Siddhartha Mehrotra
VP- Head of Finance @ Wealthy, Fintech, Ecom, Retail, Fashion, FMCG, B2B, B2C,B2B2C, Fundraise, due diligence, Investor relation, Compliance, FP&A, Business Finance, Controllership, Commercial,USD 21 Million fund raised
- Role
- Head of Finance at Wealthy
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Siddhartha Mehrotra
I am a strategic finance leader (CA, CIMA-UK) with 15+ years of experience partnering…
Experience
Head of Finance
Aug 2022 — Present · Bengaluru, IN
Heading overall finance function including fund raise, investor relation, Business finance, commercial, controllership and compliance.• Fund raise and investor relation• Building high performing finance function.• Automation of Finance• Cash flow, Budget, cost optimization, commercials, compliance• Building strategy for Mergers & acquisitions.Key Achievements & Responsibilities:• Spearheaded successful fundraises with clean due diligence and led investor relations.• Ensured zero-tolerance compliance across SEBI, AMFI, IRDAI, RERA, FEMA, GST, direct tax, and secretarial functions.• Automated key finance functions including compliance and vendor payments.• Set up complete accounting systems for new business verticals in Abu Dhabi and domestic broking operations.• Drove business planning, budgeting, cash flow management, and commercial negotiations, delivering annual savings and improving gross margins.• Led strategic initiatives including M&A planning and financial system transformation.• Scaled operations from 2 to 20 offices and headcount from 80 to 300.• Built the finance function from the ground up with a focus on automation, accuracy, and strategic impact.
Education
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting and Finance
2005 — 2010
CIMA
cima, strategic management, Risk Management, financial management
2020 — 2020
DAV College Kanpur
M.com, Business/Commerce, General
2007 — 2009
BNSD Inter College
Intermediate, Commerce
1999 — 2004
DAV College Kanpur
B.com, Commerce
2004 — 2007
CIMA
Cima
2020 — 2020
Skills
- Microsoft Excel
- Powerpoint
- Business Strategy
- Financial Analysis
- Budgets
- Finance
- Internal Controls
- Analysis
- Team Management
- Accounting
- Vendor Management
- Forecasting
- Account Reconciliation
- Mis
- Business Development
- Variance Analysis
- Business Planning
- Financial Reporting
- Financial Planning
- Microsoft Word
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