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Neha Agarwal Email & Phone Number
Accounts Receivable Operations Lead
at
Upgrade, Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Accounts Receivable Operations Lead
Location
Atlanta, Georgia, United States
Company size
Who is Neha Agarwal? Overview
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Quick answer
Neha Agarwal is listed as Accounts Receivable Operations Lead at Upgrade, Inc., a company with 253 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Neha Agarwal.
Neha Agarwal previously worked as Account Receivable Specialist at Pye-Barker Fire & Safety and Analyst at Portfolio Management Group - Pmg. Neha Agarwal holds Master'S Degree, Finance from Georgia State University - J. Mack Robinson College Of Business.
Company email context
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Upgrade, Inc.
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Profile bio
About Neha Agarwal
I am a qualified MBA and M.S. with majors in Finance. Earned FinTech Certification from J. Mack Robinson College of Business, Georgia State University, Atlanta, GA. Having six years of full-time professional experience in IT and Financial Services sector in India, I specialize in multi-tasking, being fiduciary to clients, performing financial and investment analysis, advanced analytical skills to drive corporate growth strategically. Aiming to achieve CFA and currently managing AR at Pye-Barker.I am passionate about learning and applying new technologies in the field of finance. The genuine intent of creating positive impact, serving clients' and pursuing excellence in my field always drive me. Focusing on continuous learning, exploring challenging tasks and 'never say never' sets me apart.
Current workplace
Neha Agarwal's current company
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Upgrade, Inc.
8 roles
Neha Agarwal work experience
A career timeline built from the work history available for this profile.
Account Receivable Specialist
Current
Dec 2023 - Present
Analyst
Managing $1 million AUM, conducting equity research, generating sector analysis reports, recommending security selection, and building various Equity Valuation models, such as, DCF for successful equity investments.
May 2023 - Dec 2023
Graduate Research Assistant
As graduate research assistant at Georgia State University, I was responsible for conducting comparative analysis on selected premier Finance Journals' articles published between 1988-2022, while appraising the evolution of investment perspective across industries.
Aug 2022 - Jul 2023
Senior Learning Consultant
Worked closely with management in order to screen the potential business strategies and opportunities by identifying educational career requirements. Designed tailored and industry focused educational courses for professionals by forming partnership with International Universities. Improved Professional's expertise by driving 25-30 course enrollments.
Dec 2020 - Aug 2021
Manager- Fd & Investment
Achieved 70% conversion rate by offering strategic financial planning and suitable investment/ insurance products to HNI and Ultra-HNI clients as per their risk appetite and investment goals. Executed impactful marketing, brand building and business promoting strategies, resulting in 60% revenue growth. Successfully developed a high performing team of 7.
Aug 2019 - Sep 2020
Collections Analyst
Ensured timely payment from 300+ global OFSS Clients while conducting root cause analysis to reduce payment barriers. Collaborated with cross-functional teams to efficiently resolve 20-25 complex billing and payment issues weekly.
May 2016 - Jul 2019
Summer Intern
Promoted and Create awareness of Sharemobile App and ATC (Active Training Cell). Implemented client follow-up and management system, creating client profiles and centralising client data. Learned essential skills in client management, presentation and research. Attended sessions of ATC to understand the basics of Technical Analysis.
Apr 2015 - May 2015
Team & coworkers
Colleagues at Upgrade, Inc.
Other employees you can reach at pyebarkerfire.com. View company contacts for 253 employees →
KB
Kevin Barnes
Colleague at Upgrade, Inc.Grand Junction, Colorado, United States, United States
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WJ
Weston Johnson
Colleague at Upgrade, Inc.United States, United States
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CT
Christopher Trowbridge
Colleague at Upgrade, Inc.Joshua Tree, California, United States, United States
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KW
Kyle Way
Colleague at Upgrade, Inc.Nashville, Tennessee, United States, United States
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KT
Kamron Thurston
Colleague at Upgrade, Inc.Ogden, Utah, United States, United States
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RH
Robert Hoelzle
Colleague at Upgrade, Inc.Greater Philadelphia, United States
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LB
Larry Burkhart
Colleague at Upgrade, Inc.Vinton, Virginia, United States, United States
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KB
Katy B
Colleague at Upgrade, Inc.Lakeland, Florida, United States, United States
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MB
Mike Browning
Colleague at Upgrade, Inc.Jacksonville, Florida, United States, United States
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MA
Max Ataides
Colleague at Upgrade, Inc.Greenville-Spartanburg-Anderson, South Carolina Area, United States
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Kevin Barnes
Colleague at Upgrade, Inc.Grand Junction, Colorado, United States, United States
View →
WJ
Weston Johnson
Colleague at Upgrade, Inc.United States, United States
View →
CT
Christopher Trowbridge
Colleague at Upgrade, Inc.Joshua Tree, California, United States, United States
View →
KW
Kyle Way
Colleague at Upgrade, Inc.Nashville, Tennessee, United States, United States
View →
KT
Kamron Thurston
Colleague at Upgrade, Inc.Ogden, Utah, United States, United States
View →
RH
Robert Hoelzle
Colleague at Upgrade, Inc.Greater Philadelphia, United States
View →
LB
Larry Burkhart
Colleague at Upgrade, Inc.Vinton, Virginia, United States, United States
View →
KB
Katy B
Colleague at Upgrade, Inc.Lakeland, Florida, United States, United States
View →
MB
Mike Browning
Colleague at Upgrade, Inc.Jacksonville, Florida, United States, United States
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MA
Max Ataides
Colleague at Upgrade, Inc.Greenville-Spartanburg-Anderson, South Carolina Area, United States
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3 education records
Neha Agarwal education
Master'S Degree, Finance
Master Of Business Administration (Mba), Finance, General
Bachelor Of Business Administration (Bba), Banking And Finance
FAQ
Frequently asked questions about Neha Agarwal
Quick answers generated from the profile data available on this page.
What company does Neha Agarwal work for?
Neha Agarwal works for Upgrade, Inc..
What is Neha Agarwal's role at Upgrade, Inc.?
Neha Agarwal is listed as Accounts Receivable Operations Lead at Upgrade, Inc..
Where is Neha Agarwal based?
Neha Agarwal is based in Atlanta, Georgia, United States while working with Upgrade, Inc..
What companies has Neha Agarwal worked for?
Neha Agarwal has worked for Upgrade, Inc., Pye-Barker Fire & Safety, Portfolio Management Group - Pmg, Georgia State University - J. Mack Robinson College Of Business, and Great Learning.
Who are Neha Agarwal's colleagues at Upgrade, Inc.?
Neha Agarwal's colleagues at Upgrade, Inc. include Kevin Barnes, Weston Johnson, Christopher Trowbridge, Kyle Way, and Kamron Thurston.
How can I contact Neha Agarwal?
You can use AeroLeads to view verified contact signals for Neha Agarwal at Upgrade, Inc., including work email, phone, and LinkedIn data when available.
What schools did Neha Agarwal attend?
Neha Agarwal holds Master'S Degree, Finance from Georgia State University - J. Mack Robinson College Of Business.
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