Mayank Agarwal

Finance Associate @Cab Securities Limited

1) Analysed monthly financial data for 50+ corporate and high-net-worth clients, identifying cost inefficiencies and portfolio risks that enabled targeted interventions, improving gross profit margins by 8%.2) Designed an interactive Excel-based financial modelling template for monthly trading and investment reporting, integrating automated graphs, scenario analysis, and variance trackers. Reduced reportingturnaround time by 35% and boosted accuracy by 20%.3) Built capital allocation models (Excel/Power BI) evaluating portfolio performance, risk exposure, and funding scenarios, enabling clients to make data-driven trading and investment decisions.4) Collaborated with trading, audit, and finance teams to resolve data discrepancies and streamline workflows, achieving 100% on-time month-end closes during volatile markets