Swathi Agarwal
Mobile:-
E-Mail:-Linkedin: in.linkedin.com/in/swathi27
Summary:
M.B.A graduate & US-CMA (equivalent to ICWA India) qualified with 8.7 years of experience in the field of Financial Planning, Analysis, Reporting, Internal Audit and people management; proficient in MS Excel, PowerPoint and macros. I have experience managing a team of ten professionals. Diversified skill sets include good communication skills, eye for detail and being a good team player.
Work Experience:
Hitachi Consulting Software Services Ltd
Global Shared Services
Feb 2016 – till date
Job Description: Periodic financial statement analysis and reporting for EMEA (Europe, Middle East and Asia Pacific) of Hitachi. Supporting the Senior Manager in annual planning and forecasting activities. Handling Credit checks and SOW Process for APAC, EMEA and US
Roles and Responsibilities:
Responsible for bi-weekly forecasting and annual budgeting process for UK (Technology Solutions) in HFM Planning tool.
Coordinating with EMEA Sales Operations team for historical pipeline analysis.
Work with EMEA Sales Ops for historical pipeline analysis
Preparation of the adjustments for Operations Consulting projects.
Maintain Technology Solutions and Operations Consulting trending database.
Work with UK/EMEA counterparts for process improvements and documentation.
Responsible for credit checks for APAC, US & EMEA. Taking monthly AR aging calls and updating on outstanding amounts for more than 90 days
Ensuring that all the necessary documentation is available and reviewing the Statement of Work documentation as per prescribed guidelines.
Deloitte Support Services India Pvt. Ltd.
Business Information Services (Team Lead)
July 2013 – May 2015
Job Description: Responsible for leading a team of ten individuals to ensure quality, timeliness and accuracy of all deliverables.
Roles and Responsibilities:
Prioritizing and assigning work to the team and reviewing their work on a daily basis and training team members on new reports or activities.
Acting as a liaison between U.S. Managers/Controllers and India team for seamless workflow.
Responsible for quality of deliverables and first level of escalations for any issues. Updating quality score card from time to time for quality assurance.
Providing mid-year and year-end feedback to the team and local managers on team performance during performance appraisals.
Deloitte Support Services India Pvt. Ltd.
Central and East Tax Team
July 2007 – July 2013
Job Description: Periodic financial statement analysis and reporting for Central and East regions of Deloitte Tax business. Support the financial controller in annual planning and forecasting activities.
Roles and Responsibilities:
Discussing complex ad hoc reports and projects with Business Partners and Controllers and providing them quality deliverables.
Periodic financial statement analysis and reporting (including utilization reports, revenue and expense reports, profitability and other ad-hoc reports) for further review by Controller, Partners/Directors and Office/Service Line Leaders.
Preparing, Uploading and Refreshing Forecasting templates on a periodic basis.
Roles and Responsibilities (cont’d):
Responsible for crucial activities such as WBS Discount Rate approvals, journal entries for transferring unbilled balances, approval and rejection of project closeouts, time and expense transfers, invoice cancellations etc.
Preparation of Accounts Receivables Reports to track invoice collection and monitoring the impact of AR on financial performance.
Taking up the lead to handle projects include travel authorization approvals, Cancellation Charges and Non Client Expense Compliance.
Kenvis Botswana,
Gaborone, Botswana (Southern Africa)
Audit Assistant / Accountant
June 2005 – Dec 2006
Job Description:
Roles and Responsibilities:
Preparation of clients’ bank reconciliation statements and financial statements
Assisted Practice Executive in the implementation of Audits and preparation of management accounts for:
Fashion Lounge – Restaurant:
Responsible for stock take on a weekly basis
Analyzing the trade creditors at the end of each month
Preparation of daily sales, purchases report and deposit statements on a daily and monthly basis
Responsible for salary payments on a weekly and monthly basis
Evolution – Gymnasium:
Preparation of revenue reports for food and drink supplements, personal training, weekly membership fee, day pass and monthly subscriptions
Reviewing the numbers of new entries and analysis of active members on a
monthly basis and preparation of expense reports on a monthly basis
Achievements:
Received Outstanding Award for Trip Approvals Project which has generated cost savings of more than $100,000 in a fiscal year
Subject Matter Expert for Expense Reporting
Subject Matter Expert for Profitability Metrics
Consistent performer for the past 8 years
Educational Qualifications:
Degree
University/Institute
Year
MBA (Finance & Marketing)
University of Hyderabad
2004
B.Acc (Computers)
University of Botswana
2002
London A’Levels
London Examination Board
2000
Certified Management Accountant
Institute of Management Accountants, USA
2017
Other Qualifications:
Certificate in Advanced PC Applications from NIIT
SAP-FICO Module
Project Management
Technical Skills:
Packages
MS Office 2010 Suite, Tableau, Macros (VBA)
ERP
SAP G/L, Hyperion Essbase, Business Explorer, DPS, Smart View, Oracle Hyperion, Hyperion Financial Management
Web-based
HTML
Internships:
Organization
Grant Thornton Acumen, Gaborone, Botswana (Southern Africa) from May 2003- July 2003
Position
Finance Executive
Responsibilities
Worked with Practice Executives in conducting audits and preparation of audit worksheets. Responsible for client account finalization.
Worked cross-functionally to lead projects involving capital budgeting and project financing. Analyzed and determined the sources of finance available for the construction of a shopping complex for duration of five years
Assessed and made recommendations for implementation and execution of multi-million projects using capital budgeting techniques.
Organization
Horwarth International, Gaborone, Botswana (Southern Africa) from May 2001- Aug 2001
Position
Accounts Executive
Responsibilities
Responsible for financial reporting of medium and small sized business after a thorough financial analysis and audit execution
Academic Project:
Project Title
Evaluation of Customer Services Provided by Botswana Commercial Banks
Duration
4 Months (Jan – April 2002)
Project Details
Analyzed the various services provided by the commercial banks (card, retail financial and electronic services)
Determined the efficiency with which these services are provided based on criteria such as cost of services, efficiency of personnel, efficiency of services i.e. speed of service
Determined the deficiencies in the services provided from the customers viewpoint
Suggested recommendations as to how the efficiency of the services could be improved
Personal Details:
Date of Birth: 27th May 1980
Marital Status: Married
Languages Known: English, Hindi, and Telugu
References: Available on request
