Sales Financial Analyst

Abhishek Chandrakumar Bagla

********@*****.*** www.linkedin.com/in/abhishek-bagla-3107b68 404-***-**** CAREER SUMMARY

Analytical, detail oriented professional, holding a double Master’s Degree in Finance and Accounting, with two years hands-on experience as a Financial Analyst for a large textile manufacturing firm, with a focus on Financial Modeling, Financial Analysis, Data Analysis, Forecasting, Dashboards, and Budgeting, positioned to excel in a competitive and results driven environment. HIGHLIGHTS

• Increased company profits and reduced costs by up to 8% by analysing financial statements.

• Conducted Investment Portfolio Research for the University of Kentucky’s $3M Endowment Fund impacting buy/sell decisions.

• Generated revenue Dashboards in Tableau summarizing Key Performance Indicators such as NPM, SR, MRR.

• Formulated and anlaysed Spreadsheets and provided important decision making support to operation and management teams.

• Collaborated with sales teams to analyse sales data, identify key metrics and provide actionable feedback resulting in improved performance and effectiveness across the sales process. WORK EXPERIENCE

Financial Planning Analyst at Automotive Keys Group / Buffalo Grove, IL, USA October 2020 – February 2021 Automotive Keys Group (AKG) is a leading remanufacturer and distributor of replacement automotive keyless entry remotes, other key replacements and related equipment. AKG sells into a variety of end markets through several sales channels and customer-facing brands. With a diverse set of supplier relationships, the Company provides a comprehensive product offering for over 95% of vehicles on the road.

• Built Excel Dashboard to report Daily Sales Data to company executive team to use in making key business decisions.

• Streamlined and automated the Sales Commission payroll process for two company groups, by extracting Sales Reports from the in-house ERP system.

• Provided ad-hoc analysis of Common Accounts of two group divisions to determine allocation of new customer accounts.

• Reconciled Accounts Payable and Invoices in Xero to increase the accounting department efficiency in month-end closings.

• Arranged Group stakeholder meetings resulting in the sharing of valuable trend insights, sales information and an enhanced understanding of business operations across company segments and markets.

• Reported Directly to the CFO.

Acquisitions Analyst Intern at IndustryPro / Atlanta, GA, USA August 2018 – December 2018 IndustryPro is an M&A Advisory firm with over 25 years of experience assisting companies on the buy and sell side transactions. On the buy side, they assist PE groups and strategic buyers with sourcing investments and acquisition opportunities and on the sell side, representing private business owners seeking to sell all or part of their business to the right investors/partners.

• Developed company briefing reports based on thorough market research through different mediums and channels.

• Managed the due diligence process and conducted preliminary assessment of deal opportunities.

• Actively participated in management meetings and conference calls w-ith investors and stakeholders. Finance Analyst at Noya Lifestyles PVT.LTD. / Mumbai, MH, India July 2015 – May 2017 Noya Lifestyles PVT.LTD. is a home textiles manufacturer and exporter of bed and bath linen products. With over 20 years in the industry, they conduct business with clients worldwide.

• Analyzed Financial Statements that reduced costs and CAPEX by 8% and increased bottom line by 3%.

• Contributed ad-hoc reports used by sales reps to increase understanding and engage with prospect and clients.

• Created monthly financial reports detailing the financial position of the company to inform shareholders.

• Presented Quarterly reports to the Board of Directors outlining company performance, future outlook and goals.

• Provided data analysis and reporting by leveraging SQL and Excel to create weekly and quarterly financial management information reports.

• Reported expense forecasts and distribution budgets based on previous trends and percentage of revenue. PROJECTS

Market Analysis & Impact of COVID-19 July 2020 – August 2020

• Performed a Study on the impact of the COVID-19 pandemic on industries and markets, based on factors such as region, scale of the pandemic and lockdown policies.

• Created Analytical Dashboards in Tableau and Excel. Blockchain Innovation Project August 2019-April 2020

• Developed an innovative concept, with broad, real-world application potential and contributed to strategic decisions involving Finance, Sales and Marketing.

• Particpated and stood second in a Blockchain Case Competition presenting a concept for a personal digital avatar to be stored in a vault, secured on the Blockchain.

Investments Practicum January 2018 – April 2018

• Analyzed company fundamentals based on their 10-K,10-Q and earnings press releases to assist the Investment Committee in making buy/sell decisions.

• Conducted DCF valuations by projecting the income statements into the future to determine the present company value. EDUCATION

Master’s in Financial Mathematics, University of Kentucky May 2020 Master’s in Accounting, University of Mumbai May 2017 Bachelor’s in Accounting University of Mumbai May 2016 TECHNICAL SKILLS & SOFT SKILLS

• Proficiency in creating dashboards, performing data mining, financial analysis, budgeting, financial modeling, forecasting, data extraction and the utilization of VLOOKUP, Macros and Pivot Tables.

• Knowledge of tools techniques for analysing and presenting data such as Tableau, MS Access, Excel, R Programming and SQL.

• Proven ability to work both independently and as part of a highly functioning team.

• Open to new ideas and disciplines, quickly learns new concepts and skills.

• Ability to work efficiently under pressure with minimal supervision, to organize and prioritize multiple assignments and meet deadlines.

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