Saurav Agarwal

• Responsible for preparing Monthly/Quarterly reporting
• Conduct an in-depth Variance analysis
• Preparing Monthly/quarterly journal entries
• Identifying the scope for automation and implementing BOTS for the repetitive process with the help of technical team
• Build reports using excel Power Pivot / Power queries for large data to reduce the time taken and for easy reporting
• Root-cause analysis of issues and ensuring adequate internal check procedures in place
• Performed ad-hoc reporting on regular basis
• Preparing Power BI dashboards as and when required
• Monitoring timely delivery of all the reports and journal entries by all the analyst in the team
• Supporting all the analyst within the team in the ad hoc request/projects
• Prepare monthly rollforwards for business reviews.
• Supervising team of 3 analyst and ensuring their work is properly reviewed.

Projects:

1. Automated Journal Entries for Cash Accounts:

• Developed a rulebook to automate regular journal entries, eliminating manual input and enhancing efficiency.
• Automated the recording of 100+ daily transactions for a specific account, saving significant time and effort while reducing manual errors.
• Ensured accurate, up-to-date records with automatic approvals, speeding up the process.
• Collaborated with the Oracle Fusion technical team for setup and technical support.

2. Reverse Quest Daily entries automation :

• Identified issues with daily RQ journal entries, where some were recorded to incorrect GLs and cost centers.
• Categorized the issue into different buckets and developed a detailed project plan.
• Collaborated with the Reverse Quest and Data Management teams to resolve the problem.
• Conducted thorough testing to ensure accuracy before go-live.

3. Process Transition from Third Party to In-House :

• Successfully transitioned multiple RMS-related accounts from Cognizant (third-party) to an in-house team, resulting in significant cost savings.
• Identified and resolved reconciliation process issues during the transition phase to ensure seamless operations.
• Conducted thorough testing and deployed the new process, achieving a flawless implementation without disruptions.
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• Member of the Financial Decision Support & Analysis (Store Finance) Team
• Responsible for conducting detailed analysis of store expenses for business reviews, working on optimization and other key store initiatives
• Publishing weekly reports on financial performance of stores by capturing key financial metrics at the different geographic levels and sharing it with top management for effective decision making
• Regular interaction with onshore counterparts to analyze and interpret the revenue results
• Handled Payroll expenses reporting the biggest expenses for Stores, Monthly business meetings (MBM) reviews, Daily Payroll Adjustment tool, Payroll performance reporting
• Handled regular Weekly, Monthly and Quarterly reporting to the Executive Leadership Team
• Performed ad-hoc reporting on regular basis.

Projects:

1.P-Card Reporting Power BI Dashboard:

• Designed weekly reports for P-card expenses based on data provided by the T&E teams.
• Built a Power BI dashboard for business reviews, showing expense breakdowns by Region, Store, and Vendor for a quick overview.
• The dashboard supports significant cost savings by providing stores with a clear expense snapshot.
• Used weekly by SMs/ASMs to guide store associates on appropriate P-card usage.

2.Payroll Expenses (Fixing System Discrepancies):

• Collaborated with a team of four to identify and resolve discrepancies across systems.
• Developed a process for detecting discrepancies on a monthly/weekly basis.
• Documented the data flow across systems for clarity and consistency.
• Created a monthly report for leadership to highlight discrepancies and enable prompt corrective actions.

• The key role of the position is to Prepare and monitor financial reports and perform Financial Analysis
• Cyclic activities of Financial Planning and Budgeting, Forecasting and Comparison Analysis along with having a keen eye for detail and presenting them to the On-shore Director of Finance and Partners
• As a part of on-shore reporting team, I have performed the following activities: Aligned as full-time support to Americas Assurance & Advisory finance Group
• Preparation of Monthly/Quarterly/Weekly reports and other scheduled reports Tools used include Microsoft excel, Microsoft SQL studio, Power BI visualization tool and also based on dependency data
• Ad-hoc reporting as and when requested by On-shore clients for Revenue, Financials, FTE/Headcount data reporting, utilization and other key metric details
• Conduct an in-depth Variance Analysis
• Preparation of journal entries in order to allocate expenses from generic cost center to store cost centers
• Preparation of accrual/reversal journal entries
• Prepare Summary dashboards for the Areas/Regions
• Root-cause analysis of issues and ensuring adequate internal check procedures in place
• Work on year end activities to set reports for next fiscal year by creating templates and connections as required
• Regular connects with Clients to understand their needs and perform them accordingly with perfection
• Attending Monthly calls/ Video Conferences with the Practice Director of Finance, Directors and Partners regarding monthly work and performance.
• Delivered actionable insights by conducting in-depth analyses of complex data sets, facilitating informed strategic planning and execution.

Projects :

1. UI Path (Automation of Reports using BOTs):

• Collaborated on automating reports using UI Path BOTs, achieving cost savings for the company.
• Utilized multiple BOTs designed for various tools to streamline reporting processes.
• Tested BOT-generated reports to ensure efficiency and reported bugs to the technical team for resolution.

2.MERCURY (SAP System Conversion):

• Participated in testing reports during the transition to the SAP system.
• Verified the accuracy of reports across tools and provided feedback to the Mercury development team for final approval.