Amit Aggarwal Email & Phone Number

San Ramon, Ca, Us

San Francisco Bay Area

• Assisting clients achieve their financial goals via budgeting, forecasting, short/long term planning and reporting. Industries include technology, e-commerce, healthcare, distribution services and energy. Examples of clients include Unity Technologies, Ingenio and Superstore Industries• Currently leading a full range of FP&A functions for a major healthcare organization in the San Francisco Bay Area. Executing all month-end close activities, management reporting, annual budgeting, rolling forecasts and margin improvement plans, while recommending process improvements and content enrichment

San Francisco, California, United States

• As Director of FP&A for a fast-growing mid-sized ecommerce company, led the full range of FP&A activities• Made several recommendations to improve and streamline processes to enable FP&A to scale along with the growth of the company, all of which were adopted• Coordinated with multiple business units to develop the annual budget while conducting scenario planning• Monitored the cash position of the company while developing a rolling 13-week forecast and reviewing lender covenants to ensure compliance• Advised the C-suite of officers regarding key performance issues and made appropriate recommendations• Reported on several SaaS and operational key performance metrics• Executed all FP&A month-end closing activities• Extensively used budgeting and planning tools such as Adaptive Planning

San Francisco Bay Area

• Developed a muti-year forecast on a quarterly basis for a SaaS videogame software development company to project quarterly profitability profile for communication to Investors. Additionally, coordinated with various stakeholders to build a budget for the upcoming fiscal year• For a large healthcare client, project managed a resource requisition approval process that included coordinating requests, approvals and communications with multiple medical centers, executive management, Finance and other stakeholders. This included continuous process improvements based on evolving business needs/situations, and understanding budgets and current staffing levels vs. other available resources• Assisted a large energy client with preparing financial projections geared towards exiting bankruptcy. Responded expeditiously to queries from investors and other external stakeholders• Extensive use of budgeting and planning tools such as Adaptive Planning, NetSuite, Tableau and SAP

Oakland, Ca

• Providing decision support to Division leadership regarding new/modified product launches via financial analysis and modeling• Analyzing pricing incentives for retailers and consumers to drive market penetration• Participating in cross-functional teams to develop innovative ideas to drive margin

Walnut Creek, Ca

• Completely transformed the FP&A department by: fully assessing the current state, identifying and prioritizing all deliverables for the year, establishing robust processes to guarantee high quality and timely products, leveraging technology to enhance efficiency and assessing talent to create an elite team capable of being the analytical think tank for the organization• Built a world class budgeting process that was completed five months earlier than prior years and was informed by key experts from all departments to ensure accuracy• Established excellent working relationships with heads of all departments and collaborated with them to ensure their financial and analytical needs were met and key business decisions were based on rigorous analysis• Introduced sales channel and product line P&L statements with corresponding analytics that aided in making decisions regarding introducing and/or eliminating consumer products• Rebuilt the 21-person team to significantly improve performance and effectiveness in order to provide excellent business partnership and financial leadership to all divisions

San Francisco Bay Area

• Led the creation of the three and five-year strategic operating plans that aligned with the division’s priorities and integrated company objectives while including asset strategy, capital investment plan, workforce analysis, major initiatives, key metrics, risks and financials• Established a robust full cycle forecasting process and corresponding quarterly review process while collaborating with several groups across the Company• Led the initiative to drive and continuously improve a risk-based prioritization process to optimize capital investments in field assets for maximum risk mitigation and develop a multi-year capital investment plan• Took the lead in writing the Investment Planning chapter in the General Rate Case (GRC - a regulatory filing that the company submits to the state government to set customer rates and thereby earn its revenue) and prepared the witnesses, while leading the Gas Operations GRC process• Played a pivotal role in creating a brand-new team of 9 managers and analysts

San Francisco Bay Area

• Showcased opportunities for cost savings via significantly improved analytics in monthly management reports that comprised insightful variance analyses of cost drivers, helping executives easily identify cost reduction opportunities• Conducted in-depth analysis of high cost programs of the Division to determine root causes and develop actions to reduce costs• Led a team of 17 supervisors/analysts and drove accuracy of budgets/forecasts and plans through creation of models for key P&L components, which enabled scenario analysis/modeling

Greater Chicago Area

• Led the Corporate FP&A function for the entire $26 billion Corporation, working closely with the Corporate Controller and the Corporation’s CFO• Significantly shortened the cycle time of presenting the Corporation’s consolidated monthly close results and related analyses to Executive Management• Implemented my vision of a streamlined and optimized quarterly management reporting process and decreased cycle time significantly, enabling quicker reporting to the Executive Officers and Board of Directors• Made key decisions to significantly enhance the analytical content of the financial reports in order to show alignment of operations and business drivers with the financial results• Coordinated the execution of a $110M cost containment effort across the Corporation in response to an Executive decision made on the basis of cost analysis presented to them• Leveraged strong communication skills to help Investor Relations write the quarterly earnings script and prepare the CFO for the Corporation’s earnings calls and other investor conferences• Achieved success in complex coordination with Treasury, Tax, Investor Relations, Accounting and Operating Division teams to lead quarterly meetings with the CEO and Executive Leadership Team for an in-depth discussion of the Corporation’s business and financial statusOther positions held at Exelon: Finance Manager, Principal Financial Analyst and Senior Financial Analyst

Mba, Corporate Finance

Activities and Societies: Graduate Business AssociationPresident, Graduate Business Association, Drexel University - Provided.

Bachelor Of Engineering, Civil Engineering

Activities and Societies: Music & Dramatics SocietyBachelor's of Engineering in Civil Engineering