Deepak Agarwal

Chartered Accountant with 22+ years of leadership experience in NBFCs, Banking and Financial Services. Experienced in Finance, FP&A, Treasury, Taxation, Fund Raising, Investor Relations, Business Strategy, RBI/MCA Compliance, Digital Transformation and ERP Implementation. Successfully partnered with promoters, banks, OEMs and investors while building high-performing finance teams and scalable business processes.

Chief Financial Officer - True Blue Asset Services Pvt. Ltd.

(2020-07)

• Lead Finance, Accounts, Taxation, Treasury and Compliance for the group.
• Manage financial planning, budgeting and strategic initiatives supporting annual business sourcing exceeding ₹1,000 crore.
• Prepare investor business plans, financial models and due diligence documentation.
• Successfully managed RBI and MCA approvals for NBFC restructuring, shareholding changes and corporate restructuring.
• Implemented ERP and digital automation initiatives including Zoho and in-house business applications.
• Manage relationships with banks, OEMs, investors, auditors and regulators.
• Lead finance and operations teams while strengthening governance and internal controls.

AVP – Business Strategy / Business Analyst - SREI Equipment Finance Ltd.

(2007-05 - 2020-07)

• Led annual budgeting, portfolio planning and business strategy initiatives.
• Developed leasing and financing products for multiple business verticals.
• Directed enterprise MIS, analytics and management reporting.
• Led Oracle Financials, Oracle HRMS, Newgen LOS/LMS and Ambit Asset Finance implementations.
• Managed cross-functional transformation projects involving business, IT and operations.
• Built strategic OEM alliances and supported corporate business growth.

Manager – Operations - ICICI Bank Ltd.

(2006 - 2007)

Managed home and consumer loan operations across Odisha, ensuring operational excellence and quality control.

Executive – Credit & Operations - SREI Infrastructure Finance Ltd.

(2004 - 2006)

• Handled credit appraisal, documentation, operations and ERP implementation support.

Chartered Accountant - ICAI (2003)

B.Com (H) - Commerce - Goenka College, Calcutta University (2002)