ANISH AGGARWAL (CPA, CA)

• Analyze monthly Net Sales Revenue (NSR) (Sales Volume, Pricing, & Mix) and Marketing spend on Actual vs AOP/Forecast vs Prior Year to provide insight on the all drivers to FP&A, Sales Managers, & Brand Managers
• Conducting Month End activities to ensure all NSR, volumes and costs are accurately reported.
• Finance Lead on business cases for new products and marketing strategies.
• Developed budgeting and forecasting structure for Marketing which led to forecasting accuracy
• Lead Annual Operating Plan for NSR, Marketing and Sales Spend by calculating NSR, conducting mix analysis on volumes, and consolidating marketing spends.
• Manage one Senior Financial Analyst, and responsible for providing directional guidance and reviewing day-to-day activities.

American-Canadian multinational drink and brewing company.

• Led and presented a profitability analysis to the President of Molson Coors Canada, which ultimately has the potential to increase gross margin.
• Consolidate and present monthly reporting packages of Canada Commercial results to the Canada Commercial Finance Team and corporate based on budget, forecast and business objectives.
• Analyze monthly Canada Commercial P&L on Actual vs Plan vs Forecast to provide insight on the all drivers effecting EBIT, which includes Net Sales Revenue (NSR) (Sales Volume, Pricing, & Mix), Cost of Goods Sold, Marketing and G&A.
• Deliver monthly Provincial and Brand P&Ls to the Canadian Finance Leadership Team (FLT), Commercial and Marketing team.
• Assist in the development of the Annual Operating Plan by ensuring AOP meets corporate targets, creating the AOP P&L & Brand P&L, and Loading AOP in SAP
• Review deliverables from Global Business Services (GBS) in Romania to ensure accurate reporting.
• Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
• Selected for Tap2Lead Leadership Program

American-Canadian multinational drink and brewing company.

• Within 2 months, developed controls and processes to ensure costs are being charged to the respective cost center.
• Provided cost center owners (including SLT) with insight into their monthly results and discuss year to go expenditures.
• Constructed headcount reconciliation and forecasting processes to ensure accurate forecasting for year to go expenditures. Monthly forecasts were within successful forecasting.
• Lead Annual Operating Plan process by consolidating budgeting templates from all cost center owner and ensuring that total is equal to corporate targets.
• Performing business case support and insights for brand initiatives and product extensions.

Distributor of automotive lubricants for the transportation industry and consumer packaged goods to service stations.

• Partner with Chief Executive Officer (CEO), Chief Operating Officer (COO), Sales Manager and Warehouse Manager to develop business strategies that align with financial targets.
• Oversee all full cycle accounting functional responsibilities and day to day operations of accounting department.
• Spearheaded expansion strategies to increase business market share, resulting in increased revenue of 15%. Strategies included operations management, sales and marketing efforts.
• Decreased monthly expenditures by 20% through reviewing inventory turnover and optimizing purchasing strategy.
• Preparing cash flow projections, cost analysis and monthly, quarterly and annual report package.
• Improved overall financial reporting and safeguarded company assets by streamlining internal control processes and reporting structures.
• Developing forecasting tools to analyze revenue variance, business pipeline and industry trends.
• Manage a team of 2 employees responsible for Accounts Receivable, Accounts Payable, and Purchasing.

Multinational professional services firm offering accounting, consulting and tax services.

• Performed strategic planning, execution and finalization of audits. Key clients include Wildbrains Ltd (NASDAQ:DHXM) and large private corportions.
• Developed auditing program to address risks and evaluate regulatory requirements. Identified audit risks, prepared budgets and coordinated with management and audit team in preparing related reports.
• Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
• Managed strong client relationships to deliver exceptional service and maintain repeat business. Included interviewing business owners and explaining audit scope and findings.
• Supervised and trained junior audit staff and student interns in how to effectively complete end-to-end audit programs.

Professional services firm providing accounting, assurance, and tax services.

• Performed strategic planning, execution and finalization of audits.
• Performed compilation engagements, proposing tax-planning opportunities based on present situation, and generating T1, T2, T3, T4, T5013 tax returns utilizing Profile tax software.
• Prepared forecasted cash flow projections for new businesses to obtain financing by reviewing financials of businesses within the industry and making educated assumptions based on industry measures.

Professional services firm providing assurance, tax and consulting services.

• Completed audit papers by thoroughly documenting audit tests and findings.
• Identified management control weaknesses and provided value added suggestions for remediation.
• Completed compilation engagement (NTRs) with financial statements and draft tax returns.
• Computed draft engagement letters, audit reports, and financial statements using CaseWare and CaseView software Generated T1, T2 & T3 tax returns through utilizing TaxPrep software.