Amit Kumar Agarwal
Chartered Accountant
Noida
Summary
Seasoned Chief Financial Officer focused on helping companies accomplish missions and drive growth. Expansion-minded professional versed in navigating complex financial challenges.
Overview
19
19
years of professional experience
7
7
years of post-secondary education
Work History
Head - Family Office
Polyplex Family Office
11.2019 - Current
- In charge of investing and growing family's wealth and protecting it.
- Implementing strategy and overseeing operations of both onshore and offshore wealth management.
- Formulation, Execution and Monitoring of Investment Policy Statement, deciding assets allocation and generating alpha returns with controlled risk.
- Deep industry connect
Chief Financial Officer
Bhilangana Hydro Power Limited
11.2005 - Current
- Heading F&A function for 23 group operating / investing companies and charitable trusts.
- Developed strategic financial plans to support company growth / achieve long-term objectives.
- Advised Board of Directors on strategic financial matters, providing insightful recommendations backed by thorough analysis / business plans.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Streamlined financial processes by implementing new accounting software and automation techniques.
- Cultivated company-wide culture of innovation and collaboration leading to efficiency, productivity, cost reduction and process improvement.
- Created succession plans to provide continuity of operations during leadership transitions.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Negotiated favorable credit terms with banks and financial institution for increased borrowing capacity and reduced interest expenses.
- Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
- Championed effective communication between finance personnel and other departments to facilitate cross-functional collaboration on projects and initiatives.
- Established strong relationships with external stakeholders, including investors, analysts and regulatory agencies to promote transparency and build trust in organization''s financial management.
- Spearheaded due diligence efforts for potential partnerships or joint ventures, securing mutually beneficial arrangements that supported company growth objectives.
- Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
- Led contract negotiation and financing to complete high-priority projects and realize target outcomes.
- Fostered culture of continuous improvement within finance team, encouraging professional development opportunities for staff members.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Responsible for treasury functions, handling banking activities, working capital management, fundraising activities and portfolio management.
- Handled Program for Clean Development Mechanism from registration of project, verification, issuance and sale of carbon credits and RECs.
Education
Chartered Accountant -
ICAI
Delhi 01.2001 - 01.2003
M-COM - Financial Planning And Services
Delhi University
Delhi 07.2000 - 05.2002
Bachelor of Commerce - Commerce
Shri Ram College of Commerce
Delhi University 01.1997 - 01.2000
Skills
Corporate leadership
Structuring
Mergers and Acquisition
Internal Control
Legal and Secretarial
Tax Planning and Strategy
Budget & Business Forecasting
Financial Management and Reporting
Strategic Planning
Legal and Secretarial
Languages
English
Timeline
Head - Family Office
Polyplex Family Office
11.2019 - Current
Chief Financial Officer
Bhilangana Hydro Power Limited
11.2005 - Current
Chartered Accountant -
ICAI
01.2001 - 01.2003
M-COM - Financial Planning And Services
Delhi University
07.2000 - 05.2002
Bachelor of Commerce - Commerce
Shri Ram College of Commerce
01.1997 - 01.2000
Similar Profiles
Blake BumpusBlake Bumpus
Forklift Operator at Polyplex USAForklift Operator at Polyplex USA
Countess WaltonCountess Walton
Quality Assurance Technician at Polyplex USAQuality Assurance Technician at Polyplex USA
MESUT KARABAŞMESUT KARABAŞ
Procurment Executive at Polyplex Europa Polyester Film San. Ve Tic. A.Ş.Procurment Executive at Polyplex Europa Polyester Film San. Ve Tic. A.Ş.