Monika Agarwal, Cfa Email & Phone Number

Kirkland, Wa, Us

South San Francisco, California, Us

+ Play a key role in financial planning processes, and evolving the underlying integrated financial forecast models, systems, and tools+ Support the leadership in evaluating strategic initiatives and key decision processes+ Develop and monitor critical financial performance metrics, and communicate actionable insights to relevant stakeholders+ Prepare presentations and key reporting to the Board of Directors and the leadership team+ Develop and evolve scalable processes to effectively manage financial performance, measure against actuals, and to improve forecast accuracy+ Actively contribute to the design and implementation of planning tools

Seattle, Wa, Us

New Region Strategy and Planning - Network Finance+ Perform complex financial modelling for AWS New regions and deep dive on Network cost structures using a broad range of tools including Excel+ Influence business decisions with effective verbal and written communication, data driven analysis and presentation of options and alternatives+ Serve as the key finance partner working directly with regional AWS technical product management and other internal stakeholders to provide financial recommendations+ Facilitate financial review meetings with various levels of leadership to ensure effective finance and cost optimization+ Develop the right metrics to measure process quality and productivity, providing meaningful feedback to the technology and business teams+ Support ad-hoc CEO financial and strategic analyses that impacts the decision to launch new regions across the globe

Noida, Uttar Pradesh, In

+ Led a project to drive strategic partnership with the banks to facilitate integration across the financial services verticals - Lending, Insurance and Wealth; Handled communication with various banks and discussed with the senior management to ensure the best banking partner(s) are onboarded+ Prepared investor decks and presented in monthly review meetings with senior leadership team and external stakeholders+ Developed the business forecast model for the lending business, translated the plan into individual KPIs to compare against actual performance + Worked extensively in an integrated team environment and managed relationship with consultants, investors and the banking partners

New York, Ny, Us

+ Part of India Financials coverage, which includes HDFCB, ICICIB, Axis, Kotak, IndusInd, Yes, AU Bank, Bandhan, Equitas, SBI, Bajaj Finance+ Thematic series - Analyzed microfinance activity of the top players across India, Indonesia and Bangladesh; Published a comprehensive series with comparisons at both macro and stock level between two high growth Asian economies (India and Indonesia); Consumer credit cycle in India+ Regular interaction with clients and presentations to sales and trading on published research reports and any new market developments+ Active participation in the earnings conference call, interaction with company's management / investor relation team+ Assisted and presented in four-day India FinTech trip, attended by 20 major Global Institutional Investors; Includes group meetings with founders of Paytm, Razorpay, m-Swipe and Zerodha to understand the fast-evolving digital payment landscape in India+ Conduced market surveys to understand end-to-end microfinance cycle and origination / collections of offline consumer credit loans+ Performed in-depth analysis to estimate market share of digital payments in India; Authored pre-IPO premier on State Bank of India cards+ Worked on stock coverage initiation of Bajaj Finance and Bandhan Bank; Performed in-depth analysis of companies for bespoke projects

London, Gb

+ Solely responsible for preparation and filing of income tax returns for emerging FinTech players and for further follow-ups+ Prepared advisory reports for multinational companies pertaining to restructuring by analyzing tax laws and implications under the Double Taxation Avoidance Agreement+ Reviewed Private Placement Memorandum, which included details of Alternative Investment Funds and also engaged with the regulators to get the requisite approvals

Chartered Accoutancy, Accounting And Finance

Cs, Banking, Corporate, Finance, And Securities Law

Bachelor Of Commerce (B.Com.), Bachelor Of Commerce

Isc, Secondary Higher Education

M.Com(Finance & Taxation)