Summary
Overview
Work History
Education
Additional Information
Accomplishments
Software
Certification
Interests
Timeline
Generic

Pulkit Agrawal

Chartered Accountant
Sector 144 Noida

Summary

Finance professional with 6 years of experience in financial due diligence and financial planning and analysis, seeking new opportunities to build expertise with core competence across all areas of finance

Overview

6
6
years of professional experience
9
9
years of post-secondary education
1
1
Certification

Work History

Senior Analyst

EY Global Delivery Services India LLP
12.2021 - Current
  • Participated and Managed in due diligence engagements which are complex and client critical.
  • Participated in deal types like Buy-side due diligence, vendor due diligence, seller information documents, reporting accountants, Carve-out transactions.
  • Perform and analyzing business finance planning and analysis activities, budgeting and forecast of clients.
  • Analyzed financial/operational results of companies by reviewing their accounting records and conducting interviews with management
  • Analyzed historic and current financial information of company.
  • Analyzed forecast model of companies.
  • Prepared and supported for important sections of report like Business Overview, Quality of earnings, Quality of net assets, Net debt, Net working capital, cash flows, current year/forecast trading etc.
  • Prepared/evaluate pro forma financial information
  • Performed research on industry and organization
  • Prepared banking sector specific reports, analyzed company’s performance, financial summary and their outlook and updated them on quarterly basis.
  • Experience of financial market intelligence platform like S&P Capital IQ, Pitchbook, Refinitiv, D&B hoovers, EMIS, Factiva etc.
  • Experience of excel add-ins like Upslide, think-cell helpful in preparing quality report.

Finance Professional

DXC Technology
05.2018 - 12.2021
  • Perform Business Finance planning and analysis activities for Xchanging Entities who are in Joint Venture with Lloyds of London.
  • Preparation and Presentation of “Monthly Business Review” with senior management.
  • Regularly working with business units’ heads to finalize monthly forecast & Budget and discuss monthly performance with all stakeholders.
  • Involved in preparation of Annual Budgets which paves path for upcoming years.
  • Responsible for business specific reports & trackers on monthly basis and assisting/guiding them for their queries
  • Identify risks or opportunities to revenues, cost and propose appropriate actions.
  • Preparation and Presentation of “Monthly Reporting Pack” for review of actuals & variance analysis including commentaries and implementing the corrective actions.
  • Responsible for Monthly closing activities including preparation of cost/revenue accruals, amortizations, prepayments & various journals.
  • Managing & resolving the audit queries for Statutory Audit, Internal Audit, SOX Audit.
  • Preparation of Board Reporting Pack for Board Meetings,
  • Preparation of Cash forecast and closely monitoring for its effective management.
  • Review of DSO and Unbilled revenue and bring them to targets levels
  • Initiating and concluding balance sheet clearances including Intra/Inter co balances, old accruals.
  • Review of Statutory accounts with variance and trend analysis and coordinate with relevant teams

Education

Chartered Accountant - Accounting And Finance

Institute of Chartered Accountant of India
New Delhi
07.2011 - 11.2017

Bachelor of Commerce - Accounting And Finance

Dr. Bhim Rao Ambedkar Universirty
Agra
07.2011 - 06.2014

Additional Information

  • Worked as audit assistant in Savmit Grover and Associates, New Delhi from Jan'16-Aug'17
  • CA Industrial training from Bharat Petroleum Corporation Limited, Noida from Jan'15-Oct'15
  • CA Articleship from Savmit Grover and Associates, New Delhi from Oct'12-Jan'15

Accomplishments

  • Awarded EY Transaction Diligence Spot Awards in Nov'2022
  • Awarded EY GDS user recognition on 4 projects
  • Awarded DXC Recognition award of being a role model in Dec’20
  • Awarded best article award in Jul'14

Software

Microsoft Power BI

Alteryx

MS Office

SAP

Certification

Certificate course on GST from ICAI

Interests

Football, Badminton, Travelling, Cycling

Timeline

Senior Analyst

EY Global Delivery Services India LLP
12.2021 - Current

Certificate course on GST from ICAI

12-2018

Finance Professional

DXC Technology
05.2018 - 12.2021

Chartered Accountant - Accounting And Finance

Institute of Chartered Accountant of India
07.2011 - 11.2017

Bachelor of Commerce - Accounting And Finance

Dr. Bhim Rao Ambedkar Universirty
07.2011 - 06.2014
Pulkit AgrawalChartered Accountant