CA Ankit Goel

JPFL (FY25 top line ~ INR 4K Cr) is a part of $2b BC Jindal group, serving business over last 6 decades and part of a PE portfolio company (Brookfield).

Heading finance function to make strategy to raise and manage debt funds of more than INR 3K Cr.

DFM Foods Ltd is a snacks food company which own well known brand "CRAX". A listed company having market cap of more than Rs. 23 Billions controlled by a Global PE Firm, ADVENT INTERNATIONAL, USA which manages the assets worth more than $100 Billions. I'm working as a Business Finance and FPA Head responsible for Business planning and analysis, Sales finance, Supply chain finance, strategic reporting and transformation functions of PAN India. It includes: 1. Strategy - Business Planning and Analysis - Budgeting, New product launch strategy, Geo expansion strategy, Commodity pricing analysis, Grammage strategy, Controlling the products Value Chain (unit economics) and long term strategy 2. Sales Operation Finance - Pricing strategy and analysis, Trade spent strategy and analysis, Brand P&L - Margin improvement, Regional P&L, Channel P&L, Distributor ROI strategy and analysis, Sales people efficacy & ROI analysis and Operation subsidy analysis 3. Supply Chain Finance - Factory cost analysis and optimization, Freight analysis, C&F margin strategy and analysis, Direct dispatch - profitability improvement, efficacy analysis of cost 4. Lead cost transformation initiatives which have been able to mitigate the most of spike in post COVID inflation of more than 20% 5. EBITDA management and improvement 6. Capex and Fund planning for expansion and innovations, Cash Flow planning 7. Power BI implementation 8. Investor and external relations - Preparation for CXO speech in investor earning call, preparation of investor presentation, planning with investor (Advent), monthly reporting to investors, investor's adhoc data and query resolution, Bankers for refinancing, Credit Rating Agency for surveillance and discussion on credit rating and Insurance broker and Insurer. 9. Leadership skills (22 members: direct 4 and dotted line 18) - Regular communication with all cross functional CXOs, CEO on strategic analysis and decisions, Plant heads, build and nurture the team

DFM Foods Ltd is a snacks food company which own well known brands "CRAX. A listed company having market cap of more than Rs. 20 Billions controlled by a Global PE Firm, ADVENT INTERNATIONAL, USA which manages the assets worth more than $100 Billions. Having the good business understanding, data analytics skills and finance expertise, I got opportunity to join a PE based leading MNC in FMCG sector growing business with highly skilled top and middle management. I worked as a Senior Manager - Finance responsible for Strategic reporting and transformation functions of PAN India. It includes: 1. Strategic and Management Reporting 2. Cost optimization initiatives 3. Financial Modeling for AOP, Forecast, new product launch, long term plan, scenario analysis 4. Product value chain, Product profitability and analysis, Product pricing 5. Capex and Fund planning for expansion and innovations, Cash Flow planning 6. Monthly MIS controlling, improvements, 8. MIS automations, ERP implementation 10. Team management (22 members: direct 6 and dotted line 16) - Develop team members, liaison with all functional leadership team, liaison with plant finance team, liaison with top management and external parties (5 Bankers, Credit Rating Agency (Crisil and Care) and Insurance broker and Insurer).

Rockman Industries Ltd, the auto-components arm of the $6 billion Hero Group, is a leading auto components (Aluminum die casting) and alloy wheels manufacturing company having the standalone top line of more than $300 Million. I got opportunity to work with CFO, Chairman and MD to lead/play the critical roles: 1. Corporate Finance - Fund raising (ECB, Term Loans, Working capital loan, General Corporate loan, Commercial Paper, BG/LC etc), Debt management, Credit Rating, banking relationship, financial modeling, daily cash flow management, short term and long term business plan, P&L improvement by negotiating minimum ROI - Had been able to reduce the ROI by 4% based on timely market and RBI Monetary policy update during COVID-19 period from Mar'20-Sep'20 when RBI announced lots of liquidity in the market. 2. Project Management - Lead project incentive through a Big 4 consultant to minimize the project cost by using lots of approach like import under FTA, Project import, state incentives......, project cost controlling, project funding of green filed projects of more than Rs. 830 Cr (Public information in ICRA Credit Rating Rationale) (https://www.icra.in/Rationale/ShowRationaleReport?Id=94116) 3. Financial Reporting - Preparation of consolidated financial statements in quarterly and annual basis and lead the audit activities with Big 5 auditors. 4. Insurance - Controlling the risk coverage for healthy balance sheet assets and manpower assets and P&L improvement with minimum insurance cost 5. Accounts and taxation - AOP (Budgeting), Financial analysis of MIS, Advance Tax, Corporate Accounts, Tax audit, Income tax return filing, Corporate GST compliances. 6. Team management (33 memebers: direct 3 and dotted line 30) - Groom team members, liaison with all functional leadership team, 8 plants finance heads & their team, liaison with top management and external parties (8 Bankers, Credit Rating Agency (ICRA) and Insurance Companies). These are least but not last.

Worked as a finance controller and Handled 2 Manufacturing facilities and 5 Sales Zones for 1. Monthly MIS review, Business review in detail like product standard costing, actual costing, pricing, overhead analysis, variance analysis, 2. P2P (Procurement to payment), 3. Handled the team of more than 20 members

1. Financial reporting: Preparation and analysis of quarterly and annual results and lead the audit with Big 4. 2. Treasury and Finance: Assisted to CFO in data preparation for project funding, renewal of limits, timely filing of FFR, Stock statement, credit rating data submission, Tracking ROI on Investment in debt mutual funds. 3. Ind-AS implementation 4. GST implementation with all process & controls, system control, automation in ERP 5. Direct taxation: Advance Tax, ITR, Tax audit, Assessment, demand rectification

Corporate Accounts, International billing to group companies, MIS review

Audit & Assurance services - Statutory audit , limited review, tax audit, IndAS conversion, various certification for clients. Exposure of listed entities in snacks food (retail) industry and various MNCs in manufacturing as well as service industry.

Internship experience in Account, taxation and finance Handled lots of full fledged accounting of many clients and statutory audit and concurrent audit of bank branches of more than 100 Cr advances

Cleared both groups in first attempt and achieved AIR 40 in CA IPCC.