CA Avishek Banerjee
Kolkata
Summary
Transformational leader in controllership, finance, and accounts shared services, with expertise in multi-entity operations. Strength in stabilizing execution and enhancing processes ensures efficient close activities across teams. Collaborates with stakeholders to establish guidelines, manage transitions, and facilitate informed business decisions.
Overview
2
2
Languages
11
11
years of post-secondary education
20
20
years of professional experience
Work History
Senior Vice President
ContinuServe Softech India Private Limited
Bengaluru/Kolkata
06.2020 - Current
- Led as Service Delivery Head the finance and accounts shared service for multiple entities around the World, managing SLAs, transition, process improvements, and delivering 25-35% efficiency gains in phases.
- Partnering with global stakeholders to drive efficiency and optimize processes to ensure the most effective delivery of services, transforming finance through automation including AI, RPA, Agentic AI
- Oversaw financial management for multiple entities, ensuring compliance and strategic alignment.
- F&A, FP&A work for all the entities including budget, automation, RPA.
- Managing a team of 550 FTE.
- Supported management in identifying and pursuing new business opportunities and strategic directions.
- Partnering with global stakeholders to drive efficiency and optimize processes to ensure the most effective delivery of services, transforming finance through automation including AI, RPA, Agentic AI
- Led enterprise strategy across ContinuServe Softech India Private Limited service operations.
- Aligned cross-functional teams with business goals and governance standards.
- Oversaw process improvement across consulting, delivery, and account management functions.
- Managed senior stakeholders through planning, reviews, and escalation resolution.
- Guided budget planning, resource allocation, and operational prioritization.
- Strengthened delivery discipline through policy, compliance, and quality oversight.
- Drove executive decision-making using market insights and performance analysis.
- Coordinated with leadership to develop and implement organizational strategies and promote progress towards business objectives.
- Turned low-performing department into success after carefully implementing effective restructuring plan.
Senior Manager
Shell
Chennai
03.2018 - 03.2020
- Oversaw financial controllership and management of financial activities.
- Collaborated with senior leaders to guide strategic decision-making.
- Acted as a subject matter expert in technical accounting processes.
- Led project to develop workflow management tool, enhancing operational efficiency.
- Implemented automation solutions to enhance operational efficiency.
- Worked with auditors to ensure smooth conduct of audit.
Senior Manager
ANI Technologies Private Limited (OLA Cabs)
Bengaluru
02.2016 - 02.2018
- Handling four entities, with complete record to report domain with more than seventy team members, includes A. Vendor management master setup, process set up, review of reconciliation, TDS, discounts, and adjustments therein, if any.
- Reviewed monthly bank and customer reconciliations, along with necessary adjustments.
- Presenting the critical accounting KPIs with justification.
- Ensuring compliance with company policies, internal controls, and GAAP.
- Established best practices in R2R domain aligned with industry benchmarks and implemented streamlined processes.
- Setting up monthly, quarterly, and yearly review of controls includes budgetary control and FSCP.
- Ensuring monthly accruals, reversals, and adjustments.
- Reviewed financial journals for accuracy and compliance.
- Identify gaps/opportunities in the process and drive it to the end to mitigate the gaps.
- Identified process gaps and drove initiatives to mitigate them, enhancing overall operational efficiency.
- Facilitated audit processes to ensure compliance and accuracy.
- Conducted training sessions for junior team members to enhance their skills.
- Developed a shared knowledge hub to foster team collaboration and maximize resource utilization.
- Led the implementation of a new system to streamline operations.
Deputy Manager
Deloitte Haskins & Sells
Bengaluru
08.2014 - 01.2016
- Managed statutory and tax audits for listed and unlisted Indian and foreign clients, coordinating multi-location audits and central oversight.
- Developed strategies to pursue new business opportunities for company growth.
- Monitored chargeability and utilization metrics to ensure team effectiveness.
Assistant Manager
BSR and Associates (KPMG)
Bengaluru
02.2014 - 08.2014
- Led statutory audit planning for KPMG client engagements.
- Conducted audits across multiple locations for clients, ensuring adherence to statutory requirements and identifying areas for improvement.
- Reviewed working papers for accuracy and audit compliance.
- Coordinated with clients on schedules, records, and clarifications.
Assistant Manager
Deloitte Haskins & Sells
Bengaluru
12.2010 - 01.2014
- Coordinated audit engagements across BSR and Associates KPMG client portfolios, ensuring timely completion and adherence to client requirements.
- Reviewed financial records for compliance with KPMG audit standards, enhancing audit quality and reliability.
- Prepared working papers, schedules, and support files for review, facilitating efficient audit processes.
- Conducted statutory and tax audits for listed and unlisted Indian and foreign clients, including multi-location audits.
Audit Senior
Ernst and Young Private Limited
Bengaluru
07.2010 - 12.2010
- Oversaw audits for international clients, ensuring adherence to regulatory standards and client expectations.
- Led statutory audit engagements for Ernst and Young Private Limited, delivering comprehensive insights to enhance client financial reporting.
- Reviewed financial statements for compliance with accounting standards and reporting requirements.
- Reviewed financial statements for compliance with accounting standards, identifying discrepancies to ensure accurate reporting.
Article Assistant
SDP & Associates
Kolkata
07.2006 - 03.2010
- Performed detailed audits of local clients to ensure accuracy in financial reporting.
- Prepared and processed financial statements and reports, facilitating informed decision-making.
- Processed accounts payable and receivable transactions promptly, contributing to accurate financial management.
- Conducted audits for local clients, ensuring compliance and identifying areas for improvement.
Education
Chartered Accountancy -
Institute of Chartered Accountants of India
New Delhi, India 06.2005 - 05.2009
B. Com (Hons.) -
University of Calcutta
Kolkata, India 06.2000 - 08.2003
Higher secondary -
West Bengal Board
Kolkata, India 06.1998 - 06.2000
Secondary -
West Bengal Board
Kolkata, India 07.1996 - 05.1998
Skills
- Financial analysis Financial reporting MIS Budgeting & forecasting Auditing FP&A Balance sheet reconciliation Month-end close Controllership Financial planning Variance analysis Statutory reporting Management reporting
- Accounting and Financial Management
- Finance transformation
- Financial controllership
- Technical accounting
- Financial due diligence
- Operations & Strategic Leadership
- Process improvement RFP KPI building / monitoring solution development Automation Strategic leadership Finance process setup and optimization transformation scale up Shared services management AR process setup AP process setup GL process setup Payroll process setup service level agreement management Transition management
- Stakeholder management
Accomplishments
- Audit of United Spirits Limited 2014
- Implementation of IFC in ANI Technologies Private Limited.
- Workflow tool for Shell India to ensure controls are in place.
- Developed a transition methodology to streamline transitions.
- Built a client experience playbook to enhance client experience.
Languages
Bengali, English
First Language
Hindi
Proficient
C2
Timeline
Senior Vice President
ContinuServe Softech India Private Limited
06.2020 - Current
Senior Manager
Shell
03.2018 - 03.2020
Senior Manager
ANI Technologies Private Limited (OLA Cabs)
02.2016 - 02.2018
Deputy Manager
Deloitte Haskins & Sells
08.2014 - 01.2016
Assistant Manager
BSR and Associates (KPMG)
02.2014 - 08.2014
Assistant Manager
Deloitte Haskins & Sells
12.2010 - 01.2014
Audit Senior
Ernst and Young Private Limited
07.2010 - 12.2010
Article Assistant
SDP & Associates
07.2006 - 03.2010
Chartered Accountancy -
Institute of Chartered Accountants of India
06.2005 - 05.2009
B. Com (Hons.) -
University of Calcutta
06.2000 - 08.2003
Higher secondary -
West Bengal Board
06.1998 - 06.2000
Secondary -
West Bengal Board
07.1996 - 05.1998