ABHIJEET AGARWAL

Mob: 9811244780/ 9599745092; Landline: 0120-4248222

Email: abhijeetagarwal@yahoo.com

Offering expertise in strategic financial planning &

analytics and profit targeted decision making skills

Financial Planning & Analysis Profile: IT/ ITes

Snapshot: Dynamic and qualified Manager (Financial Planning & Analysis) with 11+ years of insightful experience in
financial functions, reducing and managing costs, and improving operations for high growth organizations. Consistent
achievements in increasing revenues, portfolios and profits through expertise in Financial Modeling and Data Analysis.
Expertise in:
Annual Budgeting/ Forecasting ~ Financial Modeling ~ BOD Reporting ~ Monthly financial reporting ~ Pricing ~ Cash Flow
Forecast Assumptions ~ Quarterly Business Review (QBR) ~ Dashboard Reporting to Investors ~ Business Planning

C ORE C OMPETENCIES
 Planning & Analysis: Well versed in providing accurate and on-time revenue, FTE, Expense and Cash Flow Forecast
Assumptions, Analysis, Comparisons, and Analytics.
 Strong grasp of business strategy, functions, markets, and risks: Extensive experience and strong grasp of the
organization’s internal and external drivers, resources required to meet expectations, typical and atypical risks, and
marketplace dynamics. Successfully led the organization through the Business Planning exercise for FY 2010-11, FY 2011-
12, FY 2012-13, FY 2013-14, FY 2014-15, FY 2015-16, FY 2016-17 and FY 2017-18
 Mastery of systems, analytical tools, and data management: Expert in software applications that are standard across
the enterprise and designed specifically to model, predict, and compare options for resource allocation. Worked in
ERP Softwares - SAP, Oracle , Essbase and Tableau.
 Designing reports and creating a transparent organization: Adept in release of Monthly Results, Board of Director
(BoD) reporting, handling Quarterly Business Review (QBR), and managing Dashboard Reporting to Investors (Apax
Dashboard).
 Cross-functional Management: Recognized for maintaining and enabling cross-functional collaboration. Coordinating
with Sales Commission Report computations, assumptions, and methodologies, to assist the sales team with adequate
revenue recognition and commission payout.
 Versatile and polished communication skills: Delivering an overly detailed presentation in technical vernacular to top
management and board members. Characterized as a robust communicator, possessing advanced interpersonal and
planning etiquettes, working autonomously and under a team environment.
N OTEWORTHY P ROFESSIONAL C ONTRIBUTIONS
Iris Software
 Achieved savings of $1 Million in offshore unbilled cost.
 Awarded ROA for 2020.

Global Logic
 Was recognized and awarded League Extraordinary Gentlemen for the year 2016 & 2017.
 Played a key role in contriving the SG&A Forecasting Package for capturing Monthly FCST Adjustments for the SG&A
Cost.
 Instrumental in designing the Long Term Projection (LTP) Model which is used for Forecasting P/L, Balance Sheet, and
Cash Flow for next 5 years.
Black Rock
 Awarded ‘Certificate of Excellence’ for the month of June 2007.
PROFESSIONAL E XPERIENCE
IRIS SOFTWARE, NOIDA
Business Finance Manager (July 2018 - Present)
Key Profile:
 Responsible for above $100 million revenue portfolio.
 Ensuring all new requisitions are supported by SOW’s.
 Clearing all request for closures before resourcing team shares the offer.
 Keeping an eye on entire process of milestones billing to conversion of cash.
 Ensuring timely submission of budget and monthly forecast for the BU.
 Carrying out routine monitoring and standard reporting on commercial data involving sales, profitability.
 Presenting business reviews / presentations with key highlights to CEO, Sales Head and Regional functional heads.
 Managing flash and financial release with supporting analysis of variances.
 Drawing up commercial feasibility of proposals linking with finance on cost modelling.
 Supports in pricing analysis during the RFP response.
 Rate Card preparation, RFP response and Ad Hoc analysis.

GLOBAL LOGIC, NOIDA

Deputy Manager (May 2015 – July 2018)
Assistant Manager (May 2012 – April 2015)
Senior Associate (Sep 2009 – Apr 2012)
Key Profile: Report to the Director (FP&A). Manage the flash and financial release, along with commentary. Conduct
Global SG&A analysis and summarize the findings and make recommendations to the senior management i.e. CFO office.
Review the global PL with forecast inputs and making appropriate adjustments. Oversee and manage the continued
development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools. Releasing the Opex Forecast (till
EBITDA) for entire company, with variance to Budget. Proving all details for Management Discussion and Analysis (MD&A
report), includes Business Segment Performance, Geographical Performance, Functional Expenses.

 Responsible for global Capex and Opex Financial release.

 Actual vs FCST variance analysis (Consolidation of all comments from team, further Investigation and follow-up as
required).
 Detailed analysis of PL including drill down to voucher level of all direct cost and SG&A.
 Reviewing current forecast, identifying issues and communicating with team for corrections. Consolidation of all
comments from team, further Investigation and follow-up as required for changes from Prior FCST, QoQ and against
plan.
 Maintaining monthly Global FP&A calendar; tracking deliverables across team, following up where necessary and
updating the calendar on daily basis.
 Circulating Agenda and MoM for Weekly FP&A calls.
 In coordination with the Director-Pricing managing the pricing for Client Manager Support, deal pricing, deal PL, Rate
Card preparation and Ad Hoc analysis.
 Managing and updating the management with the Rolling Forecast, Monthly Financial Overview (Monthly Results),
BOD, and QBR Reporting backed by relevant commentary.
 Facilitating proactive decision making through Multi-Currency Forecast Model capable of displaying the impact of
currency fluctuations on PL and drive value with data and analytics.
 Developing and releasing APAX Dashboard displaying Key KPI including FTE, Revenue and Cost PL’s, on a monthly
basis.
 Build analytical models that utilize both financial and non-financial data to forecast operating results.
 Developing models and scenarios analysis to support forecast, designing the Average Billed Salary (ABS) Model for
various countries used for estimating salary for Budget and Forecast.
 Managing inputs of model like Attritions, New Hires, Leavers, Raises, Replacements, and Promotions, vetted by the
Country HR Head, with the results of the model being the target of the Delivery Head.
 Assisting in accurate estimation of Support Salary for Budget & Forecast, taking into account the Future Hiring,
Raises, and Replacements vetted by the Country HR Head, by effective management of the Employee Database.
 Collating and computing the KPI Numbers for Global Result, while meeting Operation KPI’s, presented to upper
management during each month.
 Conducting research on business conditions, industry trends for major Accounts/P&L and the impact on operations,
summarizing the findings and reporting to senior management through visually appealing and actionable financial
presentations.
 Analyzing components of sales, enhancing the reports for the sales support and commission payment processes
through efficient management of account/ project revenue and expense information consolidated from MIS and
SalesForce.com.
 Supporting the analytical requirements of various international accounts
 Finalizing the key metrics reporting and sensitivity model allowing adjustment of key metrics levers up/down to
notice impact on P&L and modify P&L/HC numbers for observing impact on key impact ratios.
BLACK ROCK (HELIX FINANCIAL), GURGAON, INDIA
Specialist (May 2009 – Sep 2009)
Senior Associate (Jan 2008 – April 2009)
Associate (Jun 2006 – Dec 2008)
Key Profile: Report to the Director (Fixed Income). Manage Financial Modeling. Determine debt security values, create
advice reports, and monitor financial performance. Gather fixed income data to facilitate the team's model and trading
strategy, and assist by preparing various ad-hoc and status reports

 Managed a team of 2, overlooked the Financial Modeling including functioning on Advanced Excel Formulas, Macros
(VBA), Coding on CMBS, and execution of SQL (Structured Query Language) Command, by means of excel on behalf
of investment banks.
 Conducted fixed income analysis using Intex, Trepp, Bloomberg, and other Analytical Bond Tools.
 Played an important role in developing Loan Loss Calculator demanding Monte Carlo Simulation
 Managed a Collateral Cash Flow Generator, modeling the collateral and stress assets comprising of prepayment and
default scenarios.
 Aided the bidder at Entity-Level Valuation of a leading subordinate Debt Investor related to a potential acquisition
 Reviewed the liability structure, CQT (Collateral Quality Test) and portfolio profile test and other dynamic aspects of
transaction. Managed Monthly Reports for CRE CDO with Trustees during each month.
 Analyzed and prepared dashboards working on various Dashboard Reporting and Tools Monitoring; Analyzing,
prepared, delivered and implemented quality control check for dashboards.
 Managed
 Aligned Presale Reports Analysis on CMBS (Commercial Mortgage Backed Securities), RMBS (Residential Mortgage
Backed Securities), and CDO, along with Qualitative Analyses of Deals.
 Comprehended the Deal Structures, while performing Asset, Loan, and Bond Level Analyses.
A CADEMICS
 EPAF, Indian Institute of Management, Calcutta (2017)
 MBA (Finance & IT), Apeejay Institute of Technology (2006)
 MCom, University of Kanpur (2004)
 BCom (H), University of Delhi (2002)
 Diploma in Business Finance (DBF), ICFAI University
PROFESSIONAL D EVELOPMENT
 Yearly Business Meeting and Discussion in New York office, USA
 Essbase training in San Jose office, USA for 2 weeks in 2017
 Pursuing IFRS Certification Course from NSE.
T ECHNICAL S KILLS
 Advance Excel and VBA (Macros)
 ERP Softwares – SAP, Oracle, Essbase, Tableau

Date of Birth: 7th January, 1981 • Languages Known: English & Hindi • Passport Details: K-3896492, Valid till 16/02/2022 • Visa
Status: USA B1 VISA Holder • Nationality: Indian • Preferred Location: Delhi/NCR(ready for reallocation) • Address: 318 Pocket
E, Mayur Vihar Phase 2 EAST DELHI

~ References Available on Request ~

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