Mahek Shah

Chartered Accountant and CFA Level II with 10 years in finance, including Big 4 experience at KPMG. I build and lead finance functions in high-growth businesses, spanning FP&A, controllership, treasury, taxation and business finance. At DSP Finance I set up the function from scratch as first finance hire, partnering with leadership as a strategic enabler while the business scaled to INR 4,000 Crore in 18 months.

Hands-on with ERP / system implementation, Power BI and finance automation, MIS and analytics, internal controls, and cash flow. I run a 4-day close and improved the cost-to-income ratio by ~1%. Returned to India in 2023, moving into industry finance leadership.

Finance Controller at DSP Finance (2025-04 – Present)

• Drive strategic planning, budgeting, forecasting and business performance — the first 3-year plan, annual budgets, and rolling forecasts, tracked against plan monthly.
• Partner with leadership on growth strategy, pricing, and profitability, using unit economics and product-level analysis.
• Lead end-to-end controllership and accounting operations — built the function from scratch with a 4-day close and Ind AS financial statements.
• Set up financial governance and internal controls — authorisation matrices, segregation of duties, maker-checker controls, and SOPs; clean first statutory audit.
• Manage cash flow, treasury, and working capital — funding, liquidity monitoring, ALM, and banking relationships.
• Own GST, TDS, income tax compliance, filings, and assessments.
• Built MIS dashboards and financial analytics (Excel, Power BI, Power Automate) for data-driven decisions — saving 20-25 hours a month.
• Led ERP / system implementation (LMS) and automation; ran a cost review improving cost-to-income by ~1%; handled Ind AS 103 merger accounting.

Manager, CFO Advisory at Uniqus India Private Limited (2023-12 – 2025-04)

Advisory role similar to KPMG, working with clients on financial reporting, technical accounting, and controls.

• Set up reporting and control frameworks for an IPO-bound client — SOPs, policies, and gap assessments — and led US GAAP consolidation for a large bank.
• Built financial and ECL models and worked on automation of reporting and consolidation.

Senior Financial Analyst, Controllership at Bank of Montreal (BMO) (2023-05 – 2023-11)

• Ran period-end close, variance analysis, and management reporting in a multi-entity banking environment. Kept US GAAP statements accurate and controls in place.
• Tightened journal entry controls and close-process documentation.

Senior Accountant, Accounting and Financial Reporting at MNP LLP (2022-08 – 2023-05)

• Worked with REIT, retail and listing-company clients. Prepared IFRS financial statements for a REIT IPO.
• Handled business combination and GAAP conversion across IFRS 9, 15, 16, and wrote technical papers on financial instruments and reverse takeovers.

Manager, Financial Reporting Advisory at KPMG (2016-11 – 2022-06)

Big 4 role across banking, NBFC, real estate and retail clients — financial reporting, close, and statutory audit support over 5.5 years.

• Ran ERP implementations and finance transformation — requirements, UAT, and go-live — and built Power BI / Excel analytics and reporting tools.
• Designed internal controls, SOPs, policy manuals and Chart of Accounts; handled complex technical accounting and wrote the technical papers.
• Managed and mentored a team of 5 to 7 — planning, review, delivery, and appraisals.

Bachelor of Commerce in B.Com – Mumbai University (2015-03)