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Who We Are

13+ years scaling the financial backbone of mid-market businesses, private equity portfolios, CPA firms, and high-growth startups.
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Our Story

How It Began

Four Big 4 veterans. One conviction. A different way to do finance and accounting.

FinAdvantage was founded in 2013 by four chartered accountants who had spent decades inside the world's largest accounting firms. They had seen, up close, where traditional service models fell short — and they shared a single conviction: clients deserved more than reports and reconciliations. They deserved a partner that understood their business, brought technology to bear, and was accountable for outcomes.

That belief was validated early. A small group of private equity investors saw the same gap in the market and backed the founders to build for their portfolio companies. Trust from those first investors gave us the runway to do things differently — to merge technology with finance, to build process discipline into every engagement, and to measure ourselves on the value we created, not just the hours we billed.

"We started with four people in Bengaluru and Hyderabad. Today we are a 250+ team across India and the United States, serving clients in 15+ industries — and the conviction is the same."
Where We Are Today

From four people to 250+, from Bengaluru to Chicago and Charlotte, FinAdvantage has grown into a global firm that scales the financial backbone of mid-market businesses, private equity portfolios, CPA firms, and high-growth startups. We bring the rigour of a Big 4 background, the agility of a partner-led firm, and the discipline of a process-and-technology-first operating model.

We are independently certified for the security and integrity of our operations (AICPA SOC 1 Type 2), recognised as a Great Place to Work, and trusted by clients in over 15 industries across the United States, India, and beyond.

FinAdvantage at a Glance
13 +
Years of Operations
250 +
Team Members
15 +
Industries Served
8 +
Office Locations
SOC 1 AICPA CERTIFIED
Type 2 Certified
Our Journey

From four people to a global firm

2013 to 2026

2013
Started operations in Bengaluru and Hyderabad with four employees.
2014
Won our first Fortune 500 client.
2015
Opened our Gurugram office.
2017
Crossed 100 employees.
2019
Won our first global client and hit a CAGR of 70%.
2021
Reached a clientele of 100.
2023
Opened our first US office and completed 10 years of operations.
2024
Reached 250+ team members and opened our second Bengaluru office.
2025
Certified Great Place to Work and AICPA SOC 1 Type 2 certified.
2026
Opened a new flagship office in Bengaluru — anchoring our next phase of growth.
Vision & Mission

What We Stand For

Two statements that anchor every engagement, every team, and every decision.

Mission
To deliver timely, accurate, and insightful solutions that strengthen financial operations, enable better decisions, and help organizations grow with confidence.
Vision
To be the global first-choice partner for scaling and transforming finance, accounting, and advisory services through deep expertise, operational excellence, and technology-led innovation.
— What This Means in Practice —
People. Process. Technology.
Every scaling business needs a financial backbone built on these three pillars working together. We build that backbone — turning raw numbers into strategic clarity, so our clients don't just grow; they grow with control.
First-Time-Right Delivery
We are obsessed with getting it right the first time. Our four-lever quality model — transparency, efficiency, control, and maker-reviewer checks — ensures that what reaches the client is accurate, timely, and decision-ready.
Insight, Not Just Output
Numbers without context are just numbers. We pair our delivery with the perspective our clients need to act — whether that's a CFO making a board presentation, a private equity firm evaluating a portfolio company, or a CPA partner planning capacity for tax season.
Leadership

The People Behind FinAdvantage

A founding team of Big 4 veterans, a senior leadership group built across continents, and an advisory board with deep public-accounting and capital-markets credentials.

Our Founders
Four chartered accountants. A combined 90+ years of professional experience. One vision.
Hitesh Shah
Co-Founder
A seasoned deal advisory expert, renowned for his leadership in transaction services and providing invaluable insights to investors.
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Sundeep Mittal
Co-Founder and CEO
A tech-savvy problem-solver, skilled in forensic accounting and dedicated to delivering tailored solutions using AI, ML, and RPA to drive innovation.
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Amith Shah
Co-Founder
A CFO expert specialising in guiding startups and investors. Skilled in US GAAP, IFRS, and Indian GAAP, and known for leadership in financial strategy, audit, advisory, and valuation.
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Gopal Sharma
Co-Founder
An expert in telecom, e-commerce, and BPO, Gopal spearheads our startup ventures and is known for his team-assembly and project-management prowess.
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Senior Management
Our senior leaders bring deep functional expertise across tax, delivery, advisory, marketing, and people — turning strategy into day-to-day execution for our clients.
Anand Raghu
Partner
Anand drives end-to-end business performance improvement, transformation, and growth. He advises Operating Partners and CFOs across mid-market private equity and enterprise clients, accelerating value creation through high-impact strategic outcomes.
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Ganesh Ramkumar
Partner
Ganesh brings 26+ years of cross-industry leadership in driving revenue growth, strategic business development, transformational initiatives, and trust-based client partnerships. He has built and led teams of 10,000+ across India and the Philippines.
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Parimal Rao
Partner
With two decades in direct taxes at PwC and Fair Isaac India, Parimal brings deep expertise in corporate tax, transfer pricing, FEMA, and client representation — supporting both Indian and multinational companies.
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Sonam Mohla
Director
A Chartered Accountant and Wharton alumna with deep expertise across finance functions — including planning, compliance, audits, tax, and fund management. Sonam's experience spans high-growth companies like EY, OYO, Namshi, and Noon, combining sharp financial acumen with strong relationship management skills.
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Jay Kumar Upadhyay
Director - Operations
With 15+ years of experience in finance and accounting services, driving scalable, high-quality outcomes for global clients through strong team leadership and operational excellence. A Chartered Accountant and CPA Australia member, he specialises in process optimisation, talent alignment, and building accountable teams that perform consistently under pressure.
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Pratiksha N Shanbag
Director - Pre Sales and Marketing
Pratiksha leads pre-sales and marketing at FinAdvantage, shaping how we communicate our capabilities to clients and prospects across the United States, India, and global markets. She brings disciplined go-to-market thinking to a firm that is rapidly scaling its brand presence.
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Anita Prasad
Director - Human Resources
Anita leads the people function at FinAdvantage. She is responsible for talent acquisition, learning and development, employee experience, and the systems that make our culture — anchored in ownership, transparency, and execution — repeatable at scale.
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Ajit Mittal
Director - Finance and Operations
With 13+ years at FinAdvantage and a foundation in statutory audit and corporate accounting from KPMG and Hewlett Packard, Ajit brings deep financial expertise to every engagement. He has grown with the organisation from the ground up, building a reputation for reliability and strong operational execution.
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Senior Advisors
Our Advisory Board brings decades of leadership from public accounting, investment management, and capital markets — providing strategic counsel as we scale globally.
Rick Dreher
Business Strategist
Rick led Wipfli LLP from 2006 to 2019, transforming the firm into a top-20 accounting powerhouse valued at $360 million. Recognised by INSIDE Public Accounting as one of its Most Admired Peers, he is a respected speaker at industry and civic events.
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Robert Akeson
Business Strategist
Robert brings extensive leadership across Mirae Asset, Neuberger Berman, Morgan Stanley, and others. He has served as a General Partner and advisor to investment firms, and currently serves as President of MAIN, Managing Director at Riverside Management Group, Principal at Solidus Advisors, and former Chair of CFA NY's Business Management Group.
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Culture

Life at FinAdvantage

We don't just talk about culture — we live it every day.

At FinAdvantage, our people are our most important asset — and we've built our culture around that conviction. We invest in our team's growth, give them ownership of the work that matters, and build the kind of environment where ideas thrive and careers advance. Our team members — affectionately known as FINTastiks — are at the heart of everything we deliver.

+ of our FINTastiks have chosen to stay with us for more than three years. Loyalty, certified.
Ownership
We take responsibility and drive outcomes — every member owns the result, not just the task.
Transparency
Open communication builds trust. We share what we know — with clients, with each other, and with ourselves.
Curiosity
We ask questions and challenge the norm. The best answer is rarely the first one.
Respect
Every voice matters. Seniority earns context, not silence — and inclusion is a daily practice, not an annual statement.
Execution
Ideas are great, but action is everything. We measure ourselves on what we deliver, not what we promise.
GPTW
Great Place To WorkCertified 2025
SOC1
AICPA SOC 1 Type 2Operations Certified
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Ready to Scale With Confidence?

We want to learn more about your organisation and how we can help you achieve your business goals — whether you're a CFO scaling a finance function, a PE firm preparing a portfolio company, or a CPA practice expanding capacity.

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