Manmeet Saluja, CPA, CMA, MBA
Verified Expert in Management Consulting
Management Consulting Expert
Houston, TX, 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
Education Highlights
Certification Highlights
Case Studies
Discounted Cash Flow Valuation for a Private Placement
Profitability Projections for Expansion
Standard Operating Procedure Implementation for Accounting and Purchasing
Expertise
- Certified Public Accountant (CPA)
- CFO
- Comparable Company Analysis
- Due Diligence
- Financial Planning & Analysis (FP&A)
- Fundraising Strategy
- Investment Strategy
- Valuation
Work Experience
Director of Tax and Accounting
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.
CFO
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.
Controller
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.
CFO
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.
CFO
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.
Education
Postgraduate Diploma in Finance and Business Management
Shri Guru Ram Rai University - Dehradun, India
Master of Commerce Degree in Accounting
Hemvati Nandan Bahuguna Garhwal University - Dehradun, India
Certifications
Certified Public Accountant (CPA)
State of Florida
Enrolled Agent (EA)
Internal Revenue Service (IRS)
Certified Public Accountant (CPA)
Texas State Board of Public Accountancy
Certified Public Accountant (CPA)
California Board of Accountancy
Certified Management Accountant (CMA)
Institute of Cost Accountants of India (ICMAI)
Skills
Finance
Accounting, Taxation, Financial Modeling, Business Taxation, CFO, Certified Public Accountant (CPA), Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Forecasting, Cash Management, Cash Flow Modeling, Budgeting, CPA, Internal Financial Reporting, Profitability Optimization, ROI, Cash Flow Forecasting, Cash Flow, Controller, Pro Forma Financial Statements, Individual Income Tax, International Taxation, P&L Forecasting, Operating Expenses (OPEX), Tax Planning, Due Diligence, Comparable Company Analysis, Valuation, Business Intelligence (BI), Three-statement Modeling, Financial Reporting, Fundraising, Debtor & Creditor Management, Cost Audits, Personal Taxation, S Corporations, DCF Valuation, Value Investing, M&A Modeling, Mergers & Acquisitions (M&A), Growth Equity, Financial System Implementation, Capital Budgeting, Profit & Loss (P&L), Profitability Analysis, Balance Sheets, Ratio Analysis, Five-year Projections, Tax Preparation
Output Software
Microsoft Excel, Drake Tax
Data & Analysis Software
QuickBooks Online, UltimateTax, Intuit QuickBooks
Industry Expertise
Corporate Structure, ComputerEase, Retail & Wholesale
Other
Microsoft Visual Studio, Financial Analysis, Cost Accounting, Absorption Costing, US GAAP, Audits, Internal Control, Reporting, Compliance, Bookkeeping, Financial Forecasting, CAPEX, Fractional CFO, Financial Reporting Dashboards, Interim CFO, Tax Systems, Financial Statements, Family Office, Payroll & Benefits, Budget Management, Expense Management, Business Strategy, Localization, Market Research & Analysis, Resource Allocation, Corporate Tax Planning, Microsoft Dynamics NAV, Tax Research & Planning, System Implementation, Investment Strategy, Fundraising Strategy, Financial Operations & Processes, 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, Business Models, Management Consulting, Pitch Decks, Excel Add-ins, Post-merger Integration, Human Resources (HR), 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, Internal Control Evaluation, Shareholder Liquidity & Succession, SOP Development, Implementation, Job Costing, 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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