Harsh Agarwal

Transaction Advisory & M&A Due Diligence : • Executed financial due diligence and deal support for ₹800+ Crore in combined IPO transactions, advising a ₹306 Cr Agro-processing client (750 TPD milling capacity) and a ₹500 Cr infrastructure equipment manufacturer (₹165 Cr annual revenue) on Ind AS compliance, financial reporting, and regulatory filings across DRHP, RHP, and Prospectus stages • Built 3-year revenue forecast model and 4-year historical estimation model for a ₹500 Cr IPO client; directly incorporated into DRHP disclosures and management presentations for SEBI review • Structured 5+ partnership agreements for client entities, advising on regulatory frameworks (Companies Act 2013, LLP Act, FEMA) Process Automation & Financial Reporting : • Spearheaded accounting automation initiative, integrating AI-powered reconciliation tools with Tally ERP, reducing manual data entry by 40%, processing 500+ invoices monthly Audit, Tax & Compliance Advisory : • Led critical workstreams in Tax Audit engagements for 10+ clients under Section 44AB, including working paper preparation, financial record verification, audit risk assessment, and Form 3CD compliance, directly applying skills in risk advisory and assurance • Delivered tax compliance and advisory services for 100+ individual and corporate clients, formulating ITRs, identifying tax-saving opportunities (Section 80C, 80D, deductions), and ensuring Income Tax Act adherence Key Achievements : • Supported ₹800 Cr+ in IPO deal value, contributing to successful SEBI filings and capital market readiness • Reduced manual accounting workload by 40% through AI-ERP integration, improving team productivity • Delivered zero-defect tax audit reports for 10+ clients, with no ICAI quality review flags Tools & Methodologies : Financial Modeling (DCF, Revenue Forecasting), Tally ERP, Excel (Power Query, Macros), CompuTax, AI-powered reconciliation (TaxOne/Suvit AI)

Financial Operations & Strategy : • Directed end-to-end financial operations across a multi-outlet retail business, optimizing cash flow management, working capital cycles, and accounts payable/receivable processes—maintaining liquidity and uninterrupted inventory availability • Managed daily cash reconciliation for 3 retail outlets, processing 10,000+ monthly transactions, ensuring zero-variance daily closings and accurate financial reporting for management decision-making • Optimized supply chain workflows and inventory management, reducing stockouts by 25% and improving inventory turnover ratio by coordinating with 50+ vendors and implementing JIT (just-in-time) principles Digital Transformation & ERP Implementation : • Spearheaded digital transformation initiative, launching a custom B2C e-commerce platform that drove a 35% increase in digital order volume and expanded customer reach beyond physical locations • Integrated computerized billing software, eliminating paper invoices, accelerating checkout speeds by 50%, and enabling real-time sales tracking and analytics for business intelligence • Configured and deployed omnichannel Point of Sale (POS) system utilizing Odoo ERP to synchronize live inventory between physical storefronts and online channels, reducing manual reconciliation errors by 99% for 10,000+ monthly transactions Key Achievements: • Increased digital revenue by 35% through e-commerce platform launch • Reduced checkout time by 50% via billing automation, improving customer experience • Achieved 99% transaction accuracy through ERP synchronization Tools & Technologies: Odoo ERP, E-commerce Platforms, Excel (Advanced Analytics, Dashboards), Power BI, Computerized Billing Systems, Inventory Management Software