Ajoy Sharma

About Ajoy Sharma

As an astute finance professional with strong analytical and team-building abilities, I have a track record of successfully completing complex tasks. I am a Chartered Accountant who is passionate about working in a dynamic, growing environment and advancing my career within the corporate world. My enthusiasm for innovation and technology drives me to take a research-based approach to ensure projects reach successful completion.

Experience

1. Senior Financial Analyst

   Caterpillar Inc.

   Dec 2022 — Present · Bengaluru, IN

   Lead financial planning and analysis (FP & A) initiatives, conducting detailed financial statement analysis as per applicable Ind AS, IFRS and US GAAP to evaluate supplier viability, successfully onboarding ~100 suppliers into the Supply Chain Finance (SCF) program to enhance supply chain liquidity for Indian Caterpillar entities- Drive budgeting and forecasting processes for supply chain operations, collaborating with cross-functional stakeholders including purchasing, treasury, and global finance teams to align financial strategies with business goals- Perform monthly variance analysis of budget vs. actuals, delivering MIS reports and Power BI dashboards to provide actionable insights into cost drivers, per-head costs, and CAPEX spend for leadership decision-making- Onboard ~1,400 MSME suppliers into a special payment term program, automating processes to eliminate manual approvals and ensure compliance with MSME Act requirements across Indian entities- Conduct scenario planning and sensitivity analysis to assess supplier risks, initiating Supplier High Risk Action Plans (SHRAP) to proactively mitigate potential disruptions- Develop and maintain financial models in Excel and SAP to forecast revenue, expenses, and cash flow, supporting long-term planning and inventory optimization efforts for Indian operations- Partner with business unit leaders and corporate leadership to deliver data-driven financial insights, utilizing Power BI to visualize KPIs such as profitability, inventory turns, and working capital- Train purchasing teams and suppliers on financial governance and purchasing practices, enhancing risk awareness and compliance across multiple organizations in India- Support strategic initiatives by evaluating business cases, conducting cost-benefit analyses, and providing recommendations to optimize category management and operational performance.

Education

• The Institute of Company Secretaries of India

  Company Secretary Executive (CS-Inter), Banking, Corporate, Finance, and Securities Law

• The University of Burdwan

  Bachelor of Commerce - BCom, Accounts and Finance

• Benachity Bharatiya Hindi High School

  High School Diploma, Business/Commerce, General

  2010 — 2012

• The Institute of Chartered Accountants of India

  Chartered Accountant (CA), Accounting, Auditing and Finance