Bhagyashree Patankar

Led a 120+ member US shared services organization delivering accounting, tax, and audit services, including workforce planning and client service delivery. Owned a $4M ACV portfolio P&L and drove >60% margin expansion while managing CSAT/NPS and leading digital transformation via ROBO 1040.

Directed US operations for accounting, tax, and audit for 80+ professionals, focusing on leadership development and performance management. Maintained GP margins above 60% while expanding revenue and monitoring KPIs to mitigate operational and financial risks.

Managed end-to-end delivery for a 30-member US accounting and tax team aligned to growth targets and client service excellence. Prepared and reviewed monthly/annual financial statements and forecasts under US GAAP, including payroll and multi-state sales tax return preparation and filing.

Managed onshore GL accounting and financial operations across a portfolio of US entities, ensuring compliance with US GAAP and federal tax requirements. Prepared reconciliations, forecasts, budgets, and filed federal corporate and individual tax returns including Forms 1040, 1065, 1120S, and 1120.

Led finance for a manufacturing enterprise, managing a team of 10 and owning P&L accountability across subsidiary entities. Strengthened governance through internal reporting frameworks and operational audits, including revenue recognition and cost-of-sales (COGS) management.

Supervised corporate audit and accounting teams and delivered accurate financial reporting for entities up to Rs. 500 Cr. annual revenue. Conducted risk-based audit planning and external audit lifecycle management, including consolidations and amalgamations, and performed financial analysis to support executive-level insights.

Prepared financial statements for corporate entities, firms, and high-net-worth individuals in line with statutory accounting standards. Conducted internal compliance audits for banking institutions by evaluating operational risks and internal control effectiveness.

Built experience in statutory bank audits and internal control evaluations as part of a CA training program. Performed ledger finalization and supported substantive testing and documentation to ensure transaction accuracy and compliance.

Earned the Certified Public Accountant (CPA) credential with AICPA, USA, completed in May 2021.

Earned the Chartered Accountant (CA) qualification through ICAI, completed in May 2019.

Completed a Master’s Degree in Accounting & Finance from Mumbai University in August 2012.

Completed a Bachelor’s Degree in Accounting & Finance from Mumbai University in June 2010.