Shalabh Lochan Agarwal
Finance Executive
Delhi,Delhi
Summary
Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about AP/AR processes all other aspects of successful financial operations. Versatile Senior Fiance Executive adept in financial analysis, audit support, account reconciliations and collections. monitoring controls and completing closings. Highly detail-oriented, proactive and diligent. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Executive - Finance & Accounts
Jones Lang LaSalle Building Operations Private Limited
Gurgaon
2017.06 - Current
- Analyzing Financial data for Forecasting (Regression Analysis) future business trends and inform strategic decision-making.
- Managing accounts payable and receivable processes, ensuring timely payments and collections.
- Coordinating audits by internal and external auditors to ensure compliances.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Checking vendor payments and other accounting disbursements for accuracy and compliances.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Analyzing Financial Statements.
- Preparing Debt, Fixed Deposit & Equity Schedules.
- Finalization of Provisions.
- Preparation of Payments Trend and Expenses Sheet.
- Preparation of Fund Position and Monthly Budgets.
Accounts Executive
Hanung Toys and Textiles Limited
Noida
2011.12 - 2017.03
- Maintained up-to-date vendor contracts and agreements as well as other documentation related to accounts receivable and payable activities.
- Performed month-end closing activities such as journal entries, accruals, reconciliations.
- Passing Journal Entries in relation to Profit and Loss on Sale & Purchase of Equity (Cash, F&O & Currency derivatives) and Mutual Funds.
- Inter Branch Reconciliations.
- Banking and Cash Management.
- Purchase and Sales Invoices booking in Tally.
Relationship Manager
iTrust Financial Advisors Private Limited
Noida
2010.04 - 2010.08
- Built financial models such as Children Education Plans, Children Marriage Plans, Retirement Plans etc to allocate resources, forecast cash and investment needs.
- Collaborated with managers to identify and develop new markets according to strategic plan, analyzing potential opportunities and challenges.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Developed marketing plan based on client data to acquire new relationships and expand existing ones.
Relationship Manager
ICICI Securities Limited
Ghaziabad
2008.05 - 2009.03
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Created marketing materials and presentations for prospective clients.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
Assistant Relationship Manager
India Infoline Limited
Greater Noida
2006.07 - 2008.03
- Assisted Relationship Managers in handling customer inquiries and resolving issues.
- Maintained accurate customer records and updated customer profiles as needed.
- Conducted research on customers' financial needs and provided recommendations on appropriate products or services.
- Developed relationships with clients through regular communication via phone, email, or other methods of communication.
Education
Accelerated General Management Program - General Management
Indian Institute of Management
Ahmedabad2023-09
MBA - Finance
Mangalmay Institute of Management & Technology
Greater Noida2005-07
Skills
- Variance Analysis
- Revenue Growth
- Audit management
- Budgeting and Forecasting
- Financial Analysis
- Microsoft Office
Certification
- Financial Planning and Valuations Certification - NSE India
- Risk Analysis and Insurance Planning - FPSB India
- Retirement Planning and Employee Benefits - FPSB India
- Investment Planning - FPSB India
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
Senior Executive - Finance & Accounts
Jones Lang LaSalle Building Operations Private Limited
2017.06 - Current
Accounts Executive
Hanung Toys and Textiles Limited
2011.12 - 2017.03
Relationship Manager
iTrust Financial Advisors Private Limited
2010.04 - 2010.08
Relationship Manager
ICICI Securities Limited
2008.05 - 2009.03
Assistant Relationship Manager
India Infoline Limited
2006.07 - 2008.03
Accelerated General Management Program - General Management
Indian Institute of Management
MBA - Finance
Mangalmay Institute of Management & Technology
- Financial Planning and Valuations Certification - NSE India
- Risk Analysis and Insurance Planning - FPSB India
- Retirement Planning and Employee Benefits - FPSB India
- Investment Planning - FPSB India
Similar Profiles
Priyanshu SharmaPriyanshu Sharma
Finance Analyst at Jones Lang Lasalle Property Consultants (India) Private LimitedFinance Analyst at Jones Lang Lasalle Property Consultants (India) Private Limited
Utkarsh SinghalUtkarsh Singhal
Senior Specialist/Team Lead – Financial Management at Jones Lang Lasalle (JLL) India Private LimitedSenior Specialist/Team Lead – Financial Management at Jones Lang Lasalle (JLL) India Private Limited
Lavanya NaveenLavanya Naveen
Guest Relations Manager at JONES LANG LASALLE PROPERTY CONSULTANTS (INDIA) PRIVATE LIMITEDGuest Relations Manager at JONES LANG LASALLE PROPERTY CONSULTANTS (INDIA) PRIVATE LIMITED