Senior Practice Lead at Infosys Consulting (2022-09 – Present)
Managing end-to-end finance operations for LSE-listed Alternate Investment Manager in UK
- Heading an engagement of 45 qualified professionals (CA/MBA), responsible for managing end-to-end finance operations for a UK-based firm having PE and Infrastructure investments (AUM - GBP 36bn)
- Responsible for managing yearly revenue targets for the engagement, planning, recruiting, managing, motivating, training and retaining team
- Actively involved in firm building activities, such as new client pursuits, participating in RFP process, pitching service offerings, pricing and project planning
- Exceeded efficiency gains target set for the client (6.3% vs. 5%) for past 2 years
- Consistently meeting/exceeding SLA(s) targets at an overall engagement level
- Successfully managed and delivered process improvement and transformation initiatives within the engagement
Managing consulting practice – Corporate Finance and Tax-Advisory at AJL& Associates, Chartered Accountants (2010-01 – 2022-12)
Managing consulting practice – Corporate Finance and Tax-Advisory
- Boot-strapped CA practice in Start-up consulting focused on formulating entry-strategies and business/tax advisory (domestic as well as international clients)
- Managed transactions of fund raising, in total c. INR 70mn; managed investment portfolios of INR150mn
- Consulted clients in pitch book preparation, business plans, transaction specific documentation, regulatory approvals and compliance related matters
- Achieved savings via successfully managing tax litigations of c. INR90mn for domestic and international clients; liaison with tax authorities (direct and indirect tax)
- Introduced new strategies in IT risk management and data protection policy for Banks and Technology clients
- Developed internal risk policies for the clients; conducted IS/cyber security and other audits
- Generating stable fee income since inception
Manager – Center of Excellence, Credit Ratings at CRISIL (subsidiary of S&P) (2008-01 – 2010-12)
Manager – Center of Excellence, Credit Ratings
- Mandated to evolve Credit risk rating principles and develop criteria to improve overall financial and business analyses across industries
- Responsible for developing risk rating-based financial models for multiple industries
- Lead team(s) in building various financial models for clients as well as regulators/government departments
- Proactively built and delivered multiple training sessions for different groups; developed and implemented countrywide certification test for analysts
- Led a team to come out with semi-annual publication (default analyses) consecutively for 2 years
Senior Associate – International assignments at Infosys Technologies Limited (2006-01 – 2008-12)
Worked on multiple assignments for clients in US, EU and Australia
- Worked on Germany-based global banks credit risk management project to achieve process improvements and business re-engineering (est. cost savings €1mn)
- Was part of the 6-member core team, leading the finance-track for UK-based PE client; successfully helped the client set up their key PE operations in India (est. cost savings of £500K)
- Received "Excellence in performance" award (2 consecutive years) for outstanding client service to foreign clients
Manager – International Banking Group at ICICI Bank Limited (2005-01 – 2006-12)
- Evaluated more than 30 credit appraisals totaling over US$120.0mn including legal documentation and internal liaison
- Managed financial due diligence and analyses, site-visit, credit appraisals, along with strict transaction deadlines, and supported legal documentation for disbursal, between clients and the bank
Junior Manager, Investment Banking (Capital Markets) at IndusInd Bank Limited (2002-01 – 2005-12)
- Member of the capital markets team responsible for managing credit portfolio and settlement transactions for major intermediaries
- Led a team of Associates for carrying out process improvements within the investment banking IT systems and CBS
- Chosen to be a part of the team that transitioned existing CBS to a better system
- Instrumental in canvassing lending products of the bank and helped mobilize c. INR50mn during major IPOs
- Worked closely with regulators and internal audit teams in implementing changes (e.g. Service tax/documentation)
- Building investor relationships for IPO funding i.e. Loan against shares (including marketing during investor meets)
Intern - Audit & Taxation at M/s. B B Lakdawala & M/s. P C Mehta & Co (1997-01 – 2000-12)
Mandatory Articleship
- Performed audit(s): statutory audit, tax audit of small and medium sized entities, Trust audit(s)
- Special assignments: aiding in drafting tax scrutiny responses and filing; liaison with Income-tax authorities
