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Adwait Kulkarni

@adwaitkulkarni

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Remote CA/CFA. 8 yrs scaling finance ops & strategy, results driven

India

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What I'm looking for

I am seeking a role that offers opportunities for growth, collaboration, and impactful financial strategy.

I am a highly accomplished Chartered Accountant and CFA charterholder with a robust background in financial management and analysis. As the co-founder of TreasureTrail Capital, I successfully scaled the firm from a side hustle to a thriving business, providing comprehensive financial operations and management accounting support to US-based Fractional CFOs and businesses. My expertise lies in leading month-end close processes, preparing insightful financial reports, and delivering strategic commentary to non-finance professionals.

Throughout my career, I have built and led high-performing teams, ensuring operational excellence across all service lines. I have directed Virtual CFO services, overseeing daily accounting activities and comprehensive financial reporting. My proficiency in various tech stacks, including QuickBooks Online and Xero, has allowed me to streamline financial operations effectively. I take pride in developing dynamic dashboards using Excel and Power BI, providing real-time insights that support financial models and projections.

My previous experience as a Senior Analyst at Goldman Sachs and in FP&A at Tesco Business Services has further honed my skills in financial reporting and analysis. I am passionate about building strong relationships with clients and stakeholders, driving new business initiatives, and fostering team development.

Experience

Work history, roles, and key accomplishments

Current

Co-Founder

Current

Treasure Trail Capital

Nov 2021 - Present (3 years 7 months)

Spearheaded the establishment and growth of a multi-vertical financial services firm, achieving $150K in revenue and a unique clientele of 10 within two years. Directed Virtual CFO services, overseeing daily accounting activities, month-end close processes, and comprehensive financial reporting while utilizing a diverse tech stack.

Xero Financial Reporting Month End Close Power BI Excel Google Sheets Portfolio Management Equity Research Financial Operations

Senior Analyst Product Control

Goldman Sachs

Nov 2020 - Nov 2021 (1 year)

Oversaw financial reporting for EMEA Equity Derivatives-Exotics, performing daily, weekly, monthly, and quarterly profit and loss analyses. Reconciled P&L between books and traders' expected figures, identifying and resolving breaks across systems to ensure data integrity.

Accounting Treatments Financial Reporting Valuation Data Integrity

Lead FP&A and Reporting

Tesco Business Services

Oct 2018 - Nov 2020 (2 years 1 month)

Led the establishment and optimization of end-to-end processes for depreciation and capitalization of assets, including forecasting, budgeting, and variance analysis. Prepared and presented comprehensive management accounts to senior management, managing capital budgeting for new projects and conducting in-depth financial analysis.

FP&A Financial Reporting Budgeting Forecasting Forecast Variance Analysis Financial Analysis

Article Assistant

Khandelwal Jain and Associates

Aug 2015 - Sep 2018 (3 years 1 month)

Headed a team in an audit of an MNC with turnover INR 5Bn+, demonstrating strong leadership and organizational skills. Engaged in Transaction Advisory Services, providing tailored solutions for peculiar business situations.

Audit Transaction Advisory Services Team Leadership Auditing Accounting Principles

Education

Degrees, certifications, and relevant coursework

Institute of Chartered Accountants of India

Chartered Accountant, Accounting

Successfully completed the rigorous Chartered Accountancy program, gaining expertise in financial management, auditing, and taxation. This qualification provided a strong foundation in accounting principles and practices.

CFA Institute

CFA Charterholder, Finance

Attained the prestigious CFA charter, demonstrating advanced knowledge in investment management, financial analysis, and portfolio management. This certification enhanced skills in strategic financial decision-making.