Experience

API Holdings

• India
• Wellness and Fitness Services
• 100 - 200 Employee

• Financial Planning and Analysis Manager

  • Aug 2022 - Present

  -Providing strategic analysis and reporting of Company’s operational & financial performances through MIS. -Providing current & potential investors and other external stakeholders with affairs of the Company. -Presenting to founders with the receipt and payment, cashflow forecast, and monthly cash burn rate. -Assisted in Annual operating plan (AOP), continuous forecasting, and projection. -Assisted in Financial Due Diligence & fund raising activities. -Providing strategic analysis and reporting of Company’s operational & financial performances through MIS. -Providing current & potential investors and other external stakeholders with affairs of the Company. -Presenting to founders with the receipt and payment, cashflow forecast, and monthly cash burn rate. -Assisted in Annual operating plan (AOP), continuous forecasting, and projection. -Assisted in Financial Due Diligence & fund raising activities.



ICICI Lombard General Insurance Company Limited

• India
• Insurance
• 700 & Above Employee

• Senior Manager Business Financial Planning Analysis

  • Sep 2020 - Aug 2022

  -Budgeting and forecasting of topline and bottom-line, analysis of deviation, and recommendation of actionable -Analysing data and recommend strategic changes which will augment revenue, Cost optimize and drive profitability -Providing data-driven decision support, Developing analytics models and insights for Internal Stakeholders to drive efficiency -Facilitate the annual budget cycle and help in monthly revenue and cost forecasting exercise -Understanding the requirements from senior management & working closely with the IT team to get the developments after UAT and automation -Publishing periodic reports & ad-hoc reports to various internal stakeholders -Supporting in the closing of various logs, KPI finalisation, etc. Show less



M/s Vishal Surti & Associates

• Mumbai, Maharashtra, India

• Professional Freelancer

  • Jan 2020 - Sep 2020

  -Providing guidance to the various assessee for accounting matters as well as assisting in finalizing books of accounts -Reviewing financial statement of various assesses and ensuring compliance with Income Tax Act, Companies Act -Reviewing financial statement of various assesses and ensuring compliance with Income Tax Act, Companies Act -Providing guidance to the various assessee for accounting matters as well as assisting in finalizing books of accounts -Reviewing financial statement of various assesses and ensuring compliance with Income Tax Act, Companies Act -Reviewing financial statement of various assesses and ensuring compliance with Income Tax Act, Companies Act



Sampat Mehta & Associates

• Mumbai, Maharashtra

• Article Assistant and Executive

  • Mar 2016 - Aug 2019