Open to opportunities

CA Bhuvan Agarwal

@cabhuvanagarwal

Message

I build investor-ready financial models, fundraising materials, and strategic finance plans for growing companies.

India

Message

What I'm looking for

I'm open to global remote engagements where I can build investor-ready models, fundraising materials, cash-flow plans, KPI dashboards, and strategic finance support for startups, SMEs, and growth-stage companies.

At Singhal Niti & Co, I lead financial modeling, pitch deck, and fractional CFO engagements for startups, SMEs, and global clients across the US, UK, Australia, and India.

I build 3-statement forecasts, DCF and LBO valuations, SaaS and real estate models, 13-week cash flow forecasts, runway plans, KPI dashboards, and fundraising materials for Seed through growth-stage companies. I also support budgeting, forecasting, financial planning, performance analysis, and strategic finance.

Previously, I analyzed large-corporate credit risk at Fitch Group / India Ratings, managed corporate credit underwriting at Federal Bank, and delivered risk advisory and internal audit work at KPMG.

Experience

Work history, roles, and key accomplishments

Current

Partner & Financial Modeling Consultant

Current

Singhal Niti & Co, Chartered Accountants

Jan 2019 - Present (7 years 7 months)

Lead financial advisory, financial modeling, and pitch deck engagements for startups, SMEs, and global clients. Build investor-ready financial models and provide fractional CFO support.

Financial Modeling LBO Modeling SaaS Metrics Pitch Decks Fractional CFO Cash Flow Forecasting Runway Analysis Budgeting and forecasting scenario analysis Excel Automation Google Sheets PowerPoint Data Visualization

Senior Credit Rating Analyst

Fitch Group / India Ratings

Jan 2017 - Dec 2018 (1 year 11 months)

Analyzed credit risk for large corporate borrowers with debt exposure exceeding ₹750 Cr (~$90M). Built financial models for cash flow analysis, debt servicing capacity, and covenant compliance.

Credit Analysis Financial Modeling Cash Flow Analysis Risk Assessment

Senior Manager - Credit Underwriting

Federal Bank

Jan 2012 - Dec 2017 (5 years 11 months)

Managed credit underwriting for large corporate clients with debt facilities exceeding ₹25 Cr (~$3M+). Prepared credit appraisal notes and presented proposals to senior credit committees.

Credit Underwriting Financial Analysis Portfolio Monitoring Risk Mitigation

Executive - Risk Advisory

KPMG

Jan 2011 - Dec 2012 (1 year 11 months)

Delivered internal audit, risk advisory, process review, and compliance engagements for corporate clients. Identified control gaps and process improvement opportunities.

Internal Audit Risk Advisory Process Reviews Compliance Internal Controls