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Srihari Srilatha

@sriharisrilatha

CA Finalist leading group finance at Rootquotient | FP&A, treasury, controls and corporate finance | 19+ automated Power BI reports

India

Message

What I'm looking for

Seeking Finance Manager, Strategic Finance, Finance Operations, Corporate Finance Analyst, Financial Analyst, and Investment Operations Analyst roles. I bring multi-entity finance experience across India, the UK, and Canada in cash flow forecasting, treasury, reporting, controls, compliance, and restructuring, with Power BI automation to support business decisions.

I am a CA Finalist with 8+ years of experience across startup finance operations, FP&A, accounting, audit, compliance, treasury, and reporting. I am also pursuing the Executive Program in Corporate and Strategic Finance at IIM Mumbai.

At Rootquotient Technologies, I built the finance operating framework for a multi-entity technology group across India, the UK, and Canada. My work spans internal financial controls, 40+ SOPs, treasury and cash flow forecasting, corporate restructuring, FEMA/ODI regularization, transfer pricing documentation, and cross-border transaction support. I built consolidated reporting infrastructure and automated 19+ Power BI reports for financial statements and board MIS.

Previously, at R. Subramanian and Company LLP, I delivered 57+ audit assignments, conducted three investment due diligence engagements, and audited three investment companies.

I am interested in finance management, strategic finance, finance operations, corporate finance analysis, and investment operations. I also write MoneyMatters, a weekly LinkedIn series on personal finance for working professionals.

Experience

Work history, roles, and key accomplishments

Current

Senior Associate, Finance

Current

Rootquotient Technologies Pvt Ltd

Dec 2021 - Present (4 years 10 months)

Joined as Finance Associate in Dec 2021; promoted to Senior Associate, Finance in Jan 2024. Built and lead group finance across accounting, FP&A, treasury and compliance. Designed controls and 40+ SOPs; automated 19+ Power BI reports for reporting and board MIS. Led restructuring, FEMA/ODI regularization and cross-border transaction documentation; maintained compliance with zero penalties.

Financial Planning And Analysis Budgeting Accounts Payable Accounts Receivable Fixed Asset Management Internal Financial Controls Corporate Restructuring FEMA ODI Transfer Pricing Treasury Cash Flow Forecasting Power BI Power Query Excel Tally Prime Zoho Books Quickbooks

Articled Assistant

R. Subramanian and Company LLP

Aug 2018 - Aug 2021 (3 years)

Delivered 57+ statutory, tax, internal, stock, systems and forensic audit assignments across manufacturing, IT, real estate and investment sectors. Conducted three investment due diligence assignments and audited three investment companies.

Audit Statutory Audits Tax Audits Internal Audit Forensic Audit Investment Due Diligence Financial Analysis Valuation Income tax GST ROC Compliance

Education

Degrees, certifications, and relevant coursework

IIM Mumbai

Executive Program in Corporate and Strategic Finance, Corporate and Strategic Finance

2026 -

In progress. Selected coursework includes financial statement analysis, corporate finance, capital budgeting, investment appraisal, cost of capital, fixed income, derivatives, M&A valuation, and deal structuring.