Hi, I’m
Anmol Mittal
Financial & Startup Advisor
Noida
Summary
"Dynamic and accomplished professional excelling in Financial Advisory, Startup Growth Strategy, and Accounting. Leveraging a rich background in guiding clients through sound financial planning, I have successfully optimized fiscal health and facilitated strategic growth for startups. With a solid foundation in accounting, I bring a meticulous approach to financial compliance, reporting, and analysis. Adept at bridging financial complexities with innovative solutions, my expertise lies in providing holistic financial guidance and contributing to sustainable business development. Proven communication skills and a commitment to delivering tailored strategies underscore my ability to drive success in diverse financial landscapes."
Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively. Competitive investment banking professional offering strengths in pursuing business opportunities and making successful deals.
Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Overview
5
years of professional experience
Work History
CREDAX INDIA SERVICES PRIVATE LIMITED
Director
12.2021 - Current
Job overview
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Spearheaded successful product launches that resulted in increased brand visibility and customer acquisition.
- Identified opportunities for cost reduction and process improvement, implementing changes that resulted in significant savings.
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Reduced reliance on external consultants by developing an in-house finance expertise center.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Reviewed and approved capital expenditure requests, aligning with corporate objectives.
- Collaborated with cross-functional teams for strategic business planning and growth initiatives.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
- Generated increased revenue by identifying new potential donors and implementing targeted outreach strategies.
- Increased community awareness of organization''s mission by organizing and participating in public speaking engagements.
- Collaborated with marketing team to create compelling promotional materials for fundraising campaigns.
- Established a planned giving program that resulted in an increase in legacy gifts from long-term supporters.
- Increased membership numbers by designing an engaging member benefits program.
- Boosted donor retention rates with timely follow-up communications and personalized acknowledgements.
- Streamlined donation processing procedures, improving efficiency and reducing errors.
Sigma Consultancy
Investment Manager
12.2020 - 09.2021
Job overview
- Advised clients on tax-efficient investing strategies that maximized after-tax returns while adhering to compliance regulations.
- Evaluated alternative investments such as private equity deals or hedge funds to broaden clients'' exposure while managing risk levels.
- Increased startup success rates by providing tailored consulting services and strategic advice.
- Secured funding for startups by developing comprehensive business plans and pitch decks.
- Trained startup teams in pitching best practices, improving overall presentation quality.
- Facilitated deal negotiations between startups and investors, ensuring mutually beneficial agreements were reached.
- Connected entrepreneurs with valuable networking opportunities at industry events and conferences.
- Advised clients on navigating complex legal requirements tied to fundraising activities.
- Boosted investor confidence by creating robust financial models and revenue projections for startups.
Modern Bakery
Accountant
04.2020 - 11.2020
Job overview
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Developed comprehensive budgets that aligned with company goals while ensuring fiscal responsibility.
- Established strong relationships with banking partners to facilitate access to various financial services and secure favorable lending terms for the organization.
- Enhanced profitability by identifying opportunities for revenue growth through detailed analysis of customer sales data.
- Implemented new accounting software system successfully leading to increased productivity within the department.
Amartech Convergence Pvt Ltd
Financial Advisor
01.2019 - 03.2020
Job overview
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
Education
ICAIMUMBAI
C.A. from Accounting And Business Management
04.2001
T.H.P.I.CLUCKNOW
12TH from Accounting And Business Management
04.2001
T.H.P.I.CLUCKNOW
High School Diploma
04.2001
Skills
Budget Control
undefinedTimeline
Director
CREDAX INDIA SERVICES PRIVATE LIMITED
12.2021 - Current
Investment Manager
Sigma Consultancy
12.2020 - 09.2021
Accountant
Modern Bakery
04.2020 - 11.2020
Financial Advisor
Amartech Convergence Pvt Ltd
01.2019 - 03.2020
ICAI
C.A. from Accounting And Business Management
04.2001
T.H.P.I.C
12TH from Accounting And Business Management
04.2001
T.H.P.I.C
High School Diploma
04.2001
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