Ankita Agarwal

About Ankita Agarwal

I am a seasoned finance professional with 15+ years of experience in Financial Planning & Analysis (FP & A), strategic planning, and performance optimization across investment banking, insurance, and financial services. I have a proven track record of driving profitability, streamlining reporting processes, and building high-performing teams.My expertise spans budget management, P&L analysis, stakeholder engagement, and leadership. I combine strategic insights with a commitment to innovation and process excellence, consistently delivering tangible results and adding value to organizations.I am passionate about leveraging my skills to drive sustainable growth, enhance financial performance, and create impactful solutions in today’s dynamic business environment.

Experience

1. Senior Vice President - IT Finance

   YES BANK

   Mar 2023 — Present · Mumbai, IN

   Budget Management - Leading and managing budgets covering both capital (CAPEX) and operational (OPEX) expenses, incorporating contingencies. Ensuring alignment with organizational goals and presenting to senior management for approval and adjustments.• P&L Management - Regularly reviewing financial performance, identifying key variances and cost drivers, and providing insights to optimize spending. Ensuring accurate recording & management of Fixed Assets including depreciation calculation• Stakeholder management - Building & maintaining strong relationships with stakeholders, proactively addressing concerns, and collaborating to drive mutual success. Acting as a trusted advisor, providing financial expertise & guidance.• Performance Metrics (KPI’s)- Defining key performance metrics, establishing tracking mechanisms, and presenting decks to senior management, providing actionable insights for improvement.

Education

• University of Mumbai

  Masters of commerce, Accounting and Finance

  2011 — 2013

• Jai Hindu jobs

  Bachelor's degree, Business/Commerce, General

• The Institute of Chartered Accountants of India

  Chartered Accountant, Auditing, Accounting, Taxation, Finance

  2007 — 2011

• Divine Child High School

  SSC, Maths

  1994 — 2005

Skills

• Statutory Accounting
• Microsoft Office
• Due Diligence
• Corporate Fp&a
• Financial Reporting
• Income Tax
• Transfer Pricing
• Indirect Taxation
• Financial Accounting
• Statutory Audit
• Auditing
• Accounting
• Tax Returns
• Finance
• Management Information Systems (Mis)
• Cash Flow
• Financial Statements
• Financial Analysis
• Internal Audit
• Vat
• Financial Audits
• Tax