Manmeet Saluja, CPA, CMA, MBA, Finance Expert in Port St. Lucie, FL, United States
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Manmeet Saluja, CPA, CMA, MBA

Verified Expert  in Finance

Finance Expert

Location
Port St. Lucie, FL, United States
Toptal Member Since
April 2, 2024

Manmeet is a seasoned CFO with 17+ years of experience driving financial and operational excellence. Adept in financial management, he possesses strategic foresight and excels in boosting performance metrics. His expertise aligns financial strategies with company goals, fueling revenue growth and enhancing profit margins. Renowned for exceptional leadership and profound financial insight, Manmeet navigates complex financial terrains easily, consistently optimizing fiscal outcomes.

Career Highlights

CFO
Benefactor Logistics
CFO
MST Rebar
CFO
Precisioneering

Education Highlights

Postgraduate Diploma
Shri Guru Ram Rai University
Master of Commerce Degree
Hemvati Nandan Bahuguna Garhwal University

Certification Highlights

Enrolled Agent (EA)
Internal Revenue Service (IRS)
Certified Public Accountant (CPA)
California Board of Accountancy

Case Studies

Work Experience

Director of Tax and Accounting

2023 - PRESENT
Zenith Tax & Accounting
  • Provided tax preparation and tax planning services to small businesses and high-net-worth individuals. Facilitated business planning for startups by establishing processes and procedures.
  • Assisted small businesses with bookkeeping, implemented QuickBooks, managed payroll, and handled year-end Internal Revenue Service (IRS) filings.
  • Helped clients with IRS representation for tax resolutions and advised businesses on entity selection, saving them thousands through tax planning.
  • Assisted startups in setting up systems and procedures and wrote and implemented standard operating procedures. Provided business and management consulting, prepared projections, maximized profits, managed cash flows, and reduced tax liabilities.
Focus areas: Accounting, Business Taxation, Personal Taxation, Intuit QuickBooks, QuickBooks Online, Drake Tax, UltimateTax, Forensic Accounting, Audits, Reviews, Excel 365, Zoom, Google Calendar API, ActiveCampaign, ClickFunnels, Digital Marketing, SaaS, Business Planning, Business Continuity Planning (BCP), Startups, Startup Consulting, Comparable Company Analysis, CFO, Sales, Direct to Consumer (D2C), Retail & Wholesale, Cash Flow Management, Bookkeeping, Cash Flow, Tax Advisory, Taxation, Individual Income Tax, Tax Systems

CFO

2020 - PRESENT
Benefactor Logistics
  • Developed and implemented financial and accounting strategies, policies, processes, and procedures. Oversaw preparation and reporting of financial statements, management reports, budgets, and forecasts.
  • Managed cash flow and forecasting to maintain the availability of funds and liquidity for operational needs and capital investments. Evaluated and oversaw treasury, capital allocation, and debt management.
  • Oversaw the preparation and filing of federal tax returns. Directed internal audits to assess internal controls and compliance.
Focus areas: Fundraising, Process Improvement, Debtor & Creditor Management, Accounting, Tax Accounting, Costing, Financial Modeling, Due Diligence, M&A Modeling, Expansion Strategy, Forecasting, Reporting, Compliance, Cash Management, Budgeting, Capital Budgeting, Intuit QuickBooks, CPA, Valuation, Fundraising Strategy, Comparable Company Analysis, CFO, Profitability Optimization, Sales, ROI, Cash Flow Forecasting, Direct to Consumer (D2C), Leveraged Finance, Cash Flow Management, Bookkeeping, Financial Forecasting, CAPEX, Cash Flow, Fractional CFO, Controller, Pro Forma Financial Statements, Internal Financial Reporting, BI Reports

Controller

2022 - 2023
NR Windows
  • Streamlined accounting processes, reassessed job costing, and altered reporting methods to enhance profitability analysis for management.
  • Implemented internal controls for better accountability.
  • Negotiated service contracts with vendors and saved thousands of dollars.
Focus areas: Process Improvement, Financial Reporting, Financial Modeling, Fundraising, Expansion, Audits, Internal Control Evaluation, Due Diligence, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Certified Public Accountant (CPA), CPA, CFO, Profitability Optimization, Cash Flow Forecasting, Cash Flow Management, Bookkeeping, Financial Planning & Analysis (FP&A), Financial Forecasting, CAPEX, Cash Flow, Controller, Pro Forma Financial Statements, Internal Financial Reporting, Financial Reporting Dashboards, BI Reports

CFO

2021 - 2022
MST Rebar
  • Oversaw MST Rebar's acquisition by Precisioneering and raised funds to finance the deal.
  • Established the accounting department, straightened the valuation of inventories, and conducted shareholder meetings. Implemented the company's standard operating procedures.
  • Coordinated with the investors while working on fundraising efforts.
Focus areas: Fundraising, System Implementation, Financial Controls & Processes, Process Improvement, Financial Modeling, Expansion Strategy, Shareholder Return, Corporate Planning, Mergers & Acquisitions (M&A), Job Costing, Absorption Costing, Manufacturing, Compliance, Corporate Governance, Forecasting, Strategic Planning, Treasury & Liquidity Management, Budgeting, Capital Budgeting, Intuit QuickBooks, QuickBooks Online, Valuation, M&A Valuation (DCF), Fundraising Strategy, Comparable Company Analysis, CFO, Profitability Optimization, ROI, Cash Flow Forecasting, Leveraged Finance, Cash Flow Management, Bookkeeping, Financial Planning & Analysis (FP&A), Financial Forecasting, CAPEX, Cash Flow, Key Performance Indicators (KPIs), Sensitivity Analysis, Controller, Pro Forma Financial Statements, Internal Financial Reporting, Financial Reporting Dashboards, Business Intelligence (BI), BI Reports, Interim CFO

CFO

2009 - 2022
Precisioneering
  • Raised funds for investments in MST Rebar and managed its amalgamation with the holding company.
  • Trained staff and implemented new systems and processes.
  • Managed the United States dollar hedging and foreign exchange market, maintaining a clean audit record for 13 years.
Focus areas: Fundraising, Process Improvement, Mergers & Acquisitions (M&A), Financial Modeling, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Shareholder Liquidity & Succession, Audits, Internal Control, Absorption Costing, Compliance, Corporate Governance, Cash Management, Cash Flow Modeling, Reporting, Manufacturing, Strategic Planning, Treasury Management, Financial System Implementation, Budget Modeling, Internal Financial Reporting, Profit & Loss (P&L), Profitability Analysis, Balance Sheets, Ratio Analysis, Financial Ratios, Trend Analysis, Five-year Projections, Sales Projections, Valuation, DCF Valuation, M&A Valuation (DCF), Investment Strategy, Fundraising Strategy, Comparable Company Analysis, CFO, Profitability Optimization, ROI, Cash Flow Forecasting, Leveraged Finance, Cash Flow Management, Bookkeeping, Financial Forecasting, CAPEX, Cash Flow, Investment Banking, Key Performance Indicators (KPIs), Sensitivity Analysis, Controller, Pro Forma Financial Statements, Financial Reporting Dashboards, Business Intelligence (BI), BI Reports
1996 - 1999

Postgraduate Diploma in Finance and Business Management

Shri Guru Ram Rai University - Dehradun, India

1996 - 1998

Master of Commerce Degree in Accounting

Hemvati Nandan Bahuguna Garhwal University - Dehradun, India

JUNE 2024 - DECEMBER 2024

Certified Public Accountant (CPA)

State of Florida

MARCH 2024 - MARCH 2027

Enrolled Agent (EA)

Internal Revenue Service (IRS)

MARCH 2024 - JANUARY 2025

Certified Public Accountant (CPA)

Texas State Board of Public Accountancy

MAY 2023 - JANUARY 2026

Certified Public Accountant (CPA)

California Board of Accountancy

MAY 1998 - PRESENT

Certified Management Accountant (CMA)

Institute of Cost Accountants of India (ICMAI)

Finance

Accounting, Taxation, Financial Modeling, CFO, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Forecasting, Internal Financial Reporting, Profitability Optimization, ROI, Cash Flow Forecasting, Cash Flow, Controller, Pro Forma Financial Statements, Individual Income Tax, Tax Planning, Due Diligence, Comparable Company Analysis, Certified Public Accountant (CPA), Valuation, Business Intelligence (BI), Financial Reporting, Fundraising, Debtor & Creditor Management, Cost Audits, Business Taxation, Personal Taxation, S Corporations, DCF Valuation, Value Investing, M&A Modeling, Mergers & Acquisitions (M&A), Growth Equity, Cash Management, Cash Flow Modeling, Financial System Implementation, Budgeting, Capital Budgeting, CPA, Profit & Loss (P&L), Profitability Analysis, Balance Sheets, Ratio Analysis, Five-year Projections, Tax Preparation

Data & Analysis Software

QuickBooks Online, UltimateTax, Intuit QuickBooks

Industry Expertise

ComputerEase, Retail & Wholesale

Output Software

Drake Tax

Other

Microsoft Visual Studio, Financial Analysis, Cost Accounting, Absorption Costing, US GAAP, Bookkeeping, Financial Forecasting, CAPEX, Fractional CFO, Financial Reporting Dashboards, Interim CFO, Tax Systems, Microsoft Dynamics NAV, Tax Research & Planning, System Implementation, Investment Strategy, Fundraising Strategy, Forensic Accounting, Business Continuity Planning (BCP), Startups, Startup Consulting, Sales, Direct to Consumer (D2C), Leveraged Finance, Cash Flow Management, Investment Banking, Key Performance Indicators (KPIs), Sensitivity Analysis, BI Reports, Financial Controls & Processes, Process Improvement, Managerial Finance, Corporate Law, Corporate Income Tax, Marketing, Business Law, Inventory Cost Accounting, Management, Partnerships, M&A Valuation (DCF), Expansion Strategy, Tax Accounting, Costing, Shareholder Return, Corporate Planning, Expansion, Audits, Internal Control Evaluation, Shareholder Liquidity & Succession, Internal Control, Financial Operations & Processes, SOP Development, Implementation, Job Costing, Reporting, Compliance, Manufacturing, Corporate Governance, Strategic Planning, Treasury & Liquidity Management, Treasury Management, Reviews, Excel 365, Budget Modeling, Financial Ratios, Trend Analysis, Sales Projections, Zoom, Google Calendar API, ActiveCampaign, ClickFunnels, Digital Marketing, SaaS, Business Planning, Tax Advisory

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