INFIBOOKS - Beyond Bookkeeping

As an Independent Consultant for INFIBOOKS, I provide strategic financial consultancy to startups and small businesses. My role focuses on leveraging technology to streamline bookkeeping processes, ensuring accurate financial reporting and strategic decision-making.

Key Contributions:

 - Implemented advanced bookkeeping systems that increased efficiency and accuracy.
 - Advised startups on financial strategies, leading to improved cash flow management.
 - Provided tailored consultancy that supported business growth and sustainability.

Independent Consultant

The Institute of Chartered Accountants of India (ICAI)

Secretary (2024-25) - Jamshedpur Branch of CIRC of ICAI

Young Indians

As the Chair of the Learning Vertical at Young Indians (YI) Jamshedpur, I am committed to fostering a culture of continuous learning and skill development among young professionals, entrepreneurs, and students. My role involves:

✅ Curating & Leading Learning Initiatives – Designing impactful programs, workshops, and panel discussions that enhance professional skills and industry knowledge.

✅ Collaborating with Experts & Institutions – Partnering with industry leaders, educators, and organizations to bring cutting-edge insights to YI members.

✅ Empowering Young Minds – Encouraging innovation, leadership, and problem-solving through structured learning engagements and mentorship programs.

✅ Driving E-Learning & Digital Education – Leveraging technology to make learning more accessible and effective for the youth of Jamshedpur.

Through my role, I aim to bridge the gap between academia and industry, creating a robust ecosystem where knowledge translates into real-world impact.

Chair - Learning Vertical - YI Jamshedpur

Co-Chair Innovation (Jamshedpur)

Co-chair Thalir (Jamshedpur Chapter)

The Institute of Chartered Accountants of India

As a Speaker and Faculty member at ICAI, I inspire and educate the next generation of Chartered Accountants. My sessions, known for their engaging content and practical insights, cover a range of topics from advanced auditing techniques to professional ethics.

Key Contributions:

 - Conducted over 100 workshops and seminars, impacting 600+ accountants.
 - Recognized for my dynamic presentation style and ability to simplify complex concepts.
 - Mentored students to excel in their CA examinations and professional careers.

Speaker | Faculty

K RAGHAV & ASSOCIATES

As a Senior Consultant and Partner at K RAGHAV & ASSOCIATES, I have leveraged my expertise to drive financial strategy and innovation for diverse clients. Over the past 5 years, I’ve led comprehensive audit engagements, enhanced compliance frameworks, and provided strategic tax advisory services. My role involves not just number-crunching but crafting tailored solutions that propel businesses forward.

Key Achievements:

 - Spearheaded multiple high-profile audits, resulting in enhanced financial transparency and compliance.
 - Developed and implemented tax strategies that saved clients significant amounts annually.
 - Fostered strong client relationships through exceptional service delivery and strategic insights.

Senior Consultant

Partner

HireVeda

At HireVeda, I bring my expertise to support talent acquisition and HR strategy. My consultancy work involves optimizing recruitment processes, enhancing employee engagement, and fostering a culture of continuous improvement.

Key Achievements:

 - Streamlined recruitment processes, reducing time-to-hire and improving candidate quality.
 - Provided strategic HR insights that aligned with organizational goals.

Consultant

FREELANCE CORPORATE TRAINING

As a Technical Trainer, I provided corporate training on a range of topics including advanced accounting, tax compliance, and professional development. My interactive training sessions were designed to enhance skills and knowledge, driving professional growth.

Key Contributions:

 - Delivered over 200 training sessions, receiving excellent feedback for my engaging and informative style.
 - Developed training materials that simplified complex topics for diverse audiences.
 - Helped professionals upgrade their skills, leading to improved job performance and career advancement.

Technical Trainer

Tata Cummins Private Limited

In my roles at Tata Cummins, I led the Indirect Taxation department, ensuring compliance with regulatory requirements and optimizing tax strategies. My tenure included managing complex tax issues and leading a dedicated team to deliver exceptional results.

Key Achievements:

 - Successfully navigated significant tax reforms, ensuring seamless compliance.
 - Developed and implemented tax-saving strategies that benefitted the organization.
 - Led a team of professionals, fostering a culture of continuous learning and excellence.

Executive Manager

Senior Manager

Indian Steel and Wire Products Limited (Subsy of Tata Steel)

Statutory (Sales Tax and others), Reconciliations (Bank, Vendor and Customer Accounts) etc.

Assistant Manager

Vivek Vijay Agarwal & Associates

Accounts Executive

I started my CA practice in a 150 sq ft room.
Just one intern, broken furniture, and a laptop that didn’t boot unless I begged it to.

That year, I earned ₹2.5L.
Less than my salary as an employee.

But it taught me more than CA finals ever could:

How to solve real business problems, not just balance books.

What I Do:
Today, I work as a Virtual CFO & Financial Systems Consultant for startups, founders, and agencies across:

India | US | UK | UAE | Singapore

I simplify finance and automate chaos using:
• Clean financial models
• AI-integrated reporting
• Tools like Zoho, Excel, Smartsheet, QuickBooks
• SOPs that actually get followed

From handling budgets to setting up cash flow dashboards to implementing AI-based fraud checks, I help businesses grow with clarity, not confusion.

Who I Help:
- Startup Founders struggling to manage money while scaling.
- CA Firms looking to modernize their delivery and tech stack.
- E-commerce, SaaS, Service Businesses who want investor-ready systems
- Young CAs/Interns who want mentorship in the real world of finance

Why It Works:
I don’t offer “advice.”
I roll up my sleeves, get into your numbers, and build what works fast, practical, and aligned with your vision.

If you’re someone who believes finance is more than tax filings and deadlines.
Let’s connect.

📩 DM me directly or visit www.infibooks.com to explore what we can build together.

Rishi Arora

Wells Fargo

Securities Research Associate

Moody's Ratings

Financial Data Specialist

1. Designing and preparing credit opinions explaining credit ratings and financial situations of financial institutions worldwide. 2. Conducting financial statement analysis applying accounting and finance principles to read and comprehend financial statements and other disclosures relevant to the performance of Banks and Financial corporations. 3. Monitoring analyst credit portfolios through news and industry source tracking using tools like Factset and Factiva and further analysing key issues. 4. Developing the ability to understand and identify key factors that affect issuer credit ratings. Interpreting and analyzing financial data and other credit inputs provided by internal and external parties. 5. Conducted complex calculations and analysis of credit, liquid and funding positions of financial institutions worldwide, to analyze their credit ratings and future positions. 6. Prepared outreach presentations to potential clients, showcasing our analysis of the issuer, and the micro and macro factors affecting them. 7. Experienced in handling and meeting tight deadlines and strenuous work hours.

Senior Financial Data Analyst

CA Monk

Worked as a Business Development intern where I was a part of the placements team, where I was responsible for onboarding companies on CA Monk's placement program where these companies can hire top finance professionals.

Intern

JPMorgan Chase & Co.

Financial Reporting and Analysis, CIB Research & Analytics 
● Handled end-to-end Financial Reporting of US-based Hedge Funds which involved exposure to US GAAP and hedge fund operations. 
● Checked consistency of financial statements, analyzed client's accounting records and escalated any potential issues identified. 
● Conducted complex calculations of NAV, cash flow positions and liquidity positions for the hedge funds. 
● Conducted liquidity-based classification and reporting of derivatives and securities. 
● Experienced in handling and meeting tight deadlines and gruelling work hours.

Industrial Trainee

DANSPARK & Co

As an articled Assistant, I had experience in:
1. Income Tax Audit of multiple types and scales of organizations.
2. Internal audits and concurrent audits of multiple and various sized organizations like Being Human, Cadila Pharmaceuticals, National Rural Health Mission and District Mining Fund Trust.
3. Concurrent Audit of Bank of Baroda.
4. Communicated and co-ordinated with people of authority like the District Collector, Commissioner of Income Tax and Superintendents of GST. 
5. Experience in financial modelling like CMA reports and project reports of various 
organizations, to be given to multiple banks.
6. Demonstrated teamwork and team leading skills during concurrent audit of Bank of Baroda. 
7. Demonstrated team leading skills during audits of Being Human and National 
Rural Health Mission.

Audit Assistant

A finance professional with a knack and passion for research, with exposure in the credit sector. Particularly focused on Financial institutions, I have experience in ratings, debt restructuring as well as other investment banking operations related to debt. 

taplio

The Battle

Rishi Arora

Aditya Kumar Dubey

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