stress-testing inputs aligned with CCAR/internal capital adequacy. Mentored a team of 4 analysts including onboarding and training on planning systems and rep

Assistant Manager: FP&A | Business Partnering at Accenture

June 1, 2016 - March 1, 2019

Delivered FP&A transformation and finance advisory engagements for Fortune 500 clients across banking, retail, and technology, leading workstreams up to 8 consultants. Designed and implemented driver-based budgeting and rolling forecast frameworks for clients moving off legacy static Excel processes. Led client-facing engagements to redesign management reporting suites, reducing reporting cycle times by an average of 30%. Managed end-to-end implementation of planning tools (Hyperion, Adaptive Insights) including requirements, configuration, testing, and go-live support. Built financial models and business cases supporting cost transformation programs identifying $5M–$20M annual savings opportunities. Served as day-to-day engagement lead for CFOs/Finance Directors, managing scope, timelines, and delivery quality across concurrent engagements. Trained and mentored junior consultants/analysts on FP&A process design, modeling, and client management.

Senior Analyst: FP&A at Sutherland Global Services

August 1, 2013 - June 1, 2016

Owned monthly budgeting, forecasting, and variance analysis for multiple BPO accounts, supporting operational leaders with actionable insights. Built and maintained cost-per-transaction and labor productivity models to evaluate account-level profitability and inform pricing decisions for new client proposals. Prepared monthly management reporting packs and business reviews for senior leadership highlighting drivers of revenue, margin, and headcount cost variances. Led annual budgeting for a portfolio of client accounts coordinating inputs from Operations, HR, and Sales. Identified and implemented month-end close/reporting efficiencies reducing turnaround from 10 days to 6 days. Partnered with Operations Managers to track SLA-linked financial penalties/incentives for contract profitability reporting. Supported ad hoc financial analysis for new business pursuits including pricing and profitability projections. Trained and supervised 2 junior analysts and established standardized template