Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Preeti Agarwal

Preeti Agarwal

Bengaluru

Summary

Strategic and impact-driven finance leader with 15+ years of experience in FP&A, digital finance, business partnering, and financial operations across global environments. Proven ability to lead cross-functional teams, manage P&L, and deliver data-backed insights that drive profitability, cost optimization, and business growth. Adept at partnering with digital and tech teams to shape financially sound decisions and scalable solutions in fast-paced, omnichannel ecosystems. Skilled in advanced analytics, BI dashboards, financial modeling, and ERP/automation tools, with a bias for action, collaboration, and continuous learning. Passionate about building high-performance teams, fostering innovation, and enabling strategic transformation in large, matrixed organizations

Overview

14
14
years of professional experience

Work History

Business Partner – Finance

Amazon
Bengaluru
06.2024 - Current
  • Drove strategic financial transformation through collaboration with cross-functional teams, enhancing cost efficiency by 15%.
  • Evaluated over $100M in commercial proposals as a strategic finance partner, facilitating successful business launches.
  • Delivered data-driven insights via variance analysis and automated financial reporting, improving decision-making across units.
  • Automated financial reporting with BI tools and advanced Excel models, increasing data accuracy by 30% and reducing time by 40%.
  • Optimized working capital through operational collaboration, achieving a 12% improvement in cash conversion cycle.
  • Led enterprise-wide accounts receivable recovery program, generating $12.2M in cash inflows quarterly and cutting DSO by 18%.
  • Managed $500M P&L, achieving $25M EBITDA growth through AI-driven billing automation, decreasing discrepancies by 27%.
  • Established robust financial processes and controls for compliance, enhancing audit readiness and reducing control exceptions by 35%.

Sr. Finance Manager

Practus Professional Services Pvt Ltd
Bangalore
04.2023 - 06.2024
  • Directed full P&L ownership for $100M+ portfolio, achieving $11M increase in operating profit through zero-based budgeting, pricing intelligence, and cost transformation.
  • Collaborated with CXOs and sales leaders to develop predictive pricing models, generating $25M incremental revenue and 15% YoY growth via strategic contract negotiations.
  • Managed $70M+ capital allocation, utilizing AI workforce modeling to optimize global headcount and realize $5M in cost savings while maintaining 99% SLA compliance.
  • Created AI-integrated Excel financial modeling framework, enhancing EBITDA forecast accuracy to 98% and enabling real-time decision-making through automated dashboards.
  • Improved client financial health by optimizing working capital, reducing interest costs by 22% through process reengineering and liquidity-focused initiatives.
  • Orchestrated annual budgeting processes across global regions, standardizing templates and automating workflows to cut budget cycle time by 25% and improve forecast precision by 18%.

Finance Manager

Aurigo Software Technologies
Bangalore
01.2019 - 03.2023
  • Controlled P&L exceeding $150M across US, Canada, and India, executing zero-based budgeting for $6.7M savings and 7.5% YoY EBITDA growth.
  • Oversaw MRR/ARR performance metrics, ensuring accuracy in financial reporting aligned with business objectives.
  • Collaborated with Sales, Product, and Customer Success teams to provide financial insights, shape pricing strategies, and drive profitable growth.
  • Led financial structuring and cost-benefit analyses for new production lines, reducing project costs by 10% and enhancing profitability by 2.5%.
  • Digitized financial reporting through ERP and BI platform integration, improving budget adherence by 15% and minimizing forecasting errors by 10%.
  • Facilitated strategic decisions for product launches and market expansions via comprehensive financial modeling and scenario analysis.
  • Directed annual budget planning and rolling forecasts, enhancing accuracy by 15% and reducing unplanned expenses by $1.2M annually.

Assistant Finance Manager

Back Office Shared Services
Bangalore
08.2017 - 03.2019
  • Managed finance operations for multiple clients, ensuring compliance with SLAs and regulations.
  • Spearheaded process improvements to achieve operational efficiencies and 12% cost savings.
  • Collaborated with teams and stakeholders to align finance outcomes with business goals.
  • Monitored key performance indicators to enhance service delivery and client satisfaction.
  • Drove standardization of core financial processes for increased efficiency.
  • Led initiatives resulting in measurable cost savings and improved operational workflows.
  • Developed KPIs to track financial health and raise client satisfaction by 20% YoY.

Internship & Paid Assistant

CA Firm
Bangalore
01.2012 - 01.2017
  • Developed audit plans and strategies for statutory, internal, and limited review audits.
  • Conducted audits in compliance with Indian GAAP, ICAI standards, and Income Tax Act.
  • Managed comprehensive tax compliance by filing income tax returns and e-filing tax audits.
  • Executed ROC filings with expertise across banking, manufacturing, and services sectors.

Education

MBA - Finance

NMIMS
Mumbai
04.2022

Bachelor of Commerce (H) -

University of Calcutta
Calcutta
05.2011

Skills

  • Financial planning and analysis
  • Strategic budgeting and forecasting
  • Financial modeling and variance analysis
  • Stakeholder management
  • Operational efficiency
  • Cost optimization
  • Risk and compliance management
  • Business planning
  • ERP implementation
  • Data analytics and visualization
  • Financial accounting systems
  • Financial reporting
  • Long-range planning
  • Cross-functional leadership
  • Change management
  • Process automation
  • Problem solving
  • Effective communication
  • Attention to detail

Accomplishments

  • Three-time winner of Employee Contribution of the Year award for exemplary performance and dedication.
  • Oversaw club activities and championed member development as Vice President of Education at Aurigo Toastmasters Club, fostering a culture of learning and public speaking excellence.
  • Planned and executed blood donation camps and launched “Green Tycoons,” a sustainability initiative focused on tree plantation and waste management.
  • Supported residents at old age homes and provided educational assistance at local schools as part of corporate social responsibility efforts.
  • Taught secondary and junior-level students, designing engaging lessons to enhance academic performance.
  • Achieved first place in the RJ Hunt at Red FM 93.5, demonstrating outstanding communication and presentation skills.

Timeline

Business Partner – Finance

Amazon
06.2024 - Current

Sr. Finance Manager

Practus Professional Services Pvt Ltd
04.2023 - 06.2024

Finance Manager

Aurigo Software Technologies
01.2019 - 03.2023

Assistant Finance Manager

Back Office Shared Services
08.2017 - 03.2019

Internship & Paid Assistant

CA Firm
01.2012 - 01.2017

MBA - Finance

NMIMS

Bachelor of Commerce (H) -

University of Calcutta

Similar Profiles

CREATE PROFILE
Preeti Agarwal