Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shweta Goyal

Head of Finance

Summary


Finance professional with robust background in financial management and strategic planning. Known for driving efficiency and enhancing financial performance through effective collaboration and adaptability. Proficient in financial analysis and risk management, with focus on delivering results.

Overview

21
21
years of professional experience

Work History

Head of Finance

Indiaideas.com Limited- BillDesk
10.2016 - Current
  • Manage budgeting process, ensuring accurate forecasting and timely adjustments to meet business needs.
  • Collaborate with cross-functional teams to align financial goals with overall company objectives.
  • Oversee annual audit process, ensuring accurate representation of financial position in accordance with GAAP standards.
  • Develop finance team talent through regular performance evaluations and feedbacks.
  • Cash Management – Manage a treasury portfolio of USD 150million
  • Payments, Reconciliation and Settlement – Manage Escrow account with a daily average throughput of USD 250million+
  • Implementation of GST – Study, understanding implication and implementing GST across the company, handled GST audit, investigation and successful averted huge penalties and proceedings.
  • Monitored profitability and fixed revenue leakages.
  • Reduced process discrepancies through measured implementation of performance reporting and data systems.
  • Inorganic growth through acquisitions and enabling synergies.
  • Cost Rationalization and savings
  • Supported financial director with special projects and additional job duties.
  • Ensure compliance with all regulatory requirements by staying abreast of industry changes and updating policies accordingly.

Head of Finance

Loylty Rewardz Management Private Limited
05.2014 - 09.2016
  • Co-ordination with investment bankers, auditors and lawyers for helping Company raise funds to the tune of USD 45million.
  • Preparation of budget, business plans and projections and reporting MIS to board members
  • Review daily cash flows and manage cash flow requirement
  • Collaborated with cross-functional teams to align financial goals with overall company objectives.
  • Vendor dealings, commercial negotiation, cost control, reconciliations, etc
  • Managing regulatory matter such as compounding on RBI issues, income tax assessments, service tax audits, etc
  • Oversaw annual audit process, ensuring accurate representation of financial position in accordance with GAAP standards.
  • Ensure timely completion of audit – statutory, internal and due diligence

Senior Finance Manager

Brick Eagle Capital Advisory LLP
03.2012 - 05.2014
  • Ensure month end and year end closures
  • Setting up and implementing processes in place and ensure segregation of duties
  • Incorporate new SPV's and ensure all the registrations are applied for
  • Deal with tax consultants and work together to derive an efficient tax structure so as to minimize tax leakages
  • Cash Management – Prepare weekly MIS showing the fund status and cash projections and invest excess liquidity.
  • Look after compliance with respect to Companies Act, Income Tax Act, FEMA, Service Tax Rules, etc
  • Oversaw the preparation of monthly financial statements, ensuring accuracy and timely reporting to stakeholders.
  • Mentored junior finance staff members, fostering a culture of continuous learning and professional development.

Audit Manager

PricewaterhouseCoopers
03.2004 - 08.2011
  • Handled some of the most complex and well known names in the financial service sector such as Bank of America Merrill Lynch Group, Macquarie Group, Kotak Investment Advisors Limited, Kotak Mutual Fund, Cholamandalam Mutual Fund, Reliance Mutual Fund,etc
  • Conducted SOX and SAS 70 reviews for Barclays Bank and State Street
  • Specialized in Internal and Statutory audit of Mutual Fund Houses
  • Obtained global experience on secondment to Boston, USA and conducted statutory audit of international clients such as Columbia Funds, Wellington Funds, etc

Education

Executive Development - Strategic Management - Strategic Management

XLRI Jamshedpur
Jamshedpur, India
04.2001 -

Diploma: Information System Audit - Audit

Institute of Chartered Accountant of India
Mumbai, India
04.2001 -

Chartered Accountant - Accounting, Auditing, Taxation

Institute of Chartered Accountant of India
Mumbai, India
04.2001 -

Skills

Business process improvement

Project finance management

Financial reporting mastery

Regulatory compliance

Strategic Planning

Data Analysis

Team Building

Critical Thinking

Cash flow management

Timeline

Head of Finance

Indiaideas.com Limited- BillDesk
10.2016 - Current

Head of Finance

Loylty Rewardz Management Private Limited
05.2014 - 09.2016

Senior Finance Manager

Brick Eagle Capital Advisory LLP
03.2012 - 05.2014

Audit Manager

PricewaterhouseCoopers
03.2004 - 08.2011

Executive Development - Strategic Management - Strategic Management

XLRI Jamshedpur
04.2001 -

Diploma: Information System Audit - Audit

Institute of Chartered Accountant of India
04.2001 -

Chartered Accountant - Accounting, Auditing, Taxation

Institute of Chartered Accountant of India
04.2001 -
Shweta GoyalHead of Finance