Finance Lead at Facilio Technology Solutions Private Limited (2025-11 – Present)
Global SaaS platform for facilities management, operating across India, US, UK, UAE, Australia and Singapore. Direct and review end-to-end finance, accounting, payroll, statutory compliance and MIS reporting across Facilio's 6 global entities, leading a team of 4 — personally focused on review, analysis and reporting rather than day-to-day transaction processing.
- Team Leadership & Oversight — Direct and review end-to-end finance, accounting, payroll, statutory compliance and MIS reporting across Facilio's 6 global entities, leading a team of 4 — personally focused on review, analysis and reporting rather than day-to-day transaction processing.
- Treasury — Lead group treasury operations — deploying surplus funds into money market accounts, executing intercompany transfers to meet working-capital needs, and optimizing fund utilization across all entities.
- Financial Close & MIS — Review the monthly books of accounts and drive the consolidated monthly MIS close, including P&L reconciliation, intercompany elimination, and cash flow statement preparation across the group.
- Product Profitability & Flux Analysis — Prepare product-level MIS and monthly flux analysis, giving leadership visibility into product profitability, cost drivers, and variance against plan.
- Internal Controls & SOPs — Own Internal Control over Financial Reporting (ICFR) for the group; compile Standard Operating Procedures across finance processes and ensure the team's adherence to them.
- Cap Table & Equity — Own cap table maintenance and ESOP administration (Carta), reconciling equity and vesting activity against the general ledger and resolving variances for the US entity.
- Payroll — Manage payroll operations across 5 regions (India, US, UAE, Australia, UK/Singapore), overseeing payroll journals, salary reconciliations, and GL/cost-center tagging.
- Compensation & Benefits — Review employee pay structures and implement flexible benefit (Flexi Benefit) plans to support employee welfare.
- Audit Coordination — Coordinate statutory, tax, transfer pricing and internal controls (ICoFR) audits across all entities, serving as primary liaison to external auditors and advisors.
- US Tax & Compliance — Manage US entity compliance — supply data for the Federal income tax return filing; independently handle state income tax filings, unemployment tax, withholding tax and Form 1099 filings; and coordinate the annual 409A valuation.
- DMCC Compliance — Manage VAT and other compliance filings via government portals (EmaraTax, WPS) for the UAE DMCC branch entity.
- Cross-Functional Efficiency Metrics — Coordinate with Sales, Project Implementation, and Marketing teams to collect data and build efficiency metrics, tracking cost and productivity across go-to-market functions.
- Cost Optimization — Evaluate and rationalize finance and operational tooling, identifying and cutting underutilized or ineffective subscriptions to reduce software spend.
- Infrastructure Cost Control — Implement capacity planning for server/hosting infrastructure to control and optimize cloud costs.
- Australia Compliance — Own end-to-end compliance for the Australian entity, including BAS/IAS filings, payroll tax, workers' compensation, and statutory reporting.
- Government Liaison — Work closely with government authorities across jurisdictions, responding to notices and handling official correspondence.
- Finance Technology — Designed and deployed two internal applications: a compliance-tracking tool managing statutory deadlines across all 6 entities, and an AI-built, internally hosted consolidation portal integrating QuickBooks, Zoho Books and other accounting systems for group management reporting.
- Legal & Sales Support — Assist the legal team in reviewing vendor contracts and commercial agreements, and support the sales team with financial and compliance data for RFP/tender submissions.
- UK Filings — Prepare and file the UK entity's statutory annual returns with Companies House.
- Vendor & Banking Operations — Oversee vendor reconciliation, payment processing, and banking operations — including UAE VAT and WPS payroll compliance — across all entities.
Senior Accounting Specialist at Facilio Technology Solutions Private Limited (2023-10 – 2025-11)
Promoted to Finance Lead in November 2025 in recognition of performance and expanded scope of responsibility.
- Accounting Oversight — Reviewed the India entity's day-to-day accounting and bookkeeping in Zoho Books, signing off on reconciliations and the monthly close for accuracy.
- Fixed Assets — Conducted physical verification of fixed assets and cleaned up the Fixed Asset Register (FAR).
- Employee Tax Documentation — Verified employee income-tax (IT) declaration and proof documents to support accurate payroll TDS deduction.
- Payroll Review — Reviewed and validated monthly payroll journals and salary reconciliations across regions before posting.
- MIS Review — Reviewed the consolidated monthly MIS and supporting schedules across all 6 entities prior to finalization.
- Process Automation — Led automation of recurring finance workflows — including vendor invoice routing and compliance reminder communications — improving accuracy and turnaround time.
- Audit Coordination — Oversaw statutory and tax audit processes, serving as the primary point of coordination with external auditors and advisors.
- Compliance Review — Reviewed statutory compliance filings — GST returns (GSTR-1/3B), TDS returns, and related documentation — for accuracy prior to filing.
Associate — Article Assistant (CA Articleship) and Paid Assistant at JPR & Associates (2019-04 – 2023)
- Completed a 3-year CA articleship across Record-to-Report, Direct & Indirect Taxation, and Statutory Audit for clients across Retail, Manufacturing, IT, NBFC and E-commerce sectors.
- Led the migration and implementation of a NetSuite ERP system for a client within a 2-month target timeline.
- Headed the tax audit team (Form 3CD) and GST audit team; single-handedly prepared and filed 300+ Income Tax Returns.
- Assisted in GST refund claims exceeding ₹50 crore (consolidated) for IT and manufacturing sector clients.
- Prepared monthly MIS and provisional financial statements for a diverse client portfolio.
- Received the firm's Kudos Award for exceptional commitment on assigned audit engagements.