Yogesh Agarwal

Senior Director - Global Head of Financial Planning & Analysis at Acuity Knowledge Partners (Ex: Moody's, Virtusa, Wipro, GENPACT)

Gurgaon, Haryana, India

About

A seasoned Finance Professional with 20+ years of rich experience in diversified finance functions, primarily Business Finance, Financial Planning & Analysis, MIS, Corporate Development, M&A, Pricing, Financial Closing & Reporting, Order to Cash Management, Cost & Profitability Management & Improvements.

Experience

  • Acuity Knowledge Partners (10 yrs 3 mos)
    • Senior Director - Global Head of Financial Planning & Analysis’
      Apr 2025 - Present · 1 yr 4 mos

    • Director of Financial Planning and Analysis
      Apr 2020 - Apr 2025 · 5 yrs 1 mo

      Head of FP&A and Business Finance function for Acuity Knowledge Partners. Responsible for end to end Reporting to our internal and external stakeholders, including Board and Investors. Analysis of company's results, MIS, Budgeting, forecasting, long range planning and providing Financial Analysis and Strategic Support to Executive Committee and help in Executing Special Financial and Strategic projects for the Management. Work closely with CFO and Commercial FD in driving the strategic business priorities and help build the Corporate Materials for Investor / Lender presentations and Board meetings.

    • Associate Director - Financial Planning & Analysis
      May 2016 - Apr 2020 · 4 yrs

      Heading the FP&A and Business Finance function for Acuity Knowledge Partners (formerly known as Moody’s Analytics Knowledge Services).

  • Polaris Consulting & Services Ltd (7 yrs 8 mos)
    • Vice President - Finance & Operations
      Oct 2014 - May 2016 · 1 yr 8 mos

      Heading the entire Finance and business Operations for Business Unit at Gurgaon. Revenue and Cost Management for better profitability growth. Drive Margin Improvement initiatives. Providing Financial and Business Analytics.

    • AVP - Finance
      Oct 2008 - Oct 2014 · 6 yrs 1 mo

      My Competency Forte: 1. Revenue & Cost – Review, Control, Analysis & Reporting. Cost Management for better profitability growth. Working closely with the business teams to identify areas of Cost Control & reduction initiatives. 2. Financial Analytics & MIS – Revenue, Cost & Profitability Reporting. monthly business performance reports. Analyze significant variance & provide detailed analysis enabling the business teams to take data driven decisions. 3. Financial Planning – Annual Project Budgeting, P & L & Financial Performance Review, P & L Management, Revenue Forecasting, Margin Projections, Understanding key business drivers, analyze key financial metrics, Provide value add analysis, support to Sales / Delivery / project management etc. Supporting Business delivery teams in preparing the Business Operating Plan, Cost Budgets, Revenue visibility (MoM, QoQ) and profitability estimate. 4. Order to Cash - Managing complete Billing Process, Invoicing, Unbilled & Un-accrued Reporting and control, Billing Vs Revenue recognition, Control on revenue leakage & billing loss, Managing & tracking Receivables & Collections, Calculating & Managing DSO. 5. Closing & Reporting - Manage & Supervise Monthly & Quarterly book closure process. Ensure all costs are booked on accrual basis. Month end provisioning and accounting of all costs. Ensuring Reconciliation of Unit GL balances with Group Trail Balance. 6. Compliance - Control & Management over the Compliance Process of the Center (both Internal & External) viz. STPI, Sales Tax and other local statutory compliances. 7. Audit - Managing the Complete Internal & Statutory Audit of the Center.

  • Deputy Manager (Finance) at Wipro BPO
    Jul 2007 - Oct 2008 · 1 yr 4 mos

    I was managing the business finance function for BFSI & KPO vertical. Contract Negotiations with new and existing customers. Pricing for new business proposals to be submitted for new customers. Liasioning with customers on all commercial matters. Tracking of key operating parameters like utilization of employee, rate realization and overheads. Account Profitability Analysis. Ensure complete and timely invoicing without any billing leakage. Maintaining DSO and Unbilled revenue with overall Debtor's Management. Revenue accrual and reporting. Budgeting and Forecasting - Revenue and Operating Plan. Support to the Business Unit head in terms of financial performance updates, key inputs on account profitability and other commercial matters.

  • Asstt Manager at GENPACT LLC
    Dec 2005 - Jul 2007 · 1 yr 8 mos

    I was working in Central Closing & Reporting Team for GE Europe. I was involved in Monthly/ Quarterly close activities and lending Closing Support and Coordination to all the business platforms of GE Europe. Financial Statements (Balance Sheet) Analysis, Review, Consolidation and Reporting to GE HQ in US, in accordance with US GAAPs. (FAS 13, FAS 91, FAS 52) SEC Reporting & Government Reporting (Quarterly and Annual Reporting) Was also handling the Treasury Function for Currency Translation Accounting, Re-measurement & Re-instatement, in accordance with US GAAP (FAS 52). Was Involved in Review, Consolidation and Reporting of Risk-Non Earnings. GL to REM (Risk Exposure Monitoring) - Reconciliation and Reporting, in accordance with US GAAP (FAS 114, FAS 118).

  • Asstt Manager (Audit & Accounts) at R.KRISHAN GOEL & CO., Chartered Accountants
    Nov 2002 - Dec 2005 · 3 yrs 2 mos

    Preparation/ Finalization of Financial Statements. (With due adherence to prescribed Accounting Treatment and pronouncements as per ICAI norms) Performing Statutory Audit & Internal Audit and preparing Audit Reports. Discussion with management relating to matters arising out of Audit. Advising clients on Tax Planning and Company Law Compliance. Representation before Tax Authorities and Handling various assessment Proceedings. MIS (Monthly and Quarterly Reporting Regarding Profitability, Debtors and Creditors Position). Comparative Analysis of Financial Statements w.r.t. to Banking norms and provisions. Preparing financial statements for renewal/ fresh sanction of cash credit limits. Dealing with banks, Preparing CMA Data and various financial follow up reports required by banks.