Hi, I’m
Aman Agrawal
Chartered Accountant
Mumbai
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
6
years of professional experience
5
Certificates
51
years of post-secondary education
Work History
KOTAK SECURITIESMumbai
Team Manager
12.2021 - Current
Job overview
- Analyzing sectors/stocks which has a potential to be multibagger
- Summarizing Stock recommendation based on daily research report
- Tracking stock market to get an understanding of how market is behaving so to advise client based on that
- Part of team which helped in implementing software as a complete overhaul to the current outdated software
- coordinated with different teams to help them meet SEBI compliance
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans, and follow-up procedures.
- Coordinated team collaboration to share ideas and build best practices.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
GENPACT INDIA PVT LTD
FINANCIAL PLANNING AND ANALYSIS
04.2021 - Current
Job overview
- FP&A)-
- CLIENT NAME -FACEBOOK INC one of the biggest Clients of Genpact
- To understand Commercial aspect of account thru contract
- Revenue forecasting/ taking care of full P&L of the account
- Preparation of OP plan
- Working on any commercial negotiation with client - help business with scenario analysis/ business case
- Active part in any discussion related to contract with sales/ops/audit team
- Detailed financial & commercial analysis of deals and creation of complete financial summary to depict the commercial layout of the deal.
K.C. MEHTA & CO, Panasonic Energy India Co. Ltd, Rubamin Ltd., Schaeffler India Ltd, Heubach Colour Pvt. Ltd., Munjal Auto Industries Ltd
09.2017 - 02.2021
Job overview
- Preparing Computation of income and checklist for ISO audits
- Filing Income tax returns (including for high profile individuals)
- AUDITS & ASSURANCE (STATUTORY AUDITS)
- Performed annual vouching and verification
- Preparation and Finalization of tax audit and financial statement, – Collabera Technologies, Mutual Industries., Elecon Engineering, Alembic group
- Performed Pre-audits and quarterly vouching and verification
- Conducted physical verification of stocks
- Reviewed the complete process of HR, sales and purchase
- Performed special assignment -stock audit of ABB Group
Education
FINALS Institute of Chartered Accountants of India (ICAI)
CA
Maharaja Sayajirao University
B.COM
Delhi Public School (CBSE)
HSC (12th)
Doon International School (CBSE)
SSC (10th)
Chartered Financial AnalystLevel 1
Post Graduation Qualification from Finance
11.2022 - 01.2023
Skills
Financial Management
Certification
Cleared Chartered Accountant Course in first attempt.
Passionate singer,Watching and playing cricket,Loves playing guitar
i always try and find some timeout of my busy schedule to watch and play cricket and also i love listening to songs and records songs whenever i get some time would love to do that in front of public if i get an opportunity also i am currently learning guitar.
Timeline
Chartered Financial Analyst
Post Graduation Qualification from Finance
11.2022 - 01.2023
Team Manager
KOTAK SECURITIES
12.2021 - Current
FINANCIAL PLANNING AND ANALYSIS
GENPACT INDIA PVT LTD
04.2021 - Current
K.C. MEHTA & CO, Panasonic Energy India Co. Ltd, Rubamin Ltd., Schaeffler India Ltd, Heubach Colour Pvt. Ltd., Munjal Auto Industries Ltd
09.2017 - 02.2021
FINALS Institute of Chartered Accountants of India (ICAI)
CA
11.2020
Maharaja Sayajirao University
B.COM
04.2019
Delhi Public School (CBSE)
HSC (12th)
05.2016
Doon International School (CBSE)
SSC (10th)
05.2014
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