Navigating Global Finance with Vandana Agarwal

Jun 18, 2024

Vandana Agarwal, a seasoned finance analyst, discusses global financial challenges, women in finance, and the impact of technology. Topics include staying updated on regulations, similarities in financial practices among multinational companies, and the role of AI. Vandana also shares insights on her career journey from Deloitte internship to finance roles, navigating a career as a woman in finance, and strategies for embracing AI technology in the financial environment.

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ANECDOTE

Career Beginnings

Vandana Agarwal began her career at a local firm in India, then interned at Deloitte.
This internship provided her first exposure to corporate work and shaped her professional development.

ANECDOTE

Deloitte Internship

Vandana's internship at Deloitte was a pivotal moment in her career.
It significantly shaped her understanding of professionalism and the corporate world.

INSIGHT

Choosing CA

Vandana chose Chartered Accountancy (CA) to gain a holistic view of finance, tax, and law.
This background helps her understand business comprehensively, especially coming from a business family.

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Vandana Agarwal, a Finance Analyst at Merkley+Partners, joins Megan Weis to explore the key challenges when optimizing financial efficiency, the challenges and opportunities for women in finance, and the role of technology in the industry's future.

Vandana Agarwal has worked in finance for over eight years, having started in India and then moved to the United States. She is currently a Finance Analyst at Merkley+Partners, has served an internship at Colgate-Palmolive, and worked at Recro and Deloitte India. Vandana also pursued an MS degree in Business Analytics at Fordham University.

In this episode, we discuss:
- How the basics of finance are the same globally
- The importance of staying up-to-date with changing regulations
- The similarities in financial practices and leadership styles among multinational companies
- The challenges and opportunities for women in the finance industry
- AI’s role in finance

Learn more about Vandana:

Vandana Agarwal on LinkedIn
Merkley+Partners Website

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Personiv on Twitter

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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