Summary
Overview
Work History
Education
Skills
Accomplishments
Key Result Areas
Articleship
Personal Information
Timeline
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Manoj Agrawal

Manoj Agrawal

Chartered Accountant, B Com
Gurgaon

Summary

Performance-driven seasoned professional (First attempt Chartered Accountant) with over 17 years’ experience & capability to balance strategic decisions and financial discipline with hands-on approach to leadership. Exhibiting hands-on experience in Retail & B2B (Wal-mart India), Captive for financial services (HSBC- Global Finance center & UBS-Swiss bank) and Banking (Axis Bank and ICICI Bank).

Overview

20
20
years of professional experience
4
4
years of post-secondary education

Work History

VP- Finance Operations

HSBC -Global Finance Center
07.2018 - Current
  • Led transformation, overseeing finances, validating assumptions, and challenging proposals. Turned down proposals of $20M, enforced compliance, pinpointed inefficiencies, and optimized resources, yielding significant cost savings for the organization.
  • Implemented in-house process automation utilizing the TM1 tool for "Boundary Change" processes, achieving a 50% reduction in time. Established audit trails and robust governance, enhancing efficiency and accountability within the organization
  • Led the Group Cost Performance Team, ensuring punctual delivery of critical reports. Provided insightful analytics to senior stakeholders, supported ad-hoc analytics, and managed projects effectively.
  • Directed annual budgeting, AOP, and forecasting cycles, managing the entire process. Orchestrated team efforts, fostering cross-functional collaboration to align with organizational goals. Ensured accuracy in financial planning through meticulous oversight, enabling informed decision-making and strategic resource allocation

Director- Financial planning & Analytics

UBS- Business Solution Center
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
  • Secured key partnerships that contributed to the company''s overall growth strategy and market reach.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.

AVP- Finance Operations

HSBC -Global Finance Center
  • Improved customer satisfaction by streamlining processes and implementing new strategies.
  • Established policies and procedures that improved operational efficiency within the organization.
  • Negotiated contracts with suppliers, securing favorable terms and conditions for the company''s benefit.
  • Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.

DGM- Finance

Wal-Mart India
  • Coordinated cross-functional teams to ensure timely completion of projects and tasks, meeting all deadlines and requirements.
  • Streamlined communication channels for improved efficiency within the DOM team.
  • Contributed to increased sales revenue by upselling relevant products and services when assisting customers with inquiries or concerns.
  • Provided ongoing support for existing clients, fostering loyalty through attentive service and consistent follow-up communications.

Credit-Manager-Mortgages, Unsecured

Axis Bank
  • Implemented an effective training program for new hires that accelerated their ability to contribute effectively within the team environment quickly.
  • Collaborated with cross-functional teams to develop customized payment solutions that met business needs while minimizing risk exposure.
  • Maximized cash flow for the company by monitoring outstanding debts and optimizing collection efforts.
  • Built a high-performing credit management team with a strong focus on collaboration, accountability, and continuous development.

Credit Manger-Mortgages

ICICI Bank
  • Continuously monitored market conditions to identify potential changes impacting borrower eligibility or lending policies.
  • Coordinated closely with title companies to ensure smooth closings and proper document recording.
  • Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
  • Managed a large pipeline of loans efficiently, prioritizing tasks based on deadlines and client needs.

Financial Planner

Anand Rathi Financial Services
07.2004 - 07.2005
  • Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
  • Collaborated with cross-functional teams to develop tailored solutions addressing clients'' unique financial needs and goals.
  • Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.

Education

Articleship Trainee - Accounting, Corporate Laws And Auditing

Kumar R Jain & Co.
CA Firm, Jaipur
08.2000 - 08.2004

Skills

Qlik Sense

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Accomplishments

  • Guest faculty covering various topics like Risk management, mutual funds, budgeting and planning, financial modelling, Derivatives -Options trading etc for students in IILM-Gurgaon.
  • Introduced a comprehensive Inventory Management tool & helped reduce the aged inventory of the business by 70% and developed automated template “Vendor KPI” helping in better negotiation with existing vendors.
  • Train the trainer: Trained inhouse training team member for on the site/store training on Cash and carry P&L, corporate center reporting process, forecastiomng & planning process etc.
  • Recognized and nominated for 15 days “Best Practices” programme at US –Walmart headquarters
  • Managed tarnsformation program and as finance SME challenged over several programs and declined proposals which saved loss of >$20m
  • Manged over >100 roles transition from across the globe, delivered savings of over $3.0m
  • Lead Robotics process implementation across entitre standard reporting and mangement decision support system, this has resulted 43 roles efficiency ($2.1m saves)
  • As a interim role for risk management and audit identified incorrect provisional methodology for performance pay and saved over $1m
  • Lead Implementation of Qlik-sence reporting in support with IT development team resulting 57 FTE saves
  • Monthly closing and reporting- Delivered process improvement through advanced monthly closing and reporting by 4 working days by agreeing early cut off date withall cross functional teams. This helped having pre close review and mitigate any errors before final close. Also Delivered 5 working days efficieny in forecasting process through provess excellence project- demising NVA (non value adding activities) and reengineered data capture process.

Key Result Areas

  • Accounts/ Financial Management
  • Governance and controlling

Articleship

Aug’00-Aug’03 with Mr. Rajesh Kumar Jain –FCA, Kumar R. Jain & Co.-Chartered Accountants, Jaipur

Personal Information

Date of Birth: 07/07/81

Timeline

VP- Finance Operations

HSBC -Global Finance Center
07.2018 - Current

Financial Planner

Anand Rathi Financial Services
07.2004 - 07.2005

Articleship Trainee - Accounting, Corporate Laws And Auditing

Kumar R Jain & Co.
08.2000 - 08.2004

Director- Financial planning & Analytics

UBS- Business Solution Center

AVP- Finance Operations

HSBC -Global Finance Center

DGM- Finance

Wal-Mart India

Credit-Manager-Mortgages, Unsecured

Axis Bank

Credit Manger-Mortgages

ICICI Bank

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Manoj AgrawalChartered Accountant, B Com