CA Vishal Surve

CA Vishal Surve

Asst. Manager

Followers of CA Vishal Surve1000 followers
location of CA Vishal SurveMumbai, Maharashtra, India

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  • Timeline

  • About me

    22+ years of leadership in Corporate Finance | Strategic Planning | M&A | Risk Management | Operational Excellence | Team Leadership

  • Education

    • University of Mumbai

      1993 - 1996
      In Commerce Accounting and Finance
    • The Institute of Chartered Accountants of India

      1997 - 2000
      Chartered Accountant Corporate Finance, Audit, Costing
    • Institute of Cost and Works Accountants of India - ICWAI

      1997 - 2002
      CMA Costing, Management Accounting

      Cost Accountant in December 2002. Secured rank in the Intermediate examination of ICWA.

    • Indian Institute of Management, Calcutta

      2020 - 2022
      Senior Management Programme Business Administration and Management, General
  • Experience

    • Unichem Laboratories Limited

      Sept 2001 - Aug 2003
      Asst. Manager

      Pharma

    • S Kumars Group

      Sept 2003 - Jan 2012
      Vice President - Corporate Finance

      Infrastructure and Power

    • VS Advisors

      Feb 2012 - Dec 2014
      Partner

      Consultancy

    • Leo Meridian Infrastructure Projects & Hotels Limited (LMIPHL)

      Jan 2015 - Mar 2017
      Head – Corporate Finance & Accounts

      Hospitality

    • Midmark (India) Private Limited

      Sept 2018 - now
      Sr. Vice President – Corporate Finance & Accounts

      • Developed and implemented financial strategies to support the organization's goals and objectives.• Developed and maintained financial policies and procedures to ensure compliance with regulations and best practices.• Arranged the additional fund & non-fund-based limits from banks.• Developed and implemented financial and operational metrics to measure and improve the organization's performance.• Managed the organization's risk and insurance programs.• Ensured the drafting & circulation of agenda for Board meeting in time, circulating minutes to board members for their review & maintaining all records as per ROC requirements and other ROC compliance.• Led and developed the finance & accounts team, including hiring, training, and performance management.• Coordinated Statutory Audit, Tax Audit & Transfer Pricing Audit with one of the Big 4 Auditor• Strategic decisions leading to Business growth. • Developed the Liquidity Dashboard to track the liquidity position of the organization during COVID.• Developed the Sales Dashboard to facilitate the review of monthly Sales performance.• Raised the Term Loan for expansion, enhanced working capital limit including Packing Credit • Develop the process for credit rating to evaluate the Credit worthiness of dealers.• Invested surplus funds in Liquid funds & other debt funds for better Treasury management. Show less

  • Licenses & Certifications

    • Certified Financial Planners

      Financial Planning Standards Board Ltd.