Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
Generic
Ankit Agarwal

Ankit Agarwal

Bengaluru

Summary

Business Finance Partner with experience in evaluating and improving business systems. Passionate in driving business growth through strategies and leveraging my analytical skills. I thrive in fast-paced environments, delivering results through collaboration and effective problem-solving.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Analyst - Merchant Busines

Phonepe
05.2021 - Current


Key Responsibility Areas : -

  • Drafting merchant acquisition and relationship building GTM strategy.
  • Upselling and Cross selling products and services to Mx to increase revenue.
  • Driving Weekly & Monthly reviews with leadership.
  • Preparing and designing periodic dashboards/trackers on key business metrics.
  • Driving business profitability through cross-functional collaboration to improve margins, reduce costs, and enhance overall returns


Impactful Deliveries: -

  • Built and implemented effective pricing plans that will generate INR 400Cr.
  • Developed GTM strategy for defaulter merchants led to increased recovery by 15%.
  • Designed Collateral procurement, dispatch and tracking process saving INR 12Cr.
  • Formulated device deployment and winback strategy leading to 5% Market share gain.
  • Identified gaps and build process/SOP saving revenue leakage of 2Cr monthly.
  • Facilitated insurance process for devices with claims filling of INR 3Cr.

Article Assitant

A.K.Sabat & Co.
09.2017 - 09.2020


Statutory Audit :-

  • Handled end to end Audit from planning till finalization
  • Quarterly limited review of results of a listed entity (Maharatna Co)
  • Review of IFC and RCM (Risk control matrix) of a listed entity (Maharatna Co)
  • Assisted in TDS and IT appeals at CIT & ITAT level
  • Finalized Balance Sheet of Proprietorships & Private Limited Companies

Internal Audit :-

  • Handled end to end Audit from planning till finalization
  • Worked as a team leader in execution of Internal Audit procedures
  • End to end process review and control implementation.

Bank Audit :-

  • Review of Consolidated Financial statements at Head office & Treasury Operations.
  • Review and Audit of Quarterly, Annual financials, Revenue and Concurrent Audit of Nationalized banks

Education

ICAI

CA
Bhubaneswar
12.2021

XII Commerce -

B.J.B Junior College
Bhubaneswar
03.2016

X -

MVM

Skills

  • Microsoft Excel
  • Microsoft Office
  • Financial Modeling
  • Budgeting & Forecasting
  • Financial Analysis
  • Project Planning
  • Preparing Models
  • Expense and Revenue Analysis
  • Tax Planning

Certification

SEBI – NISM Series XV: Research Analyst Certification Series V-A: Mutual Fund Distributors Certification


UDEMY -Advance Excel, SQL for Beginners


Skill Nation - Financial Modelling Certification

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Financial Analyst - Merchant Busines

Phonepe
05.2021 - Current

Article Assitant

A.K.Sabat & Co.
09.2017 - 09.2020

ICAI

CA

XII Commerce -

B.J.B Junior College

X -

MVM
Ankit Agarwal