Yogesh Joshi

Senior Manager at Vihara Innovation Network
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Contact Information
Location
Greater Delhi Area, IN
Languages
  • English -

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Credentials

  • Advanced DAX
    Maven Analytics
  • Certificate in Business Analytics
    IMS Proschool Pvt. Ltd.
  • Complete SQL Mastery
    Code With Mosh
  • Excel Charts & Graphs
    Maven Analytics
  • Microsoft Power BI
    Maven Analytics
  • Power Bi Experience
    Aprenda Power BI - Leonardo Karpinski
  • Power Query, Power Pivot & DAX
    Maven Analytics
  • Thinking Like an Analyst
    Maven Analytics

Experience

    • Strategic Management Services
    • 1 - 100 Employee
    • Senior Manager
      • Mar 2020 - Present

      • Develop and implement fundraising strategies, including applying for grants, CSR initiatives, and receiving donations, to secure the necessary funding to run the NPO's activities. • Connect with CSR match-making agencies to ensure that the NPO reaches its CSR targets. • Conduct partner due diligence, onboarding, and auditing to ensure compliance with regulations and standards. • Oversee the overall management of the NPO, including budgeting, financial reporting, and stakeholder management. • Manage the day-to-day operations of Vihara's not-for-profit wing, ensuring alignment with the organization's objectives. Show less

    • India
    • Design
    • 1 - 100 Employee
    • Lead Business & Finance
      • Jun 2009 - Present

      • Financial Planning and Analysis: Lead the development of financial strategies, plans, and budgets to support the company's growth objectives. Conduct financial analysis and modeling to evaluate business opportunities, risks, and performance, and provide recommendations to the CEO and senior management team. Monitor financial performance against budgets and forecasts and identify variances and trends. • Financial Planning and Analysis: Lead the development of financial strategies, plans, and budgets to support the company's growth objectives. Conduct financial analysis and modeling to evaluate business opportunities, risks, and performance, and provide recommendations to the CEO and management team. Monitor financial performance against budgets and forecasts and identify variances and trends. • Financial Risk Management: Identify and assess financial risks, such as credit, market, liquidity, and operational risks, and develop strategies and controls to mitigate them. • Leadership and Collaboration: Provide leadership, guidance, and mentorship to the finance team and foster a culture of high performance, accountability, and collaboration. Work closely with other functions, such as operations, sales, marketing, to ensure alignment of financial objectives with overall business strategy. • Audit and Due-diligences: Own up and close audit- Statutory and Internal: Own and complete due diligence- as and when required by Donors. Work with internal/external auditors to ensure all legal requirements are met. • Day to Day Operations: Manage & oversee daily operations of the Finance department. Monitoring & Analyzing accounting data & prepare financial statements and MIS timely. Review ledgers & co-ordinate with the team for book closure activities (monthly & annual). Show less

    • Startup tunnel
      • Apr 2015 - Aug 2020

      • Responsible for managing the funding process for the startups incubated at Startup Tunnel. This included evaluating funding proposals, negotiating terms and conditions, and disbursing funds based on agreed-upon milestones.• Reviewing and negotiating contracts with the startups. This included ensuring that all contractual obligations were met and that the funding was released in a timely manner.• Overseeing the day-to-day operations of Startup Tunnel. This included managing the budget, ensuring compliance with regulations, and coordinating with other departments to ensure smooth functioning of the organization.• Responsible for managing relationships with various stakeholders, including startups, investors, government organizations, and corporate partners. This included maintaining regular communication and ensuring that all parties were satisfied with the services provided by Startup Tunnel. Show less

    • Startup Tunnel
      • Mar 2017 - Apr 2020

      • Ensure profitability of Stun Coworking by managing expenses and maximizing revenue.• Collaborate with the Marketing Communications (MarCom) team to develop and implement strategies to attract new customers and increase traffic to the coworking space.• Work closely with the Business Development (BD) team to identify and pursue potential partnerships or business opportunities that can benefit Stun Coworking.• Maintain a high level of customer satisfaction by addressing any issues or concerns promptly and effectively.• Oversee the day-to-day operations of Stun Coworking, including managing staff, maintaining the physical space, and ensuring a safe and comfortable working environment.• Monitor and analyze key performance indicators (KPIs) to assess the overall health and performance of Stun Coworking and make data-driven decisions to improve operations and profitability. • Prepared quarterly and annual project Periodic MIS reports on management accounting, income and expense reports, monthly trial balances, bank reconciliation reports, budget versus actual expenditure, variances,, regulatory compliance reports, pipeline/business outlook reports. Control and oversight o f the planning and budgeting process. Show less

    • Startup Funds: Micro-funding Setup
      • Jan 2018 - Dec 2019

      • Develop financial models to support investment decisions and assess various market scenarios. • Conduct profitability mapping and revenue forecasting to ensure the fund remains financially sustainable and profitable.• Present investment opportunities and funding requests to relevant stakeholders, providing clear financial analysis and strategic recommendations.

    • India
    • Financial Services
    • 1 - 100 Employee
    • Starterum: Crypto
      • Feb 2018 - Dec 2018

      • Develop and implement operational processes for the crypto platform, ensuring that all procedures are documented, scalable, and efficient. • Collaborate with cross-functional teams to define and execute a comprehensive roadmap for the platform, including new product features, system upgrades, and integrations with external services. • Manage the geographic expansion of the platform, identifying new markets and assessing local regulatory requirements, compliance considerations, and competitive landscape. • Conduct profitability mapping exercises to understand the key drivers of revenue and costs for the platform, and use this information to inform strategic decision-making around pricing, marketing, and resource allocation. Show less

    • Leadership and Innovation School
      • Feb 2013 - Nov 2016

      • Lead in the establishment and management, including overseeing revenue and expenses. • Cross functional coordination to ensure sufficient admissions and revenue for the initiative. • Mentored and supported students in their learning and professional development, providing guidance on industry trends and best practices. • Evaluated and assessed student progress and outcomes, utilizing data to inform program improvements and refinements. • Lead in the establishment and management, including overseeing revenue and expenses. • Cross functional coordination to ensure sufficient admissions and revenue for the initiative. • Mentored and supported students in their learning and professional development, providing guidance on industry trends and best practices. • Evaluated and assessed student progress and outcomes, utilizing data to inform program improvements and refinements.

    • India
    • Textile Manufacturing
    • 100 - 200 Employee
    • MIS & Operation Executive
      • Aug 2005 - May 2009

      • Development and implementation o f financial, procurement and administrative standard operating procedures for the day-to-day operations of these departments. • Designed and maintained systems responsible for timely updates, modifications and completion of contracts, grants and service level agreements. • Ensured that all policies and procedures are consistent with the funding source's policies, procedures and requirements. • Prepared quarterly and annual project Periodic MIS reports on management accounting, income and expense reports, monthly trial balances, bank reconciliation reports, budget versus actual expenditure variances for each project, regulatory compliance reports, pipeline/business outlook reports. Control and oversight of the planning and budgeting process. Show less

Education

  • National Institute of Management Mumbai
    MBA- Operation Management
    2010 -
  • Kumaon University
    Bachelor of Arts in Economic
    2002 -

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