Avi Agarwal Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

• Managed 6-month project to migrate 400+ customers to a new banking platform, communicating directly with customer management to ensure operational continuity and risk mitigation for internal accounts receivables.• Confirmed accounts receivable across 125,000 customers in NetSuite daily, correctly matched to outstanding invoices, and issued credit memos, achieving 100% financial accuracy on AR portion of balance sheet.• Resolved payment discrepancy tickets in CRM software, reducing… Show more • Managed 6-month project to migrate 400+ customers to a new banking platform, communicating directly with customer management to ensure operational continuity and risk mitigation for internal accounts receivables.• Confirmed accounts receivable across 125,000 customers in NetSuite daily, correctly matched to outstanding invoices, and issued credit memos, achieving 100% financial accuracy on AR portion of balance sheet.• Resolved payment discrepancy tickets in CRM software, reducing outstanding issues for finance, compliance, and sales teams by 30%. Show less

Brentwood, Tennessee, United States

• Automated weekly financial data analysis using Alteryx programs, streamlining weekly revenue and labor cost data across clients’ 465+ nationwide stores.• Evaluated performance metrics for client’s national automotive service shops, focusing on profitability per vehicle serviced. • Collaborated with lead consultants to develop financial projections and visual data models based on individual stores' performance, providing firm-wide strategic recommendations for client C-suite… Show more • Automated weekly financial data analysis using Alteryx programs, streamlining weekly revenue and labor cost data across clients’ 465+ nationwide stores.• Evaluated performance metrics for client’s national automotive service shops, focusing on profitability per vehicle serviced. • Collaborated with lead consultants to develop financial projections and visual data models based on individual stores' performance, providing firm-wide strategic recommendations for client C-suite executives. Show less

Boston, Massachusetts, United States

• Monitored confirmation platforms and Bloomberg Terminal for 1,200+ FX and FI trades to match financials with sell-side counterparties, supporting AUM over $1 trillion and ensuring timely resolution on trades with 100% compliance.• Investigated and resolved trade discrepancies, achieving a 98% resolution rate within settlement deadlines, mitigating risk for 40+ funds and maintaining good standing with sell-side counterparties.• Provided pre-roadshow analysis on 450+ municipal bonds… Show more • Monitored confirmation platforms and Bloomberg Terminal for 1,200+ FX and FI trades to match financials with sell-side counterparties, supporting AUM over $1 trillion and ensuring timely resolution on trades with 100% compliance.• Investigated and resolved trade discrepancies, achieving a 98% resolution rate within settlement deadlines, mitigating risk for 40+ funds and maintaining good standing with sell-side counterparties.• Provided pre-roadshow analysis on 450+ municipal bonds, mortgage-backed securities, and asset-backed securities, delivering insight for portfolio management to support investment strategy and portfolio allocation decisions.• Produced and analyzed 3 daily reports to monitor counterparty exposure, verify repo trades, and ensure best trading practices Show less

Brentwood, Tn

• Maintained bookkeeping records and prepared financial statements for 15+ clients, including general ledger entries, cash flows, and bank reconciliations, ensuring compliance with IRS regulations.• Created payroll reports weekly for 5 clients and filed federal tax returns, including various states' withholding and state unemployment reports, providing insight into tax strategies across 6 industries.

Brentwood, Tennessee, United States

Created, mixed, and tossed custom and pre-designated salads and warm bowls. Part of the morning crew, with duties including: preparing food items, sanitizing the dining area, and creating dressings. Operated POS systems to cash out customers.

Brentwood, Tennessee, United States

Revamped Aviar's website and managed it regularly with the goal of being more inviting and concise for our users. Created multiple social media accounts across various platforms to maximize online presence.

Brentwood, Tennessee, United States

Managed guest inquiries and complaints. Solely responsible for all diners' first impression of our establishment. Responsible for assigning roles and responsibilities for others on the host team. Coordinated with waiting staff to create floor plans and assign reservations.

Nolensville, Tennessee, United States

Taught WTF style Tae-Kwon-Do classes to children of all ages. Engaged in self-defense seminars involving deadly weapon training and general safety. Judged and facilitated belt-advancement testings as well as competitive tournaments.

Bachelor Of Science In Business Administration And Psychology, Finance, Senior

Activities and Societies: NEU Blockchain, Beta Alpha Psi, Studio Art

Global Consulting

High School Diploma

Activities and Societies: Center Snare and Section Leader for Ravenwood's drumline during both fall marching band and winter drumline..