Laviesh Bajaj

Chartered Accountant with 11+ years of progressive experience across financial controls, process excellence, IFRS reporting, and ERP-led financial systems implementation. Recently completed ACCA Diploma in IFRS. Cleared CFA Level II.

Hands-on experience designing and migrating financial processes on SAP S/4HANA at a Fortune 50 multinational. Strong technical foundation across statutory reporting, audit coordination, internal controls, and compliance. Seeking a senior Finance Controller, FP&A, or Finance Director role where financial systems expertise, controls discipline, and cross-functional execution can drive measurable business outcomes.

Senior Process Expert – Process Excellence at Shell India Markets Private Limited (2020-03 – Present)

• Designed and migrated the global tax payment process onto SAP S/4HANA during Shell's enterprise ERP transformation, eliminating manual bottlenecks and improving process cycle efficiency by ~15%.
• Owned a control framework of 300+ financial controls for the Manage Direct Tax (MDT) process, identifying control gaps, mapping risk to process and embedding mitigation into BAU operations.
• Rationalized the controls universe by consolidating duplicate and low-value controls, reducing reporting workload by 30% while strengthening overall control coverage.
• Eliminated 40+ manual touchpoints across financial processes through process redesign, cutting end-to-end cycle time by 30% and improving data accuracy by ~10%.
• Built presentation-quality financial analyses and management reporting in Excel for senior stakeholders, reducing report generation time by 15%.
• Supported the development of process frameworks for budgeting and forecasting inputs across business units, working closely with finance teams during planning cycles.
• Managed structured incident reporting and root-cause analysis for the MDT process, embedding shared learnings across the global team.

Senior Tax Specialist – Manage Direct Tax at Shell India Markets Private Limited (2017-08 – 2020-03)

• Maintained FIN 48 uncertain tax position documentation for Shell Oil Company, supporting quarterly and annual tax provisioning in line with US GAAP and group reporting requirements.
• Defended Shell's COGS position before the State of Texas through detailed factual and technical analysis, averting tax exposure of USD 1.3 million.
• Reviewed tax authority queries and built audit response packages that enabled closure of a federal tax audit within 3 months and reduced tax liabilities by USD 2 million.
• Designed an Audit Readiness framework for the MDT function, reducing response time to federal and state authorities by 35% and 80% respectively.
• Delivered two continuous improvement projects (R&D Tax Credit, Specified Liability Losses), generating 200+ hours of annual capacity release and an 80% lift in team efficiency.

Tax Specialist – Manage Direct Tax at Shell India Markets Private Limited (2014-06 – 2017-08)

• Migrated two onshore activities (R&D Tax Credit, Specified Liability Losses) into the Chennai centre, delivering USD 3.4 million and USD 137 million in tax benefits respectively for tax year 2016.
• Streamlined the property tax payment process for Shell US entities, reducing process cycle time by 30% and enabling processing of 3,600+ tax bills per cycle.
• Prepared 100+ property tax returns for Shell's US pipeline segment, including documentation, audit query responses, and reconciliation with finance teams.
• Partnered with the cash management team to plan a USD 34 million property tax outflow, supporting working capital and liquidity decisions.

Consultant – International Tax & Business Advisory at Ernst & Young LLP (EY) (2013-02 – 2014-06)

• Advised multinational enterprises on investment structuring, capital structuring, and entity-level tax efficiency across technology, manufacturing, and oil & gas sectors.
• Delivered compliance assistance for multinationals operating in India under the Income Tax Act, 1961, including return preparation, tax computations, and regulatory filings.
• Worked with engagement teams on business advisory mandates, supporting client decision-making with financial and tax-driven analysis.

ACCA Diploma in International Financial Reporting in International Financial Reporting – Association of Chartered Certified Accountants (ACCA), UK (2025)

Chartered Financial Analyst in Finance – CFA Institute, USA

Chartered Accountant in Accounting – Institute of Chartered Accountants of India (ICAI) (2008 – 2012)

Bachelor of Commerce in Commerce – University of Madras, India (2005 – 2008)