CA Rupak Agarwal profile photo 1 on Tal

CA Rupak Agarwal

Finance Leader | CA | Strategic FP&A & Finance Transformation | $100M+ Budgets | Built 35+ Member Finance Teams | Debt & Investor Management | AI in Finance | Ex-Founder

Bengaluru

10+ years of work experience

Bottomline
Nov 20242 yrsPresent

On-site

Promoted into an FP&A leadership role supporting business leaders and driving transformation across the finance organization. • Partner with business leaders on forecasting, financial performance and planning, helping improve visibility into business outlook and financial risks. • Drive stakeholder alignment across FP&A to improve the accuracy and effectiveness of forecasting and management reporting. • Leading initiatives around AI in Finance, including the development of agentic-AI concepts and workflows aimed at streamlining recurring finance activities and improving productivity. • Leading the implementation and adoption of Workday Adaptive Planning across FP&A to strengthen planning, forecasting and reporting processes. • Focused on shifting finance workflows from primarily historical reporting toward forward-looking analysis and decision support.
Bottomline
Sep 20231 yr 2 mosOct 2024

Bengaluru

Led major elements of Bottomline’s India finance capability and helped scale the organization significantly. • Recruited and built a 35+ member Finance Shared Services organization, creating scalable finance capability from the ground up. • Reduced reporting turnaround time by approximately 85% through process redesign, centralization and improved operating discipline. • Built the company's in-house compliance and regulatory capability, reducing dependency on fragmented external processes. • Developed operating structures capable of supporting a growing global finance organization. • Worked closely with senior stakeholders to establish the India finance organization as a scalable strategic capability rather than simply an execution center.
Bottomline
May 20221 yr 4 mosAug 2023

Bengaluru

Joined Bottomline during the early stages of building its India finance capability and helped establish the foundation for subsequent growth. • Supported the creation and scaling of finance capabilities in India. • Worked across financial operations, reporting and finance transformation initiatives. • Helped establish processes and operating structures that subsequently enabled the India finance organization to scale significantly. • Built relationships with global finance stakeholders and supported the transition of finance activities into the India organization.
Silvermine Group
Jun 20211 yrMay 2022

Bengaluru, Karnataka, India

Total Environment Building Systems Pvt Ltd
Dec 20207 mosJun 2021

Bengaluru

Worked closely with senior leadership on capital management, working capital and institutional investor relationships. • Worked directly with the CFO on debt syndication and financing initiatives. • Managed financial requirements and investor interactions involving institutional investors including Brookfield and HDFC Capital. • Led responses to investor queries and prepared financial and fund-utilization presentations. • Partnered closely with the Project CEO on working-capital management and financial decision-making. • Supported senior management in balancing project funding requirements, liquidity and business priorities.
Pressed Goodness
Feb 20182 yrs 11 mosDec 2020

Co-founded and built a consumer business from the ground up, gaining direct operating experience beyond traditional finance. • Ideated and built the business from inception. • Managed the full product lifecycle, from concept through execution. • Led digital presence and go-to-market initiatives. • Participated in fundraising and capital discussions. • Gained firsthand experience in entrepreneurship, customer acquisition, product economics, cash-flow management and capital allocation. This experience continues to shape how I approach finance — with an operator’s and owner’s mindset, rather than viewing finance purely as a reporting function.
Quadgen Wireless Solutions Inc.
Aug 20161 yr 7 mosFeb 2018

Played a broad strategic-finance role spanning FP&A, commercial modeling, fundraising, investor management and executive decision support. • Managed a $100M top-down budget for the US integration business. • Maintained financial performance within 5% variance through continuous forecasting and real-time variance tracking. • Built a bidding and financial model from scratch that supported more than ₹1,000 Cr of business bookings. • Raised approximately ₹270 Cr of debt funding to support working-capital requirements. • Advised the US-based CEO and CFO on the performance of the Indian subsidiary and provided executive-level financial insights. • Prepared financial analysis and management information for senior leadership and board-level discussions. • Managed investor requirements and ad-hoc financial queries involving IndusAge Ventures and the Arun Sriram Family Office. This role established much of the foundation for my subsequent career in strategic FP&A, capital management and business partnering.

CA’s AI Stack

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codex
codex
ChatGPT
ChatGPT

Education

chartered accountancy

The Institute of Chartered Accountants of India

20105 yrs2015
Calcutta University, Kolkata

Calcutta University, Kolkata

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Headline

Finance Leader | CA | Strategic FP&A & Finance Transformation | $100M+ Budgets | Built 35+ Member Finance Teams | Debt & Investor Management | AI in Finance | Ex-Founder

About

I’m a Chartered Accountant and finance leader with 10+ years of experience across FP&A, business finance, finance transformation, fundraising, investor management and building finance organizations from the ground up.My career has taken me from financial research and commercial finance to entrepreneurship, institutional capital management and global FP&A — giving me a perspective that extends beyond reporting numbers to understanding how finance can influence business decisions.A few highlights:• Managed $100M+ budgets, maintaining forecast variance below 5%• Built and scaled a 35+ member Finance Shared Services organization, reducing reporting turnaround time by 85%• Raised ₹270 Cr+ of debt funding to support working-capital requirements• Built financial models that supported ₹1,000 Cr+ of business bookings• Managed relationships and financial requirements involving institutional investors including Brookfield and HDFC Capital• Partnered directly with CEOs, CFOs and business leaders on financial performance, working capital, forecasting and investment decisions• Co-founded and built Pressed Goodness, giving me a founder’s perspective on capital allocation, growth and executionToday, one of my strongest areas of interest is the intersection of Finance + AI.I believe the next generation of finance organizations will spend far less time compiling information and far more time interpreting it, predicting outcomes and influencing decisions.I’m currently working on agentic AI and finance automation initiatives aimed at simplifying recurring finance workflows and enabling finance teams to spend more time on strategic analysis and business partnering.My long-term focus is clear:Build finance organizations that combine strong financial discipline, commercial thinking, technology and high-quality decision support.

Location

Bengaluru

AI stack

claude code

claude

codex

ChatGPT

Work experience

Senior Manager FP&A at Bottomline, Nov 2024 - Present · 2 yrs, On-site, Promoted into an FP&A leadership role supporting business leaders and driving transformation across the finance organization. • Partner with business leaders on forecasting, financial performance and planning, helping improve visibility into business outlook and financial risks. • Drive stakeholder alignment across FP&A to improve the accuracy and effectiveness of forecasting and management reporting. • Leading initiatives around AI in Finance, including the development of agentic-AI concepts and workflows aimed at streamlining recurring finance activities and improving productivity. • Leading the implementation and adoption of Workday Adaptive Planning across FP&A to strengthen planning, forecasting and reporting processes. • Focused on shifting finance workflows from primarily historical reporting toward forward-looking analysis and decision support.

Senior Finance Manager at Bottomline, Sep 2023 - Oct 2024 · 1 yr 2 mos, Bengaluru, Led major elements of Bottomline’s India finance capability and helped scale the organization significantly. • Recruited and built a 35+ member Finance Shared Services organization, creating scalable finance capability from the ground up. • Reduced reporting turnaround time by approximately 85% through process redesign, centralization and improved operating discipline. • Built the company's in-house compliance and regulatory capability, reducing dependency on fragmented external processes. • Developed operating structures capable of supporting a growing global finance organization. • Worked closely with senior stakeholders to establish the India finance organization as a scalable strategic capability rather than simply an execution center.

Finance Manager at Bottomline, May 2022 - Aug 2023 · 1 yr 4 mos, Bengaluru, Joined Bottomline during the early stages of building its India finance capability and helped establish the foundation for subsequent growth. • Supported the creation and scaling of finance capabilities in India. • Worked across financial operations, reporting and finance transformation initiatives. • Helped establish processes and operating structures that subsequently enabled the India finance organization to scale significantly. • Built relationships with global finance stakeholders and supported the transition of finance activities into the India organization.

Finance Manager at Silvermine Group, Jun 2021 - May 2022 · 1 yr, Bengaluru, Karnataka, India

Business Finance Manager at Total Environment Building Systems Pvt Ltd, Dec 2020 - Jun 2021 · 7 mos, Bengaluru, Worked closely with senior leadership on capital management, working capital and institutional investor relationships. • Worked directly with the CFO on debt syndication and financing initiatives. • Managed financial requirements and investor interactions involving institutional investors including Brookfield and HDFC Capital. • Led responses to investor queries and prepared financial and fund-utilization presentations. • Partnered closely with the Project CEO on working-capital management and financial decision-making. • Supported senior management in balancing project funding requirements, liquidity and business priorities.

Co-Founder at Pressed Goodness, Feb 2018 - Dec 2020 · 2 yrs 11 mos, Co-founded and built a consumer business from the ground up, gaining direct operating experience beyond traditional finance. • Ideated and built the business from inception. • Managed the full product lifecycle, from concept through execution. • Led digital presence and go-to-market initiatives. • Participated in fundraising and capital discussions. • Gained firsthand experience in entrepreneurship, customer acquisition, product economics, cash-flow management and capital allocation. This experience continues to shape how I approach finance — with an operator’s and owner’s mindset, rather than viewing finance purely as a reporting function.

Finance Manager at Quadgen Wireless Solutions Inc., Aug 2016 - Feb 2018 · 1 yr 7 mos, Played a broad strategic-finance role spanning FP&A, commercial modeling, fundraising, investor management and executive decision support. • Managed a $100M top-down budget for the US integration business. • Maintained financial performance within 5% variance through continuous forecasting and real-time variance tracking. • Built a bidding and financial model from scratch that supported more than ₹1,000 Cr of business bookings. • Raised approximately ₹270 Cr of debt funding to support working-capital requirements. • Advised the US-based CEO and CFO on the performance of the Indian subsidiary and provided executive-level financial insights. • Prepared financial analysis and management information for senior leadership and board-level discussions. • Managed investor requirements and ad-hoc financial queries involving IndusAge Ventures and the Arun Sriram Family Office. This role established much of the foundation for my subsequent career in strategic FP&A, capital management and business partnering.

Education

chartered accountancy, The Institute of Chartered Accountants of India

Calcutta University, Kolkata