Sumit Goyal

AVP @ APEX

Role: AVP at Apex Group Ltd (India Branch)
Location: Pune Division, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sumit Goyal

Worked for multiple industries like Retail, IT, Accounting and Payment Services in…

Experience

AVP
Apex Group Ltd (India Branch)
May 2022 — Present · Pune, IN
Drive the discussion and agree detailed Synergy targets for new acquisitions (using Due Diligence reports and detailed discussions with the M&A Team).Lead the Pune team to track performance against each synergy target (Compensation & Benefits, Real Estate, Information Technology, Other SG & A) through business review calls supported by detailed analytics of e.g. staff movements and expenses.Own the newly developed ASTRA tool (synergy calculation and reporting tool).Update the synergy model in Prophix including the revised forecast monthly.Prepare Board and Lender Presentation slides related to synergies.

Skills

Interest Rate Derivatives
Account Reconciliation
Analytical Skills
Banking
Management Information Systems (Mis)
Financial Reporting
Analytics
Ifrs
Interest Rate Swaps
Us Gaap
Microsoft Excel
Credit Derivatives
Financial Statements
Finance
Microsoft Office
Investment Banking
Analysis
Financial Analysis
Financial Modeling

Contact information

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Work email
•••••@apexgroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Apex Group Ltd

Financial Services · 13K employees · Founded 2003

Apex Group Ltd is a global financial services provider founded in Bermuda in 2003. The company specializes in asset servicing across the entire value chain, employing over 13,000 people in more than 100 offices across 52 countries. Apex Group manages over $3.5 trillion in assets and supports a diverse clientele, including asset managers, financial institutions, and family offices. Apex offers a comprehensive range of services, including capital raising, fund administration, market access, and digital asset solutions. The company emphasizes innovative technology and a unified platform to enhance service delivery and adapt to evolving regulatory environments. Key initiatives include the launch of ESG offerings, digital banking, and the Apex Foundation, which focuses on charitable efforts. Apex Group is committed to leveraging fintech tools to drive digital disruption in fund and asset servicing.

apexgroup.com

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