Summary
Overview
Work History
Education
Skills
Software
Timeline
BusinessDevelopmentManager
Ankur Agarwal

Ankur Agarwal

Chief Executive Officer

Summary

Skilled Finance professional experienced in Multi National Banks & Financial industry and demonstrated success learning new fields quickly. History of making substantial impacts with forward-thinking, resourceful and adaptable strategies. Successful at understanding markets, key business decisions and financial operations. History of streamlining operations, increasing revenue and reducing costs to maximize business profits.

Overview

16
16
years of professional experience
3
3
years of post-secondary education
3
3
Languages

Work History

Finance Head and Compliance Manager

Seguro Private Wealth
Dubai
06.2017 - Current
  • Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
  • Played instrumental role in company-wide risk assessment efforts, supporting enhancements in business processes and controls assigned by to SCA and Central Bank.
  • Maintain effective working relationships with regulatory authorities such as Insurance Authority and SCA.
  • Develop business plans and feasibility studies to enter new verticals, proactive identification of potential partners in selected verticals as assigned by CEO to achieve optimum revenues.
  • Manage audits, cash and credit management negotiation of commission agreements and annual financial reporting.
  • Supervised financials, including Bank reconciliation, Cash flow statements and projected Budget.
  • Designed and administered Performance Management Structure for more than 150 Sales Staff
  • Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
  • Standardized and enhanced business assets across company to achieve common goals by implementing ERP and CRM systems across all business entities.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
  • Created and deployed initiatives to outperform revenue targets and increase company value.
  • Analyzed sales strategy, reduced expenses and renegotiated contracts with sales team to increase profit margin.

Assistant Vice President FP&A

MSCI
Mumbai
02.2014 - 08.2016
  • Provided analytical support to Senior Business stakeholders across COO and CFO of Global Real Estate Index business in Mumbai.
  • Developed and implemented financial trend reports to identify performance issues, risks or opportunities within the business
  • Coordinated Global Quarterly Business Review Meetings (QBRs) and prepare Monthly Business Review reports (MBRs)
  • Established and enforced controls on revenue and expenses to protect company assets.
  • Generated financial and operational reports to assist management with business strategy.
  • Work on Executive Committee packs and develop insightful financial analysis thus assisting them in the decision-making process
  • Analyzed Sales performance against their total rewards and monitored head count attributed costs.
  • Prepared individual country P&Ls and provided commentaries around profitability and sustainability of the business.
  • Track team's utilization and manage resources
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Represented the company on a product divestment which was diagnosed as non-core and non-profitable.

Team Manager FP&A

Citi Bank
Mumbai
04.2012 - 02.2014
  • Deputed to Citi Bank, Hong Kong for migrating the process and start a local team in Mumbai.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Drove revenue stream development through strategic collaboration and partnerships.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Analyzed and investigated key movements and trends in major P&L lines using SAP Business Objects.
  • Liaised with Investment Bankers for pipeline deals / deal closures and bookings expenditures to proper deals and franchise
  • Prepared monthly scorecards on performance of Investment bankers and review with their business heads.
  • Track team's utilization and manage resources.

Senior FP&A Analyst

Deutsche Bank AG
Mumbai
07.2007 - 04.2012
  • Business relationship owner across Asia, America, Europe Finance and Business management team
  • Prepared and presented comprehensive reports to upper management and audit team, covering issues and recommendations.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Involved in coordinating with individual Global Business Heads, Group Strategy and productions team based out of DKS Manila to come up with meaningful analytical report, provide market view and proactively understand various business issues along with their resolutions.
  • Prepared records and data for regular audits.
  • Built recoverability report for travel, marketing & representation which led to recovery of ~$4m from clients

Treasury Analyst

Mahindra & Mahindra Financial Services
Mumbai
05.2006 - 07.2007
  • Advised on Investing of surplus funds in the safe & money market mutual funds.
  • Arranged credit facility with bank & Prepared borrowing program for the Company.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Monitored capital requirements and coordinated with banks for raising funds to meet working capital requirements.
  • Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
  • Assisted companies with choosing and timing investments for optimal results.
  • Raised around INR 1000 Crores in a year from parent and subsidiaries of Mahindra for investing in money market funds.
  • Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.

Education

Global Financial Compliance - Compliance

CISI
UK
03.2021 - 12.2021

Diploma in IFRS - Accounting

ACCA
UK
03.2011 - 03.2011

MBA - Finance And Marketing

Indian Institute of Panning And Management
Chennai, India
05.2004 - 05.2006

Skills

    Budgeting and finance

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Software

MS Excel

SAP

MS PowerPoint

Oracle Hyperion

Timeline

Global Financial Compliance - Compliance

CISI
03.2021 - 12.2021

Finance Head and Compliance Manager

Seguro Private Wealth
06.2017 - Current

Assistant Vice President FP&A

MSCI
02.2014 - 08.2016

Team Manager FP&A

Citi Bank
04.2012 - 02.2014

Diploma in IFRS - Accounting

ACCA
03.2011 - 03.2011

Senior FP&A Analyst

Deutsche Bank AG
07.2007 - 04.2012

Treasury Analyst

Mahindra & Mahindra Financial Services
05.2006 - 07.2007

MBA - Finance And Marketing

Indian Institute of Panning And Management
05.2004 - 05.2006
Ankur AgarwalChief Executive Officer