Deepak Desai

As a CA Semiqualified professional with over 7 years of experience, I currently serve as a FinOps Lead in a virtual CFO company. I manage end-to-end accounting for two clients, overseeing accounts receivable, bank payments, statutory compliance, and cash flow projections. My role involves providing comprehensive financial management and strategic advisory services, leveraging technology to streamline processes and enhance financial reporting. I am dedicated to delivering high-quality, data-driven insights to support informed decision-making and drive business growth.

• Led financial operations for two clients, providing comprehensive financial management and strategic advisory services.
• Managed the complete accounting cycle, including journal entries, reconciliations, and financial statement preparation.
• Oversaw accounts receivable processes, ensuring timely invoicing and collections, and reducing outstanding receivables.
• Handled bank payments, ensuring accurate and timely processing of transactions.
• Ensured compliance with statutory requirements, including tax filings, regulatory submissions, and adherence to financial regulations.
• Developed and maintained cash flow projections, providing insights for financial planning and decision-making.
• Implemented process improvements to streamline operations, enhance financial reporting accuracy, and increase efficiency.
• Acted as the primary point of contact for clients, addressing their financial concerns and providing strategic recommendations.
• Prepared and presented monthly, quarterly, and annual financial reports to clients, highlighting key performance indicators and financial health.
• Leveraged financial software and tools to automate processes, improve data accuracy, and enhance reporting capabilities

CA IPCC (Intermediate): Completed the second level of the Chartered Accountancy course, gaining in-depth knowledge of accounting, taxation, auditing, and financial management.

CPT (CA Foundation): Successfully cleared the foundation level of the Chartered Accountancy course, building a strong foundation in accounting principles and business laws.

B.Com (Bachelor of Commerce): Graduated with a degree in Commerce, acquiring a broad understanding of business, economics, and financial management.

Pursuing Enrolled Agent Course: Currently undertaking the Enrolled Agent course to enhance expertise in U.S. tax laws and regulations.