Summary
Overview
Work History
Education
Skills
Websites
Professional Achievements
Accomplishments
Sectors Associated With
Educational Qualifications
It Skills
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Languages
Hobbies and Interests
Work Summary
Articleship
Timeline
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Akshay Villivalam

Vijayawada

Summary

Dynamic Senior Manager with extensive experience at Banking & Financing, excelling in strategic planning and relationship building. Achieved a remarkable Rs.1000 crore increase in banking limits while optimizing borrowing costs. Proven leader in SAP implementation and team management, driving performance through analytical thinking and effective problem resolution.

Overview

7
7
years of professional experience

Work History

Senior Manager

Banking & Financing
04.2025 - Current
  • Managed banking, credit rating, and investor relations to ensure timely availability of financial resources.
  • Facilitated setup, and renewal of fund-based and non-fund-based limits.
  • Conducted discussions with banks to secure benchmark-based borrowing options.
  • Negotiated with investors to secure favorable CP rates.
  • Optimized utilization of bank, CP, and NCD borrowing to minimize costs.
  • Realigned banking and consortium limits based on operational requirements.
  • Increased banking limits by Rs.1000 crore to meet funding needs.

Manager

Digitization
08.2024 - 03.2025
  • Implemented tailored SAP system for Treasury activities, ensuring optimal functionality.
  • Led team in successful integration of Treasury module and dashboards.
  • Lead the team's efforts on various API integration initiatives to enhance system performance.
  • Ensured proper operation of TRM module for seamless financial management.

Manager

Non Fund based
04.2022 - 03.2025
  • Managed NFB portfolio valued at Rs. 200 billion at company level.
  • Prepared weekly MIS for monitoring NFB position.
  • Coordinated with business units to manage issuance and liquidation of NFB products.
  • Created NFB presentation decks for review with senior management.
  • Developed Annual Operating Plan for NFB products and monitored business performance against targets.
  • Coordinated statutory and SRA-BG audits to ensure compliance.
  • Negotiated with various banks for issuance of NFB products.

Deputy Manager

Fund Based
Mumbai
10.2018 - 04.2022
  • Monitored daily cash flow and fund positions for effective allocation across business units.
  • Managed daily borrowing activities and capital rationing among various products.
  • Prepared weekly cash collection deck and conducted calls to monitor liquidity performance.
  • Negotiated with bank for withdrawal and closure of WCDLs and CC facilities.
  • Ensured accurate accounting of treasury borrowing products within the system.
  • Compiled monthly overhead working reports to facilitate project monitoring and allocation.
  • Developed monthly MIS reports detailing inflows and outflows for senior management review.

Education

CFA - L2

Chartered Financial Analyst
01-2023

Dip IFRS

ACCA
01-2019

CA -

The Institute of Chartered Accountants of India
01.2018

B.Com (A&F) -

Indira Gandhi National Open University
01.2015

CS Executive -

The Institute of Company Secretaries of India
01.2013

H.S.C (12th) -

Board of Intermediate Education, Andhra Pradesh
01.2011

S.S.C (10th) -

State Board , Andhra Pradesh
01.2009

FMVA

Corporate Finance Institute

Skills

  • Advanced knowledge in MS Office tools
  • SAP implementation
  • Strategic planning
  • Team leadership and management
  • Problem solving
  • Analytical thinking
  • Relationship building
  • Troubleshooting and problem resolution

Professional Achievements

Won the Best Employee of the year award, 2014, T.R. Chadha & Co. LLP, Pune, Became the youngest in the firm to win the award.

Accomplishments

  • Won multiple Business Excellence awards and Shabash awards for consistent high .
  • Won the Best Employee award for excellent performance within 6 months of joining Articleship
  • Won multiple prizes at school/college/district level for essay writing, quiz etc.
  • Won a silver medal at the workshop conducted by Mr Jayasimha, a Guinness world record holder.
  • Won 1st prize for team performance and 2nd prize for individual performance in AICITSS - MCS course among a batch of 50 candidates
  • Won the best communicator award in the AICITSS-MCS course among a batch of 50 candidates

Sectors Associated With

  • Manufacturing sector
  • Construction sector
  • Service sector
  • Electricity generation
  • Public Sector Undertakings

Educational Qualifications

CA-Final Group-1, The Institute of Chartered Accountants of India, 55, 2018, CA-Final Group-2, The Institute of Chartered Accountants of India, 50, 2017, CA-IPCC, The Institute of Chartered Accountants of India, 56, 2013, CA-CPT, The Institute of Chartered Accountants of India, 84, 2011, CS Executive, The Institute of Company Secretaries of India, 58, 2013, B.Com (A&F), Indira Gandhi National Open University, 63, 2015, H.S.C (12th), Board of Intermediate Education, Andhra Pradesh, 95, 2011, S.S.C (10th), State Board, Andhra Pradesh, 94, 2009, Information Technology Training, Vijayawada branch of ICAI, 2013, Orientation Programme, Vijayawada branch of ICAI, 2013, General Management & Communication Skills Programme, Pimpri-Chinchwad branch of ICAI, 2015, AICITSS- Management & Communication Skills Programme, Vijayawada branch of ICAI, 2018, AICITSS- Advanced Information Technology Training, Vijayawada branch of ICAI, 2018

It Skills

Advanced knowledge in MS- Office Tools (Word, Excel & PowerPoint) & basic knowledge of SAP.

<Enter your own>

Date of Birth: 07/28/94

Languages

  • English
  • Hindi
  • Telugu
  • Kannada
  • Marathi

Hobbies and Interests

  • Playing tennis
  • Watching football & cricket
  • Reading books

Work Summary

  • Participated & independently led internal and statutory audit teams.
  • Conducted internal audits of various clients in manufacturing sector including companies with 800+ cr INR turnover covering major processes like manufacturing, procurement, payments, sales etc.
  • Prepared & presented the internal audit reports to the client.
  • Conducted statutory audits of various clients including Fortune 500 companies.
  • Handled stock & asset audits of various clients.

Articleship

T.R. Chadha & Co. LLP, Pune, The firm has pan India presence with branches at Delhi, Mumbai, Pune, Hyderabad, Chennai etc., Economic Times (ET) the leading financial news journal rated the firm among Top 10 firms in India in 2016.

Timeline

Senior Manager

Banking & Financing
04.2025 - Current

Manager

Digitization
08.2024 - 03.2025

Manager

Non Fund based
04.2022 - 03.2025

Deputy Manager

Fund Based
10.2018 - 04.2022

CFA - L2

Chartered Financial Analyst

Dip IFRS

ACCA

CA -

The Institute of Chartered Accountants of India

B.Com (A&F) -

Indira Gandhi National Open University

CS Executive -

The Institute of Company Secretaries of India

H.S.C (12th) -

Board of Intermediate Education, Andhra Pradesh

S.S.C (10th) -

State Board , Andhra Pradesh

FMVA

Corporate Finance Institute
Akshay Villivalam