Insight Professionals Private Limited (Financial Consulting for SMEs and high-growth companies) | Ludhiana, Punjab

• Director
  • Identified a market gap between traditional CA firms and high-cost consulting giants, conducted 30+ founder and investor interviews, and launched Insight Financials to deliver virtual CFO solutions tailored to fast-scaling startups and SMEs—securing 4+ long-term clients in Year 1.
  • Transitioned clients' fragmented financial processes—including book-keeping, MIS, taxation, and compliance—to automated, cloud-based systems, reducing manual effort by 30% and improving reporting turnaround by 40%, while ensuring compliance and scalability.
  • Led financial and regulatory structuring for a Series C-funded startup, advising on FEMA and transfer pricing to support international expansion and investor readiness; simultaneously restructured founder income for other clients, enabling 10–15% annual tax savings.
  • Standardized commercial contracts with favorable clauses and implemented internal dashboards, compliance calendars, and trackers, creating operational continuity and risk control frameworks as the backbone of a young consulting firm.
  • Positioned Insight Financials as a credible CFO-alternative, introduced ESG readiness and sustainability reporting as future-focused services, and built strategic relationships in the startup ecosystem to generate quality revenue and long-term advisory mandates.

Wipro Limited (Global IT, consulting, and business services leader) | Bengaluru

• Controller - Financial Reporting and Consolidation
  • Automated SEBI reporting of Related Party Transactions, saving 100+ person-days annually and improving compliance accuracy.
  • Identified actuarial inefficiencies in employee benefits reporting, leading to ₹10 Cr group-level profit enhancement and ₹100 Cr group-level balance sheet reclass.
  • Prepared standalone financial statements for Wipro Ltd. and reviewed group disclosures across leases, intangibles, and employee benefit expenses.
  • Consolidated financials for 150+ global entities and implemented stricter inter-company controls, reducing reconciliation variances.
  • Monitored regulatory updates (Ind AS, SEBI), translated changes into action plans, and briefed 200+ internal stakeholders.
     
• Controller - Revenue Assurance
  • Managed $1.6Bn+ in global revenue across Wipro Capco, Wipro Opus, and BPO clients, with zero audit observations across cycles.
  • Spearheaded SAP Quantum implementation across the BPO segment, streamlining revenue reporting and reducing manual dependencies.
  • Automated revenue accruals across 20+ clients, saving 36 person-days annually and ensuring consistency in cut-off and recognition.
  • Led financial structuring and review of over 200 contracts, resolving risks in VD/SLA clauses and retrospective pricing cases. Highlighted risks across contracts - reserving enforceability and revenue integrity.
     
• Business Finance Manager
  • Owned P&L for a $100Mn client and supported financial strategy for a $400Mn vertical across 25+ capital markets clients.
  • Delivered 2% margin uplift via cost optimization and billing term renegotiations, supporting profitability without service cuts.
  • Played a lead role in a $36Mn TCV deal - from pricing, structuring, and due diligence to end-to-end client negotiation and contract finalization.

Vikas Sood and Associates (CA firm with SME clients across India) | Ludhiana

• Senior Associate
  • Led internal and statutory audits, secretarial compliance, and government filings for corporates and dormant companies under the Companies Act, ensuring timely reporting and adherence to regulatory standards.
  • Managed registration and audit processes for societies and trusts, securing 12AA and 80G certifications, which enabled clients to qualify for income tax exemptions and donor benefits.
  • Handled end-to-end income tax and GST functions, including tax audits, return filings, and transition compliances, resulting in accurate reporting and timely submissions across clients.
  • Contributed to banking audits and due diligence assignments, delivering detailed reports for financial institutions and helping strengthen client credibility for financing and partnerships.
  • Designed and implemented a new MIS reporting system to enhance visibility of key financial metrics, and created VBA automations that saved 7+ person-days annually on recurring regulatory filings.

• Awarded 'Best Process Improvements' by Wipro CFO for Post-Merger Integration of Capco ($1,000 Mn annual revenue).
• Awarded Entry Scholarship under IIM Ahmedabad PGPX program.
• ICAI Awards for Excellence in Financial Reporting for 2022-23 (for Wipro – 10 member team)

• Chartered Accountant, The Institute of Chartered Accountants of India, New Delhi (cleared in First attempt)
• B.Com (Hons.) Panjab University, Chandigarh

• Diploma in IFRS (ACCA, UK)
• Certification in Information System Audits (ISACA, US)
• Certification in Sustainability and BRSR reporting (ICAI)
• Certification in Corporate Social Responsibility (ICAI)
• Certification in Forex and Treasury Management (ICAI)
• Python for Data Science – LinkedIn
• Data Science with Python – IBM
• Blockchain Essentials – IBM
• Tableau – LinkedIn
• Advanced Excel Data and Analytics Skills – LinkedIn

• Member of Wipro Toastmasters Club (2019).
• Participated in NABARD program on Sustainable Group Mode of Financing involving multiple NGOs.
• Avid Reader