Madhav Mohta
Verified Expert in Management Consulting
Management Consulting Expert
Kolkata, West Bengal, India
Toptal member since January 27, 2026
Madhav is a senior finance and strategy consultant who builds clarity and control around numbers so Enterprises and Founders can make faster, better decisions. With 15+ years of experience in FP&A, financial modeling, CFO advisory, M&A valuation, financial due diligence, and finance transformation, he specializes in turning messy processes and data into decision‑ready AI - powered finance engines. Madhav has transformed financial chaos into a competitive advantage through hands-on CFO judgment.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Financial Planning Transformation for a Major Automobile Dealer
Investor-ready Financial Modeling & CFO Advisory
Cash Flow Improvement for a US eCommerce Startup
Financial Due Diligence and Valuation Modeling for PE-backed Technology Companies
Professional Services Financial Model
AI Training Data Design for Financial Audit LLM — Multi-agent Detection Framework, Synthetic Dataset
Enterprise FP&A AI Agent — Expert-level Financial Planning and Decision Making
SaaS Churn Analytics & Renewal Pricing Strategy (PE-backed Hospitality Tech)
Planning Transformation for Leading Personal Care Brand
Fast and Optimized Month-end Close and Reporting Redesign Across a Multi-business Group
Product Costing and Repricing for a Multi-stage Manufacturer — Activity-based Cost Architecture
Software Expertise
- Microsoft Excel
Other Expertise
- AI Adoption
- Finance
- Finance Transformation
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Fractional CFO
- Management Consulting
Work Experience
Finance Expert
Capitallab.ai, LLC
- Designed structured Q&A pairs with expert audit reasoning for LLM fine-tuning. Built a synthetic GL dataset (petroleum trading company, 200+ journal entries, and five master data tables) with intentionally planted errors for model evaluation.
- Designed a four-agent evaluation framework with confidence scoring rubrics and severity classification. Coordinated with Big Four audit specialists to map FSLI-level workflows and standardize inputs for AI training consistency.
- Created a full training corpus, including GL data, trial balance data, month-end close checklists, audit workflows, and accounting standards.
- Applied Copilot and Claude inside a live close environment — implemented extraction logic, exception views, and computed commentary over Excel and Python, ensuring all arithmetic runs in code, not the model. Achieved reconciliation of 100 intercompany pairs in a single pass.
Fractional CFO | FP&A Lead
Freelance Clients
- Built driver-based three-statement models, rolling forecasts, and scenario analyses using advanced Excel and AI-assisted tools for SaaS, eCommerce, and DTC businesses, supporting fundraising and strategic decisions.
- Designed FP&A frameworks covering budgets, rolling forecasts, and pricing models. Identified margin leakage through SKU-level cost waterfall analysis, recovering 400+ basis points of gross margin for a DTC client.
- Built investor data rooms, SaaS metrics dashboards (MRR, ARR, NRR, LTV, and CAC), and board reporting packages that supported founders in closing funding rounds with institutional-quality financial narratives.
- Set up end-to-end accounting functions—chart of accounts, month-end close, ASC 606 revenue recognition, and audit-ready financials. Reduced close cycles from 15+ days to under 5 days across multiple engagements.
- Built 13-week and 52-week rolling cash flow models for businesses under liquidity pressure. Extended a client’s runway from 4 to 9 months through working capital optimization, avoiding a bridge round and enabling a Series A.
- Designed finance functions from zero, including tooling setup (QuickBooks and Xero), process documentation, and automation. Left each client with a finance infrastructure that their team could independently own and operate.
- Built enterprise FP&A AI from zero, designing a 7-domain synthetic training dataset (13 file types and 14 edge cases) and structuring expert-level reasoning traces for scenario analysis, rolling forecasts, and driver deviation attribution.
- Built a SaaS churn and pricing analytics framework for a PE-backed hospitality-tech platform ($80+ million ARR), including a per-cohort Up For Renewal model, 2×2 churn segmentation by renewal timing and deal nature, and 3 distinct churn rate metrics.
- Designed conversion-cost models by production stage, plus a WBS framework linking capex to assets and cost centres, for a multi-stage manufacturer—enabling capital ROI analysis and product profitability reliable enough to price from.
- Rebuilt receivables, intercompany, and balance-sheet substantiation as formula-driven workpapers with check cells that must tie to zero. Transformed AI-assisted month-end close processes, reducing reconciliation time from days to minutes.
Finance Director, Strategy & Consulting
Deloitte
- Built and scaled Deloitte's FP&A transformation practice to 100+ team members, generating $50+ million in annual revenue through global planning engagements.
- Led planning and strategy transformation for a Middle East conglomerate, delivering 5% market share growth and a 10% uptick in revenue through business partnering and integrated planning.
- Built the product-costing and planning architecture for a multi-plant process manufacturer. Ensured intermediates were costed and transferred efficiently from stage to stage, even under constrained feedstock and volatile input prices. Achieved a 15% increase in OTIF delivery and inventory days down 20%.
- Supported PE firms on financial due diligence and revaluation exercises for technology and other portfolio companies—building operating models from accounting data, driver trees, scenario analyses, and investor materials.
- Delivered buy-side and sell-side financial advisory support—including valuation and financial models, normalized earnings assessments, and investor-facing materials—for technology and services companies in the small to mid-cap segment.
- Led finance planning transformation for a leading personal care brand, integrating revenue, pricing, cost, and logistics planning into a driver-based model. Improved contribution margins by 0.5-1% and multi-location logistics efficiency by 15-20%.
- Handed over a Close SOP and prompt library, featuring reconciliation-first workpapers, mandatory check cells, and the use of formulas over hardcode to ensure integrity—enabling the client's finance team to conduct the monthly routine unassisted using only the provided data.
- Prioritized AI use cases for finance operations by shadowing the close process, timing activities, and analyzing data, process, technology, and control issues. Scored candidates based on impact against lift before implementing solutions.
- Facilitated adoption and enablement at scale, training over 150 users on an enterprise planning rollout and more than 80 users on a Gulf group program, resulting in a stalled global program's adoption rate increasing from below 40% to 85% within 6 months.
- Eliminated ERP-to-spreadsheet reporting lift by replacing repeated manual rebuilds with a single monthly build, allowing variance and substantiation packs to be refreshed rather than recreated each cycle.
Business Finance Lead
FIS Global
- Led pricing strategy and project profitability for high-growth licensing deals, collaborating with sales and project leads to optimize planned versus actual margins, achieving consistent 28% profitability targets.
- Established and scaled FIS Global's licensed business vertical from inception, building a 10-member cross-functional team and end-to-end processes across APAC and the Middle East. Partnered with the US parent to transfer mature product knowledge.
- Drove the APAC and Middle East business expansion as a trusted partner to the CEO, delivering budgeting, planning, and reporting frameworks that supported 3x revenue growth while maintaining group finance alignment.
FP&A Manager
Disney+
- Led FP&A and strategy for Disney+ Hotstar over-the-top launch via Star India, owning capex projections, cost modeling, and launch economics—driving profitable subscriber growth to 100+ million users.
- Managed a South India business P&L as CFO proxy, partnering with regional leadership on budgeting, forecasting, and performance reporting from corporate headquarters—delivering 20% YoY revenue growth.
- Owned the integrated media reporting framework, consolidating multichannel revenue and costs for the Disney Star portfolio, enabling strategic decisions across TV and digital assets.
- Conducted M&A valuation and financial due diligence on acquisition targets, reporting to the CFO, including full valuation models, due diligence frameworks, and integration planning.
- Prepared investor and board-level presentations consolidating financial performance, strategic initiatives, and forward-looking projections across the Disney Star portfolio—directly supporting C-suite decision-making.
Finance Executive
Tata Consultancy Services
- Controlled two UK subsidiaries as TCS Controller. Oversaw accounts receivable and accounts payable, bookkeeping, IFRS-compliant consolidation, statutory audits, and financial statements for a £50+ million portfolio.
- Delivered integrated management reporting. Built monthly P&L and cash dashboards enabling timely strategic decisions across Tata Group entities.
- Transitioned to business finance leadership. Drove budgeting, variance analysis, and profitability optimization, partnering with operations to improve delivery margins.
Education
Master's Degree in Finance
Global Association of Risk Professionals (GARP) - London, UK
Master's Degree in Finance
Institute of Chartered Accountants of India - Kolkata, India
Certifications
Financial Risk Manager (FRM)
Global Association of Risk Professionals (GARP)
Chartered Accountant (CA)
Institute of Chartered Accountants of India (ICAI)
Skills
Finance
Financial Planning & Analysis (FP&A), Forecasting, Accounting, Budgeting, Fundraising, Financial Modeling, Pricing, Three-statement Modeling, P&L Forecasting, Controller, CFO, Trial Balance, Cash Flow Modeling, Finance Strategy, Pricing Strategy, Data Analysis, Revenue & Expense Projections, Profit & Loss (P&L), Financial Reporting, Revenue Modeling, Contribution Margin Analysis, Business Intelligence (BI), M&A (Buy-side), Mergers & Acquisitions (M&A), Cash Flow, Operational Finance, Due Diligence, Market Research, Intercompany Accounting, Indirect Taxation, ROI, Consumer Lending, Projected Cash Flow, 13-week Cash Flow, Free Cash Flow (FCF), Working Capital Management, Double-entry Bookkeeping, Private Equity, Valuation
Output Software
Microsoft Excel, Microsoft PowerPoint
Data & Analysis Software
Anaplan, Financial Data, QuickBooks Online, Intuit QuickBooks, Tableau
Industry Expertise
Technology, Financial Services, Early-stage Startups, Insurance, Education Technology (Edtech), Real Estate Modeling, Real Estate, Real Estate Investment, Franchises, Construction, Pharmaceuticals, Consumer Finance, Commercial Real Estate, Telecommunications
Other
Microsoft 365, Microsoft Office, Oracle, Fractional CFO, Controllership, Management Consulting, Finance Transformation, Finance, Strategy, Consulting, Cost Control, Annual Budgets, Accounts Payable, Accounts Receivable, Financial Statements, US GAAP, General Ledgers, Financial Forecasting, Business Strategy, Cash Flow Analysis, P&L Analysis, Pricing Models, SaaS, Change Management, CRM Implementation (Salesforce), Customer Journey, Bookkeeping, Reconciliation, Expenditure Analysis, Dashboards, Board Reporting, Cash Flow Management, Controlling, OneStream, Subscriptions, Subscription Models, Mobile Consumer Applications, Inventory Management, Enterprise Resource Planning (ERP), Data Analytics, Strategic Planning, Data Visualization, Data Management, Manufacturing, Stakeholder Management, Logistics & Supply Chain, Financial Consultation, Operating Models, Business Process Management (BPM), Workflow Design, Operational Assessments, Digital Transformation, Scenario Analysis, Waterfall Modeling, Investor Presentations, Pitch Decks, Xero, Investments, Artificial Intelligence (AI), Investor Reporting, Excel Modeling, Business Analysis, Financial Analysis, Investment Banking, Early-stage Funding, Fundraising Strategy, Term Sheet Negotiations, Private Educational Projects, PowerPoint Templates, Excel Expert, Unit Economics, Product Bundling, Exit Strategy, Expansion Strategy, Investor Relations, ASC 606, COGS Analysis, Controllership/Accounting, Consolidation, Inventory, Revenue Analysis, Payroll & Benefits, AI Adoption, Microsoft Copilot, Claude, Cost Accounting, Analysis of Variance (ANOVA), Return on Invested Capital (ROIC), Quantitative Modeling, A/B Testing, Reporting, Analytics, Claude Code, Human Capital Strategy, Growth Strategy, Operational Excellence, Organizational Design, Vendor Management, Distribution, Customer Relationship Management (CRM), Marketing Analytics, Snowflake, Operating & Service Model Improvement, Executive Consulting, Education, Workday, Restaurant Operations, SAP ERP, Microsoft Power Platform, Microsoft Power BI, SAP Analytics Cloud (SAC), Excel 365, Interim CFO, Supply Chain, Control & Cost Analysis, Process Optimization, P&L Management, Costing, Project Planning, Project Management, Team Building, Management Reporting, Excel VBA, Job Costing, Oracle Fusion ERP, IT Consulting, Process Transformation, Financial Risk Management, Python, M&A Due Diligence (Financial), Prompt Engineering, Reinforcement Learning from Human Feedback (RLHF), Generative Artificial Intelligence (GenAI), Churn Analysis, Inventory Cost Accounting, Product Costing, Standard Costing
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