Profile Summary

Results-driven finance professional with extensive experience in Business Finance, Financial Planning & Analysis (FP&A), and financial reporting. Proven track record of delivering actionable insights and strategic financial guidance to enhance organizational performance and drive profitability. Expertise in developing and implementing financial models, analyzing complex data sets, and preparing comprehensive reports for senior management. Adept at leading cross-functional teams, optimizing budgeting processes, and ensuring compliance with regulatory standards. Strong communicator with a passion for leveraging financial expertise to support business growth and strategic initiatives.

KEY SKILLS

  • Fund Operations Management
  • Financial Reporting Compliance
  • Budgeting and Forecasting
  • Costing and Variance Analysis
  • Regulatory Compliance Oversight
  • Risk Assessment and Mitigation
 

  • Financial Due Diligence
  • Investor Relations Management
  • Venture Capital Fund Operations
  • Cash Flow and Liquidity Management
  • Financial & Sensitivity Modeling
  • Scenario Analysis

Employment History

AVP - Finance at YourNest Capital Advisors (Venture Capital)

March, 2024 - Present

  • Overseeing fund operations, financial reporting, and audit finalization for multiple funds, ensuring precision and regulatory compliance.
  • Handling compliance oversight as a compliance officer, ensuring alignment with regulatory frameworks and organizational policies.
  • Designing and executing financial strategies, including budgeting and forecasting, to deliver actionable insights for strategic planning.
  • Partnering with investor relations, deal pipeline, and portfolio management teams to foster effective communication and collaboration across functions.
  • Monitoring cash flow and liquidity management, ensuring optimal capital allocation and financial stability for organizational operations.
  • Supervising the preparation of financial models for investment analysis, scenario planning, and strategic decision-making.
  • Leading cross-functional teams to streamline financial reporting systems and ensure timely delivery of insights to stakeholders.
  • Ensuring compliance with international financial standards, including IFRS and GAAP, and staying updated on emerging regulations.

Assistant Manager - Finance Due Diligence at EY GDS, Gurgaon

January, 2022 - March, 2024

  • Conducted financial analyses and due diligence to assess trends, key drivers, working capital, net debt, and cash flows, evaluating transaction impacts and identifying risks.
  • Prepared detailed financial models and reports to support mergers and acquisitions, offering insights on historical performance and actionable recommendations.
  • Supervised and mentored junior team members while ensuring task delegation and high-quality deliverables.
  • Reviewed and validated financial projections provided by target companies to ensure accuracy and alignment with historical trends and market conditions.
  • Assessed the financial impact of synergies, risks, and integration costs during mergers and acquisitions to provide comprehensive deal support.
  • Collaborated with cross-functional teams including legal, tax, and operations to address potential issues and align on transaction strategies.
  • Prepared executive summaries and presentations for stakeholders, highlighting key findings and strategic recommendations from due diligence activities.
  • Monitored post-deal financial performance to ensure alignment with initial valuations and identify areas for operational improvement.

Financial Analyst - Business Finance and FP&A at PayPal India, Bengaluru

April, 2021 - January, 2022

  • Delivered financial planning and analysis for expense management and workforce planning, analyzing variances (Actual vs. Forecast vs. Budget) to enhance cost efficiency.
  • Designed and implemented executive dashboards to present critical financial insights, driving informed decisions for a multi-billion-dollar enterprise.
  • Partnered with stakeholders to evaluate financial outcomes, create business strategies, and optimize workflows for efficient project funding management.
  • Conducted scenario analysis and sensitivity modeling to assess potential financial outcomes, guiding strategic decision-making and risk management.
  • Managed the month-end close process by ensuring timely and accurate financial reporting, and providing variance analysis.
  • Evaluated capital expenditure proposals and conducted ROI analyses to support investment decisions and resource allocation.

Vedanta Limited, Jharkhand/Gurugram

October, 2018 - March, 2021

 

Associate Finance Manager – Group Financial Reporting (April, 2020 – March, 2021)

  • Developed operating budgets, financial reports, and balance sheets for a $21 billion asset group, ensuring adherence to international reporting standards and regulatory compliance in the US and UK.
  • Partnered with senior leadership to present key financial and operational metrics, facilitating precise disclosures for the Audit Committee.
  • Implemented forecasting processes to enhance accuracy in revenue and expense projections, aligning them with business objectives and market trends.
  • Analyzed operational performance metrics to identify cost-saving opportunities and improve profitability across business units.
  • Managed cross-functional financial reviews with department heads to ensure alignment on financial goals and strategic initiatives.

 

Associate Manager – Business Controller and FP&A (October 2018 – March 2020)

  • Led variance analysis for budgeted versus actual costs within an annual budget of ₹1,600 crore and oversaw the annual budgeting and forecasting process to ensure alignment with strategic goals.
  • Validated and controlled capital expenditure projects worth ₹100 crore by calculating IRR, payback periods, and preparing detailed financial models to assess feasibility.
  • Provided strategic financial support to the commercial team during purchase negotiations, influencing procurement strategies for a spend base of ₹560 crore.
  • Managed financial reporting processes to ensure timely and accurate delivery of consolidated financial statements in accordance with accounting standards.

Projects


SAP HANA (FICO) Implementation for Integrated Steel Plant

Led the SAP HANA (FICO) implementation for an integrated steel plant, focusing on financial accounting (FICO) processes. This project involved configuring financial modules, streamlining financial reporting, and integrating various operational systems.

Automation Projects Lead

Served as the lead for various automation projects, including PR Budgeting Automation System, Paperless Office, and AutoCosting initiatives. This role involved overseeing project development, collaborating with cross-functional teams, and implementing innovative solutions to enhance operational efficiency and reduce manual processes across the organization.

Education

Professional Degree (Chartered Accountancy)

The Institute of Chartered Accountant of India

2018


Diploma (Commerce)

CCS University

2016


RAJAT CHAWLA

Contact Details


*****chawla.rc1@gmail.com

Gurugram, Haryana, 122001, India

Basic Details


Gender -

Male

Marital Status -

Married

Languages


English


Hindi


Skills


Microsoft Office - (Microsoft Word, Excel, PowerPoint, Outlook)


SAP HANA (FICO)


Certificates


Chartered Financial Analyst(CFA) Level 2

Institute Name: CFA Institute, USA

Chartered Financial Analyst (CFA) Level 1

Institute Name: CFA Institute, USA