Sagar Suru(He/Him)
AGM Finance
Visakhapatnam
Summary
Steadfast finance professional familiar with managing multimillion-dollar business operations. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed financial goals. Excellent reporting, record keeping and relationship-building abilities.
A well-rounded knowledge of finance functions that has come from working in various industry types. Self learner who can work independently and also team manage while possessing a high standard to detail. Skilled in MS Office Suite, FP&A, SAP ERP, Microsoft Dynamics, Quick Books, Wave Accounting, Financial Statement Preparation, Payroll Accounting, Internal Control, and Taxation.
Hands-on experience in handling the India operations for a GSS/GBS/BPO setup
Overview
11
11
years of professional experience
3
3
Certifications
Work History
AGM Finance
Patra India BPO Services Private Limited
01.2021 - Current
- Oversee the entire Finance controlling, FP&A of the India region.
- Spearheaded the implementation of new accounting software solutions, improving data accuracy and streamlining operations across departments.
- Enhanced stakeholder communication by producing clear, concise, and timely financial reports that supported informed decision making.
- Streamlined financial processes by implementing efficient budgeting and forecasting systems.
- Provide support in all UAT and Regression testing activities.
- Developed robust financial models to support strategic decision-making and improve profitability.
- Successfully managed multiple audits, ensuring accurate financial information was presented to external parties without discrepancies or delays.
- Facilitated process improvements by automating manual tasks, increasing efficiency within finance function.
- Collaborated with cross-functional teams to develop revenue-generating initiatives, driving growth in key market segments.
- Managed company cash flow by monitoring daily transactions and optimizing working capital.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Research on technical accounting and reporting issues in line with AS, CARO, Companies Act, FEMA, GST, etc.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Performing relevant P&L, Balance sheet checks and ensuring that they are correctly reported on month ends.
- Mentored junior finance team members, fostering a culture of continuous learning and professional development within the department.
Finance Business Partner
FinSolute Private Limited
04.2020 - 09.2020
- Monitor the work inflow & outflow each day. Review of deliverables to ensure high level of service quality, prior to their delivery to client and also adhere to strict timelines or due dates for statutory compliance.
- Managing the portfolio of clients and for ensuring that SLAs are met, & to act as Point of Contact for client managers to refer to for resolving client specific issues.
- Preparing project reports for any acquisition/merger
- Working on projects for US Accounting and ITR (1040).
- Help in preparing the corporate documents for LLC/ Corporations and also be proactive & add value to client services.
- Provide technical guidance to team members to ensure the smooth functioning of processed.
Assistant Manager - Finance
Varun Beverages Limited & PepsiCo
02.2018 - 03.2020
- Lead the Annual Operating Plan and develop the AOP construct in close consultation with cross functional heads.
- Assisted in transition related works viz., Creation of Master data, conducting training sessions to other staff with regard to change in the processes, liaise with other departments and resolving the issues if any, identifying lapse of any internal control.
- Optimization of inventory carrying cost, enhancing purchase efficiency and ensuring ready availability of raw material with the help of purchase dept. Thorough review of SLOB (Slow and Obsolete moving) inventory and get the open points closed and also Drive cost reduction / productivity projects and support the project teams through financial analysis
- Assist the commercial manager with regard to treatment transactions basis the respective IndAS viz., revenue recognition, CWIP to FA etc.
- Managed entire GL accounting and monthly closure of books of my respective location and also handled end to end Telangana and Maharashtra Logistics Finance.
- Monthly reporting of Unit Financial results with detailed Cause of Change Analysis Vs Plan, material variance analysis and also ensure high quality of operating reviews through 100% accurate data as well as high degree of analysis and pre work to arrive at pointed queries and issues for resolution
- Safeguard the company assets by maintaining a high level of financial control throughout the unit and also conduct surprise checks to check whether the implemented SOP's are in operation or not and also recommend for any process improvements
- Facilitate the timely closure of statutory and internal audits and ensure compliance with audit recommendations and also ensuring support for regulatory compliance and interface with concerned government authorities for pending cases.
- Accounts Payable - Ensure Vendors/Suppliers payment is done according to POs/GRNs, Contractors Payments as per Work Orders, Rental payments as per Lease Agreements, Admin & Employee Related Payments.
- Ensured growth and development of the people reporting to me via learning activities and training and provide a healthy environment that encourages empowerment and diversity.
Senior Executive - Finance & Accounts
E-Filing Consultants India Private Limited
01.2017 - 01.2018
- Day to day Accounting, MIS, Bank Reconciliation
- TDS working & quarterly returns, Documentation & Filing, Month/Quarter/Year End closing entries
- Accounts Receivable & Payable management.
CA Industrial Trainee
PepsiCo India Holdings Private Limited
02.2016 - 01.2017
- Streamlined inventory tracking systems by supporting the implementing barcode scanning technology for more accurate record keeping and reduced manual errors.
- Managed documentation related to standard operating procedures, ensuring accurate record keeping and easy access for employees.
- Reduced energy consumption at the facility by conducting audits of current usage patterns and recommending energy-efficient solutions where applicable.
- Vendor reconciliation of the major spend for the green field project.
- Assisting in month end closure activities viz., Provisioning of Accrued Office, supply expenses and effective stock taking.
CA Article Trainee
Sanjay Kumar Kothari & Co
10.2013 - 01.2016
- Strengthened communication skills through regular interactions with others.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Gained extensive knowledge in data entry, analysis and reporting.
- Proved successful working within tight deadlines and a fast-paced environment.
- Audit - handled special and statutory audits of various entities viz., corporations, partnership firms and sloe proprietorship, banks, educational institutions, charitable trusts etc.
- Accounting - Preparation of financial statements in accordance with GAAP (BS, P&L, Cashflow and other Notes to accounts) of various entities.
- Audit planning and completion within planned time schedule.
- Computations with regard to tax planning of individuals and corporations.
Education
CA Inter -
Institute of Chartered Accountants of India
Delhi, India 04.2001 -
Bachelor of Business Management -
Sri Krishna Devaraya University
Kurnool, India 04.2001 -
CA CPT -
Institute of Chartered Accountants of India
Delhi, India 04.2001 -
Intermediate -
Board of Intermediate Education
Kurnool, India 04.2001 -
Tenth Standard -
Secondary School Certificate
Kurnool 04.2001 -
Skills
Payroll Accounting
KPI Tracking
Finance Controlling
Regulatory Compliance
Audit Coordination
Cash Flow Management
Process Improvement
Risk Mitigation
ERP System Management
Financial Policy Development
Team Building Leadership
Proactive and Focused
Technology Savvy
Certification
Advanced Treasury & Foreign Exchange Risk Management
Awards
Rookie of the year 2021 @ Patra.
Timeline
Advanced Treasury & Foreign Exchange Risk Management
03-2024
Learning Microsoft Dynamics GP
06-2021
AGM Finance
Patra India BPO Services Private Limited
01.2021 - Current
Finance Business Partner
FinSolute Private Limited
04.2020 - 09.2020
Assistant Manager - Finance
Varun Beverages Limited & PepsiCo
02.2018 - 03.2020
Senior Executive - Finance & Accounts
E-Filing Consultants India Private Limited
01.2017 - 01.2018
CA Industrial Trainee
PepsiCo India Holdings Private Limited
02.2016 - 01.2017
Student Speaker for various topics at National Conferences
01-2015
CA Article Trainee
Sanjay Kumar Kothari & Co
10.2013 - 01.2016
CA Inter -
Institute of Chartered Accountants of India
04.2001 -
Bachelor of Business Management -
Sri Krishna Devaraya University
04.2001 -
CA CPT -
Institute of Chartered Accountants of India
04.2001 -
Intermediate -
Board of Intermediate Education
04.2001 -
Tenth Standard -
Secondary School Certificate
04.2001 -