Akshay Agarwal Email & Phone Number

Kolkata, West Bengal, India

At SSA we take a deep dive into the working style of our client either to identify the bottleneck or to advice on ways to mitigate them. As a transactional advisor we help our clients to chart out the process flow and take them them through it hand in hand. I have worked with 50 plus clients on different business aspects ranging from support services related to company compliances and banking to structuring of ESOPs and floating SME IPOs. The whole show is run by a team of 20 including seasoned professionals and young associates. Head quartered in Kolkata and having branch offices in Mumbai, Bangalore and DubaiOur core area of working is to provide consultancy and transaction advisory services to HNIs and MSMEs. Some of the areas where we specializes are as follows- 1.Floating SME IPOs2. ESOPS modulation3. Facilitating restructuring4. Handling company compliances.

Jaipur Area, India

1. Building relationship with new clients and educate them on latest investing trends2. Analyzing client’s portfolio to give best investment advice3. Assisting in planning client’s retirement source of income and wealth creation for near future goals4. Created business plan for targeting customers5. Identifying prospective customers by interacting over phone, Scheduling meetings, handling investment inquiries and providing quotes.6. Educating individuals on importance of a life cover 7. Explaining implication on taxes if invested for life insurance products8. Performed due diligence while client on boarding 9. Assisting clients in investing in market linked insurance plans through various projections and historical statistics

Jaipur, Rajasthan, India

1. Tracked restaurant business revenue and costs with POS software and excel, diligently reconciling accounts to maintain high accuracy.2. Reduced liabilities by accurately managing statements, mailings, payments and transfers.3. Accounting operations, collection efforts, reconciliations and payroll processing.4. Slashed procurement cost by 20% through accurate requirement forecasting and maintaining prompt payment cycles5. Sourced quotes for lowest material cost which helped in maximizing gross margins6. Providing valuable insights to marketing team for developing campaigns7. Smooth implementation of marketing campaigns that increased orders 8. Analyzed and corrected variances which added bonus numbers in revenue9. Converted two set of departments in chef less model by preparing user friendly SOPs10. Demonstrated great interpersonal skills with internal customers to get best in class support in peak times 11. Initiated comprehensive account assessments to check viability, stability and profitability of business operations.12. Planning & Budgeting for coming month and implementing great control on spending13. Prepared monthly reports, including payment and account reconciliations and financial statements.14. Gathered key data that help in excellent forecasting 15. Managed payroll operations for team of 17 employees.16. Maintained cash flow by monitoring bank balances and cash requirements.17. Addressed and resolved complex and unexpected variances.18. Analyzed financial information and made proactive adjustments

Kolkata Area, India

1. Developed and executed plans to monitor standard process adherence.2. Collaborated with team to define business requirements for organizational processes, achieve productivity standards and adhere to accuracy standards.3. Minimized financial discrepancies by accurately analyzing report data and devising appropriate solutions.4. Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.5. Research and resolve Business Unit(s) inquiries for assigned functional areas.6.Consolidating month end expense files of different cost centers for getting it posted with record to reporting team7. Diligently managing loyalty funds of the customer and its redemption during purchase8. Evaluated process performance by analyzing and interpreting data and metrics.9. Developed standard operating procedures and document workflows for current and future process steps.10. Developed and updated tracking spreadsheets

Kolkata Area, India

1. Investigated daily variances uncovered with excel reports and corrected errors to resolve discrepancies.2. Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.3. Reconciled all company accounts, including credit cards, employee expenses and commissions.4. Organized budget documentation and tracked expenses to maintain tight business controls.5. Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems.6.Assessed data and information to verify entry, calculation and billing code accuracy.7. Maintained accurate and complete documentation for all financial department procedures.8. Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.9. Reported financial data and updated financial records in ledgers and journals.

New Delhi Area, India

Certified Management Accountant, Finance And Financial Management Services

Bachelor Of Commerce (B.Com.), Accounting And Finance, 53%

Activities and Societies: Internships at Eastern Synthetics Pvt. Ltd and Buzz Hour Full time employment at Eastern Synthetics Pvt. Ltd..

Higher Secondary, Business/Commerce, General, 85.5%

Activities and Societies: Gym, Travelling, Music, Event Planning, Playing Cards, Reading Newspapers