Revolutionizing FinOps Using state of art Technology Across All Sectors
For over 11 years, FinAdvantage has offered a full suite of accounting and FinOps services through a tech-focused, consultative operating model.
Our Gene Pool
Pioneering Excellence
The Founding Journey of FinAdvantage
In 2013, amidst their careers at one of the Big 4 firms, four visionary individuals embarked on a journey to create FinAdvantage driven by their desire to offer value-added services to clients. Their passion was affirmed as select private equity clients supported the founders, aiding their investee entities. This pivotal moment solidified the founding team’s dedication to excellence and innovative client solutions. The collective resolve of the founders to provide client-centric solutions has not only ensured client retention but also fostered substantial growth.
Our Vision
To be the global leaders in scaling financial accounting and operations, reimagining the services therein with cutting edge process management and technology
Our Mission
To be the ‘First-Choice-Partner” for timely, accurate and insightful service delivery to scale the entire suite of financial and accounting operations
Our Vision
To be the global leaders in scaling financial accounting and operations, reimagining the services therein with cutting edge process management and technology
Our Mission
To be the ‘First-Choice-Partner” for timely, accurate and insightful service delivery to scale the entire suite of financial and accounting operations
FinAdvantage Values
Accountable
and Driven to Scale
Our intellectual curiosity drives us to dissect and simplify challenges, taking responsibility for scaling financial and accounting operations.
Empathetic and
Committed
We are passionate and committed to your success and building long-term partnerships that deliver greater value.
Global Accounting Lens;
Local and Sector Focus
Navigating global intricacies seamlessly, we focus locally and within specific sectors to overcome operational obstacles with ease.
Tech-Powered
Problem Solvers
Deploying the latest tech and reimagined processes, we build intelligent operations to ensure heightened governance framework, accuracy, and efficiency.
Our Founders
Hitesh Shah
Co-Founder, Chief of Global Markets
Hitesh, a Chartered Accountant with 25+ years of experience excels in leading due diligence across diverse sectors, offering invaluable investment insights to investors, venture capitalists, and start-ups. He extensively oversees portfolios with diligence, collaborating closely with stakeholders to drive successful outcomes.
Amith Shah
Co-Founder, CEO-FinAdvantage Group
Amith, a Chartered Accountant with 20+ years of experience holds a deep understanding of global accounting frameworks and fund services.
Leading our Fund Accounting division, he spearheads initiatives on US GAAP and IFRS, streamlining processes to boost efficiency and deliver cost savings.
Sundeep Mittal
Co-Founder, Chief Strategy Officer
Sundeep, a Chartered Accountant with 25+ years of experience is a tech enthusiast and adept problem-solver, draws from diverse experiences including forensic and accounting projects. Committed to delivering customized solutions, he leverages strong analytical skills and a passion for AI, ML, and RPA to drive innovation.
Gopal Sharma
Co-Founder, COO- FinAdvantage Group
Gopal, a Chartered Accountant with 20+ years of experience is a renowned expert in telecom, e-commerce, and business process outsourcing. Celebrated for swiftly assembling large project teams, he demonstrates remarkable proficiency in project management and leads our startup initiatives.
Leaders Who Inspire Us
Ganesh Ramkumar
CEO – FinAdvantage Inc. USA
Ganesh, a seasoned leader with 25+ years of cross-industry expertise in revenue growth, strategic business development,
and operational transformation. Chartered Accountant and NISM Research Analysis certified, he is known for building and managing 9000+ member teams across India and
the Philippines.
Robert Goldbaum
President, US Operations
With 30+ years in asset management and technology, Robert optimizes multi-asset portfolios, notably in
alternative investment due diligence. As founder of
Financial Interactive/Fund Runner Software, acquired by SS&C, he enhances workflows, contributing to non-profits like Junior Achievement and Hedge Funds Care/Help For Children, co-founding Arts4Impact.
Parimal Rao
Head, Tax Consulting
With over 20 years of experience in direct taxes at PwC and Fair Isaac India, Parimal excels in corporate tax, transfer pricing, and beyond, offering expert assistance to Indian and multinational companies in direct tax, transfer pricing, FEMA, and client representation.
Saurabh Bhandari
Global Head of Delivery
Saurabh, with over 18 years’ expertise in investment banking and capital markets, leads large teams in a global operating model, specializing in onboarding, offshoring, and transforming businesses, proficient in accounting and fund operations across alternative asset products like hedge funds and private equity.
Jitender Arora
Chief Risk Officer
Jitender is an experienced Head of Operational Risk with a demonstrated history of working in the financial services industry. He is skilled in operational risk, financial risk, SOX 404 compliance, enterprise risk management, internal audit, process excellence, business transformation, and re-engineering.
Surmila Sen Roy
Vice President, Marketing
Surmila is an experienced marketing leader in BFSI, fintech, and edtech industries, specializing in brand management, integrated marketing, and ROI-driven growth strategies. She will lead FinAdvantage’s global branding and positioning efforts.
Andrew Brown
Sales Ambassador
Andrew, a senior salesperson, specialises in selling financial services products to institutions, adept at acquiring new business and nurturing existing clients. With a robust network of senior-level contacts across law firms, consulting firms, banks, and private companies, he expands outreach to small to mid-market accounting firms nationwide.
Our Board of Advisors
Rick Dreher
Rick, former Managing Partner and Chairman at Wipfli LLP (2006-2019), transformed the firm into a top 20 accounting powerhouse, valued at $360 million. Recognized as one of INSIDE Public Accounting’s Most Admired Peers, he’s also a respected speaker at industry events and civic organizations.
David Shane
With 30+ years in financial services, David’s expertise spans securities broker-dealers, investment advisors, and alternative asset firms. His public accounting background includes roles as an Audit Partner and Advisor. Notably, at RSM, he led the Great Lakes Assurance Practice and served as Managing Partner for the Great Lakes Region.
Lt. Daniel Rahill
Daniel, former Managing Director at Wintrust Wealth Management, had 40 years of experience, including 27 years at KPMG and roles as a tax partner at BDO USA and Alvarez & Marsal. He was an active board member and a published expert, holding degrees from Notre Dame and DePaul University. With profound grief, we announce that Daniel passed away on 19th October 2024.
