Anurag Agarwal Email & Phone Number

Mumbai, Maharashtra, India

Mumbai

Acquired by Glance in July 2021

Mumbai Area, India

About the company: Fintonic provides wealth advisory services to the clients by investing in Portfolio Management Services (PMS). Responsibilities: Responsible for overall management of the company; building research team; business partnering; client relationships management; coordination with fund manager; financial controllingOther Significant project undertaken:Prepared financial model and evaluated business opportunity of NBFC in Two-wheeler financing.

Mumbai Area, India

Responsibilities:Analysis and preparation of management reports for Managing Director and share with APAC Corporate; preparation of 5 year Strategic Plan and Annual Operating Plan; review of monthly results and provide variance analysis; review of balance sheet; monthly forecasting; partner with different business functions; ensure compliance to statutory audit and internal global policies; provide continuous guidance to shared services center (SSC) based in Kuala Lumpur (KL); responsible for payroll activities.- Led project on “Enhancement of business model” projecting business growth and effective tax planning - Prepared Investment Plan that helped to get USD 3mn investment by APAC corporate- Analyzed regional performance metrics that helped in achieving AOP targets for FY 2015-16- Driving Improvements: Implemented process around back end rebate policy for channel partners- Productivity: Negotiated with various vendors; savings of approx. INR 4mn annually- Represented India in workshop conducted for APAC region in KL to bring efficiency in key processesAwarded Sales Support champion of the year 2015-16 by Managing Director

Mumbai

Responsibilities:Fortnightly tracking & analysis of plant KPIs (volumes, costing, utilities, productivity, variances analysis, etc); monthly results compilation; analysis and review of balance sheet; preparation of plant AOP; ensure compliance to statutory and internal audits; and ensure compliance to tax laws in consultation with legal cell. - Closure of books of accounts by adequate provisioning of all overheads (fixed and variable manufacturing)- Led independently and successfully closed statutory audit, tax audit, internal audit, sox audit and excise audit with zero major non compliance- Identified opportunity in Creditors and Inventory provision A/c and written back certain liabilities- Negotiated with scrap vendor – achieved overall 14% growth in scrap rates compared to previous three years; generated additional scrap revenue for the company

Gurgaon, India

Responsibilities:Assist in preparation of 5 year Strategic Plan and Annual Operating Plan; support in budgeting exercises for India Beverages business; prepare monthly volume report and forecast; and prepare monthly financial performance reports with variance analysis.- Prepared marginal contribution(MC) pack-wise and highlighted key packs with negative or low MC- Prepared quarterly/rolling forecast and submitted the forecast in HFM (Financial tool)- Carried out detailed analysis to help the finance leadership team take important decisions such as new product launch, product pricing, competitive response, etc- Analyzed market share report and highlighted key packs/market units with significant share gain/loss

Responsibilities:Execution of all phases of audit process; deliverables included substantive testing, financial analysis, existence and effectiveness of internal controls and presentation of audit findings to management.- Carried out various assignments including Statutory Audits, Tax Audits, and Limited Reviews - Areas covered: Treasury Cycle, Payroll Cycle, Fixed Assets Cycle, Revenue and Expenditure Cycle, Inter-corporate Loans and Advances, Adequacy of Provisions, Contingent Liabilities, Inventory etc.Major clients: Tata Steel Limited, Tata Power Company Limited, Industrial Energy Limited, JMT Auto Limited, Tayo Rolls Limited, H.V. Transmission Limited (Subsidiary of Tata Motors Limited)

Mumbai

Analyze the promoter group structure, review of economic and commercial risks impacting the business, including detailed analysis of the financial statements- Recommended the first level credit rating of small and medium enterprises

Chartered Accountant

Bachelor Of Commerce (B.Com.), Commerce

Cfa Level 1