Ashish Agrawal

Experience

• 

  G.M.Kapadia & Co

  Jan 2009 - Jan 2012

  • Entrusted with the responsibilities of consolidation of Accounts, calculation of Current & Deferred Tax, Company Law Compliance, Fixed Assets, Corporate Governance, Notes to Accounts, analysis of draft financial statements and tax auditing as per Income Tax regulations• Conducted assigned internal audits and ensured that appropriate controls were in place• Accounted with Stock & Investigation Audit and compliance with accounting standards • Entrusted with the responsibilities of consolidation of Accounts, calculation of Current & Deferred Tax, Company Law Compliance, Fixed Assets, Corporate Governance, Notes to Accounts, analysis of draft financial statements and tax auditing as per Income Tax regulations• Conducted assigned internal audits and ensured that appropriate controls were in place

  • Articleship

    Jan 2009 - Jan 2012

  • Articleship

    Jan 2009 - Jan 2012
• 

  CG Power and Industrial Solutions Limited

  Aug 2013 - Sept 2019

  Finance Manager

  •Overview of Fund Mgt across the Group in all the channels – Debt, Inv, Cross Border transactions, etc.•Developed and implemented online Capex Module in CG which was well appreciated by the board & management.•Developed and implemented various financial reports relating to business performance, variance analysis, peers update which helped in key management decisions.•Assist & Lead the Cost Saving initiative project.•Assist & Lead financial strategy in partnering with the CFO/sr mgt.•Supported growth objectives by developing efficient operating structures and processes, providing deep and insightful financial analysis and driving financial accountability throughout the organization.•Ensures the integrity of all internal mgt reporting, budgeting, planning and analytical activities, while fostering sound business practices, cost effectiveness, and financial accountability.•Manage the Capital Expenditure financial review process, ensuring all new capital projects are modeled based on company guidelines and meet IRR/NPV.•Leads the annual operating plan for each division/sector and total company. Prepare monthly, quarterly and annual management reports comparing actuals.Deputy Manager – Finance•Creating an integrated financial model, consolidating and verifying all business assumptions, and preparing a budget book for review by Executive Management, revised forecasts based on monthly financial reviews•Participating closely in budget preparation by creating an integrated financial model, consolidating and verifying all business assumptions and preparing a budget book• Executing works at BU Level reports for AR, Collection and AP; reporting the same to the BU CFO•Entrusted with the responsibility of Financial & Operational activities • Accountable for preparation of various fin stat viz. Bal Sheet, Intercompany reconciliations & General Ledger Scrutiny Show less

• 

  Aeries Technology

  Oct 2019 - May 2021

  Business Analytics Manager

  • Partnered with CFO, finance, and operations executives to improve effectiveness of financial analysis & reporting. Led KPI refresh and re-alignment and developed functional requirements for KPI dashboard prototype.• Currently positioned as Business Analysis of the ATG group to assist CEO in aspect of new acquisition opportunities within India & abroad (US) throughout all phases of transaction advisory and execution for IT Healthcare Divisions/Customer Management/Banking & Financial Centre.• Spearheading ATG’s on-going strategic plan/projects on potential clients for mergers, asset or acquisitions and related advisory services.• Efficiently managed and implemented management level decisions and handled strategic projectsSound understanding of business with competence in comprehensive analysis of financials and other KPIs of the business; proven ability to engage with the Board.• Preparation of presentations including insights, analysis and commentary.• Coordinating and implementing due diligence for potential transactions.• Creating investment proposals, along with supporting analysis and findings, for review. Show less

• 

  Lodha Ventures

  Jun 2021 - now

  Group Head FP&A - Portfolio Companies

  • Assist investee companies create comprehensive MIS dashboard to monitor business performance and provide critical insights to the investments team and report directly to group head on all parameters.• Detailed business overview on Scale up, Brand Marketing strategy, founder’s overview on Monthly performance.• Reviewing Cash burn position, valuation parameters & Exit strategy for all portfolio companies.• Drive Annual Operating plan across all group companies, guidelines on Financials, Long term vision, People Centricity.• Work with portfolio companies for critical activities for strengthening Finance functions across organization.• Gained 360-degree exposure and experience in maintaining the financial health of the company by monitoring financial performance metrics against KPIs and making strategic decisions, reducing costs & maximizing profitability.• Structured Financial due diligence for upcoming investments with Target companies.• Assist accounting ERP set up with strict adherence to timeline completion, ensuring timely completion of Stat. audits, all stat. obligation on timeline across all entities. Show less