CA Vedansh Kedia

Financial Planning & Reporting

• Designed and delivered monthly MIS reporting systems across multiple client engagements, significantly reducing reporting turnaround times
• Built dynamic performance dashboards providing SKU-level, segment-wise, and sales-partner-level insights, enabling data-driven planning and channel rationalisation
• Developed Power BI dashboards and automated reporting tools to replace manual processes across clients

Business Analysis & Strategy

• Conducted competitive benchmarking with Indian and global peers, organisational structure comparisons, and strategic roadmap development for clients in consumer and B2B sectors
• Performed business diagnostics and in-depth book analysis for multiple prospective and active clients to scope advisory engagements and identify systemic issues
• Contributed to sector-level competitive analysis and published SME research reports for thought leadership

ERP & Internal Controls

• Assisted in ERP implementation and books clean-up across multiple clients, facilitating smooth transitions to new accounting systems
• Implemented a new Chart of Accounts and accounting framework on Tally Prime, along with establishing new internal control processes
• Coordinated with ERP execution teams across engagements to ensure smooth and timely implementation

Fundraising & Due Diligence

• Provided end-to-end support on a ₹500 Cr restructuring and external fundraising exercise, including coordination with investment bankers, DD teams, and investor groups
• Prepared a full Due Diligence report for an engineering company with extensive data collection and stakeholder coordination
• Supported clients in fulfilling Information Requirements Lists (IRL) for banking and investor processes

Automation & Tools

• Built automated segment-wise profitability and variable pay computation tools; assisted in formulating Variable Pay Policy from scratch
• Developed automated commission tracking and payout tools for sales-heavy businesses
• Built a Black-Scholes ESOP valuation tool and a project-level timetracking mechanism to assess profitability

Valuation & Financial Modelling

• Conducted company valuation exercises and assisted in financial modelling for business planning across multiple client engagements
• Prepared cash flow projections and expense reimbursement policies for working capital management

Corporate Initiatives

• Designed and launched a Proposal GPT tool, significantly reducing proposal turnaround time; prepared customised pitch decks for key strategic prospects
• Spearheaded the CFO Bridge Marketplace — an ecosystem vendor portal — from concept to near-completion, managing product planning, logic design, and tech vendor coordination
• Built a Lead Analysis Dashboard from multi-year CRM data, providing multi-dimensional pipeline visibility; took ownership of CRM implementation and ensured successful delivery
• Co-developed Sherpa — an AI-powered ERP financial analysis tool — providing real-time insights on cashflow, receivables, and financial performance
• Hosted and produced Bottomline Banter, a podcast for CFOs
• Authored sector research reports on SME IT and general insurance for thought leadership publication
• Assisted in organising the Dun & Bradstreet Finance Leadership Summit
• Managed recruitment and onboarding of Industrial Trainees; maintained Interim CFO database

• Provided taxation, auditing, accounting, and payroll services to UK-based clients, ensuring compliance with UK tax laws and regulations
• Conducted audits in accordance with International Standards on Auditing (ISA) and prepared detailed audit reports
• Prepared and analysed financial statements including balance sheets, income statements, and cash flow statements
• Advised clients on financial strategies, contributing to business growth and compliance goals

• Computed tax liabilities and filed Income Tax Returns; handled TDS/TCS returns and drafted replies for scrutiny cases
• Managed GST compliance (GSTR-1, GSTR-3B, GSTR-2A, Annual Return) and independently handled GST audits and reconciliations
• Conducted statutory audits for companies in textile, pharmaceutical, and service industries with revenues exceeding ₹500 Cr
• Assisted in tax audits under Section 44AB of the Income Tax Act including filing of Forms 3CA and 3CD