Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

RUSHIKESH WANDHEKAR

Pune

Summary

Results-driven and qualified Chartered Accountant with 8 years of progressive experience in Finance Controllership, Financial Planning & Analysis (FP&A), and Strategic Advisory across SaaS, manufacturing, and professional services sectors. Proven ability to lead end-to-end finance functions, develop and analyze budgets and forecasts, implement strong internal controls, and drive strategic business decisions.

Hands-on experience in managing compliance (GST, TDS, statutory audits), streamlining accounting operations (ERP implementation), and presenting insights to senior management and external clients. Strong track record in managing teams, leading month-end/year-end closing, and aligning financial performance with business objectives.

Overview

10
10
years of professional experience

Work History

FP&A Manager and Internal Controller

OSX Tech labs Pvt Ltd
Pune
02.2024 - 04.2025
  • Led the finance controllership function with a focus on accuracy, compliance, and timely reporting.accuracy, and strategic financial oversight.
  • Managed monthly closure activities end-to-end — including finalization of books, intercompany reconciliations, accruals, and financial schedules — ensuring timely and error-free reporting.
  • Developed and executed annual budgets and rolling forecasts, aligning with evolving business goals and revenue models.
  • Streamlined internal deadlines across finance operations, including sales data finalization, books closure, MIS preparation, TDS & GST filings, and Advance Tax computations, ensuring on-time and compliant execution.
  • Built and presented monthly MIS and executive scorecards to leadership, tracking critical SaaS metrics such as ARR, Churn Rate, ACV, Marketing Spend Rate, Client Pipeline, and Lead-to-Customer Conversion %.
  • Drove process improvements that shortened reporting cycles and increased operational efficiency.
  • Delivered cash flow statements, financial projections, and analytical reports to senior management and stakeholders for informed decision-making.
  • Supervised a team of 6 professionals, overseeing reconciliations, journal entries, and audit readiness across all verticals.
  • Coordinated and ensured timely completion of Statutory, Tax, Transfer Pricing, and GST audits, while improving billing and recovery processes.

Finance Manager and Controller

CFO Services LLP (ATMS and Co. LLP)
Pune
04.2023 - 02.2024
  • Oversaw finance operations across the entire Pune region, acting as Finance Manager and Virtual CFO for multiple clients in the auto manufacturing, factory automation, and IT sectors.
  • Delivered strategic financial insights to senior stakeholders, driving business decisions through customized budgeting, forecasting, and KPI-aligned MIS reporting.
  • Prepared and presented monthly financial dashboards and reviews, ensuring clarity, accuracy, and actionability for clients.
  • Spearheaded client relationship management, ensuring seamless communication, timely issue resolution, and financial transparency.
  • Partnered with firm leadership to streamline governance processes, enhance reporting cadence, and support business continuity planning.
  • Mentored cross-functional finance teams, aligning financial performance with operational strategy and improving process efficiency across engagements.

Finance Controller - Senior Executive

Nexdigm Corporate services Pvt Ltd
Pune
06.2020 - 02.2023
  • Managed tax compliance across multiple client portfolios, including Advance Tax computations, TDS returns, and GST filings, ensuring timely and accurate submissions.
  • Finalized financial statements and statutory returns in adherence to Indian Accounting Standards and applicable tax regulations.
  • Provided on-site finance controllership support, helping clients implement robust accounting processes, internal controls, and compliance frameworks.
  • Led monthly book closures and MIS reporting, introducing deadline-oriented process improvements to enhance reporting efficiency and data quality.
  • Delegated tasks and supervised junior staff, taking ownership of training, mentoring, and conducting performance appraisals to build a high-performing finance team.
  • Collaborated closely with audit and compliance teams to ensure all deliverables—including audit documentation and tax filings—were met accurately and within stipulated timelines.

Credit Analyst

Capital One Advisory
Pune
09.2019 - 02.2020
  • Conducted credit analysis and financial assessments for clients seeking business loans and project financing, ensuring sound risk evaluation and viability.
  • Prepared comprehensive loan proposals and project reports, including financial projections, feasibility studies, and sensitivity analyses.
  • Identified and resolved gaps in credit files, enabling timely document completion and faster approval turnaround.

Seasonal Tax Advisor

H&R Block
Pune
07.2019 - 08.2019
  • Advised individual clients on tax-saving strategies, leveraging financial data and applicable Indian tax laws to optimize their tax liability.
  • Prepared and filed accurate income tax returns, ensuring compliance with regulatory requirements, and on-time submission.
  • Addressed client queries related to deductions, exemptions, and filing obligations, providing clear explanations under Indian tax regulations.

Internship

Sachin Kelkar and Associates
Pune
02.2015 - 02.2018
  • Assisted in the preparation and finalization of financial statements for clients across diverse industries, in line with Accounting Standards.
  • Prepared and filed Income Tax Returns for individuals, HUFs, partnership firms, and corporate entities, ensuring timely compliance.
  • Managed documentation and represented clients during Income Tax Scrutiny Assessments, coordinating directly with tax authorities.
  • Gained practical exposure to audit procedures, bookkeeping, and statutory compliances related to GST, TDS, and Service Tax.
  • Supported senior Chartered Accountants in client advisory, internal audits, and routine accounting functions, contributing to smooth practice operations.

Education

Chartered Accountant -

Institute of Chartered Accountant of India
01-2019

Bachelor of Commerce -

Savitribai Phule Pune University
01-2015

Skills

PROFESSIONAL SKILLS

  • Financial Controllership
  • Client/Stakeholder Engagement and Management
  • Budgeting and Forecasting
  • Process Improvement
  • Regulatory compliance

SOFT SKILLS

  • Time management
  • Result oriented approach
  • Quick Response to Problem
  • Problem Solver
  • Team leadership

TECHNICAL SKILLS

  • Microsoft Office
  • Tally ERP 9 prime
  • QuickBooks, Zoho, Xero
  • Financial KPIs and Dashboard Creation

Accomplishments

  • Streamlined cross-functional workflows at Nexdigm and OSX Tech Labs by consolidating redundant documentation and standardizing deliverables—resulting in faster book closures and improved internal controls.
  • Maintained zero client escalations and consistently earned positive feedback over 3 years at Nexdigm by ensuring accuracy, responsiveness, and proactive financial support.
  • Recognized by senior leadership at Nexdigm for exceptional performance in Q3 FY 2021–22, leading to a promotion to Senior Executive – Finance Controller.
  • Partnered with the Virtual CFO at ATMS & Co. LLP to revamp MIS dashboards and client reporting templates, enhancing clarity and decision-making across auto, IT, and factory automation sectors.
  • Successfully coordinated governance calls with clients, and improved KPI reporting cadence, which led to faster approvals and more strategic budget planning at ATMS.
  • At OSX Tech Labs, developed customized financial scorecards tracking SaaS KPIs like ARR, churn rate, ACV, and conversion metrics, driving visibility and strategic alignment.
  • Played a key role in streamlining deadlines for sales closure, books finalization, MIS, TDS, GST, and Advance Tax, reducing reporting delays and enhancing audit readiness.
  • Led the Zoho ERP implementation at OSX Tech Labs, migrating from Tally to Zoho Books, which significantly improved reporting accuracy and system integration.
  • At Sachin Kelkar and Associates, spearheaded the implementation of Winman software and successfully managed the development of the firm's first official website, boosting operational efficiency and digital visibility.
  • Took the initiative in coordinating internal events at Nexdigm and OSX Techlabs contributing to employee engagement and cross-team collaboration

Timeline

FP&A Manager and Internal Controller

OSX Tech labs Pvt Ltd
02.2024 - 04.2025

Finance Manager and Controller

CFO Services LLP (ATMS and Co. LLP)
04.2023 - 02.2024

Finance Controller - Senior Executive

Nexdigm Corporate services Pvt Ltd
06.2020 - 02.2023

Credit Analyst

Capital One Advisory
09.2019 - 02.2020

Seasonal Tax Advisor

H&R Block
07.2019 - 08.2019

Internship

Sachin Kelkar and Associates
02.2015 - 02.2018

Chartered Accountant -

Institute of Chartered Accountant of India

Bachelor of Commerce -

Savitribai Phule Pune University
RUSHIKESH WANDHEKAR