Vikash Epari Email & Phone Number

Orlando, Florida, Us

Versatile, high-energy professional, successful in achieving business growth objectives within turnaround & rapid changing environment, targeting leadership role in Finance & Accounts preferably in the USA.Financial Strategy and Planning: Develop and execute the company’s financial strategy to support growth and expansion plans. Lead the annual budgeting process, including revenue forecasting, expense planning, and cash flow management.Financial Reporting and Analysis: Oversee the preparation and presentation of accurate and timely financial statements. Provide insightful analysis to support strategic decision-making and identify opportunities for optimization.Compliance and Risk Management: Ensure compliance with all relevant regulatory and legal requirements in the SaaS industry. Implement and monitor internal controls to safeguard company assets and mitigate financial risks.Funding and Investor Relations: Manage relationships with external stakeholders, including investors, banks, and financial partners. Played a key role in fundraising efforts, including due diligence, investor presentations, and negotiations.Team Leadership and Development: Build and lead a high-performing finance team, providing mentorship and guidance to foster professional growth. Cultivate a culture of accountability, transparency, and continuous improvement within the finance department.

Orlando, Florida, Us

Fund Raising• Run the complete fund-raising exercise• Preparing pitch decks in coordination with Founders• Building data room, MIS, and business projections in coordination with respective business teams• Taking care of Term sheet negotiation in coordination with founders and completing the due diligence process independently; working with lawyers in closing shareholder agreements / share purchase agreements• Ensuring complete compliances pre- and post-successful fund raise• Cap Table administration, evaluation & modeling of term sheets and financial events, shareholder documentation, 409A valuation support, equity management to streamline stock plan administration, and participant/shareholder communications.LEC:• Setting up of new subsidiaries as needed based on business expansion plans.• Handing over activities to the finance controller after setup• Review intercompany agreements, transfer pricing study, reseller agreements• Review forecast vis-à-vis actuals

Orlando, Florida, Us

• Oversee the management and coordination of all fiscal reporting activities for the region including profit and loss reports and monitoring of regional and cash flow budgets• Planning, Accounting, Financial Operations, and Financial Applications. Participate in developing new products and markets by assisting in identifying new opportunities and managing all aspects of financial assessment including ROI, IRR, and cash flow analysis. Help determine and drive prioritization of major initiatives, driving them from start to finish. Business partnering - work closely with company leaders to develop financial forecasts and operational goals, apply business judgment and financial insights to assist with decision-making

Orlando, Florida, Us

Orlando, Florida, Us

Finance Ensuring compliance to IGAAP & USGAAP. Responsible for monthly/quarterly/yearly closing & finalization. Statutory Compliance (Taxation) Treasury / Fund Management: Ensuring adequate funds for working capital (line/factoring) as well as for CAPEX requirements. Budgeting / Budgetary Control: Formulating Revenue and Capital Budgets for the Business, conducting monthly appraisals of Actual Performance vs. Forecast, analyzing variance and suggesting corrective actions in case of negative variances. MIS: Reviewing and generating MIS Reports regularly to facilitate decision making and instrumental in designing an integrated MIS for various entities of Core Business (cost run reports, financial models for investment).Procurement Review negotiation with external vendors to secure the most advantageous terms. Review details of orders and deliveries. Examine and reevaluate existing contracts. Track and reduce key functional metrics to reduce expenses and improve effectiveness. Collaborate with key persons to ensure the clarity of the specifications and expectations of the company. Foresee alterations in the comparative negotiating ability of suppliers. Control spend and build a culture of long term saving on procurement costs. Operations Active participation in the Leadership Team for Strategic Business Planning, implementation, etc. Upkeep of office administrative facilities and ensure availability of daily miscellaneous requirements to provide harmonious work culture to employees. Specialization in handling inter-office correspondence, confidential mails, quotations, monthly billing, cheques, etc. Vendor management- Oversee acquisition, installation and commissioning of equipment’s that are required for the facility – IT Systems, air conditioning, etc.

Austin, Tx, Us

Accounting Intercompany billing Acquisition accounting Preparation of various schedules for monthly accounts and statutory audit. Preparation of financials as per Schedule VI Intangibles Calculation Liquidation Accounting Forex Payments Bank Balances Payroll and other reimbursementsStatutory Compliances TDS and Advance Tax payments Preparation of monthly and annual performance reports for each SEZ unit Preparation / filing of Softex for each unit Review of Service Tax Reverse Charge workings & payment through enet (challan preparation) to CBEC. Preparation of Advance tax, provision for income tax workings. Preparation of Tax Audit Report information Preparation of 3CEB report information Preparation of IT Return filing information Compliance with labor laws (return filing) & statutory payments SECR – Ordinary & Special Resolutions, Annual Return, Form 2 – Return of Allotment, Form 32 – Additional Directors, From 23AC & 23ACA – BS & PNL, XBRL, Form 20B – Annual Return, From 66 – Compliance Certificate, RO Change. Preparation of Intercompany service agreements (PSA) & Master Service Agreements (MSA).MIS Preparation of Consolidated Financials as per US GAAP, Country wise Financials & ratio analysis (Revenue, cost, common size), restatement of intercompany accounts & posting intercompany eliminations.  Global Head Count (HC) Report Cash flows Product vs. Services cost analysis Customer contracts Summary  Capex Forecast Department & Verticals – Departments created based on cost capture & verticals based on industry (financial services, manufacturing & consumer products, health care, services, travel & transportation, govt. / education & retail) & region (APAC, EMEA, Latin America, North America).  Implementation of Net Suite cloud based accounting software – COA mapping, items, vendors, customers, invoice designing, MIS reports, SPOC for post implementation issues, etc.

Hyderabad, Ts, In

 Daily sales flash & monthly sales flash – Reconciliation of Gross to Net sales of every month and reporting the product wise net sales on a monthly basis. Advance BU sales & profitability – Estimating the Sales and Profit for the month in advance and reporting to the Management Corporate allocation, MIS for NA Generics, Shreveport – Reporting of the Actual Profit for the month and year. Includes sequential and variance analysis when compared to previous month, plan and previous year.  IDCS info relating to backorder status, launch calendar and market share reports – Along with MIS, provision of additional information to the management on expected launch dates of the new products to be launched in US, market share data of the existing products and back order status. Preparation of product wise throughput – Preparation of product wise profitability and reconciliation with the MIS.  Standalone MIS including latest estimates – Reporting on the profitability of our subsidiary in US at transfer price level and preparation of estimates for the balance of year for advance tax calculation purpose. MRM Presentation for review with MC members – Major details of the presentation to include cause of change analysis of sales and throughput when compared to the estimates, Plan and previous year, operating expense analysis, product wise throughput analysis for top products, inventory analysis, bottom line analysis etc Inventory Presentation – Analysis of the Inventory includes major products inventory at the end of the month in terms of sales, future expiry inventory which may hit the P&L in the next six months, Unsold stock out of the provision made during previous six months, provision hit for the month and year etc Actual vs Budget exercise for expenses. Gross Margin AR Review of transfer prices on a periodic basis Latest estimates for every quarter Budget exercise

New York, Ny, Us

 Preparing Monthly P&L report & B/S for legal entities along with trends for variance analysis. B/S account level reconciliation. Reconciliation between various systems like JDE vs. Unison, Unison vs. Mainframes, Mainframes vs. JDE. Posting treasury interest, bank interest accrual and quarterly recharge entries. Uploading of P&L, B/S balances in Unison (management reporting tool) detailing intercompany, sub row, free format sub row, market, market product analysis. Posting Unison and mainframe adjustments per site request. Quarterly B/S Reviews with sites analysing the movement in account balances. Submitting National Statistical Report to NSO monthly and annually. Preparing Statutory accounts for legal entities with statutory adjustments. Preparing IFRS and Abacus tax pack. Liase with various teams on floor- Intercompany, Fixed Assets, Business Banking, Tax, System Admin, AP, etc. Post back and Roll forward entries exercise at year end Responding to queries from internal and external auditors.

London, Gb

A passionate professional with proven abilities in preparing Monthly Financial Statements, Capitalised debt fees schedule, Balance Sheet & PNL Schedules for the senior management and various other users. Sound Analytical Trend Reviews along with commentaries on the Monthly PNL. Highly successful in building relations with senior management, seizing control of critical problem areas and delivering on client commitments.

Ca, Accounting And Finance

M.Phil, Commerce

M.Com, Commerce

B.Com(Hons)., Commerce

I.Com, Commerce