Dheerandra Palipi Email & Phone Number

Brampton, Ontario, Canada

• Working as Principal Advisor at Capitalis Advisors, an Ontario based Business Consulting and Advisory Services Company • Prepare business plans and financial projections for clients and advise them on loan options • Assist clients in arranging paperwork for loan processing and coordinate with bankers at the behest of the client• Work closely with the Relationship Managers at various banks/financial institutions in securing loans for clients • Help clients in setting up accounting functions• Assist clients in their bookkeeping and accounting tasks• Skills - well versed with the GAAP (Generally Accepted Accounting Principles) of India, US, Canada andtrained in IFRS

Brampton, Ontario, Canada

• Worked in a freelance capacity as a Financial Consultant• Actively helped small and medium accounts in their accounting and bookkeeping, setting up internal controls and budgetary systems• Consistently worked with entrepreneurs in streamlining their finance and accounting functions• Helped clients with their accounting process flows, SOPs, Business Plan preparation, Financial Projections, Financial Modelling and Tax Preparation and Filing• Proofread and edited marketing material of clients• Assisted clients in managing their Social Media handles by advising them on content management and marketing strategies• Skills - Well versed with the GAAP (Generally Accepted Accounting Principles) of India, US, Canada andtrained in IFRS• Technical Skills - well versed in Quickbooks, Sage, Zoho Books and Intuit products

Hyderabad Area, India

• Advise clients on new commercial property locations • Assist clients on built-to-suit planning and suggest best tenant mix for property and location• Successfully negotiated 20 new projects• Help clients in understanding the geography and demography of a potential location• Help clients in Financial Projections, Market Viability Analysis, ROI Analysis and Growth Forecasts for a proposed property/project• Actively assist in commercial negotiations between the stakeholders of a proposed project/property• Work closely with all the internal stakeholders of a project (landlords, retailers, architects, bankers and accountants) during the stage-wise development of a proposed project/property and review development• Successfully negotiated the commercial terms of 20 projects at various locations in all the southern states of India• Help achieve consistent year-on-year billing for the firm

Hyderabad Area, India

• Worked in a full-time capacity as Managing Partner at Satjyoth Tax and Financial Services• Was a Core Team Member at the firm that offered services and solutions in the verticals of Accounting, Payroll and Taxation globally• Headed a Centre of Excellence (APTION), a joint venture between SATJYOTH and Datawise Management Services India Pvt. Ltd. and provided Accounting and Payroll services to Indian and Middle Eastern clients• Successfully led a team of Chartered Accountants and Financial Analysts in operating the Finance function of two Middle Eastern Aviation companies• Supervised 8 seasons of individual US Taxation (preparation and review of 1040/1040 NR returns, state, city and local taxes) and managed a portfolio of close to 500 US tax clients generating revenues of up to $10,000 each filing season• Assisted external accountants/auditors/Chartered Accountants of clients during internal audits and tax audits• Reviewed year-end provisional consolidated financial statements of the clients before company tax filings • Prepared and presented Financial policies and Process workflow manuals for an Aviation company in Canada • Prepared several business proposals, financial projections and wrote business plans for the clients of the firm• Acquired new business for the firm largely through cold-calling, referrals through existing clients, through third-parties such as bankers, accountants and external consultants • Managed a portfolio of 10 clients and maintained relationships

Hyderabad Area, India

• Worked in a full-time capacity as Senior Forex Executive• Led a team of 3 junior executives responsible for door-to-door foreign exchange• Maintained records and accounts of all foreign exchange transactions• Worked to establish contacts with major IT and services firms• Provided foreign exchange services to walk-in customers• Maintained a database of clientele

Pgdm, Finance & Marketing

Activities and Societies: Chrysalis 2k7, Chrysalis 2k9

B.Com (Hons.), Commerce & Management

Intermediate (10+2), Computer Science (Vocational)

High School, Maths, Sciences, Social Sciences