Mar 2023 – Present · 3 yrs 3 mos · Maharashtra, India

• Designing and delivering customized finance programs for professionals and organizations.

Sep 2022 – Feb 2024 · 1 yr 5 mos · Mumbai, Maharashtra, India · Hybrid

• As the Chief Financial Officer (CFO) of a Food & Beverage (F&B) Retail company, my primary responsibility is to lead the financial strategy and operations of the business. Working closely with the CEO and other senior leaders, I ensure the company achieves its financial goals while maintaining financial integrity and regulatory compliance.
• In this role, I manage financial planning and analysis, budgeting, forecasting, and reporting functions. I also oversee the accounting and tax departments, ensuring accurate and timely financial statements and compliance with all regulatory requirements.
• In addition to financial management, I play a key role in business strategy development and execution. I identify new revenue streams, manage risk, and provide financial insight and analysis to support decision-making.
• As the CFO, I also manage relationships with external stakeholders, including banks, investors, and auditors.

Jul 2022 – Jan 2023 · 6 mos · Navi Mumbai, Maharashtra, India

• As a Co-Founder & CFO, my role is to run MentorMyBoard successfully where we talk the talk and walk the talk to create & nuture some of the finest "Future Fit" Boards globally. If you wish to make YOUR board "Peformance Driven" and future fit, ask me for a DEMO, and my team at MentorMyBoard, will give YOU and your board members, an EXPERIENCE into the Future.

May 2022 – Present · 4 yrs 1 mo · Navi Mumbai, Maharashtra, India · Hybrid

• Cashology is my venture where we coach, mentor and train corporate professionals, MSME Business Owners & Startup Founders. Ranging from variety of financial topics like raising money, financial strategy, digitizing finance to financial strategy, our services transforms the mindset to making you a fearless financial leader in your area of expertize.
• Do get in touch with us for a personalized solution to achieve your financial goals of life.

May 2022 – Sep 2024 · 2 yrs 4 mos · Mumbai, Maharashtra, India

May 2020 – Present · 6 yrs 1 mo · Mumbai, Maharashtra, India · Hybrid

• At MSMEx, we empower MSMEs by providing expert guidance on financial management and fundraising strategies. My role involves:
• Financial Strategy & Planning – Helping businesses optimize cash flow, manage working capital, and build sustainable financial models.
• Fundraising Advisory – Assisting entrepreneurs in securing funding through debt, equity, and alternative financing options.
• Investor Readiness – Guiding businesses in preparing investor pitches, financial projections, and due diligence requirements.
• Business Growth Support – Providing insights on profitability, cost optimization, and strategic financial decision-making.

Nov 2016 – Aug 2022 · 5 yrs 9 mos · Mumbai Area, India

• Taking Training, Consulting & Digital Media Marketing to the next level, have co-founded this start-up with two highly experienced experts to provide a more integrated service platform to our customers.
• I head the training division and actively support in Consulting & Digital Media Marketing as well. Do visit www.contetra.com to more about, how our latest venture can benefit you.

Oct 2014 – Present · 11 yrs 8 mos · Mumbai Area, India · Hybrid

• Taking Classes on two core subject of our GFMB program, namely, Finance & Cost Management. Getting involved in non teaching activities like monitoring student performance, heading academic committees, to name a few.

Jan 2013 – Sep 2015 · 2 yrs 8 mos · Mumbai Area, India

• Synthesis Group comprises of following companies where each one specializes on a different, but critical focus area.
• Intellivate Capital is an SME focused Investment Bank, which helps raising equity funds to SMEs by making them funds ready and showcasing it to different kinds of investors. Aurum Capital focuses on Debt Syndication and MM & A, is the Regulatory and Compliance arm for the group. We have a CA coaching Institute - Pinnacle Education that has produced CA rankers over a decade. Brianna, the Corporate ‘Learning and Development’ outfit delivers training programs specifically in the field of finance.We have TransPrice, a consulting arm focused on Transfer Pricing & International Taxation, which help companies to plan their International Transactions in a Tax Efficient Manner.
• We have a diversified portfolio of clients and execute fund raising, training & consulting projects in Banking and Financial services, Automobiles, Telecom, FMCG, IT, Retail, Manufacturing, Tourism, Power, Media & Entertainment, Renewable Energy, Ecommerce Real Estate, Infrastructure and many more.
• To Summarize, as Synthesis Group, we can help you:
• a) Raise Funds, both Debt & Equity
• b) Provide Education, both Corporate & Academic and
• c) Give Consultancy, both Domestic & International.

May 2008 – Dec 2012 · 4 yrs 7 mos

• Overall Administration as the CEO of the Enterprise.

May 2008 – Dec 2012 · 4 yrs 7 mos

• Brianna is a Corporate Training Company in Financial Domain. It has three verticals. First one is Customized Training Solutions, second being Open Forum Programs and Third being Corporate Consultancy. This company is floated by 7 CA's and has 2 offices in Mumbai and a learning center in Navi Mumbai. It is supported by a PE fund from UK

May 2008 – Dec 2012 · 4 yrs 7 mos

• Brianna is a Corporate Training Company in Financial Domain. It has three verticals. First one is Customized Training Solutions, second being Open Forum Programs and Third being Corporate Consultancy. This company is floated by 7 CA's and has 2 offices in Mumbai and a learning center in Navi Mumbai. It is supported by a PE fund from UK

Feb 2007 – Apr 2008 · 1 yr 2 mos · Mumbai Area, India

• Conducted Training Programs on Topics like Finance for Non Finance, Basics of Capital Markets, Financial Economics, Foreign Exchange to name a few for companies like Aditya Birla Group, Mahindra & Mahindra, Kotak Securities and many more...

Jan 2006 – Jan 2007 · 1 yr

• I was a part of IPO execution team and handled IPO execution of Select Mid-Cap Companies.

Jan 2006 – Jan 2007 · 1 yr

• I have handled the IPO execution process. We took Private Companies as our clients & being lead merchant bankers we got them listed on exchanges after necessary approvals from SEBI.
• I have worked with clients like Indowind Energy Ltd, Renaissance Jewellery Ltd, Rathi Udhyog Ltd, Radha Madhav Corporation Ltd and others on the IPO execution side.