
Piyush Sarawgi
Financial Associate

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About me
AGM - Finance
Education

The Indian Institute of Financial Planning
2010 - 2011PGDAFPWM Finance
Delhi University
2021 - 2022M.com Accounting and Finance 7.6
Experience

Ernst & Young Global Consulting Services
Jul 2008 - May 2010Financial Associate• Preparing Budgets and analyzing the project’s measures like Total Cost, Profit %, Partner’s involvement, Total Revenue etc.• Regular weekly and monthly reporting on Time and Expenses, Variance and other financial reports for the Partners review.• Monthly and ad hoc billing to the client on the basis of the analysis of the different Time and expense reports.• Reviewing AR aging Report and working in co-ordination with the AP team and AR team.• Reconciliation and investigation of settlements related to On Account balances. Show less

Hum Fauji Initiatives
May 2011 - Jun 2012Junior Financial Analyst• Making the financial plan (strategy) of clients.• Advising them into various financial products like insurance, mutual funds, equity, and bonds.• Preparing the Investment Portfolio for the clients.• Analysis of Insurance Policies.• Monitoring and reviewing the Investments of the clients.• Analyzing the risk involved in client portfolio.

Mercer India
Jun 2012 - Apr 2015Process ChampionUnderstanding and review of financial statements of US Company and working on SEC reporting eg.10-K, 10-Q, 8K, DEF 14A.Analyze financial statements and disclosures of US companies and complete projects on-time with high quality.Analyzing the various research reports from Morningstar, SEC, SEDAR, SEDI.Analysis of financial planning of company’s model made for executive officers and board of directors.Doing the Peer review analysis and maintaining MIS for the Team.Providing trainings to new resources. Show less

Marsh
Dec 2015 - Jun 2023 Serving as a leading team member of FP&A (Controller) and Reconciliation team. Preparing reports on operational performance of specific business units support in annual budgeting and monthly forecasting. Reviewing financials on a monthly basis during the month-end period and reporting issues to finance management, comparing actual to plan/forecast/prior period to ensure correct month end close. Assist in key month end activities which provide oversight of completeness and accuracy of underlying management information. Preparing monthly reports and variance analysis of expenses vs. budget/prior year. Responsible for preparation of monthly MIS reports for senior leaders. Responsible for tracking deposits and reconciliation of receipts from clients with outstanding in spreadsheet. Entrusted with the responsibility of (Reconciling) knocking off billings done to client against brokerage statement. Managing the sales incentives plan for the organization on a PAN India basis. Responsible for ensuring compliance with IRDA rules. Providing training to the newly joined member. Show less
Senior Manager
Apr 2022 - Jun 2023Manager
Dec 2015 - Apr 2022

SB-Constantia
Jul 2023 - nowAssistant General Manager
Licenses & Certifications

NISM - Mutual Fund Distributors Module

Six Sigma - White Belt

CFA Level-1
CFA Institute USADec 2014
Certified Financial Planner
Financial Planning standard Board of IndiaDec 2011
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