Amol Patkar

About Amol Patkar

Finance Graduate and an Professional Level Company Secretory. Currently working at Apex Fund Services LLPand Having hands-on experience in Financial Planning, Budgeting, Forecasting, financial reporting and preparing Financial modelling. Seeking challenging assignments inthe domain of Finance with growth-oriented organization where I can utilize my professionalknowledge by seeking opportunities for professional growth and advancement and to contributetowards organization‘s goals.

Experience

1. Financial Planning Analyst

   Apex Group Ltd

   Oct 2022 — Present · IN

   1) Compiling a market data spend analysis report to delve into expenditures across Apex globally by business unit, while also overseeing commentary on variances versus the planned budget.2) Working on strategy costing and analysis and on different kind of ad-hoc requests; carried out to find expenses by legal entity by account analysis.3) Managing for variance analysis for base expenses basis plan vs actuals every month; assisting to onshore in preparing plan numbers at base expense level based on actuals of previous FY, Quarter, MOM.4) Leading month-end processes to ensure comprehensive analytical commentary is provided for each variance.5) Providing comprehensive variance commentary for numerous expense heads such as IT and Market Data, Salary, Rent, Travel & Entertainment & NLL (non-lending Losses) and Others.6) Managing accrual journals posting in case actual expenses are not landed due to delay in invoice coding approval & invoices received after cut-off time (Post A/P Cut-off).7) Overseeing expense re-class journals such as Cost Centre re-class & Sweep Journals.8) Interfacing with other teams for Accounts payable, Payroll, Occupancy, Equipment teams and other Divisions concerning any expenses not booked within due time as part of month-end process.9) Preparing variance analysis for PCP (Prior Current Period) analysis for HOH & YTD analysis at a divisional level.10) Providing overall leadership & management to strategize and operationalize business plans to achieve business and financial targets with a cross-functional team.11) Identifying improvement areas and implementing adequate measures to maximize customer satisfaction level by implementing Automation and Re-engineering

Education

• Devi Ahilya Vishwavidyalaya

  Master of Business Administration - MBA (Finance)

• Devi Ahilya Vishwavidyalaya

  Bachelor of Laws - LLB

• Devi Ahilya Vishwavidyalaya

  Bachelor's degree

  2014 — 2017