CA Harshil Hakani

Finance & Technology Specialist

Chartered Accountant with 8+ years of experience in financial process optimization, automation, and business intelligence.

About Me

My professional journey is defined by a commitment to leveraging technology to streamline financial operations and provide strategic insights.

Professional Summary

A Chartered Accountant with 8+ years of experience in financial process optimization, Excel automation, and business intelligence. Specializing in leveraging VBA, Macros, Power Query, Python and Power BI to streamline financial reporting, automate repetitive tasks, and support strategic decision-making. Adept at collaborating with finance teams, delivering impactful dashboards, and ensuring accurate, real-time data analysis. Known for training finance professionals and building customized tools that enhance operational efficiency.

Core Service Offerings

We bring extensive experience in financial leadership and technology training to empower your business. Here's what you can expect:

Financial Statement & Analysis

Accurate preparation of financial statements with in-depth analysis to identify trends, performance metrics, and areas for improvement.

Taxation Services (GST & TDS)

Comprehensive GST and TDS compliance, advisory, and reconciliation services to ensure tax efficiency and adherence to all laws.

Audit & Assurance

Internal and statutory audits with a specialization in automating audit schedules to enhance efficiency and reduce turnaround time.

Regulatory Compliance (ROC & RERA)

Expert handling of ROC filings and quarterly RERA submissions, ensuring timely and accurate compliance to avoid penalties.

Our Core Capabilities

We offer comprehensive technical and financial expertise to solve your business challenges and drive efficiency.

Excel Automation

Specializing in VBA, Macros, and Power Query to automate complex financial tasks and streamline reporting for enhanced efficiency.

Data Analytics

Expertise in building insightful dashboards and data models using Power BI for advanced financial analysis and strategic decision-making.

Finance Expertise

Deep knowledge across financial statements, GST, TDS, RERA, audits, and reconciliations to ensure comprehensive financial clarity.

process

Process Optimization

Adept at identifying and automating repetitive finance workflows to significantly enhance operational efficiency and accuracy.

Training & Development

Experienced in conducting impactful workshops on Advanced Excel and automation, empowering finance professionals with practical skills.

AI for Compliance

Developing intelligent AI solutions to minimize manual intervention, reduce risks, and increase efficiency in compliance processes.

Let's Connect

Ready to optimize your financial processes or empower your team? Reach out to discuss how I can help your business thrive.