Jitesh Kumar Mehta
@jiteshmehta
I build FP&A reporting, forecasts, and dashboards that guide spending decisions.
IndiaWhat I'm looking for
I've supported U.S. finance teams at Pareto.AI and Handshake, turning ERP, GL, marketing-spend, and headcount data into reporting that leaders can use.
At Pareto.AI, I prepared monthly P&L, Balance Sheet, and Cash Flow reporting across cost centers. I owned budget and rolling-forecast trackers, cutting refresh time by about 30% with Excel and Power Query.
I built SQL-based Actual-versus-Budget analysis for CFO review and developed Tableau and Power BI dashboards to surface margin, cost trends, and overspend categories. At Handshake, I automated KPI trackers and reduced recurring manual consolidation work by about 25%.
Alongside FP&A, I bring corporate compliance experience from BGS Mishra & Associates, covering Companies Act, MCA, FEMA, and RBI-related work. My MSF training includes DCF, LBO, investment analysis, and decision-support modeling.
Experience
Work history, roles, and key accomplishments
Financial Analyst
Pareto.AI
May 2025 - Mar 2026 (10 months)
Prepared monthly reporting packs (P&L, Balance Sheet, Cash Flow) using ERP extracts and Excel models, supporting close across multiple cost centers. Owned budget and rolling-forecast trackers, built variance analysis in SQL, and developed Tableau/Power BI dashboards.
Associate Financial Analyst
Handshake
Oct 2024 - May 2025 (7 months)
Supported reporting for two business lines, building interactive dashboards consolidating GL data, marketing spend, and headcount. Automated weekly KPI trackers and authored executive-ready PowerPoint summaries for non-finance leaders.
Compliance Associate
BGS Mishra & Associates
Aug 2022 - Jun 2024 (1 year 10 months)
Handled secretarial and corporate compliance under the Companies Act, 2013, including statutory registers, minutes, notices, resolutions, and MCA filings. Supported corporate governance, FEMA & RBI compliances, and company incorporation processes.
Education
Degrees, certifications, and relevant coursework
Institute of Company Secretaries of India
ICSI Executive Programme (Level-2), Company Secretary
Completed ICSI Executive Programme (Level-2) from the Institute of Company Secretaries of India.
D. G. Vaishnav College, University of Madras
Bachelor of Commerce, Commerce
Bachelor of Commerce from D. G. Vaishnav College, University of Madras.
W. P. Carey School of Business, Arizona State University
Master of Science in Finance, Finance
Master of Science in Finance from W. P. Carey School of Business, Arizona State University.
Availability
Location
IndiaAuthorized to work in
Skills
Interested in hiring Jitesh Kumar?
You can contact Jitesh Kumar and 90k+ other talented remote workers on Himalayas.
Message Jitesh KumarGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
