CA Akshatha Shetty
Manama
Summary
Accomplished finance professional with extensive experience in financial leadership and strategic planning, performance analysis, and risk assessment, driving business growth through data-driven decision-making and stakeholder engagement.
Overview
12
12
years of professional experience
Work History
Deputy Vice President- Head of Finance
KreditVenture
05.2026 - 07.2026
- Enhanced planning accuracy by leading budgeting, forecasting, and performance analysis efforts.
- Supported executive decision-making through clear KPI dashboards and board presentations.
- Drove business growth through strategic partnership with leadership in finance FP&A.
- Enabled better strategic choices by building financial models and business cases.
- Increased liquidity visibility by overseeing cash flow management, treasury functions, and working capital optimisation.
- Improved fundraising outcomes by leading lender relations and investor reporting.
- Reduced compliance risk by strengthening governance and financial controls routines.
- Maintained stakeholder trust through accurate reporting, audits, and statutory compliance.
- Accelerated change by driving finance transformation via ERP and automation.
- Increased profitability potential by identifying cost-optimisation opportunities company-wide.
- Protected asset quality by monitoring NPAs, delinquency, and collections trends.
- Improved risk visibility by establishing credit monitoring frameworks and dashboards.
- Strengthened recoveries by partnering credit and risk teams on portfolio quality.
- Reduced credit decision risk by evaluating lending proposals for profitability.
- Raised team capability by leading cross-functional delivery and mentoring finance professionals.
Assistant Vice President - Finance & Strategy
SBFC Finance Ltd.
Mumbai
09.2021 - 03.2026
- Accelerated finance capability by building and scaling a high-performing finance team.
- Improved executive decision-making by managing monthly FP&A reporting, forecasts, and scenarios.
- Enhanced reporting clarity and control by leading full-cycle accounting and implementing financial governance frameworks.
- Enabled sharper growth decisions using product and portfolio-level P&L insights.
- Increased liquidity visibility by designing budgeting frameworks and establishing cash flow monitoring processes.
- Improved reporting speed by implementing automation and dashboards that reduced manual effort.
- Strengthened IPO execution by coordinating DRHP documentation audits and investor readiness work.
- Improved financial reliability by maintaining accounting controls through updated policies and procedures.
- Strengthened audit outcomes through coordination of compliance initiatives and preparation for RBI/SEBI readiness.
- Reduced credit-cost and capital risk exposure by analysing NPA trends and ECL modelling.
- Improved investment outcomes by partnering with C-suite executives on evaluation decisions.
- Improved team performance by conducting reviews that identified improvement actions.
- Improved system continuity by directing loan management system integration into Oracle ERP.
Assistant Manager
HDFC Asset Management Company
Mumbai
09.2019 - 08.2021
- Managed daily fund operations, cash flow forecasts, and NAV calculations to support financial stability.
- Prepared and monitored cash flows daily to ensure liquidity and optimise fund allocation.
- Ensured timely production and delivery of reports to facilitate informed decision-making.
- Oversaw the valuation of securities and fund expenses.
- Ensured trade settlements and reconciliations.
- Executed pay-in and payout transactions for stock market deals.
Audit & Accounts Assistant
NBS & Co. Chartered Accountants
Mumbai
01.2015 - 08.2019
- Led statutory audits for banks and mutual funds, ensuring compliance with SEBI/CAG regulations and delivering accurate financial assessments.
- Executed risk-based internal audits and evaluated process controls to identify areas for improvement and enhance operational integrity.
- Processed tax filings for over 30 clients, ensuring compliance with GST and income tax regulations and minimising risk of penalties.
Education
Executive Program in Corporate & Strategic Finance -
IIM Mumbai
01-2025
Certified AI Generalist - Artificial Intelligence for Business Professionals
The Economic Times
01-2025
Certified Public Accountant -
CPA Australia
01-2020
Chartered Accountant -
The Institute of Chartered Accountants of India (ICAI)
01-2019
Bachelor of Management Studies -
University of Mumbai
01-2015
CFA Level 1 Candidate - Chartered Financial Analyst
CFA Institute
Skills
- strategic planning
- financial reporting
- Internal controls enforcement
- analytical thinking
- cross-functional collaboration
- risk assessment
- executive communication
- Results-Driven approach
- Strategic financial decision making
- Financial analysis
- Stakeholder management
- Profit maximisation
Accomplishments
- Platinum Award - Finance leadership & innovation
- Emerging Star Award - Contribution to profitability
- Going Extra Mile Award - Strategic impact through analytics
- Winner - Debates, Elocution (University Level - Socioeconomic/Policy Topics)
Timeline
Deputy Vice President- Head of Finance
KreditVenture
05.2026 - 07.2026
Assistant Vice President - Finance & Strategy
SBFC Finance Ltd.
09.2021 - 03.2026
Assistant Manager
HDFC Asset Management Company
09.2019 - 08.2021
Audit & Accounts Assistant
NBS & Co. Chartered Accountants
01.2015 - 08.2019
Executive Program in Corporate & Strategic Finance -
IIM Mumbai
Certified AI Generalist - Artificial Intelligence for Business Professionals
The Economic Times
Certified Public Accountant -
CPA Australia
Chartered Accountant -
The Institute of Chartered Accountants of India (ICAI)
Bachelor of Management Studies -
University of Mumbai
CFA Level 1 Candidate - Chartered Financial Analyst
CFA Institute