Vaibhav Agarwal
Gurugram
Summary
Enthusiastic professional eagerly promoting team mentoring and leadership through a career spent working with all types of personalities. Looking for an Associate Manager position where a skilled background and attention to detail will be highly valued.
Overview
9
9
years of professional experience
Work History
Forecasting, Planning & Analysis (FP&A)- Associate Manager
HCL Technologies Limited
10.2023 - Current
- Got into leadership role along with the previous responsibilities
- Addition of One more Big Customer having revenue of $20mn Per Qtr
- Calculating the project wise cost saving on monthly basis and finalizing the bonus accordingly
- Coordinating with delivery and Controller’s team to resolve the financial related queries.
Forecasting, Planning & Analysis (FP&A)- Senior Executive
HCL Technologies Limited
08.2021 - 09.2023
- Role cover 2 major areas: Forecasting and Analysis Business MIS Reporting Handling the biggest customer of LOB which have estimated revenue of $40mn per Qtr
- Working Closely with business on revenue and cost model
- Indulge in monthly closing reports which are required by Management
- Involved in updation of Order book with the MSA and SOW
- Updating the Firm and Opportunity numbers on weekly basis
- Working on provisions like Volume Discount and SLA
- Involved in revenue and cost transfer entries across the LOB
- Working on UBR and UAR reporting on monthly basis
- Approving the financial terms of SOW with customer
- Preparation of POC sheet for big projects for recognizing revenue
- Posting Revenue and Cost transfer entries into the system.
Article Trainee
M/s A S & Co., Moradabad
08.2016 - 06.2019
- During articleship gained valuable experience of carrying out taxation, & financial matters of various clients
- Filed income tax returns of companies alongwith the returns of individuals, E-TDS returns with income tax authorities
- Assisted clients on financial planning matters and also helped them in tax planning on their trading activities.
Article Trainee
M/s Ravi Ankur & Co., Delhi
11.2015 - 07.2016
- During articleship gained valuable experience of carrying out accounting, audit and taxation matters of various companies and individuals
- Also engaged in maintaining books of account, provisional and projected balance sheets
- Integral team member of statutory branch audit assignment of central bank of india (Branches having asset base in range of INR 50-75Cr.) and handled crucial areas of NPA provisioning, inventory records.
Article Trainee
M/s D D Bansal Associates, Delhi
07.2015 - 09.2015
- Involved as a part of the audit team for performing activities relating to stock audit
- Also engaged in assisting individual return of over 1 crore.
Education
CA-Final -
The Institute of Chartered Accountant of India (ICAI)
01.2021
CA-IPCC -
The Institute of Chartered Accountant of India (ICAI)
05.2017
Bachelor of Commerce -
Delhi University
01.2016
CA CPT -
The Institute of Chartered Accountant of India (ICAI)
06.2013
XII (CBSE) -
Higher Secondary/ Secondary Education
01.2013
X (CBSE) -
Higher Secondary/ Secondary Education
01.2011
Skills
- MS Office
- Tally
- Trading view
- Money control
- Tickertape
- Coin
Skillsetknowledgepurview
- Well conversant with MS Office and Tally.
- Hands-on experience with software like Trading view, Money control, Tickertape, Coin.
Personal Information
Date of Birth: 03/02/95
Awards
- Honoured for securing the highest marks in the commerce stream in school.
- Have consistently been awarded for academic excellence throughout the academic and professional terms.
- Secured exemption in CA final elective paper “Financial services & capital market.”
Extracurricular Activities
Effectively guiding in house operations of business which lead to cost saving or productivity of more than 20%. Keep updated with stock market news on regular basis. Involved in Positional, Swing trading of stocks using technical and price action strategy and maintaining a portfolio of over 7 lakhs with approximately 15% return. Regularly investing in IPO/ OFS from last 4 years to gain knowledge. Helped family and friends to guide about their financial plan.
Timeline
Forecasting, Planning & Analysis (FP&A)- Associate Manager
HCL Technologies Limited
10.2023 - Current
Forecasting, Planning & Analysis (FP&A)- Senior Executive
HCL Technologies Limited
08.2021 - 09.2023
Article Trainee
M/s A S & Co., Moradabad
08.2016 - 06.2019
Article Trainee
M/s Ravi Ankur & Co., Delhi
11.2015 - 07.2016
Article Trainee
M/s D D Bansal Associates, Delhi
07.2015 - 09.2015
CA-Final -
The Institute of Chartered Accountant of India (ICAI)
CA-IPCC -
The Institute of Chartered Accountant of India (ICAI)
Bachelor of Commerce -
Delhi University
CA CPT -
The Institute of Chartered Accountant of India (ICAI)
XII (CBSE) -
Higher Secondary/ Secondary Education
X (CBSE) -
Higher Secondary/ Secondary Education
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