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Kapil Mehta

Advisory Board Member @Ucr Extension

Torrance, CA, US
MOBILE NUMBERS
+13•••••••70

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WORK HISTORY

Jan 2020 — Present

Advisory Board Member @Ucr Extension

Riverside, CA, US

Today’s competitive and dynamic landscape requires individuals and firms to reimagine their business strategy and approach to innovation. Solving complex problems often requires multi-disciplinary teams to work collaboratively, combining both creative and analytical approaches. Design Thinking employs methods and mindsets that promote a human-centered approach to innovation. This process concentrates on understanding human behavior to generate deep insights, articulate needs, design prototype solutions, then validate their application.​​The Design Thinking Program explores how innovation is used to design products and services that meet real human needs. You will learn new ways to manage complexity and create sustainable products benefiting both internal and external stakeholders. Throughout the program, you will be guided by professional designers and educators who are experts in their field. Our format is designed to train and develop your creative and critical thinking skills to help you lead innovation initiatives within your organization.

EDUCATION

1993 — 1997

The Institute of Chartered Accountants of India

Fellow Chartered Accountant (FCA), Advanced Accounting, Financial Management, Advanced Auditing, Taxation, Risk Management

2017 — 2018

LSU Shreveport

Master of Business Administration - MBA, International marketing, leadership communication, Financial Markets

2015 — 2016

Association of International Certified Professional Accountants

CPA, Finance, Accounts, Audit, Regulations.....

2017 — 2017

Association of International Certified Professional Accountants

CGMA, http://www.cgma.org/becomeacgma/program-overview.html#?tab-1=3

1989 — 1990

Board of Secondary Education Rajasthan

10+2, Advanced Accounting, Business Practice, Company Law & Commercial Geography

1995 — 2000

The Institute of Company Secretaries of India

Associate Company Secretary (ACS), Corporate Laws, Corporate Governance & Management

1990 — 1993

University of Rajasthan

Bachelor of Commerce, Advanced Accounting, Financial Management, Business Laws, Business Mathematics & Statistics

SKILLS

Corporate GovernanceJoint VenturesGlobal Taxation StrategyTransfer PricingProcess ImprovementPerformance ManagementGlobal FinanceStrategic Financial PlanningTurnaround ExperienceBusiness StrategyLeadershipSox 404Due DiligenceTeam ManagementBusiness ProcessInternal ControlsAuditingForecastingManagementAccountingCorporate FinanceAnalysisRisk ManagementMisBudgetsFinancial AnalysisSapPayrollBusiness AnalysisFinancial PlanningManagerial FinanceHR PoliciesProject FinanceWorking Capital ManagementUs GaapContract ManagementIfrsSystem AdministrationFinancial StrategyStrategic Finance

ABOUT KAPIL MEHTA

I am a cross-functional COO and CFO with 25+ years of experience running global finance, operations, and enterprise administration. I am trusted by promoters and boards to protect cash flow, enforce governance, manage risk, and ensure organizations operate with stability and discipline at scale. Governance is my core niche.I operate as a COO-first financial steward, owning end-to-end administration across finance, operations, HR, legal, compliance, and talent acquisition. My strength lies in building operating systems, controls, and execution rhythm that allow leadership teams to focus on strategy and growth while the business runs reliably.I am a Chartered Accountant and Company Secretary, with an MBA (USA), CPA, and CGMA. My experience spans IT Managed Services, Pharmaceuticals, Textiles, and Hospitality, with hands-on responsibility for multi-entity, multi-jurisdiction operations across India, the United States, and Europe, including statutory compliance and enterprise governance.I bring an operating mindset shaped by private-capital disciplines, focused on long-term capital stewardship, discretion, and decision quality. I partner with sales and business leaders as a growth enabler, supporting pricing strategy, deal structuring, margin discipline, and contract governance so growth converts to sustainable profitability and cash flow. My work also includes capital allocation, M&A evaluation and post-merger integration, board reporting, vendor and advisor management, risk controls, succession readiness, and capital protection.I work best in environments built on trust, clarity of authority, and accountability—where numbers are clean, systems are followed, and decisions are grounded in facts. I use ERP and finance systems, technology, and AI-enabled finance and operations to improve efficiency and decision-making without compromising control or stability.My impact has been consistent: bringing order where there is complexity, enabling profitable growth, and protecting capital, people, and reputation as organizations scale responsibly.Specialties:COO & CFO Leadership · Chief Administrator · Global Finance & Operations · Capital Stewardship · Capital Allocation · Sales Enablement & Commercial Finance · Pricing & Deal Governance · M&A & Post-Merger Integration · Corporate Governance · Board & Audit Support · Cash Flow & Working Capital · Risk & Compliance · FP & A · Accounting & Close · Multi-Entity Operations · Vendor & Advisor Management · Succession Planning · ERP & Finance Systems · AI-Enabled Finance & Operations

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