Role: Manager, Strategy Finance

Department: Strategy & Business Development

Duration: Sep. 2023 – Jul. 2024

As Manager of Strategy at J.K. Udyog, I drove strategic growth initiatives across CRM implementation, data-driven sales optimization, and multi-year financial planning. Responsible for managing 500+ client relationships and leveraging analytics to refine go-to-market strategies, I focused on enhancing customer retention, improving revenue growth, and optimizing budgeting and forecasting to reduce operational costs.


  • Designed and implemented a CRM system to manage 500+ client relationships, enhancing customer retention and optimizing sales pipeline efficiency to drive operational scalability.
  • Leveraged data analytics to track reordering patterns, refining go-to-market strategies to enhance market penetration and revenue growth.
  • Executed multi-year financial analysis, integrating historical trends and market insights to enhance forecasting accuracy, while optimizing budgeting and forecasting strategies to reduce operational costs.
  • Conducted strategic market research to identify growth opportunities and competitive positioning advantages.
  • Collaborated with cross-functional teams to align business development initiatives with organizational goals and financial targets.
  • Developed and presented strategic recommendations to senior leadership, influencing key business decisions on pricing, expansion, and resource allocation.


1. Designed and implemented a CRM system managing 500+ client relationships, enhancing customer retention by 20% and optimizing sales pipeline efficiency.

2. Leveraged data analytics to track reordering patterns, driving a 15% increase in repeat purchases and refining go-to-market strategies.

3. Enhanced forecasting accuracy by 25% through multi-year financial analysis integrating historical trends and market insights.

4. Optimized budgeting and forecasting strategies, reducing operational costs by 10%.