Gyanesh is available for hire
Hire GyaneshGyanesh Changlani
Verified Expert in Management Consulting
Management Consulting Expert
Mumbai, Maharashtra, India
Toptal member since November 8, 2018
Bio
Gyanesh—a successful remote CFO for Toptal clients in the US and Canada—has 13 years of finance experience for multinationals including Toyota, Landmark Group, and XPO Logistics. His forte lies in strategic advisory, cash flow forecasting, financial controlling, business analysis, and application of the latest financial technologies to small North American businesses. Gyanesh's latest project on automation of bookkeeping between Shopify and QuickBooks saved his client $600 in fees per month.
Career Highlights
CFO
Endless Events LLC
Manager of Financial Planning and Analysis (FP&A)
GXO Logistics
Finance Manager
Al Futtaim Motors | Toyota
Education Highlights
Master of Business Administration (MBA)
S.P. Jain School of Global Management
Certification Highlights
CFA Level III Candidate
CFA Institute
Case Studies
Equity Research Report
DCF ModelingValuationEquity ResearchInvestment IdeasFinancial ModelingFinancial Planning & Analysis (FP&A)+ 13 more
Software Expertise
- Intuit QuickBooks
Other Expertise
- Cash Management
- CFO
- eCommerce
- Finance Process Improvement
- Financial Planning & Analysis (FP&A)
- North America
- Shopify
Work Experience
CFO
2020 - PRESENT
Endless Events LLC
- Reduced fixed expenses by 20% immediately by consolidating all software costs, reducing rent expenses through negotiations, and moving to cheaper services for admin work.
- Negotiated with all vendors to reduce their pricing by building trust and implementing a powerful AP process that reduced average AP days.
- Implemented three-month cash flow forecasting and three-year financial budgeting processes to strategically manage the business and aid the CEO in making correct investment decisions.
- Negotiated with the banking partner by presenting a realistic forecast to gain a credit line for smoother working capital management.
Focus areas: Controller, Forecasting, Finance Strategy, Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, Cash Management, North America, Debt Raises, Data Analytics, Small & Medium-sized Enterprises (SME), Revenue & Expense Projections, Valuation, Virtual CFO, Xero Accounting, Finance, Business Strategy, Financial Operations & Processes, Automation, Bookkeeping, Month-end Processes, Stripe API, Financing, Distressed/Special Situations, Corporate Finance Consultant, Strategy, Internal Financial Reporting, Interim CFO, Cost Reduction & Optimization (Cost-down), Business Models, CFO, Accounting, Product Costing, US GAAP, Xero, Taxation, Tax Accounting, Debt, Fundraising, Startups, Profit & Loss (P&L), Annual Planning, Accounts Receivable, Accounts Payable, Cash Flow, Intercompany Accounting, P&L Management, Financial Forecasting, Cash Flow Management, Key Performance Indicators (KPIs), Growth Strategy, Corporate Finance
Finance Consultant | Fractional CFO | Startup
2016 - PRESENT
AnalyticsForte
- Designed and implemented a comprehensive three-way reconciliation framework to reconcile external payment requests, internal platform transactions, and bank statements, ensuring accuracy, completeness, and traceability of high-volume transactions.
- Analyzed end-to-end financial flows covering customer claims, incentive payouts, settlements, refunds, failed payments, reversals, and outstanding transactions to establish clear fund movements and accounting treatment.
- Developed structured reconciliation procedures covering platform-to-bank, client-to-platform, and end-to-end three-way reconciliation, supported by documented matching rules, exception management, and escalation controls.
- Established financial control procedures for cash and liability verification, outstanding payments, suspense accounts, payment processing fees, foreign exchange differences, and timing discrepancies.
- Performed detailed transaction-level reconciliations using Excel and financial reports, investigating unmatched transactions, duplicate payments, missing bank entries, settlement variances, and differences between expected and actual cash movements.
- Defined functional and technical specifications for automated reconciliation reports, including transaction identifiers, payment references, settlement IDs, gross and net amounts, currencies, transaction statuses, processing fees, exchange rates.
- Executed and validated multiple end-to-end reconciliation cycles using actual transaction data, testing report accuracy, refining matching rules, resolving exceptions, and documenting improvements to the reconciliation process.
- Prepared detailed standard operating procedures (SOPs), reconciliation checklists, control matrices, exception logs, and evidence-retention guidelines to support consistent execution and independent audit review.
- Strengthened financial reporting and audit readiness by maintaining traceable reconciliation evidence, documenting adjustments, and ensuring that identified discrepancies were investigated, approved, and resolved or appropriately carried forward.
- Supported improvements in financial governance, operational efficiency, and regulatory readiness by establishing a repeatable and scalable reconciliation framework suitable for a growing European payments business.
Focus areas: Bank Reconciliation, Chargeback, Client Relations, Banking Relationships, Accounting, Financial Planning & Analysis (FP&A), Financial Modeling, Xero Accounting, Accounts Receivable, Accounts Payable, Pricing Models, Google Sheets, Transportation & Logistics, Corporate Finance, Financial Reporting, Financial Operations & Processes, Tax Preparation, Three-statement Modeling, Early-stage Funding, Pro Forma Financial Statements, Cap Tables, Dashboard Design, Financial Analysis, Business Advisory, Profitability Analysis, Financial Statements, Payments, Internal Control
CFO
2021 - 2022
Biohaxs Institute LLC
- Implemented QBO bookkeeping for the business and also invoicing systems within QBO.
- Raised debt of $3 million by creating a financial model and forecast, and applying it to various banks and the SBA.
- Moved the business from Salesforce ERP to AdvancedMD, which simplified Telemed, invoicing, procurement of supplies, and calendar scheduling of patient appointments.
- Established bonus and incentive plans for employees to increase revenue and motivation.
Focus areas: Controlling, Accounting, Revenue & Expense Projections, Financial Planning & Analysis (FP&A), Market Research, Valuation, Fractional CFO, Virtual CFO, Intuit QuickBooks, Medical Software, Finance, Business Strategy, QuickBooks Online, Financial Operations & Processes, Automation, Bookkeeping, Month-end Processes, Financing, Corporate Finance Consultant, Strategy, Internal Financial Reporting, Interim CFO, Cost Reduction & Optimization (Cost-down), Business Models, CFO, Forecasting, Product Costing, US GAAP, Taxation, Tax Accounting, Fundraising, Startups, Profit & Loss (P&L), Annual Planning, Accounts Receivable, Accounts Payable, Cash Flow, Intercompany Accounting, P&L Management, Financial Forecasting, Cash Flow Management, Key Performance Indicators (KPIs), Growth Strategy, Corporate Finance, Controller, Capital Raising, Mergers & Acquisitions (M&A)
Finance Manager
2021 - 2022
Lambertson Management Services
- Assessed the efficiencies of in-house labor as compared to an outsourced contractor.
- Implemented automated systems for financial control, such as payroll software, accounting systems, and payment platforms. Reduced the cost per month by $10,000 using automated processes.
- Reviewed all the contracts with vendors and availed discounts for early payments, saving $3,000 monthly.
- Implemented budgeting, forecasting, and accurate bookkeeping.
Focus areas: Strategic Planning & Execution, Cash Flow Forecasting, Management, Audits, Controller, Cost Management, Finance Strategy, Financial Systems, Financial Planning & Analysis (FP&A), Financial Modeling, Budgeting, Cash Management, Business Intelligence (BI), Data Analytics, Revenue & Expense Projections, Valuation, Fractional CFO, Virtual CFO, Intuit QuickBooks, Finance, Business Strategy, QuickBooks Online, Financial Operations & Processes, Automation, Bookkeeping, Month-end Processes, Financing, Distressed/Special Situations, Corporate Finance Consultant, Strategy, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Business Models, CFO, Forecasting, Accounting, US GAAP, Taxation, Tax Accounting, Profit & Loss (P&L), Annual Planning, Accounts Receivable, Accounts Payable, Cash Flow, Intercompany Accounting, P&L Management, Financial Forecasting, Cash Flow Management, Key Performance Indicators (KPIs), Growth Strategy, Corporate Finance
CFO | Finance Manager
2019 - 2020
Online Print Decor, Inc
- Built profitability reports based on historical sales of SKUs and developed pricing strategies for all SKUs. Implemented price increases for products which directly led to an increase in Profits.
- Established a budget and forecasting process to correctly budget marketing spend, labor spending, and shipping spend, which increased profitability during off-seasons.
- Automated many finance processes like AP, cash flow analysis, and KPI dashboards.
Focus areas: Budgeting, Cash Flow Modeling, Cash Management, Financial Modeling, Financial Reporting, Financial Systems, CFO, eCommerce, QuickBooks Online, Financial Operations & Processes, Automation, Bookkeeping, Month-end Processes, Financing, Corporate Finance Consultant, Strategy, Internal Financial Reporting, Interim CFO, Cost Reduction & Optimization (Cost-down), Pitch Decks, Business Models, Forecasting, Accounting, Product Costing, Taxation, Multicurrency General Ledger, Tax Accounting, Fundraising, Profit & Loss (P&L), Annual Planning, Accounts Receivable, Accounts Payable, Cash Flow, Intercompany Accounting, P&L Management, Financial Forecasting, Cash Flow Management, Key Performance Indicators (KPIs), Growth Strategy, Corporate Finance, Controller
Manager of Financial Planning and Analysis (FP&A)
2018 - 2020
GXO Logistics
- Built financial models for each business area to forecast the income statement and automated the financial planning process via the utilization of Hyperion.
- Acted as the vertical lead for the food and beverage division, advising the operations team on the financial aspects of the business.
- Increased revenues by $2.3 million by identifying invoices that did not align with the contracted pricing.
- Built and maintained both Cost-Plus Pricing and Fixed-Price Pricing models, incorporating operational cost drivers, resource requirements, volume assumptions, service levels, and target margins.
- Reviewed existing pricing models to identify calculation errors, inconsistent assumptions, outdated cost inputs, duplicate logic, and structural inefficiencies, and redesigned the models to improve accuracy and usability.
- Developed pricing models in Google Sheets/Excel with structured input, calculation, output, and reporting sections, creating a clear and intuitive flow for Sales, Operations, and Finance users.
- Created flexible scenario and sensitivity analysis to evaluate the impact of volume changes, labor rates, storage requirements, transportation costs, productivity assumptions, and margin targets on proposed pricing.
- Worked closely with Sales, Operations, Finance, and other business stakeholders to understand pricing requirements, translate operational assumptions into financial logic, and develop practical pricing tools.
- Communicated complex pricing and cost concepts clearly to stakeholders and developed an efficient working approach for gathering requirements, validating assumptions, and delivering pricing outputs.
- Established a consistent modeling approach that enabled stakeholders to quickly evaluate different pricing scenarios and understand the financial impact of proposed customer solutions.
Focus areas: P&L Forecasting, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, North America, Tableau, Business Intelligence (BI), Data Analytics, Revenue & Expense Projections, Manufacturing, Market Research, Valuation, Finance, Business Strategy, Financial Operations & Processes, Automation, Month-end Processes, Corporate Finance Consultant, Strategy, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Business Models, Forecasting, Accounting, Product Costing, US GAAP, Taxation, Multicurrency General Ledger, Tax Accounting, Profit & Loss (P&L), Annual Planning, Accounts Receivable, Accounts Payable, Cash Flow, Intercompany Accounting, P&L Management, Financial Forecasting, Cash Flow Management, Key Performance Indicators (KPIs), Growth Strategy, Corporate Finance, Excel Modeling, Pricing, Pricing Matrix, Pricing Strategy
Finance Manager
2012 - 2017
Al Futtaim Motors | Toyota
- Arranged branch audits to ensure that all procedures aligned with financial policies and SOPs.
- Monitored receivables to maintain customer dues of less than 10%.
- Minimized aged inventory, inspected inventory conditions, and delivered advice regarding pricing and discounting to ensure the achievement of budgeted margins.
- Created accurate MIS reports of all division branches to investigate KPIs and forecast weekly profit and loss via a detailed analysis of branch-level performance.
- Reduced customer dues from 34% to 10% from 2013 to 2015 by changing business procedures, helping to increase profitability by 4%.
- Applied in-depth expertise to help reduce inventory by 22% via detailed financial analysis and the assessment of accurate market values, helping to increase organizational profit by 6%.
- Introduced standard operating procedures for all business departments to meet ISO 9001 standards for the division.
- Formulated, developed, and executed a new incentive scheme for sales staff to increase growth and examined the feasibility and viability of various capital expenditure projects.
Focus areas: Cash Management, Debtor & Creditor Management, Accounts, Accounting, Finance Process Improvement, Management, Audits, Controller, Finance Strategy, Budgeting, Financial Planning & Analysis (FP&A), Financial Modeling, Business Intelligence (BI), Data Analytics, Revenue & Expense Projections, Market Research, Valuation, Finance, Business Strategy, Automation, Month-end Processes, Corporate Finance Consultant, Strategy, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Business Models, Forecasting, Product Costing, UK GAAP, Debt, Profit & Loss (P&L), Annual Planning, Accounts Receivable, Accounts Payable, Cash Flow, Intercompany Accounting, P&L Management, Financial Forecasting, Cash Flow Management, Key Performance Indicators (KPIs), Growth Strategy, Billing & Collections, Invoicing, Logistics & Supply Chain, Corporate Finance
Equity Analyst
2006 - 2011
Sharyans Wealth Management
- Generated forecasts for companies’ earnings, produced research reports, and issued buy-and-sell recommendations for Indian-listed companies.
- Established relationships and created investment presentations for fund managers and buy-side analysts to generate new commission revenue for the business.
- Created a technical strategy to identify the indicators of expected share price volatility of more than 5%.
- Trained new analysts on financial modeling skills.
Focus areas: Equity Valuation, Equity Research, Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, Data Analytics, Market Research, Valuation, Finance, Business Strategy, Corporate Finance Consultant, Strategy, Pitch Decks, Business Models, Investments, Debt, Profit & Loss (P&L), Intercompany Accounting, P&L Management, Corporate Finance
Education
2011 - 2012
Master of Business Administration (MBA) in Finance
S.P. Jain School of Global Management - Singapore, Singapore
2001 - 2006
Bachelor's Degree in Computer Engineering
The University of Mumbai - Mumbai, India
Certifications
AUGUST 2009 - PRESENT
CFA Level III Candidate
CFA Institute
Skills
Finance
Controller, Finance Process Improvement, Accounting, Cash Flow Forecasting, CFO, Price Analysis, Equity Research, Valuation, Capital Structure Analysis, Financial Modeling, Market Research, Equity Valuation, Valuation Modeling, Cash Management, Financial Planning & Analysis (FP&A), Budgeting, Forecasting, Business Intelligence (BI), Revenue & Expense Projections, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Taxation, Multicurrency General Ledger, UK GAAP, Debt, Fundraising, Profit & Loss (P&L), Cash Flow, Intercompany Accounting, Corporate Finance, Finance Strategy, Debtor & Creditor Management, Financial Systems, Cost Management, P&L Forecasting, Debt Raises, Cash Flow Modeling, Financial Reporting, Cloud Financial Management, Tax Preparation, Pricing, Pricing Strategy, Capital Raising, Mergers & Acquisitions (M&A), Three-statement Modeling, Pro Forma Financial Statements, Business Advisory, Profitability Analysis
Output Software
Microsoft Excel, Microsoft PowerPoint, Excel 2016, Google Sheets
Data & Analysis Software
QuickBooks Online, Intuit QuickBooks, Xero Accounting, Tableau, Bloomberg, Oracle ERP
Industry Expertise
Capital Markets, Retail & Wholesale, Automotive, Financial Services
Geographic Expertise
North America, United States, United Arab Emirates, India, Canada, Denmark
Other
Shopify, Management Information Systems (MIS), CAPEX Budgeting & Inventory Management, Equity Markets, eCommerce, Virtual CFO, Fractional CFO, Data Analytics, Small & Medium-sized Enterprises (SME), Medical Software, Finance, Business Strategy, Financial Operations & Processes, Automation, Bookkeeping, Month-end Processes, Distressed/Special Situations, Corporate Finance Consultant, Strategy, Interim CFO, Pitch Decks, Business Models, Product Costing, US GAAP, Xero, Tax Accounting, Investments, SaaS, Startups, Annual Planning, Accounts Receivable, Accounts Payable, P&L Management, Financial Forecasting, Cash Flow Management, Key Performance Indicators (KPIs), Growth Strategy, Reconciliation, SAP ERP, Data Processing, SOP Development, Tally.ERP 9, Manufacturing, Stripe API, Financing, Audits, Management, Accounts, Strategic Planning & Execution, Mortgages, DCF Modeling, Investment Ideas, SAP, Oracle, Cash Flow Analysis, Software Design, Controlling, Billing & Collections, Invoicing, Logistics & Supply Chain, Bank Reconciliation, Chargeback, Client Relations, Banking Relationships, Pricing Models, Transportation & Logistics, Excel Modeling, Pricing Matrix, Early-stage Funding, Cap Tables, Dashboard Design, Financial Analysis, Financial Statements, Payments, Internal Control
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