Srishti Agarwal

I’m a Financial Analyst with 7+ years of experience in analytics, financial planning, forecasting, and business performance analysis, with exposure to equity and securities markets. I combine financial modeling with KPI-focused reporting to help teams turn numbers into clear decisions.

At TaskUS, I built a Power BI incentive mechanism with client-specific KPI weights, rankings, and eligibility rules so FP&A and Payroll could validate payouts accurately while staying within monthly budgets. I also developed a revenue, profitability, cashflow, and budget vs forecast dashboard for C-Suite leadership, improving visibility and reducing manual financial reporting effort. In addition, my CNPS dashboard linked feedback to operational KPIs, enabling FP&A to monitor account health, flag at-risk clients, boost NPS by 10 points, and reduce manual reporting by 20%.

Previously at ExoEdge, I created resource-planning and time-to-value dashboards that connected employee data with project timelines and staffing needs across 100+ employees. By pinpointing where 10–15% of hours were being lost, I helped leadership improve day-to-day workload distribution, and I built an overtime analysis dashboard to surface ~10% avoidable overtime and its performance impact.

I’ve also delivered FP&A support for SaaS and e-commerce clients at Escalon Business Services by producing revenue and cost forecasts, rolling forecasts, and monthly financial outlooks, along with month-end variance analysis and concise dashboards for client leadership. Earlier, as an Equity Dealer at Consortium Securities, I executed client trades and advised investors on mutual funds, and I led a KYC and FATCA completion initiative that achieved 60% client compliance while meeting SEBI requirements. I hold a B.Com and a Master’s in Business Analytics, plus FMVA and FP&A (CFI-FPAP) and Microsoft Power BI credentials.