Ashish Soni

Director - Financial Planning & Analysis and Taxation @HomeEquity Bank

Burlington, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2020 — Present

Director - Financial Planning & Analysis and Taxation @HomeEquity Bank

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CA

EDUCATION

2002 — 2005

Delhi University

Bachelor of Commerce (B.Com.), Commerce

2004 — 2007

Institute of Chartered Accountants of India

CPA, CA India, Accounting and Finance

N/A

Institute of Management Accountants

Certified Management Accountant (CMA)

1989 — 2002

Modern School

Commerce

ABOUT ASHISH SONI

A qualified CPA, CMA with experience with over 15+ experience in proactive financial management, financial planning & analysis (FP & A), management reporting and M&A transactions (due diligence, fund raising and integration) During the tenure, i have extensively worked for corporates, consulting firms and private equity clients (across industries & geographies) in analyzing financial statements and management accounts, financial planning and analysis, budgeting & forecasting, financial modelling, strategic decision making, and evaluation of investment/ divestment opportunitiesSpecialization and experience includes - Stakeholder management and reporting (internal and external)- Leading teams and managing the FP & A and finance functions, including budgets and forecasts, annual and long range plans, strategic initiatives - Management, financial and investor reporting - Financial modeling - Working capital management and cash flow management -Business and financial performance review including management accounting- Managing cross functional teams in performing financial due diligence and financial analysis- M&A transactions Key skills - Ability to take a strategic view and identify / evaluate key business drivers and issues of the business- Strong financial analytical and planning skills - specifically business performance review and budgeting, management reporting- Strong accounting and technical knowledge and background, ensuring compliance with relevant business/ accounting standards (IFRS, ASPE)- Leading, motivating and influencing cross-functional project teamsDuring this tenure I have worked across industry sectors, on behalf of strategic and private equity investors, with core sectors being financial services, Information Technology & SaaS, retail & consumer, consumer good companies, and infrastructure / real estate

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Ashish Soni — Director - Financial Planning & Analysis and Taxation at HomeEquity Bank in Burlington, ON, CA | Unifers