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Pankaj ChawlaPC

Pankaj Chawla

Financial Planning and Analysis, Insightful MIS

€600/day
Delhi, IN
15+ years

Average response time: 1 hour

About Pankaj

  • I'm a seasoned finance professional with extensive experience over 2 decades in strategic financial planning, analysis, and management reporting.
  • My expertise lies in helping businesses navigate complex financial landscapes, optimize operations, and drive growth through data-driven insights.
  • Skilled in business strategy formulation, implementation, and execution for SMBs, startups, and large enterprises. Currently, I'm a Founder & CEO of MSME Strategy Consultants with a Mission-"To make MSMEs of today, MNCs of tomorrow".
  • Led numerous SMBs to achieve scalable growth by developing innovative business strategies tailored to each organization's unique challenges and goals.
  • I specialize in creating bespoke financial models, conducting scenario analysis, and providing actionable recommendations to drive sustainable growth.
  • As a business mentor and investor at entrepreneurship forums and incubation centers, I empower startups with the financial acumen to thrive in today's competitive landscape.
  • As Vice President of Finance at Barclays, I orchestrated transformative initiatives to enhance financial transparency, streamline reporting processes, and optimize cost structures. I have a keen understanding of financial controls and risk management.
  • My tenure at Virgin Mobile and Bharti Airtel equipped me with understanding of budgeting, forecasting, and variance analysis within dynamic telecom environments. I spearheaded strategic business cases, pricing strategies, and operational optimization.
I bring a wealth of experience in:
  • Financial Modeling & Forecasting
  • Management Reporting & MIS
  • Cost Optimization & Control
  • Strategic Business Partnering
My educational background includes a CA degree, complemented by a Bachelor of Laws (BALLB) degree. I hold Lean 1B & 1C Certifications from Cardiff University and a B.Com degree from Delhi University.
  • English

    Native or bilingual

  • Hindi

    Native or bilingual

  • Punjabi

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • MSME Strategy Consultants
    Founder & Chief Executive Officer
    January 2021 - Today (5 years and 5 months)
    Delhi, India
    In a world where every business wants to grow, I help businesses Grow in a Structured manner. I work with Growth minded entrepreneurs who are committed to set themselves free from the trap of micromanagement and doing everything themselves. I am an expert in Business Strategy Formulation, Implementation, Execution and Governance; Business Financial Planning, Senior Management Partnering. I work on enhancing the core competence of Business by creating business growth strategies with multiplier effect in line with the culture and core value of the organizations. I have Implemented process-based solutions across a plethora of industries ranging from telecom giants to financial services. I am Technologically advanced and passionate about AI, ML, robotics etc.
  • Barclays Shared Services Private Limited
    Vice President Finance
    October 2016 - June 2020 (3 years and 8 months)
    Sand, PB, India
    I was responsible for leading a team of highly professional and proficient Finance Business Partners working for IB and Corporate businesses of the COO organization, managing the cost base of c£2 bn and delivering timely, transparent and value added reporting of financials on regular basis working in conjunction with stakeholders. Major responsibilities include:
     Transforming finance as a valuable business partner through effective business analytics and decision support, better internal controls and innovative solutions
     Drive proactive and prudent decision making and minimize surprises across function
     Design, Implementation & Strengthen Management Procedures to ensure adequacy of general & financial controls and accuracy of reported numbers
     Creating capacity through effective prioritization, efficient processes, revisiting processes to eliminate waste, challenging status quo and cross skilling
     Active partnering with the business to develop strategic plans and review their execution
     Financial advice and challenge on strategic as well as tactical issues
     Ensuring smooth and effective transition of new roles into the team
  • Barclays Shared Services Pvt Ltd
    Associate Vice President, Finance at Barclays shared services Pvt. Ltd
    January 2011 - October 2016 (5 years and 9 months)
    Noida, Uttar Pradesh, India
    I was responsible for effective running of the vertical, providing Strategic Insight, Robust Analysis, Decision Support, meaningful Management Reporting, Planning and Forecasting, MIS et al, mainly for Barclays Global Technology Business & India entity. Major responsibilities Include:
     Evaluation of strategic business cases and sharing recommendations
     Pricing of new businesses across verticals & locations
     Partnering with senior business stakeholders, enable effective decision making through periodic reviews and presentations
     Managing India operations and implementing strategies to build Centre of Excellence (COE); Supporting and influencing key operational and strategic decisions
     Planning and Forecasting with focus on streamlining and optimizing the cost base
     Management reporting to drive cost efficiencies and flag Risks & Opportunities
     Enhance control environment through effective Risk & Control assessment

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Education

  • CA
    Institute of Chartered Accountants of India
    2004
    CA
  • Bachelor of law
    CCS (Chaudhary Charan Singh)University
    2021
    Bachelor of Laws - LLB, Law

Certifications

  • Lean 1B & 1C Certificate
    Cardiff University / Prifysgol Caerdydd
    2017
  • Eureka! 2022 Mentor Gratitude
    E-Cell, IIT Bombay
    2023

Skill set (9)

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