Samrat Bagchi
Dubai, United Arab Emirates
Summary
A senior professional with experience in finance, strategy & operations and risk management with global organizations. Highly skilled in process development, driving automation and client communication within the organization. A post-graduate in finance and an active participant in social activities focusing on child education.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Manager (L3) – Finance, Strategy & Operations (IFS)
PricewaterhouseCoopers (PwC)
11.2022 - Current
- Leading the financial analysis and planning function including budgeting and forecasting.
- End to end reporting, building analytics dashboard, providing strategic insights to the leadership team to support decision making and drive business performance.
- Monitoring departmental KPIs, analyzing variances and managing escalations.
- Oversee all financial operations including billing & collections, revenue recognition, procurement and cost allocations.
- Oversee all operational functions including performance & insights, internal governance and quality control.
- Develop and implement global pricing models for the member firms to maximize revenue.
- Managing and drafting all client/board presentations, SOWs, Service level agreement (SLA) and assist the partners in client acquisition.
- Streamlining of work process, enhancing internal process development and executing change management strategies.
- Conducting periodic audits, monitoring internal controls and ensuring compliance across all line of services.
- Lead, mentor and develop the team members to enhance their skills and performance.
Senior Associate – Finance, Strategy & Operations
Grant Thornton
09.2021 - 10.2022
- Oversee all financial operations including receivables, payables, invoicing and revenue recognition.
- Evaluating financial statements by comparing the actual results with budgets and forecasts.
- Develop reporting dashboards and providing analytical and strategic insights to the management.
- Monitoring departmental KPIs, analyzing variances and managing escalations.
- Develop and implement business strategies that align with the company’s goals and objectives.
- Develop and implement global pricing models for the member firms to maximize revenue.
- Assist the partners in client acquisition through drafting contracts and building presentations.
- Oversee all operational activities including resource planning, quality control and compliance management.
- Liaising with external auditors to ensure proper company finances are maintained.
- Driving automation, enhancing process development and monitoring internal controls.
Senior Officer – Finance & Risk Operations
First Abu Dhabi Bank
11.2018 - 06.2020
- Managing end to end financial analysis and planning function including budgeting & forecasting.
- Monitoring departmental KPIs and liaise with the divisions to enhance financial performance.
- Oversee all financial operations including disbursements, reconciliation, SWIFT and managing cash flow.
- Managing end to end reporting, building analytical dashboards, providing strategic insights to the leadership team to support decision making and drive business performance.
- Providing quality credit turnover service to Branches/Sales as per the service level agreements.
- Monitoring end to end loan accounts, assessing default risk on payments and creating provisions.
- Setting up loan covenants, monitoring risk indicators and preparing credit report on all escalations.
- Monitoring client onboarding process, conducting due diligence and assist the branches in drafting contracts.
- Driving automation, enhancing internal process development, quality and compliance control.
Associate (L2) – Finance & Risk Advisory
PricewaterhouseCoopers (PwC), India
10.2015 - 10.2018
- Monitor and interpret changes in global independence standards following the U.S SEC and AICPA guidelines.
- Conducting detailed research on all financial instruments declared by the partners and the staffs to ensure compliance support at each and every level of investments.
- Company analysis through stock, Annual report, Balance Sheets, P/L Statements, Financial Ratios and due diligence reporting.
- Research and analysis of various business entities like mergers, acquisitions, using tools such as Bloomberg, Factiva, Capital IQ, Morningstar DocumentResearch (MDR), EDGAR, and SNL Financial.
- Monitoring departmental KPIs, preparing management reports, maintaining TAT and quality of client deliverables.
- Managing internal services including budgeting & forecasting, invoicing and collections.
Finance & Operations Assistant
JJ. Automotive Limited (Hyundai), India
07.2012 - 09.2015
- Managing cash flow forecasting, day/month end closing, bank reconciliations and treasury requirements.
- Managing end to end payables and receivables, stock monitoring, billing and payroll.
- Monitoring banking transactions and coordinate with the banks for facility renewal, KYC update and working capital requirements.
- Evaluating financial statements by comparing the actual results with budgets and forecasts.
- Preparing MIS reports and monitoring KPIs and liaise with the Sales/Operations team to enhance financial performance.
Education
Master of Commerce - Finance & Accounting
University of Calcutta
MBA - International Business
St. Xavier’s College
Bachelor of Commerce - Finance & Accounting
University of Calcutta
Skills
- Financial Analysis & Planning
- Reporting & Analytics
- Strategic Planning
- Operations Management
- Risk Management
- Accounting & Audit
- Compliance & Internal Controls
Certification
- Microsoft Certified Power BI Analyst: Udemy
- Certified Banking & Credit Analyst: CFI
- Alteryx Certification - Kubicle
Languages
English
Hindi
Bengali
Arabic (Beginner)
Timeline
Manager (L3) – Finance, Strategy & Operations (IFS)
PricewaterhouseCoopers (PwC)
11.2022 - Current
Senior Associate – Finance, Strategy & Operations
Grant Thornton
09.2021 - 10.2022
Senior Officer – Finance & Risk Operations
First Abu Dhabi Bank
11.2018 - 06.2020
Associate (L2) – Finance & Risk Advisory
PricewaterhouseCoopers (PwC), India
10.2015 - 10.2018
Finance & Operations Assistant
JJ. Automotive Limited (Hyundai), India
07.2012 - 09.2015
Master of Commerce - Finance & Accounting
University of Calcutta
MBA - International Business
St. Xavier’s College
Bachelor of Commerce - Finance & Accounting
University of Calcutta
Hobbies and Interests
Business Journals, Table tennis/Cricket, Composing Music, Traveling, Social Work
Personal Details
- DOB: 19 January 1991
- Blood Group: O+
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