AMAN AGRAWAL
GIFT City
Summary
Results-oriented Senior Financial Analyst at Apex Group, proficient in US GAAP reporting and fund forecasting. Orchestrated automation of financial models, significantly improving reporting accuracy and operational efficiency. Established expertise in regulatory compliance and audit coordination, bolstered by exceptional analytical skills and dedication to excellence in investor reporting.
Overview
4
4
years of professional experience
Work History
Senior Financial Analyst - PE LP Fund Accounting
Apex Group
GIFT City
04.2024 - Current
- Prepared quarterly/annual financials for LP funds under US GAAP.
- Handled capital calls, distributions, IRR calculations, and reconciliations using enroot.
- Liaised with auditors and fund administrators for NAV finalization and audit closure.
- Developed automated forecasting models; analyzed portfolio company MIS.
- Generated and distributed investor reports and capital account summaries.
Project Manager - Finance Transformation
Kotak Securities
Mumbai
12.2021 - 03.2024
- Directed TCS-led transformation, achieving 35% efficiency improvement across eight departments.
- Implemented SEBI compliance processes to ensure full adherence.
- Developed KPI dashboards, enhancing decision accuracy by 30%.
- Created segment-wise P&L statements for improved leadership insights.
Financial Analyst - FP&A
Genpact
Gurgaon
04.2021 - 12.2021
- Developed Excel-based budgeting/forecasting tools for global cost centers.
- Delivered monthly variance analysis and strategic financial support.
Education
B.Com - Accounting
Maharaja Sayajirao University
Vadodara 03-2019
Chartered Accountant (CA) - First Attempt
ICAI
IndiaSkills
- US GAAP reporting
- Capital calls and distributions
- Fund forecasting and IRR modeling
- NAV calculation and reconciliation
- Regulatory compliance
- Investor reporting and analysis
- Financial modeling and variance analysis
- KPI dashboard development
- Audit coordination and closure
- Process automation
Websites
Timeline
Senior Financial Analyst - PE LP Fund Accounting
Apex Group
04.2024 - Current
Project Manager - Finance Transformation
Kotak Securities
12.2021 - 03.2024
Financial Analyst - FP&A
Genpact
04.2021 - 12.2021
B.Com - Accounting
Maharaja Sayajirao University
Chartered Accountant (CA) - First Attempt
ICAI
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