Kaushal Agarwal
Finance Analyst - FP&A
Chennai
Summary
Results-driven Financial Analyst with 2+ years of experience in FP&A functions, revenue recognition, budgeting, and financial modeling across ERP environments. Proven track record of reporting Daily company Cash Balance of $28B across globe. Adept at leveraging Power BI, Excel,Generative AI and SAP methodologies for data-driven decision-making in high-impact finance roles.
Overview
7
7
years of professional experience
Work History
Financial Analyst
Ford Motors Pvt. Ltd.
Chennai
06.2024 - Current
- Direct cash forecast $3B+ for Europe and North America.
- Forecast for revenue, expenses, and other key financial metrics to support strategic planning and decision-making.
- Collaborated with Manufacturing and inventory Team for operating plans and fleet sales of vehicles.
- Performed variance analysis for $200M+ of actual versus forecasted data based on physical volume metrics to identify discrepancies and support strategic planning.
- Calendarization of amount for treasury team to predict movement of Cash.
- Handled multi-currency transactions of $8B+ to consolidate daily cash reporting for vehicle wholesale operations, ensuring accuracy and streamlined financial tracking.
- MIS reporting of Intercompany movement of cash and Inter Company Loans (ICL) across Europe.
Accountant
Ashoka Smokeless Coal Industries Pvt Ltd
Ranchi
02.2023 - 05.2024
- Managed trading activities for coal through the E-Auctions process, including active participation in online bidding and comprehensive documentation management.
- Oversaw end-to-end sales operations, ensuring seamless documentation, logistics management, and cross-functional coordination to optimize the sales process.
- Involved in verifying and overseeing the company's adherence to regulatory compliance activities, ensuring that the organization operates in accordance with established legal and industry framework, which confirmed compliance with relevant regulations, minimizing legal risks and promoting ethical conduct within the company's operations.
- Prepared budget for purchase of Coal for 8.5 Cr+.
Audit Assistant
VMSM & CO.
Kolkata
09.2021 - 01.2023
- Designed & explained the Standard Operating Procedures (SOP) describing comprehensive work environment ensuring clarity and guidance in the execution of tasks within the specified operational framework for an export oriented company engaged in export of minerals.
- Conducted Internal audits for a Fintech Company, involving a thorough examination and assessment of their financial and operational processes (Documentation, credit analysis & disbursement details) to ensure compliance & identified potential risks with the prospective borrower.
- Checking of unclaimed dividend & communication with the Investor for claiming the dividend & converting the physical shares in Demat form.
- Prepared documents for the transfer of unclaimed dividend to Investor Education and Protection Fund (IEPF) as per SEBI guidelines, ensuring regulatory compliance and safeguarding the rights & interests of investors.
- Thoroughly reviewed and assessed the cost-related records and procedures of a listed co ensuring compliance with cost accounting principles and regulatory standards, providing insights into costing accuracy, efficiency, and overall performance.
Industrial Trainee
Himadri Specialty Chemical Ltd.
Kolkata
04.2019 - 10.2019
- Involved in maintenance of Assets Register & Updating of vendor database.
- Bank statement reconciliation of Foreign subsidiary.
- Preparing & Keeping Cost Records of the company providing details of Process involved.
- Contributed to CSR activities by actively participating in Social & Environmental initiatives of the organization.
- Attended board meeting & prepared notes & other documents related to cost records.
Education
CMA Final -
ICMAI
12-2023
B.Com (Hons) - undefined
Calcutta University
01-2018
12th Commerce - undefined
DAV Public School
Bokaro01-2018
Skills
Business Analysis
Financial Modelling
Project Management
Financial statement analysis
Financial and operational reporting
Power BI, Power Apps
Communication & Negotiations
Cash Flow Management And Liquidity management
EXTRA-CURRICULAR ACTIVITIES
- Head boy of the school and participated in cultural events in school.
- Actively participated in COVID relief program of Marwari Yuva Manch (Ramgarh).
- Passionate traveler with experience exploring diverse cultures across India, Thailand, Indonesia, and other destinations, enriching cross-cultural.
- Cooking,Reading,swimming are my hobbies
HIGHLIGHTS
- 20% efficiency improvement in financial processes through automation and advanced data analytics.
- 25% increase in forecasting accuracy by developing data-driven Operating Plan Implementation.
- Managed comprehensive cash reporting across 20 diverse European markets.
- Proficient in Power BI, Advanced Excel, QuickBooks, Tally ERP, Power Query, and Qlik Sense for financial modeling and data visualization.
Timeline
Financial Analyst
Ford Motors Pvt. Ltd.
06.2024 - Current
Accountant
Ashoka Smokeless Coal Industries Pvt Ltd
02.2023 - 05.2024
Audit Assistant
VMSM & CO.
09.2021 - 01.2023
Industrial Trainee
Himadri Specialty Chemical Ltd.
04.2019 - 10.2019
B.Com (Hons) - undefined
Calcutta University
12th Commerce - undefined
DAV Public School
CMA Final -
ICMAI