Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Training
Personal Information
Timeline
Generic

Vikash Katara

Ghaziabad

Summary

Dynamic and result-driven Assistant Manager – Business Finance with over 6 years of experience in P&L ownership, financial planning and analysis (FP&A), and strategic business support. Adept at aligning financial strategies with overall business goals, backed by a solid track record in delivering operational efficiency, cost optimization, and insightful financial reporting.

Currently reporting directly to the Chief Financial Officer (CFO) and playing a pivotal role in preparing Board of Directors (BOD) decks, investor presentations, and executive-level business insights. Demonstrated expertise in budgeting, forecasting, and variance analysis, enabling senior leadership to make informed decisions based on accurate financial projections.

Skilled in preparing and leading monthly MIS, driving financial accuracy and timeliness while mentoring and supervising cross-functional teams. Proven capability in end-to-end Accounts Payable (AP) operations, including handling advance payments, credit terms, and vendor settlements.

Extensive experience in cost control initiatives, particularly around inventory management, freight cost reconciliation, and ledger maintenance. Designed and implemented scalable SOPs for credit operations, including order verification, collections tracking, and customer risk controls.

Spearheaded the complete setup and execution of the IB Credit Collection process, achieving and sustaining a default rate below 3%, while ensuring policy compliance and timely recoveries. Strong grasp of vendor negotiation, with success in extending favorable credit periods and reducing operational costs.

A collaborative communicator, skilled at engaging with stakeholders across finance, procurement, and operations, ensuring seamless coordination and accountability. Proficient in modern financial tools and systems including Looker, Advanced Excel, SAP, Tally, NetSuite, and Google Sheets, supporting data-driven decision-making and automation of financial workflows.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Assistant Manager | Business Finance & Strategy Planning

IB MONOTARO PVT LTD.
01.2024 - Current
  • Assistant Manager – Business Finance with 6+ years of experience in P&L management, financial planning, and analysis (FP&A)
  • Proficient in budgeting, forecasting, and variance analysis for strategic decision-making
  • Directly reporting to CFO and preparing Board of Directors (BOD) decks and financial presentations
  • Hands-on expertise in Monthly MIS preparation, financial reporting, and team management
  • Proven ability in cost optimization, inventory cost control, and freight expense reconciliation
  • Managed complete lifecycle of Accounts Payable (AP), including advance and credit vendor payments
  • Developed and implemented SOPs for credit control, collection tracking, and finance operations
  • Successfully built and led the IB Credit Collection process with a
  • Strong command over inventory audit support, freight ledger reconciliations, and compliance controls
  • Experienced in vendor management, negotiation, and extending favorable credit terms
  • Effective communicator with cross-functional collaboration experience across finance, operations, and procurement
  • Tools & Systems: Looker, Excel (Advanced), ERP Systems (SAP/Tally/NetSuite), Google Sheets

Financial Analyst (Business Finance & Strategy)

IDAM HOUSE OF BRANDS
01.2023 - 01.2024
  • Working on Financial Analysis for Both Online & Offline Business to obtain the best strategy for the Business & Reporting directly to the CFO of the Company.
  • Accounting & Strategic Analysis for the various Businesses of the Organization.
  • Preparing the Daily P&L for the Kiosk Part of Offline Business.
  • Dealing with the various stakeholders of the Organization & maintaining a strict outlook for the EBOs part of Offline & Various Marketplaces like Amazon, Flipkart, Myntra, Nykaa, etc. for the Online part of the Business.
  • Daily Financial Reporting & Daily P&L of Offline & Online Business.
  • Preparing BRD & Monthly Deck to be presented to the Investors.
  • Deep diving into the reconciliation part of the Offline & Online part.

Senior Associate (Business Finance)

Zomato
06.2019 - 01.2023
  • Working on Financial Business Planning for all new processes and all data centric F - P&L (Profit & Loss) on a monthly basis.
  • Managing various monthly reports with respect to TDS, TCS & GST along with TDS 194O Amendments for all the Restaurants.
  • Acting as the POC for the responses for the Income Tax & GST Notices from the Government Authorities.
  • Working on Financial Reporting & Loopholes in any new business to come.
  • Supervising Weekly Payments Transfer for all the merchants across India & UAE.
  • Hands on experience for TDS/TCS/GST queries for 1.5 lakh restaurant owners in India.
  • Collaborating with the Taxation Team for all taxes related queries.
  • Individual Contributor (IC) for the Restaurant Financing Project as a part of project management in which Merchants take loans from lenders (Incred, Indifi, Digikredit Financial Services) through Zomato.
  • Imparting training and mentoring to new joiners.
  • Leading Manual Payouts & Content Payouts on a weekly basis to meet the standard TAT given to the merchant for timely payments.
  • Training almost 400 new Business Analysts of Zomato on the whole process related to TCS/TDS/Bank Details/SOA.
  • Managing critical Tax Issues from the OP's end & acting as the face of Zomato's Finance Team when conferencing with Merchants.
  • Resolving the most critical cases falling under TDS 194O cases & TCS Cases.

Education

MBA - Finance & Marketing

Swami Vivekanand Subharti University
01.2024

B.Tech. - Mechanical Engineering

Manav Rachna International University
01.2017

Senior Secondary -

Kendriya Vidyalaya AGCR
01.2013

Secondary -

Kendriya Vidyalaya AGCR
01.2011

Skills

    Core Competencies
  • Business Financial Analysis
  • Profit & Loss Management
  • Financial Planning & Budgeting
  • Financial Analysis & Reporting
  • Operational Strategy Formulation
  • Financial Modelling
  • Revenue & Profitability Management
  • Project Management
  • Taxation & Compliance
  • Competitor & Market Analysis
  • Inventory & Freight Management
  • Ledger Reconciliation
  • Business & Stakeholder Management
  • Vendor Management & Negotiation
  • Distributors & Client Relationship Management
  • Credit Collection Strategy
  • Management & Team Training
  • Sales & Marketing Collaboration
  • Cross-Functional Stakeholder Engagement
  • Tools & Technical Skills
  • Excel (Advanced) – Pivot Tables, Macros, VBA
  • MS PowerPoint – Executive Presentations
  • SQL – Data extraction and queries
  • SAS – Data analysis and forecasting
  • Salesforce – CRM & Pipeline Management
  • Zendesk – Support & Escalation Management
  • Helium 10 – Market Research & Product Intelligence
  • Soft Skills
  • Strategic Communication
  • Business Acumen
  • Negotiation & Persuasion
  • Collaboration & Teamwork
  • Problem Solving & Critical Thinking
  • Adaptability in Dynamic Environments
  • Attention to Detail
  • Leadership & Ownership

Certification

  • Advanced Excel, Udemy, Simplilearn, 2022
  • Financial Modelling, Udemy, Simplilearn, 2022
  • Financial Reporting & Budgeting, Udemy, Simplilearn, 2022

Accomplishments

  • Entered the semi-final of GD-PRO (an Inter University Debate) held at university.
  • Participated in & won Several Debates - Hindi & English.
  • Organized Several Competitions at Inter & Intra University Level.
  • Member of the Organizing Committee of College Fest.
  • Volunteered with an NGO as a part of CSR for University.
  • Merit of being the class representative of for all 4 Years of Engineering.
  • Arranged 2 Youth Parliaments in the University as the Creative Head of the event.

Languages

English
Hindi

Training

  • Attended a month's Training at Maruti Suzuki Authorized Workshop
  • Attended a month's training at BHEL, Haridwar
  • Attended Seminars on Engines Overhauling & Mechanical Parts

Personal Information

Date of Birth: 03/14/96

Timeline

Assistant Manager | Business Finance & Strategy Planning

IB MONOTARO PVT LTD.
01.2024 - Current

Financial Analyst (Business Finance & Strategy)

IDAM HOUSE OF BRANDS
01.2023 - 01.2024

Senior Associate (Business Finance)

Zomato
06.2019 - 01.2023

B.Tech. - Mechanical Engineering

Manav Rachna International University

Senior Secondary -

Kendriya Vidyalaya AGCR

Secondary -

Kendriya Vidyalaya AGCR

MBA - Finance & Marketing

Swami Vivekanand Subharti University
Vikash Katara