
Vijay Bokade
@vijaybokade
Fractional CFO and finance transformation specialist helping businesses automate finance operations and improve reporting.
What I'm looking for
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
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.
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
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
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.
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
Manager - Finance & Administration
Jan 2018 - Dec 2020 (2 years 11 months)
Worked as Manager - Finance & Administration at Customized Energy Solutions.
Worked as Finance Administrator at Customized Energy Solutions.
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.
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
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
ACCA
Accounting and Finance
2024 -
Corporate Finance Institute® (CFI)
Corporate Finance Foundations
Issued Dec 2025
National Association of State Boards of Accountancy (NASBA)
Corporate Finance: Environmental, Social, and Governance (ESG)
Issued May 2025
The Future of AI for Finance and Accounting
Issued May 2025
Indian Institute of Skill Development And Training
Certificate in Chief Financial officer
Issued Dec 2025
Institute for Industrial Development
Basic Finance
Issued Dec 2025
Databricks
Academy Accreditation - Generative AI Fundamentals
Issued Dec 2025 · Expires Dec 2026
Accounting for Managers
Issued Feb 2024
Using Power BI with Excel
Issued Aug 2023
Time Management Fundamentals
Issued Aug 2023
IBMI - International Business Management Institute
International Business Management Institute (IBMI), Berlin, Germany
Issued 2018 · Expired 2018
North Maharashtra University
Master of Business Administration, Finance, General
2009 - 2011
GDCA, Inc
Govt Diploma in Cooperation & Accountancy
2009 - 2010
North Maharashtra University
Diploma in business Management, Business Administration, Management and Operations
2008 - 2009
North Maharashtra University
Bachelor’s Degree, Commerce -Finance & Accounts
2004 - 2007
KCES's Institute of Management and Reserach, Jalgaon
Certification in Banking & Insurance
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
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