On a Mission to Help 1M Finance pros Master FP&A skills | Author of All About FP&A | Building FP&A Professionals Institute

▶️ Follow me for new and interesting content on Finance and FP&A ▶️

Hi, I’m Asif, a Financial Planning and Analysis (FP&A) professional and an entrepreneur from heart.

I have 12+ years of experience in Financial Planning, Budgeting, Forecasting, Audit and Tax. I have worked with organizations like EY, Citi and Pfizer.

Professionally my interests lie in Financial Planning & Analysis (FP&A) and in my current role with Coursera, I'm responsible for Planning. Budgeting and Forecasting for India and APAC. 

In my previous FP&A roles at Citi, Pfizer and Great Learning I partnered with  finance and business leaders on various projects.

Before Citi, I worked with EY as an Audit Executive. I was responsible for planning, executing and concluding audits for listed companies.

This unique blend of experiences in FP&A and Audit, has allowed me to develop an holistic understanding of how businesses function.

Core expertise :
Financial Planning & Analysis (FP&A)
Budgeting
Financial Planning
Financial Forecasting
People Management
Management Reporting
Finance Business Partnering
Auditing
Taxation
Content Creation

To have a quick chat you can call me on +91 8097379663 or email me at asif.masani@gmail.com

Asif Masani

Day 2/30 of 🎥 30-Day Claude + Excel Challenge
Day 2 - Setting Up Claude Inside Excel

Today we move from theory to setup.
If you want to use Claude with Excel, this is the step that unlocks everything.

Here’s what we cover:
• How to create your Claude account
• Why you may need Claude Pro ($20/month) for the Excel add-in
• How to install the Claude for Excel add-in and connect it to excel.

⚠️ Important: If you’re using a company laptop, check your IT policy before installing any AI tool. I strongly suggest starting on your personal device.

Once installed, Claude appears inside Excel as a chat panel.
That’s where the magic begins.

Tomorrow, we start asking Claude real Excel questions  formulas, analysis, explanations.
If you’re part of the challenge, comment Day 2 done once you’ve installed it.

Day 3 drops tomorrow.
Follow me for the entire journey.

Also I’ve opened 100 more for the Using Claude using Excel for FP&A Course
Join here : https://lnkd.in/dMS3g_pb
If you miss the top 100, comment Claude below and I’ll get you added.
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

Helping 1M Finance pros Master FP&A skills | FP&A Jobs | Director at FP&A Professionals Institute | Author of All About FP&A, From Accounting to FP&A and Data storytelling Playbook | Udemy Instructor

When interviewers ask about annual budgeting, they’re really testing your business partnering, project management, and business acumen and not whether you know the steps. 

Share this cheat sheet with a colleague to show how FP&A drives alignment, manages chaos, and turns strategy into executable numbers.  

Comment “BUDGET” to get a free PDF of my Amazon bestselling book All About FP&A.  


Scan the QR code to watch the full video

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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔 
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Al-Futtaim

1) Preparation of month-end income statements with a key focus on actual vs budget performance and reasons for deviation and measures to ensure budget achievability.
2) Overall responsibility of the Fixed Asset module of the Company, including maintenance of Fixed Assets Register and posting relevant additions, disposals, and corrections to the Fixed Asset register. 
3) Responsible for month-end Payroll posting and payroll related provisions and accruals. 
4) Overall audit lead for the Company to co-ordinate and complete the quarterly audit exercise with the external auditors.
5) Review and release of payments of vendors to support the payables department.
6) Coordinate the submission and consolidation of business unit monthly cash flow forecasts, annual budget, and interim short term liquidity report.

Manager Financial Planning & Analysis (AL - GHAZI TRACTORS LTD)

Real Estate company

1) Support the due diligence process for assets under contract, including coordinating with external suppliers such as brokers, engineers, and contractors to support the due diligence process
2) Compile and present property and market specific reports to C-Level
3) Gathering and assessing critical information related to the sourcing and evaluation of potential acquisitions
4) Create sale and lease comparable tables
5) Run and Manager day to day finance activity

FP&A MANAGER

Vision Pharma Network VPN mediASK 

1)	Generate Lead for Export Sales
2)	Provide quotation based on Inco terms
3)	Manage the Supply chain
4)	Pricing
5)	Look after Finance and assist and guide operation team to achieve the desired result to meet quarterly objectives and maintain & follow up SOPs.

Export & Finance Manager

NABILA Private Limited

1) Lead Finance team to deliver day to day accounting
2) Prepare Financials , Bank Recon and projection to monitor and control business
3) Lead HR all functions from attendance, Punctuality, leaves, Salaries and other performance related factors
4) Lead Audit and assist in Taxation
5) Assist and advise Stock controller to maintain the inventory level
6) Assist and guide operation team to achieve the desired result to meet quarterly objectives and maintain & follow up SOPs

Finance & HR Manager

1)	Conduct Business Process Review to evaluate current processes and identifies ways to make them more effectual.
2)	Perform Gap Analysis to determine where the business is—and where it wants to be. 
3)	Identify Risk and suggest the controls.
4)	Suggest Performance Improvement by measuring the output of a particular business process, then modifying them to increase the output and efficiency.
5)	Internal Audit.

Supervisor Business Risk Consultant

ABME

Commercial & Finance Manager (FP&A)

1) Commercial Role :

 A) Set up a Start Up Business for the owner.
 B) Get the Dealer Ship for the Business.
 C) Meeting with existing & new clients and review business contracts to understand and portray
      the financials accordingly.
 D) Prepare and assigned Sales Target.
 E) Assist Sales team to achieve Goals.
 F) Review Market Conditions & Trends and Guide the staff to proper Market the products
      and services.

2) Finance Role :

A) Investment analysis &feasibilities:
a) Preparing feasibilities and analysis to assist Owner in making strategic ‘go or no-go’ decisions
    in relation to new investments and existing business. 
b) Capex
B) Planning & Budgeting:
a) Preparing business unit financial Pack including Cash Flows, Income Statement and Balance Sheet.
b) Challenging the assumptions of operations and commercial department to arrive at an ‘
     achievable yet challenging’ business unit budget.
C) Assist in Transactional Accounting:
    a) Sales and Purchase
    b) Banking

Commercial Manager (FP&A)

1) Review Credit outstanding report and take necessary actions to emphasis on collection follow up.
2) Review and adjust the KPIs of credit on month end dashboards. 
3) Approve the credit after initial cross check by team.
4) Review the SOPs of Credit and update accordingly with business new requirements.
5) Attend meeting with legal department and treasury on complicated issues.
6) Review provision reports and adjust with timely basis.
7) Review and set the target for bill collectors.
8) Financial Reporting.
9) Month end dashboards and reports for senior management presenting performance, achievement of KPIs, and future focus areas.
10) Preparation of group reporting pack for inclusion in the Group financials
11) Investment analysis &feasibilities.
12) Preparing feasibilities and analysis to assist Group Finance and Group Treasury in making strategic ‘go or no-go’ decisions in relation to new investments.
13) Key focus on business drivers and key contractual terms.
14) Ad-hoc analysis and other responsibilities.
15) Mining, gathering and sorting data for ad-hoc analyses required by senior management from time to time for decision making purposes.

Operations, Financial Analyst (FP&A) & Credit Controller

Alyousuf Motors

1) Lead all 3 S (Units Sales, Parts Sales and Service) and Run the entire Branch Independently.
2) Complete Responsibility of Branch P&L and maintaining GP
3) Meeting with existing & new clients and review business contracts to understand and portray the financials accordingly.
4) Inventory Management, Pricing & Cost Management and Compliance with overall SOPs.
5) Attend annual meeting with the ‘Principal’ (Yamaha & Suzuki) to exchange views on market and raise key commercial and operational concerns.
6) Assisting branch Sales team to understand market trends and sales approach.
7) Reporting of branch financial results to senior management.
8) Preparation and review of budget and forecasts.
9) Managing the accounts team to ensure all day to day transactions.
10) Liaising with the internal auditors for the year-end audit.

Showroom Incharge/Operational Manager

Manager FP&A at Al Futtaim (AGTL)

A Professional holding more than 20 years of International Experience in Automotive and Retail sector, worked in both Finance and Sales starting from grass root heading towards Managerial Levels, Capable of leading a team, holding Positive attitude and always eager to learn and deliver.

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