Naman Agarwal — Operations Associate

🌟 Finance Professional | Driving ARR Growth, Forecasting Excellence, and Strategic Finance at UptimeAI I'm a Chartered Accountant currently shaping business finance and strategic operations at UptimeAI, bringing with me a rich blend of experience in SaaS metrics, revenue operations, and financial planning. Previously at Yellow.ai and Grant Thornton, I've led initiatives that unlocked growth, automated critical processes, and enhanced financial clarity for leadership. 🔑 Key Achievements: At Yellow.ai, fueled 178% ARR growth, scaling from $15M to $32M within 14 months through precision forecasting and sales pipeline optimization. Built dynamic forecasting and budgeting models, empowering leadership with sharper decision-making on resource allocation and growth bets. Revived and led a stalled ARR automation project, cutting processing time from 10 days to real-time and completing it in 10 months after two years of inaction. Recovered $2M in unbilled revenue by bridging operational-financial gaps and forecasting cash flow needs. Refined pricing strategies using customer data and market trends, boosting revenue predictability and margin health. Led Project Recover, reclaiming $700K in receivables and enhancing collections predictability. 🎯 Core Strengths: Revenue Forecasting & Strategic Budgeting SaaS Metrics, ARR & Subscription Analytics Advanced FP&A & Cash Flow Planning Financial Process Automation & Cost Optimization Strategic Decision Support for CXOs Cross-functional Stakeholder Management 🌍 Beyond the Numbers: I'm a fitness enthusiast and lifelong learner—having lost 17 kgs in a year and hitting an 80 kg bench press PR. My free time is spent exploring self-help and finance literature to continue growing both personally and professionally. 💬 Let's Connect: I thrive on crafting data-driven financial strategies and solving tough business challenges. Whether you're in SaaS, finance, or strategy—let's connect to create measurable impact!

Stackforce AI infers this person is a SaaS finance expert with a strong focus on revenue operations and financial strategy.

Location: Bengaluru, Karnataka, India

Experience: 3 yrs 9 mos

Skills

Financial Planning And Analysis (fp&a)
Investor Relations
Financial Process Automation
Revenue Management
Statutory Audits

Career Highlights

Achieved 178% ARR growth in 14 months
Recovered $2M in unbilled revenue
Engineered automated financial reporting suite

Work Experience

UptimeAI Inc.

Finance Manager (11 mos)

Yellow.ai

Senior Finance Executive (2 yrs 9 mos)

Grant Thornton Bharat LLP

Internship Trainee (3 yrs)

Education

Auditing at The Institute of Chartered Accountants of India

Bachelor of Commerce - B.Com (Honours) at Goenka College of Commerce & Business Administration

Finance at CFA Institute

Class 12 at Hemsheela Model School, Durgapur

Class 10 at Amrita Vidyalayam, Durgapur

at The Institute of Chartered Accountants of India

Naman Agarwal

Operations Associate

Bengaluru, Karnataka, India3 yrs 9 mos experience

AI Enabled

Key Highlights

Achieved 178% ARR growth in 14 months
Recovered $2M in unbilled revenue
Engineered automated financial reporting suite

Stackforce AI infers this person is a SaaS finance expert with a strong focus on revenue operations and financial strategy.

Contact

Skills

Core Skills

Financial Planning And Analysis (fp&a)Investor RelationsFinancial Process AutomationRevenue ManagementStatutory Audits

Other Skills

Financial ForecastingFinancial PlanningCapital StrategyFinancial ModelingRisk AssessmentFinancial ReportingAutomationAI Tool DevelopmentProcess AutomationSaaS MetricsBudgetingStrategic PlanningSales Pipeline OptimizationComplianceVariance Analysis

About

Experience

3 yrs 9 mos

Total Experience

2 yrs 9 mos

Average Tenure

1 yr

Current Experience

Uptimeai inc.

Finance Manager

May 2025 – Present · 11 mos · Bengaluru, Karnataka, India · Hybrid

Founding finance hire trusted to architect the Finance engine from zero for a high-moat Industrial AI company.
High Contribution Award & Accelerated Merit Increase within 9 months — recognized for rapid value creation and building the company’s first robust financial fameworks.
Capital Strategy & Investor Relations
Led a comprehensive impact assessment of geopolitical risk on a $2.5M+ revenue portfolio across the Middle East, covering both contracted ARR and active pipeline. Built a three-scenario financial model (Bear/Base/Bull) to quantify 3- and 6-month revenue at risk, identifying a worst-case downside of $1.5M and demonstrating full recoverability through diversified pipeline offsets.
Fundraising Architecture: Modeled and evaluated multiple capital pathways — Venture Debt, Promissory Notes, and Strategic Investments — to optimize WACC and minimize founder dilution.
IR Lead: Served as the primary finance touchpoint for investors; delivered high-fidelity reporting packs and data-driven insights that shaped board conversations and strengthened fundraising readiness.
Reporting Velocity: Engineered an automated SaaS MIS suite that cut investor reporting turnaround by 14 days, with real-time visibility into ARR, CARR, and burn efficiency.
Capital Steering: Drove complex ARR growth vs. Runway scenario modeling that directly influenced leadership’s strategic roadmap and cash preservation decisions.
Finance Automation & AI Tooling (Differentiator)
SaaS Metrics Dashboard: Built an automated KPI and visual analytics dashboard using Claude AI — giving leadership real-time intuitive visibility into core SaaS health metrics and eliminating manual reporting lag entirely.
Invoice & PO Automation: Independently developed and deployed an AI-powered Invoice Tracking & PO Management app (no-code), replacing Excel-based workflows and streamlining 100+ invoices annually — reducing manual tracking time by ~65%.

Financial ForecastingFinancial PlanningInvestor RelationsCapital StrategyFinancial Process AutomationFinancial Planning and Analysis (FP&A)

Yellow.ai

Senior Finance Executive

Aug 2022 – May 2025 · 2 yrs 9 mos · Bengaluru, Karnataka, India · Hybrid

Powering Business Finance & Revenue Operations at ahigh-growth conversational AI company.
Revenue Growh & ARR Operations
Collaborated with Founder's offce to drive ARR from $15M to $32M within 14 months trough strategic planning and sales pipeline optimizaion.
Spearheaded ARR automation via Togai (acquire by Zuora), reducing calculation time by 7 days and liminating manual intervention.
Built forecasting odels to predict Revenue and Sales pipeline performace with 95%+ accuracy.
Recovered $2M in unbilled rvenue by bridging operational-financial gaps.
FP&A Strategic Decision Support
Built dynamic forecastng and budgeting models, empowering leadership with harper resource allocation decisions.
Tracked SaaSmetrics (MRR, Magic Number, Rule of 40, Burn Multipl) and delivered actionable insights to founders and op management.
Provided strategic recommendations n WhatsApp Business (impacting 30% of ARR) to optimie working capital.
Improved Gross Margin of a prodct line from 5% to 8% through process alignment.
Colections & Retention
Led "Project Recover" — reclamed $700K in outstanding receivables within 6 months
Implemented account churn management framework, poactively identifying and reducing churn.
Develope automated P&L-wise Net Retention Rate model enablin visibility into customer upsell.
Awards: Yellow Applauds Spot Award — for driving top-line startup merics and ARR automation implementation.

Financial ForecastingRevenue ManagementSaaS MetricsBudgetingStrategic PlanningFinancial Planning and Analysis (FP&A)

Grant thornton bharat llp

Internship Trainee

Mar 2019 – Mar 2022 · 3 yrs · Kolkata, West Bengal, India · On-site

Statutory audit and advisory experience across larg corporates and startups at a Big 4 firm.
Key Highlghts:
Conducted in-depth analysis of the steel secor with a top line of INR 21,000 crores — evaluatingpricing trends to inform risk assessment and audit srategy.
Identified noncompliance in a fantasy game startup (INR 75 crores asset base) under Section 18 of the Companies Act and reported under CARO.
Perormed Benford's Law analysis to detect fake vendor pyments and fraudulent transactions.
Core Responsibiities:
Planned and executed statutory audits for vrious clients, ensuring compliance with relevant stadards.
Performed variance analysis and analytical eview of critical balance sheet and income statementareas.
Presented audit findings and actionable recmmendations to senior management.
Supervised and mntored junior audit staff in audit procedures and bet practices.
Awards: GT Spot Award — for going beond the call of duty. Consistently rated above expecations in year-end statutory audits.