
CA Vishal Surve
Asst. Manager

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

University of Mumbai
1993 - 1996In Commerce Accounting and Finance
The Institute of Chartered Accountants of India
1997 - 2000Chartered Accountant Corporate Finance, Audit, Costing
Institute of Cost and Works Accountants of India - ICWAI
1997 - 2002CMA Costing, Management AccountingCost Accountant in December 2002. Secured rank in the Intermediate examination of ICWA.

Indian Institute of Management, Calcutta
2020 - 2022Senior Management Programme Business Administration and Management, General
Experience

Unichem Laboratories Limited
Sept 2001 - Aug 2003Asst. ManagerPharma

S Kumars Group
Sept 2003 - Jan 2012Vice President - Corporate FinanceInfrastructure and Power

VS Advisors
Feb 2012 - Dec 2014PartnerConsultancy
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Leo Meridian Infrastructure Projects & Hotels Limited (LMIPHL)
Jan 2015 - Mar 2017Head – Corporate Finance & AccountsHospitality
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Midmark (India) Private Limited
Sept 2018 - nowSr. 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.
Languages
- maMarathi
- hiHindi
- enEnglish
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