Summary
Overview
Work History
Education
Skills
Timeline
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CA Anoop Maheshwari

CA Anoop Maheshwari

Bengaluru

Summary

Accomplished finance professional with 15+ years of experience. Provided strategic insights to enable informed decisions and align business strategies with long-term objectives. Collaborated with senior leadership on business model evaluations, project feasibility studies, and identification of critical risk areas.

Overview

19
19
years of professional experience

Work History

Self Employed

Self Employed
Bengaluru
09.2024 - Current
  • Working as a freelancer / consultant:
  • Advising clients on cost optimization, business processes, and top-line growth.
  • Assisting in financial planning and portfolio management within my network.
  • Educating students from grades 9 to 12 in Business Studies, Economics, and Accountancy.

Business Analysis Manager

CISCO Systems, Bengaluru
Bengaluru
03.2021 - 08.2024
  • Lead quarterly shipment forecasting for Cisco’s $14B Distribution Channel (~40% of total shipments) at the theater level.
  • Collaborate with demand planners, supply chain finance, and corporate finance to align forecasts with Cisco’s revenue and gross margin goals.
  • Developed KPIs and performance metrics across approximately 150 product families to track business health and drive forecast accuracy.
  • Report quarterly business performance, analyzing variance between actuals and forecasts, with clear insights.
  • Partnered with the Transformation and Data teams to enhance IT tools, automate systems, and conduct backlog analytics for shipment optimization.

Lead - Financial Reporting & Analytics

eFleet Systems Pvt Ltd, Gurugram
Gurugram
02.2017 - 02.2021
  • Advised clients in FP&A, cost reduction, data analytics, concurrent audit, and fleet management across businesses with a ₹100 Cr+ topline.
  • Implemented BI tools and developed KPIs/metrics to assess and communicate business health effectively.
  • Led benchmark analysis to identify internal and external factors impacting revenue, cost drivers, fleet profitability, and working capital.
  • Established systems for cost optimization, budget tracking, exceptional reporting, and operational efficiency reviews.
  • Supported policy development in debtors, funds, and risk management; conducted feasibility studies for new routes to evaluate profitability and ROI.

Deputy Manager

Max Life Insurance Company
Gurugram
07.2013 - 01.2017
  • Supported management in strategic decision-making, alternative investments, and ERP implementation.
  • Assisted the Chief Risk Officer in building the enterprise risk management (ERM) framework across the organization.
  • Evaluated a real estate project as a portfolio diversification move under alternative investment strategy.
  • Contributed to capital management efforts, including share capital reduction analysis, and oversight of post-retirement schemes for top agents.

Senior Consultant

KPMG
Gurugram
12.2010 - 06.2013
  • I worked in the transaction team and managed DDL (Due Diligence for lenders) and FDD (Financial Due Diligence) assignments originating from an advisory group based in KPMG, US.
  • Performed desktop procedures on potential borrowers and evaluated the initial borrowing based on the term sheet of the banker, and due diligence findings.
  • Key clients include Citibank, BNP Paribas, BNY Mellon, and SunTrust.
  • Overview of AR management, inventory management, and working capital management.
  • Assisted US Bank on DDL procedures related to the asset-based lending (ABL) facility of USD 500 million with O'Neal Steel, Inc.
  • Assisted Bank of America on ABL due diligence related to a financing transaction of USD 700 million with Novelis Group.

Senior Analyst

EY
Gurugram
03.2008 - 11.2010
  • Led transaction advisory deals for North America, analyzing KPIs, operating earnings, and working capital from Confidential Information Memorandums.
  • Supported a PE firm evaluating a stake in a leading Indian paint company through in-depth industry and target research.
  • Worked on Destimoney’s proposed ₹217 Cr acquisition of a 26% stake in PNB Housing Finance, reviewing credit, operations, and NPA classification.
  • Conducted valuations using trading/transaction multiples (EV/EBITDA, EV/EBIT, EV/Revenue) and performed peer benchmarking.

Senior Analyst

Copal Partners
12.2006 - 02.2008
  • Performed comparable company analysis by computing trading multiples and key metrics of a company
  • Involved in relative valuation of companies and computing multiples like EV/EBITDA, EV/EBIT and EV/Revenue
  • Wrote company profiles which includes financials, products & services, customers, management, and performance
  • Proficiency in using universal data source like Bloomberg, Factset, Thomson Reuters and Capital IQ

Education

CORe Credential of Readiness -

Harvard Business School Online
01.2019

Chartered Accountant -

Institute of Chartered Accountants of India
01.2006

B. Com (H) -

Shri Ram College of Commerce, University of Delhi
01.2004

Skills

  • Data analysis
  • Financial forecasting
  • KPI development
  • Business process optimization
  • ERP implementation
  • Risk management
  • Analytical and critical thinking

Timeline

Self Employed

Self Employed
09.2024 - Current

Business Analysis Manager

CISCO Systems, Bengaluru
03.2021 - 08.2024

Lead - Financial Reporting & Analytics

eFleet Systems Pvt Ltd, Gurugram
02.2017 - 02.2021

Deputy Manager

Max Life Insurance Company
07.2013 - 01.2017

Senior Consultant

KPMG
12.2010 - 06.2013

Senior Analyst

EY
03.2008 - 11.2010

Senior Analyst

Copal Partners
12.2006 - 02.2008

CORe Credential of Readiness -

Harvard Business School Online

Chartered Accountant -

Institute of Chartered Accountants of India

B. Com (H) -

Shri Ram College of Commerce, University of Delhi

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CA Anoop Maheshwari