Karan Mehta
Strategic Finance Lead at Atlan | Chartered Accountant (AIR - 11)
- Role
- Strategic Finance Lead at Atlan
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Karan Mehta
Karan is a qualified Chartered Accountant who achieved an All India Rank - 11 in the May-June 2019 Chartered Accountancy exams. He is currently thriving in his role at Atlan, where he specializes in Strategic Finance, Planning & Budgeting, and Business Finance. Karan’s expertise drives the financial strategy and ensures the robust financial health of the group.Born and raised in Mumbai, Karan completed his graduation from Mithibai College. His upbringing in this vibrant city has shaped his dynamic and resilient approach to both professional and personal pursuits.Prior to his current role, Karan gained invaluable experience at Price Waterhouse & Co LLP, where he focused on Tax Litigation. His work in this area provided him with a deep understanding of tax laws and dispute resolution.Beyond his professional achievements, Karan is a passionate football fan and an avid player. He has represented his school and college in various football tournaments, winning numerous accolades. His love for football mirrors his professional dedication, showcasing his team spirit, strategic thinking, and perseverance.Always eager to connect for new ideas and networking to learn, Karan also enjoys playing with numbers and analytical challenges(All views expressed via posts and comments are personal)
Experience
Strategic Finance Lead
Apr 2024 — Present · Mumbai, IN
Led the Annual Operating Plan and Long-Range Plan, managing the complete 2025 planning process in collaboration with all key stakeholders (Founders, CFO, CRO, CPO)- Delivered detailed presentations to the executive team, board, and investors, explaining financial trends, strategic implications, and aligning financial forecasts with key messaging- Developed rolling forecasts and dynamic financial models to support decision-making and adapt to evolving business needs- Designed and managed Sales Capacity Planning, built a comprehensive Pipeline Model, and allocated targets to Field Reps and the Marketing team- Partnered with the Demand Gen Lead to create BDR/SDR Capacity Planning models, aligning demand generation efforts with organisational goals- Worked closely with the Director of Cloud to identify and implement strategies to optimise cloud costs across all tenants- Led cost optimization initiatives, identifying efficiency improvements and tracking cost-saving measures to enhance profitability- Assisted in the implementation of Pigment (FP & A tool), automating reporting processes to improve efficiency and accuracy.
Education
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Higher Secondary Certificate and Bachelor of Commerce
2013 — 2018
The Institute of Chartered Accountants of India
Chartered Accountancy
2015 — 2019
Kishinchand Chellaram Law College (KC Law College)
Bachelor of Law (LL.B.), Law
2023
St.Xavier's High School,Borivali East
Secondary School Certificate
2003 — 2013
Skills
- Management
- Tax
- Corporate Law
- Auditing
- Public Speaking
- Analytical Skills
- Self-Confidence
- Accounting
- Microsoft Excel
- Microsoft Powerpoint
- Microsoft Word
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