Mahak Agarwal
Business Analyst
Pune,Maharashtra
Summary
Motivated and Tech driven individual with a proven track record in organization, communication, and leadership skills. Aspiring to become a skilled innovator, eager to gain a comprehensive understanding of global businesses and financial systems. Extensive knowledge in data analysis, cyber security, private equity, hedge funds, real estate investing, fund accounting, tax laws, and audit. Equipped to tackle industry challenges. Proactive and eager to learn and thrive in collaborative team environments where needs are met, processes are improved, and requirements are exceeded. Strong communication, task prioritization and a diligent worker who consistently delivers results. As a seasoned Business Analyst, became an expert in business and systems requirements, user acceptance testing, and end-user training. Leveraging past lessons to make informed decision-making and drive success.
Overview
9
9
years of professional experience
7
7
years of post-secondary education
Work History
Business Analyst - CRM - COO
Apex Fund Services LLP.
Pune, Maharashtra
08.2021 - Current
- Timely submission of Financials to Chief Operating Officer (COO), Luxembourg on weekly and monthly basis with meaningful data analysis.
- Helping COO to reconcile all finance and CRM data including Client at Risk data and regional revenue collection.
- Providing meaningful insights about global and regional clients from Salesforce and other CRM software to track Revenue/cost benefit from each client.
- Lead all COO finance matters associated with CRM planning, actual cost and revenue tracking.
- Expert on all Financial tools, cost processes, budget planning, target setting, revenue analysis and client tracking.
- Providing Business Management support including but not limited to people and resourcing, revenue control and planning, governance, strategy, functional construct/structure and resolving ad-hoc issues.
- Build strong and effective relationships across complex and senior stakeholder framework.
- Technical skills in various accounting software like in Paxus, Allvue, Microsoft Dynamics 365 and e-Front.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Internal and External Auditor
P. K. Nayak and co.
Bhubaneswar, Odisha
05.2019 - 07.2019
- National Institute of Science Education and Research, Jatni, Odisha - Internal Audit
- Individual Income Tax Return Filling
- Period end entries posted to generate Profit and Loss statements, Balance Sheets and Cash Flow Statements for various clients
- Bank Reconciliation of various small-scaled companies for Audit purposes.
- Assessed company controls and potential risks against benchmarks.
- Liaised between clients and internal audit staff to address concerns with procedures, scheduling or results.
- Maintained integrity of general ledger and chart of accounts.
- Prepared working papers, reports and supporting documentation for audit findings.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Trained new employees on accounting principles and company procedures.
Internal and External Audit Assistant
SRB and Associates
Bhubaneswar, Odisha
06.2015 - 06.2018
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Assessed financial statements and records.
- Supported litigation through examination of canceled checks, invoices and bank records.
- Reviewed accounting clients' financial data systems to determine functional compliance.
- Reviewed general ledger transactions to identify errors or irregular entries.
- Performed extensive assessments of assets, liabilities and equity to verify accuracy in financial reports.
- Analyzed trends in financial data to investigate fluctuations.
- Established audit and internal control procedures and recommended process improvements to address issues.
- Completed audits in accordance with regulations and procedures.
Education
Advanced Certificate Program - Cybersecurity
International Institute of Information Technology
Bengaluru, India 06.2022 - 02.2023
Intermediate (IPC) Course - Accountancy
Institute of Chartered Accountants of India
New Delhi, India 12.2012 - 11.2015
Bachelor's Degree - Commerce
Utkal University
Bhubaneswar, India Apr.2012 - Apr.2015
Skills
- Certified with "Coding Fundamentals" certificate by Google Inc in 2021
- Certified with "CFA Investment Foundations Program" by CFA Institute in 2020
- Expertise in Power BI and SQL software to analyze and visualize the data sets like a pro
- Self-starter & able to work autonomously in high pressured environments with little direction
- Thorough experience in accounting software like - e-Front, Paxus, Investran & Allvue
- Organized, disciplined and understand importance of accuracy and integrity of data
- Proficient in MS-Office (Excel, Word, Power Point, Outlook), Tally, Atlas Five and SAP (used only for Audit)
- Leading Corporate Social Responsibility (CSR) Team in Pune as well as Philanthropy team - EXPAND formed to develop Asian population in Apex
- Leadership skills, with ability to build rapport with Stake holders / Business areas
- Quick learner with innovative problem-solving Ideology
- Business process improvement
- Customer Needs Assessment
- Business Process Mapping
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsTeam Building / Company RetreatsTimeline
Advanced Certificate Program - Cybersecurity
International Institute of Information Technology
06.2022 - 02.2023
Business Analyst - CRM - COO
Apex Fund Services LLP.
08.2021 - Current
Internal and External Auditor
P. K. Nayak and co.
05.2019 - 07.2019
Internal and External Audit Assistant
SRB and Associates
06.2015 - 06.2018
Intermediate (IPC) Course - Accountancy
Institute of Chartered Accountants of India
12.2012 - 11.2015
Bachelor's Degree - Commerce
Utkal University
Apr.2012 - Apr.2015
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Disclaimer
I do hereby declare that all the information given above is true to the best of my knowledge.
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