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Vik Bala vik.bala@hotmail.com / 203-451-2987
Summary and Education
Analytical professional with over 15 years of financial and management experience.
Education: BS Financial Management. (Southwest Missouri State U)
Key Areas of Skills Relevant to your requirements
• Monthly and year-end financial reporting
• Developing Pricing Models
• Financial budgeting, forecasting and
variance analysis
System and Software Knowledge
ERP - Oracle, Syteline, Navision, SAP
Business Intelligence - Hyperion, INFOR,
MS Applications: Excel, PP, Project, Word
Database Reports - Business Objects, Crystal
Cloud based Application - Google Documents,
Sisense, Tableau (BI application), QVIEW
Document Management Systems,
Leasing – Supertrump, LeasePak, LeaseInfo
Work Experience
Terex Financial Services – FP&A Manager - Oct 2014 - Current CT. USA
• FP&A Manger of the captive arm of Terex Corporation, a USD7B NYSE listed company.
• Responsible for running the budgeting and forecast process with an emphasis on
understanding the key drivers and trends.
• Prepare monthly variance analysis to budget & rolling forecast to estimate FY profitability.
• Prepare PL, Balance Sheet, and Cash-Flow Projections for all 5 entities – USA, EUROPE, TRUST,
ABS and China using Hyperion as the consolidation tool.
• Prepare price/volume analyses, product analyses and churn % by region for segment reporting,
• Developed initial securitization model to ascertain portfolio eligibility of asset under management
of approximately USD1B. Currently asset in conduit is approx. in mid $500M
• Coordinating with sales leaders on sales projection highlighting risk in economic & FX implication.
• Prepare and present financial projection to CEO and CFO for BOD presentation.
• Prepared weekly, monthly and Quarterly statements of all financial metrics for CEO - TFS,
Director of Accounting- TFS and CFO of Terex Corporation with corresponding explanation of
variances.
• Manage the weekly sales calls of 5 sales regions – USA, Canada, Europe, and Middle East & Asia.
• Responsible for the communication of policies, procedures, of FPA’s efforts.
• Standardizes rules and practices across FPA concerning information collection, presentation and
information storage.
• Develop new workflow process to improve data capture of financial data from 3 systems –
Leasing Accounting Package, CRM and Super-Trump (Pricing System) into ORACLE.

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Vik Bala vik.bala@hotmail.com / 203-451-2987
• Prepare bench mark metrics for weekly finance discussion with business segments leaders such
as sales penetration, margin requirements, customer concentration, regional exposure and etc.
• Work closely with the 5 segments of TEREX Corporation in developing a back log strategies to
carve out opportunities for TFS Sales representatives.
• Research any opportunities to improve data flow between stake holders.
• Developing Pricing Model to “Go to Market” for leasing, loans and capital financing for North
America and Referral Fee Model in Europe and Middle East.
Winchester (Rev $133M) – SR Financial/System Analyst - Jan 2012 – Sept 2014 CT, USA
• Designed and implemented an integral BI tool to incorporate new acquisition’s ( 7 )
unstructured commercial data into a dash board publication using cloud technology Google Doc
(reporting ) and Drop-box technology ( data storage )
• Stream line reporting of monthly PL and commercial data, from new acquisition into corporate
reporting system by utilizing excels retrieve (INFOR) and chart of accounting mapping.
• Provided analytical decision support, financial modeling and cost-benefit analysis to validate
propose cost saving strategies to 4 manufacturing business units in Mexico and USA.
• Implemented a cloud based fixed asset application called BNA Fixed Asset to track FA
movements of assets totaling USD7M during acquisition phase.
• Finance leader for the USD3.5M ERP implementation for company- wide implementation.
• Leader of the Annual budgeting process across 11 businesses of approximately USD400MM in
revenue.
Ricoh Corporation - SR Financial/System Analyst Aug 2009 – Dec 2011 CT, USA
• Responsible for overseeing the strategic and tactical financial plans, monthly forecast and
performance analysis for business in 5 areas with combined market revenue of USD356M.
• Improved financial and performance reporting using Hyperion financial tools.
• Ad hoc reports, for the Regional President and Vice President of Commercial sales.
• Hired to lead a new program to identify and secure new revenue stream in the BPO and KPO
infrastructure, in the financial services, manufacturing, health care claims and HR processes.
• Responsible for architecting, deploying and managing project under Software as a Service (SaaS)
document management solution.
• Developed a document management system to track clinical trials of new drugs at an
International Pharmaceutical company.
GE Corporation – Aug 2003 - April 2009
Interim FP&A Manager GE Asset Management: May 2008 – April 2009 London, UK
• Interim FP&A Manager in UK, London with a revenue base of USD25M incorporating 3 sites - UK,
Paris and Germany.
• Ensure compliance with all UK statutory reporting requirements.
• Prepare monthly metrics from PL and BS.
• Help lead Sarbanes Oxley initiative mainly for the European offices, train business on process and
report into Controller.

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Vik Bala vik.bala@hotmail.com / 203-451-2987
Simplification Leader Finance GE Asset Management: Apr 2007 – Apr 2009 CT, USA
• Designed and implemented and integrated invoice approving system with a ROI of 320% from
avoidance of late penalty charges at GE Asset Management. Phase 2 implemented the fixed asset
module to track assets and liabilities. In excess of $110M.
• Developed a reporting system for GE Asset Management in USA and UK to generate cash flow
projection for the USD142M payable side of the business. Saved interest of 2% on USD260M of
expenses.
• Identified duplicate payment of facilities rent of USD500K in year 1 with GE Asset Management
using the new invoicing approval system. Reduced utility overbill by landlord of building by
establishing a monitoring system to capture utility usage
• Managed the LeaseInfo Application for the structured finance team.
SR Financial Analyst GE Asset Management: Mar 2006 – Mar 2007 CT, USA
• Full responsibility for the planning, budgeting, development, and operations management of
the IT Infrastructure budget of USD92M
• Areas of specialization is in the reduction of accounts, transferring processes to GENPACT/GBS
(outsourcing), IT system implementation for automation and integration into Oracle, Acct
payables, Fixed Asset and etc.
• Identified the need for a consolidated corporate document management solution and spearheaded
a committee to evaluate and assess corporate document management needs. Lead vendor
selection process and ROI analysis, which is expected to lead to over $245K in corporate savings
starting in 2007
• Develop a P/L, balance sheet and cash flow structure that encompasses the newly installed
Oracle Enterprise solution to enhance the cash requirements projections
Finance Manager GE Engine Services: Aug 2003 – Mar 2006 Malaysia, ASIA
• GE MRO service center in ASIA providing Overhaul, On-Wing Support, Asset Management of
engine, MCPH solutions for all GE and CFM engines in ASIA.
• Responsible for the monthly closing procedure with adherence to GAAP and SOX requirements
• Directed the forecasting and budgeting process – USD250MM in revenue.
• Full responsibility for the strategic planning, development, and operation management of the 5
divisions – Finance, HR, Shop floor operations, Component repair and Inventory
• Promoted within 10 months after hire as a FP&A Leader to become Finance Manager at GE
Engine Services, reporting directly to the Managing Director of the Operation and CFO of Global
Engine Services Operations in Ohio, USA
• Developed P/L’s, product margin and cost models, and other decision support tools for all
financing packages to highlight opportunity and facilitate deal sourcing.

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Vik Bala vik.bala@hotmail.com / 203-451-2987
• Manage the MCPH solution which is a long term solution for maintenance, material and asset
management. Provide cost information to GE Aviation in USA.