CA Anmol Lohia

Founder

Bengaluru, Karnataka, India9 yrs 9 mos experience

Most Likely To SwitchAI Enabled

Key Highlights

Trained over 10,000 professionals in finance and AI.
Developed innovative AI tools for financial automation.
Microsoft Certified Trainer and National Faculty at ICAI.

Stackforce AI infers this person is a Fintech expert specializing in AI-driven financial solutions and business intelligence.

Contact

Skills

Core Skills

Artificial Intelligence (ai)Business Intelligence (bi)Data AnalyticsFinanceCorporate Governance

Other Skills

AutomationBusiness Process Re-engineeringData EngineeringData ModelingData VisualizationFraud DetectionMicrosoft ExcelMicrosoft Power BIMicrosoft Power QueryPublic SpeakingRobotic Process Automation (RPA)Standard Operating Procedure (SOP)Statutory AuditsTraining

About

Hello, I’m a Chartered Accountant with over a decade of experience in finance and technology. At my firm, we focus on three key areas: 1. Secure AI solutions for intelligent automation 2. Process automation using Python, n8n and other tools 3. Power BI dashboards (including MS Fabric for big data) Teaching is something I’m deeply passionate about. Over the past 6 years, I’ve trained 10,000+ students and professionals on Power BI, Excel, and AI in Finance. I’m also a Microsoft Certified Trainer, a National Faculty at ICAI, winner of an AI Hackathon, and have presented research on AI in Finance at the AI Innovation Summit. Along the way, I’ve also built tools like: AI Accountant – for automated bookkeeping AI FS Analyzer – for financial statement analysis AI Dashboards – to track numbers that matter If you’re looking to automate tasks, streamline reporting, or explore AI in finance, I’d be happy to connect.

Experience

Coding ninjas

Subject Matter Expert

Dec 2023 – Present · 2 yrs 3 mos · Remote

Live and Recorded classes for MS Excel and Power BI

Microsoft ExcelMicrosoft Power BIBusiness Intelligence (BI)

Finteger business solutions llp

Freelance Consultant - Strategy | Internal controls | SOP | Data Visualization

May 2022 – Jul 2023 · 1 yr 2 mos · Bengaluru, Karnataka, India · On-site

The following are the key highlights:
Improved ROI by refining target strategies in Google Ads campaigns.
Conducted financial diagnostic review to help the management in their capacity augmentation initiative.
Designed financial & operational dashboards to analyze movement of working capital, inventory, capacity, capital structure and marketing.
Identified control gaps and fraud risks while creating SOPs for AR, AP, OTC, & Inventory across three divisions, ensuring consistent processes across all units.

Corporate GovernanceFinanceFraud DetectionStandard Operating Procedure (SOP)Data AnalyticsBusiness Intelligence (BI)+3

Bipivot

Founder

Sep 2020 – Present · 5 yrs 6 mos · Bengaluru, Karnataka, India · On-site

At BiPivot, we help businesses bring AI into their work while keeping data security as the top priority. We use LLMs and AI Agents for intelligent automations.
We build dashboards that highlight the numbers that really matter, so teams can make faster and better decisions. With Microsoft Fabric, we handle large amounts of data with ease and also take care of data engineering when needed.
Our Founder, Anmol Lohia, is a Microsoft Certified Trainer and National Faculty at ICAI. He regularly trains finance teams and professionals on Excel, Power BI, and AI in Finance. Over the years, he has trained 10,000+ people.
We have in-house tools like automated bookkeeping, financial analysis, and dashboard builders to make work simpler and faster for you.

AutomationArtificial Intelligence (AI)Data VisualizationBusiness Intelligence (BI)Microsoft Power BIData Engineering

Grant thornton bharat llp

Senior Consultant - Internal Audit | Standard Operating Procedures

Mar 2020 – Jan 2022 · 1 yr 10 mos · Bengaluru, Karnataka, India

Part of Internal Audit department tasked with the evaluation of business processes and suggesting operational improvements across industries like Third-Party Administrators (TPA), Healthcare, Real Estate and IT/ITES.
Some of the key highlights are as follows:
Led intricate claim disbursement analysis, reducing fraud risks and enhancing investigator hit-rates for a TPA (T/o INR120 Cr) :
Conducted fraud hit-rate analysis, boosting investigator hit-rates by 0.6% on average.
Reviewed ML and AI-driven claim tagging process, minimizing incorrect tagging.
Detected collusion patterns by analysing selection trends.
Performed meticulous internal audits, identifying revenue leakages and optimizing healthcare operations :
Uncovered fraudulent misappropriation of medicines worth INR40 lakh, recommending preventive controls.
Identified revenue leakages (~INR40 lakh p.a) through consumable consumption analysis.
Optimized outpatient queue times through strategic appointment scheduling.

Corporate GovernanceFinanceFraud DetectionStandard Operating Procedure (SOP)Business Process Re-engineeringData Analytics

Institute of chartered accountants of india

Faculty - Data Analytics and Gen AI for Finance Professionals

Jul 2019 – Present · 6 yrs 8 mos · Bengaluru, Karnataka, India · On-site

Trainer for Gen AI for Finance, Power BI, MS Excel

FinanceMicrosoft ExcelBusiness Intelligence (BI)Microsoft Power QueryTrainingData Modeling+3

Jcss

Associate - Internal Audit | Statutory Audit

Aug 2015 – Aug 2018 · 3 yrs · Bengaluru Area, India · On-site

Key role included organizing, planning and execution of Internal Audit and Statutory Audits. Some of the key highlights are as follows:
Conducted life-cycle analysis, identifying revenue leakages (~INR15 lakh p.a) in billing for a 5-star hotel chain (T/o INR200 Cr.).
Identified cost-saving avenues of INR17 lakh, enhancing F&B utilization economics.
Conducted indirect tax study, reducing working capital requirements by ~INR12 lakhs per quarter for a listed IPC (T/o INR4100 Cr.).

Corporate GovernanceFinanceFraud DetectionStandard Operating Procedure (SOP)Statutory Audits