Rojeeth Shetty
Finance Manager | FP&A | Budgeting & Forecasting
Finance Manager with senior FP&A expertise delivering dynamic financial dashboards and capital allocation models that reduced portfolio drawdowns by 8–10% and improved risk-adjusted returns.
Skills
At a Glance
8–10%
Portfolio drawdown reduction
8+
Years in FP&A and finance
20–25%
Audit process improvement gains
Work Experience
Finance Manager
Sugandh Commodities DMCC · May 2020 – Present
Leads financial planning and performance management for a commodities trading firm. Developed dynamic dashboards tracking P&L and capital utilization, reducing portfolio drawdowns by 8–10% through disciplined risk management. Built capital allocation models optimizing fund distribution and created a real-time Risk Exposure Dashboard in Power BI that became critical during market volatility.
Financial Analyst
Sitel Group · Nov 2018 – Apr 2020
Supported regional FP&A teams across global regions on budgeting, forecasting, and variance analysis. Leveraged Oracle Essbase for financial data management and multi-dimensional scenario modeling, and automated reporting workflows using Excel Macros to reduce manual processing time significantly.
Finance Associate
eClinicalWorks India Pvt Ltd · Jul 2016 – Oct 2018
Prepared monthly financial statements and conducted internal audits across multiple revenue streams. Streamlined audit processes for special projects, improving team productivity by 20% and reducing processing turnaround time by 25%. Recognized as Employee of the Year for exceptional performance on high-impact finance initiatives.
Key Projects
Dynamic Risk Exposure Dashboard
Designed and deployed a real-time actual vs. forecast risk dashboard in Power BI that became a critical management tool during periods of extreme market volatility, enabling swift and informed strategic responses.
Capital Allocation Model
Created client-wise capital allocation models to optimize fund distribution across strategies, directly improving risk-adjusted returns and overall capital efficiency for the organization.
Competitor Benchmarking Framework
Built models comparing monthly returns, volatility, Sharpe ratio, and maximum drawdown of competitor funds against internal portfolios, enabling faster strategic adjustments based on market positioning.
Highlights
- Employee of the Year at eClinicalWorks India Pvt Ltd for exceptional performance and leadership on high-impact pilot finance projects
- Advanced expertise in Excel VBA/Macros, Power BI, Oracle Essbase, and AI tools integration for financial automation and analysis
- Strong team leadership with proven ability to mentor finance teams in data-driven decision-making and continuous professional development