Perform Latin American dance forms
TRUPTI NAAG
Chartered Accountant
Kanjurmarg, Mumbai,Maharashtra
Summary
A finance professional with 11 years of work experience aiming to deliver value through my services. Extremely motivated to develop new skill sets and equip myself with new age technologies in finance. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
12
12
years of professional experience
9
9
years of post-secondary education
Work History
Manager - Financial Planning & Analysis
ATG Business Solutions Pvt Ltd
04.2023 - Current
- Company Overview: Aeries is NYSE listed company that outsources expert services to its clients on a purpose built model. I work for a US based client.
- Preparing Annual Operating Plans of about $50M
- Generating Rolling Forecasts
- Monthly variance analysis
- Cash flow forecast
- CapEx analysis
- Identifying cost efficiencies
- Finance Business partnering
- Creating reports for Business leaders and Board
- Ad Hoc reports
Manager - Financial Planning & Analysis
Aegis Customer Support Services Pvt Ltd
02.2020 - 03.2023
- Company Overview: A KPO company with global presence in 13 countries. The company offers tailor made solutions to suit the requirements of its clients
- Valuation of Business and coordination with external valuation teams
- Preparing financial models of the company
- Conducting working capital management
- Handling Due diligence for banking purposes
- Monthly MIS reports to the board
Senior Associate Advisory
Incorp Advisory Services Private Limited
02.2016 - 01.2020
- Company Overview: This is a financial advisory and business consulting company
- Assistance in IPO process - participated in the pitch to merchant bankers and lawyers, proof reading of DRHP
- Liaising with bankers and lawyers from client side for financial and legal due diligence
- Preparation of Business model and enterprise valuation
- Financial Planning and performance monitoring
- Variance analysis and review of financial ratios
- Working capital analysis
Senior Audit Manager
Chokshi & Chokshi
05.2013 - 11.2015
- Company Overview: A CA firm of repute providing services of audit & review, taxation and advisory services around the globe
- Conducting statutory audits & Limited reviews
- Internal Audit of a listed company
- Financial due diligence
- Forensic audit of NSEL
- Presentation of audit results to the Board of the clients
- A CA firm of repute providing services of audit & review, taxation and advisory services around the globe
Education
Chartered Accountant -
Institute of Chartered Accountants of India
Mumbai, India 04.2007 - 11.2012
Bachelor of Commerce -
SIES College of Arts, Science And Commerce
Mumbai, India 04.2004 - 03.2007
Skills
Advanced Excel
Microsoft PowerPoint
Knowledge of Power BI
Variance Analysis
Annual Operating Plan
Budget control
Key performance indicators
Analytical skills
Business Valuation
Financial Model
Communication skills
Work Planning and Prioritization
Personal Information
- Date of Birth: 09/03/86
- Gender: Female
- Marital Status: Unmarried
Interests
Interested to travel to places of historical importance
Timeline
Manager - Financial Planning & Analysis
ATG Business Solutions Pvt Ltd
04.2023 - Current
Manager - Financial Planning & Analysis
Aegis Customer Support Services Pvt Ltd
02.2020 - 03.2023
Senior Associate Advisory
Incorp Advisory Services Private Limited
02.2016 - 01.2020
Senior Audit Manager
Chokshi & Chokshi
05.2013 - 11.2015
Chartered Accountant -
Institute of Chartered Accountants of India
04.2007 - 11.2012
Bachelor of Commerce -
SIES College of Arts, Science And Commerce
04.2004 - 03.2007
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