Sep 2024 – Feb 2025 · 5 mos · Ahmedabad, Gujarat, India · On-site

• As Vice President at MYCPE, I lead the Insights & Research division, encompassing the PAIR (Public Accounting Insights & Research), MYCPE Insights, and Communities verticals. My role centres on creating an unparalleled knowledge platform that empowers accounting and finance professionals with essential resources for growth and informed decision-making.
• Key Responsibilities:
• PAIR (Public Accounting Insights & Research): Building a comprehensive, research-driven platform offering benchmarking reports, industry surveys, and data-driven insights. PAIR is designed to democratize public accounting knowledge and provide CPA firms with actionable information to strengthen their practices.
• MYCPE Insights: Curating and expanding a vast repository of articles and multimedia content covering accounting, tax, finance, and regulatory updates. Through MYCPE Insights, I work to deliver timely, relevant information that meets the evolving needs of our audience, from daily articles to in-depth reports.
• Communities: Developing specialized communities for CPAs across the US and Canada, fostering collaborative learning and knowledge-sharing among professionals. These communities are segmented by firm size and areas of expertise, promoting peer support and engagement in targeted, interactive forums.
• In these capacities, I prioritize leveraging technology and automation to scale our content output and enhance accessibility. By focusing on quality content distribution across multiple platforms, we aim to be the leading source of insights for accounting professionals, helping them navigate industry complexities confidently and clearly.

Sep 2023 – Present · 2 yrs 6 mos · Ahmedabad, Gujarat, India · On-site

• At STIR Advisors, I leverage my extensive background in investment banking to deliver high-impact M&A advisory, strategic growth planning, and advanced financial modelling. I guide clients through complex transactions and key strategic decisions, facilitating successful outcomes across diverse industries. As Managing Partner, I focus on fostering high-value relationships, overseeing end-to-end deal structuring and execution, and positioning STIR Advisors as a leader in the financial advisory field. Committed to integrity and innovation, I work to drive our firm’s growth and ensure our clients’ success, shaping STIR Advisors as a trusted, forward-thinking partner in investment banking.

Nov 2020 – Present · 5 yrs 4 mos · Ahmedabad, Gujarat, India

• I have been personally instrumental in building a business out of my passion. Withstanding the challenges, I have :
• Incorporated the Fintech startup, which focuses on building a whole financial ecosystem around groups and communities in India that significantly tries to solve the money management problems of the young millennials, with more than 500 downloads in the first six months.
• Gained a considerable advantage by conceptualizing and executing the strategy to develop an interactive platform for embedding a financial layer over groups and communities.
• Improved the startup’s visibility and presence by 300% in the first three months of operations and helped acquire new customers.
• Responsible for Business Development, Marketing, and Operations.
• Managed and completed all the essential tasks for the startup including, but not limited to, market research, customer development, product development, and financial modelling.
• Gained a deep understanding of the customer, their problems and the market.

Apr 2014 – Oct 2022 · 8 yrs 6 mos

• Fellow member of the Institute of Chartered Accountants of India with 13+ years of experience in Management Consultancy and Business Strategy Formulation. The major achievements include
• Successfully led and delivered projects for top-tier clients in the Manufacturing, Automotive, Banking, and Telecom Sectors.
• Proven experience in business development and Partnerships, with a focus on the Indian Market.
• Undertook financial review and performance management of the divisions and identified any variances/ discrepancies, working closely with the Top Management.

Nov 2011 – Nov 2013 · 2 yrs · Greater Vadodara Area

• Have been an integral part of the Project Teams. The key performance indicators include
• Analysis and interpretation of monthly financial performance reports for divisional management (working in conjunction with the Finance Centre), adding business / division-specific insights to support reporting and decision-making.
• Preparation of comprehensive financial models for various projects to deliver Cash Flow forecast, scenario analysis, risk assessment, and return analysis.
• Undertaking financial review and performance management of the divisions, identifying any variances/ discrepancies, and working closely with the Top Management.
• Working with the Project teams to ensure that the impacts of changes in the future delivery of the services under new contractual arrangements are fully identified in the operational cost model (including transition costs).
• To analyze existing operational and cost data to identify current cost drivers and underlying costs for the services to be re-procured, providing a cost model that can support scenario analysis. The model must identify the risks, issues and opportunities across various scenarios.
• Build Pricing Dashboards for use with bidders to aid evaluation of their pricing with sufficient flexibility to deal with changes as the bidder discussions evolve.

Sep 2009 – Oct 2011 · 2 yrs 1 mo