CA Sameep Agrawal

Experience

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  BDO in India

  Aug 2018 - Sept 2021

  Article Assistant
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  Acquisory Consulting LLP

  Apr 2022 - Nov 2022

  M&A Associate

  Mergers and AcquisitionsWorking closely and effectively with key stakeholders across the wealth and investment management businesses.Assisting client in identifying issues for purchase price reduction, deal restructuring or deal terminationAssisted clients in identifying pre and post mergers issues.Prepared financial models, Due diligence of financial and operational results of the company through reviewing its accounting records and meeting with mangamentExperiences in due diligence and deal structuring of Real estates, Ecommerce, service industries and startup companies., Show less

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  Henry Harvin

  Sept 2022 - now

  Trainer

  Financial modelling, Taxation, GST

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  Medusind

  Nov 2022 - Oct 2024

  Financial Analyst

  ~ Financial planning and Analysis - Budgeting , Forecasting , Cost analysis , CFO office, Historical models , Management presentations ~ Inorganic growth projects - Mergers and acquisitions, finding target companies, managing different DD assignments, post merger integrations, Synergy trackings.~ Automation projects - ERP installations, software development, in-house processing smoothening- Strategy implementation, cost reduction initiatives

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  Stelmec Limited

  Oct 2024 - now

  Senior Manager FP&A

  * Preparation of annual budgets, forecasts, and long-range financial plans.* Develop and maintain financial models for various business units and projects.* Analyze financial data to identify trends, variances, and opportunities for improvement.* Collaborate with cross-functional teams to gather relevant information for financial analysis.* Lead the monthly financial reporting process, including variance analysis and management reporting.* Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.* Prepare ad-hoc financial analyses and reports as needed to support decision-making.* Evaluate potential investments, mergers, and acquisitions to support growth initiatives.* Continuously improve financial processes and systems to enhance efficiency and accuracy.* Assist CFO in Investor relations activity including managing the earnings guidance scenario modeling, executive presentation, Q&A support * Financial Reporting ( Ind AS) - Monthly/Quarterly preparation of financial statements, monthly review with CFO and quarterly update to Audit Committee * SEBI reporting - Submission of quarterly audited results with Stock exchange and ensure timely compliances with SEBI regulations. Show less