Naman Agarwal

Experience

1. Financial Analyst

   Eton Solutions LP

   Apr 2025 — Present · Bengaluru, IN

   Financial Analyst 1) Chart of Accounts (CoA / ABOR Focus)Appointed as Lead Analyst for Chart of Accounts (CoA) stream within Eton’s integrated ABOR-IBOR-CBOR ecosystem.Mapped client-specific CoA to Eton’s standardized framework, leveraging platform data points to deliver streamlined and client-friendly reporting structures.Managed Accounting Book of Records (ABOR) processes to ensure accuracy, consistency, and data integrity across client portfolios.Enhanced reporting efficiency by developing crisper CoA structures, improving usability and transparency for clients.2) Project Governance & Implementation (Shadowing Experience)Shadowing Implementation Managers across the full project lifecycle, gaining exposure to governance and delivery practices.Assisted in contract analysis, client onboarding, preparing project decks, setting high-level timelines, and tracking progress.Coordinated with project stakeholders to address client requirements and ensure smooth execution.Building practical skills in project management, stakeholder coordination, and governance frameworks within wealth management technology.

Education

• Chatrapati Sahuji Maharaj Kanpur University, Kanpur

  Bachelor of Commerce - BCom, Accounting and Finance

• The Institute of Chartered Accountants of India

  Chartered accountant , Taxation and Auditing

• Sheling House School

  Claas 12th, Commerce

• Sheiling House School

  Class 10th, Commerce