CA. Poonam Pathak — Co-Founder

I help entrepreneurs, promoters, and growing businesses scale with clarity, structure, and financial confidence. As a Chartered Accountant and Virtual CFO, I work closely with founders and leadership teams to move beyond routine compliance and bookkeeping. My role is to bring financial strategy, governance discipline, and growth-focused decision-making into the core of the business — enabling sustainable and profitable expansion. With over 8 years of professional experience, I have advised corporates, SMEs, startups, family-managed businesses, and NRIs across areas such as business structuring, financial strategy, taxation, governance, and regulatory frameworks. How I Support Businesses as a Virtual CFO 🔹 Expansion & Strategic Planning Business model restructuring, expansion feasibility, budgeting, forecasting, and cash flow strategy for scalable growth. 🔹 Financial Control & Performance Systems MIS & dashboards, KPI monitoring, working capital optimisation, and margin improvement. 🔹 Capital & Structuring Advisory Fundraising readiness, investor reporting, debt structuring, and tax-efficient corporate restructuring. 🔹 Governance & Risk Management Company law advisory, board governance, regulatory clarity, and internal financial control systems. 🔹 Specialised Advisory Promoter-level financial strategy, family business structuring, and NRI taxation advisory. Professional Recognition & Thought Leadership My work has been recognised within the profession and business community: Named among ICAI’s Top 40 FinFluencers Former MCM of Navi Mumbai Branch of ICAI Recipient of the Star Women Award by WIRC of ICAI Recognised as a Gem of the CA Profession by WIRC of ICAI Author of a practical POSH handbook Josh Talks speaker sharing insights on leadership and professional growth As a Virtual CFO, my mission is to help businesses scale responsibly, profitably, and confidently — with strong financial foundations that support long-term value creation.

Stackforce AI infers this person is a Financial Strategy Expert with a focus on Governance and Business Structuring.

Location: Mumbai, Maharashtra, India

Experience: 8 yrs 9 mos