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Vijay Bokade

@vijaybokade

Fractional CFO and finance transformation specialist helping businesses automate finance operations and improve reporting.

India
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What I'm looking for

I’m available for remote consulting, helping businesses scale finance operations through strategic finance, ERP implementation, and AI-powered automation.

At Customized Energy Solutions, I led finance, accounting, controllership, compliance, reporting, and FP&A across legal entities and international jurisdictions. I led SAP and Microsoft Dynamics 365 implementation projects that reduced reporting timelines by 25%.

I partnered with FP&A and business leaders on budgeting, forecasting, profitability analysis, and strategic financial insights. I also strengthened internal controls and governance, and managed and developed a team of 12+ finance professionals.

As an Independent Financial Consultant, I support clients with accounting, compliance, finance operations setup, ERP optimization, and process improvements. I help improve financial reporting and audit readiness, and support budgeting and forecasting.

At Customized Energy Solutions Foundation, I managed statutory compliance and financial reporting, oversaw budgeting and fund utilization, and introduced dashboards and control mechanisms. I bring experience in finance transformation, ERP implementation, and AI-powered automation, with work spanning India, Europe, and the US.

Experience

Work history, roles, and key accomplishments

FC
Current

Independent Financial Consultant

Freelancer - For Multiple Clients

May 2025 - Present (1 year 4 months)

Supporting clients with accounting, compliance, and finance operations setup. Helping improve financial reporting, audit readiness, and internal controls. Working on ERP optimization and process improvements to make finance teams more efficient. Providing budgeting, forecasting, and business insights to support decision-making.

IC
Current

Financial Accounting Specialist

Independent Financial Consultant - For Multiple Clients

May 2025 - Present (1 year 4 months)

Provide strategic finance, accounting, compliance, and controllership support to growing businesses and SMEs. Advise clients on accounting, reporting, compliance, and finance operations setup. Strengthen internal controls, governance frameworks, and audit readiness processes. Support month-end closing, general ledger management, and financial reporting improvements. Assist organizations in budgeti

Customized Energy Solutions logoCS
Current

Sr. Manager - Finance & Accounts

Jan 2021 - Present (5 years 8 months)

At Customized Energy Solutions, I played a pivotal role in ensuring financial integrity and compliance. My responsibilities included managing tax obligations and capital resources, while collaborating with executive leadership to support strategic initiatives. I focused on maintaining strong internal controls and enhancing governance frameworks through effective communication with external auditor

CO

Financial Controller

Customized Energy Solutions Foundation (Non-Profit Organisation)

Mar 2021 - Apr 2025 (4 years 1 month)

Managed statutory compliance and financial reporting (GST, TDS, FCRA, ROC, VAT). Oversaw budgeting and fund utilization, ensuring transparency and accountability. Introduced dashboards and control mechanisms to improve visibility. Ensured adherence to internal policies and donor reporting requirements.

Customized Energy Solutions logoCS

Senior Manager Finance Accounting

Mar 2015 - Apr 2025 (10 years 1 month)

Led end-to-end finance, accounting, controllership, compliance, reporting, FP&A, and business partnering activities across multiple legal entities and international jurisdictions. Directed month-end and year-end financial closing processes, ensuring timely and accurate financial reporting. Managed general ledger operations, reconciliations, trial balance reviews, accruals, provisions, and statutor

Customized Energy Solutions logoCS

Manager - Finance & Administration

Jan 2018 - Dec 2020 (2 years 11 months)

Worked as Manager - Finance & Administration at Customized Energy Solutions.

Customized Energy Solutions logoCS

Finance Administrator

Mar 2015 - Dec 2017 (2 years 9 months)

Worked as Finance Administrator at Customized Energy Solutions.

ALCOR Fund logoAF

Accounts Officer

Sep 2012 - Mar 2015 (2 years 6 months)

In my role at ALCOR Fund, I was responsible for managing essential finance activities, including banking operations and compliance. I coordinated with various teams to streamline invoicing and revenue monitoring, ensuring accurate financial reporting. My efforts contributed to maintaining a flawless compliance framework while managing staff disbursements and vendor payments.

IBN Technologies Limited logoIL

Business Process Executive - F & A Process

Jul 2011 - Sep 2012 (1 year 2 months)

In my role at IBN Technologies Limited, I was integral to the UK and US accounting processes, focusing on various financial operations. My responsibilities included managing accounts receivable and payable, payroll processing, and conducting bank reconciliations. I also prepared monthly and quarterly MIS reports, contributing to informed business decisions. This experience honed my analytical skil

VU

Accounts Executive

Vikas - Organisation ( Jalgaon Milk Union)

Jul 2007 - Jul 2009 (2 years)

In my role at Vikas - Organisation, I contributed to the EDP/Accounts Department by managing various accounting functions. My responsibilities included handling accounts receivable and payable, payroll processing, and ensuring compliance with taxation regulations. I also prepared management information system (MIS) reports and supported auditing efforts, which enhanced the department's operational

Education

Degrees, certifications, and relevant coursework

AC

ACCA

Accounting and Finance

2024 -

CC

Corporate Finance Institute® (CFI)

Corporate Finance Foundations

Issued Dec 2025

NN

National Association of State Boards of Accountancy (NASBA)

Corporate Finance: Environmental, Social, and Governance (ESG)

Issued May 2025

LI

LinkedIn

The Future of AI for Finance and Accounting

Issued May 2025

IT

Indian Institute of Skill Development And Training

Certificate in Chief Financial officer

Issued Dec 2025

ID

Institute for Industrial Development

Basic Finance

Issued Dec 2025

DA

Databricks

Academy Accreditation - Generative AI Fundamentals

Issued Dec 2025 · Expires Dec 2026

LI

LinkedIn

Accounting for Managers

Issued Feb 2024

LI

LinkedIn

Using Power BI with Excel

Issued Aug 2023

LI

LinkedIn

Time Management Fundamentals

Issued Aug 2023

II

IBMI - International Business Management Institute

International Business Management Institute (IBMI), Berlin, Germany

Issued 2018 · Expired 2018

NU

North Maharashtra University

Master of Business Administration, Finance, General

2009 - 2011

GI

GDCA, Inc

Govt Diploma in Cooperation & Accountancy

2009 - 2010

NU

North Maharashtra University

Diploma in business Management, Business Administration, Management and Operations

2008 - 2009

NU

North Maharashtra University

Bachelor’s Degree, Commerce -Finance & Accounts

2004 - 2007

KJ

KCES's Institute of Management and Reserach, Jalgaon

Certification in Banking & Insurance

Tech stack

Software and tools used professionally

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