Sonu Daga
Bhayandar
Summary
Chartered Accountant with 13+ years’ experience in Finance, Accounting & Compliance across multi-entity organisations. Proven expertise in FCRA compliance, CSR project accounting, budgeting, cash-flow management, audit coordination, and statutory filings. Strong in MIS/Power BI reporting, internal controls, and building transparent financial governance systems. Experienced in leading finance teams and standardising processes for accurate, timely, and compliant financial operations.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Head of Finance, Human Resources and Operations
Shahani Group
Mumbai
04.2023 - Current
- Spearhead Group’s financial strategy, planning, and governance, aligning goals with organizational purpose.
- Implemented Power BI dashboards and automated monthly MIS, reducing report preparation time by 60% and improving budgeting accuracy.
- Designed internal control framework and led statutory & FCRA audit coordination resulting in zero major audit observations.
- Optimize cost structures and eliminate non-value-add expenses, enhancing ROI and operational efficiency.
- Managed donor-restricted fund accounting and prepared utilization certificates and donor MIS; ensured grant reconciliation and compliance with FCRA disclosures.
- Mentor and scale finance, HR & admin teams (9 members), driving performance and capability building.
- Deliver actionable insights through financial analysis, variance reporting, and scenario modeling.
- Strengthened cross-functional collaboration, leading structured engagement with leadership, auditors, partners, and key stakeholders.
Finance Consultant
Social Entrepreneurs Foundation India
Mumbai
12.2017 - Current
- Developed budgets and strategic plans for day-to-day operations.
- Managed AP/AR, GL, sales accounting, and debit/credit notes.
- Streamlined reporting for timely, accurate financial insights; monitored budgets, revenue, and variances.
- Advised Social Entrepreneurs on accounting systems, budgeting, and financial management.
- Prepared financial statements and statutory filings (FCRA); conducted variance analysis.
- Coordinated with auditors, CS, and legal advisors to ensure compliance.
Consultant
Shree Krishna Group of Companies
Mumbai
08.2015 - 09.2016
- Maintained company accounts and monitored internal controls.
- Supervised junior staff for accurate entries in Tally and proper documentation.
- Managed AP/AR, GL, sales accounting, and debit/credit notes; prepared monthly P&L, reconciliations, invoices, and MIS reports.
- Developed 3–5 year projected P&L, balance sheets, and cash budgets for loans and working capital decisions.
- Analyzed debtors and creditors to provide insights on business performance and growth trends.
Tax Associate
S L Makhija & Co
Mumbai
07.2011 - 09.2013
- Prepared tax returns, extensions, and planning calculations for individuals and organizations.
- Reviewed internal tax documentation to minimize errors and maximize benefits.
- Advised clients on gift tax planning, charitable giving, and philanthropy strategies.
- Facilitated communication between clients and tax authorities.
- Recommended strategies to reduce tax liabilities and optimize deductions/credits.
Education
Chartered Accountant (CA) -
The Institute of Chartered Accountants of India
01.2011
Bachelor of Commerce (B.Com) -
H.R. College of Commerce & Economics
Mumbai01.2009
Skills
- Strategic Finance & Business Leadership
- Turnaround & Crisis Management
- Investor & Board Relations
- Governance, Risk & Compliance (GRC)
- Transformation & Systems Thinking
- AI & Automation in Financial Management
- Cost Optimization & Working Capital Efficiency
- People & Culture Leadership
- Organizational Design & Talent Strategy
- Leadership Development & Engagement
Accomplishments
• 30% Working Capital Optimization through strategic cash flow redesign.
• Introduced the Power of One financial discipline framework, integrating budgets, MIS, forecasting, and controls into one unified system, which improved execution speed and reduced cross-department delays.
• 10% Attrition Reduction via HR policy transformation.
• Implemented group-wide compliance automation, achieving 100% FCRA & statutory adherence.
• Introduced the Power of One financial discipline framework, integrating budgets, MIS, forecasting, and controls into one unified system, which improved execution speed and reduced cross-department delays.
• 10% Attrition Reduction via HR policy transformation.
• Implemented group-wide compliance automation, achieving 100% FCRA & statutory adherence.
Certification
• Power BI & Business Intelligence – Skilled in building advanced dashboards and financial performance insights.
• Tableau (Beginner -Learning) – Actively learning Tableau for analytics and visualization.
• Advanced Business Analysis (Upskilling in Progress) – Strengthening skills in data-driven decision-making, KPI optimization, and business insights.
• Scaling Up Launchpad Workshop – Learning strategic growth, operational efficiency, and leadership scaling.
• AI in Finance / Automation Workshop – Exploring AI-driven forecasting and finance process automation.
LANGUAGES
English, Hindi, Gujarati, Marwari
Timeline
Head of Finance, Human Resources and Operations
Shahani Group
04.2023 - Current
Finance Consultant
Social Entrepreneurs Foundation India
12.2017 - Current
Consultant
Shree Krishna Group of Companies
08.2015 - 09.2016
Tax Associate
S L Makhija & Co
07.2011 - 09.2013
Chartered Accountant (CA) -
The Institute of Chartered Accountants of India
Bachelor of Commerce (B.Com) -
H.R. College of Commerce & Economics