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Data Analysis Data Entry Data Processing Excel Excel VBA
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Ajay

@caajoys

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4.7
17

3.8

3.8

100%

Top 1% | CA/CPA | PowerBI | Accounting | Tax | PPT

$10 USD / Hour

Flag of INDIA

India (12:48 AM)

Joined on March 6, 2025

1 Recommendation

$10 USD / Hour

Welcome! I’m a results-driven Chartered Accountant (CA/CPA) with over 10+ years of experience in financial planning & analysis (FP&A), data analytics, and strategic reporting. I specialize in transforming complex financial and operational data into actionable insights through Power BI, Excel, Python, and R. I’ve built financial models, forecasts, and dashboards that help businesses understand their true performance, plan strategically, and make confident, data-backed decisions. My approach blends financial acumen with analytical precision—delivering insights that are both accurate and practical. 🔹 What I Offer • Financial Analysis & Reporting: Interactive dashboards and performance reports for decision-making. • Budgeting & Forecasting: Comprehensive models to project revenue, cost, and cash flow trends. • Data Analytics & Visualization: Power BI and Excel dashboards with clear, drill-down insights. • Risk & Cash Flow Management: Identifying liquidity gaps, cost pressures, and mitigation strategies. • Automation & Process Optimization: Streamlining reporting and eliminating manual tasks through formulas, Power Query, and Python scripts. 🔹 Skills & Expertise • Financial Tools: Excel (advanced formulas, Power Query, VBA macros), Power BI (DAX, data modeling), and Google Sheets automation. • Analytics Tools: Python, R, SPSS, and EViews for forecasting, trend analysis, and statistical modeling. • Reporting & Accounting: IFRS, US GAAP, FP&A reporting, and management dashboards. • Additional Knowledge: Business valuation, real estate analytics, personal finance, and equity/crypto markets. 🔹 Why Choose Me • Proven ability to manage large datasets, conduct deep-dive financial analysis, and build automation-ready models. • Strong understanding of both finance and data science, allowing me to connect operational realities with financial outcomes. • Every file I deliver is fully editable, transparent, and clearly documented. • Committed to quality, confidentiality, and precision in every assignment. 🔹 My Work Promise I believe in building long-term professional relationships based on trust and results. You’ll always receive: ✔️ 100% payment only after delivery and once you are fully satisfied with the work. ✔️ Complete support even after completion to ensure smooth handover. ✔️ Clear communication and on-time delivery, every time. If you need financial clarity, analytical depth, and data-driven insight—let’s collaborate. I’ll help you transform your numbers into stories that guide smarter business decisions.

Verifications

On time

94%

On budget

94%

Accept rate

100%

Repeat hire rate

7%

Portfolio

Portfolio

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4.7 · 17 Reviews
17 Reviews
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Flag of UNITED STATES

Venkata Ramana Reddy

5.0

₹4,000 INR

10 days ago

Excel Mapping for Tally Sales Transactions

Ajay was helpful and we were able to close in time. He has food awareness on how tally works which made him resolve the mapping templates.

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Flag of EGYPT

Mohamed

5.0

$70 USD

24 days ago

Sales Data Dashboard & Tutorial

Mr Ajay is a hard worker, Professional and expert in finishing work❤️

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Flag of INDIA

Naman

5.0

₹4,000 INR

1 month ago

Automated Excel Inventory Tracker

Ajay did an excellent job with the inventory management tracker. He understood the requirements well, delivered the project on time, and maintained great attention to detail throughout. It was a really smooth and positive experience working with him, and I’d definitely recommend him.

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Experience

Financial Specialist

Nov, 2015 - Present

10 years, 10 months

PWC

Nov, 2015 - Present

10 years, 10 months

I am a Chartered Accountant specializing in FP&A, supply chain finance, risk management, and process automation. Skilled in Excel, Power BI, SAP, and Oracle, I provide insights on financial analysis, budgeting, forecasting, and cash flow optimization. I have automated reporting, streamlined compliance, and improved liquidity through supplier finance programs. Passionate about data-driven decision-making, I help businesses enhance financial efficiency and profitability.

Flag of INDIA

Bengaluru, India

Nov, 2015 - Present

10 years, 10 months

Education

The Institute of Chartered Accountants of India

2013 - 2019

6 years

CA/CPA/ACCA

Flag of INDIA

India

2013 - 2019

6 years

Qualifications

Bachelor of Commerce (B.Com)

2015

The University of Burdwan

A Bachelor of Commerce (B.Com) is a three-year undergraduate degree focused on the study of business, economics, accounting, and finance. It's a popular choice for students seeking a strong foundation in business principles and various career paths within the field.

2015

Company Secretary

2015

ICSI

The Institute of Company Secretaries of India (ICSI) is a premier national professional body in India, established to develop and regulate the profession of Company Secretaries. It was constituted under the Company Secretaries Act, 1980. The ICSI is headquartered in New Delhi and has four regional offices (New Delhi, Chennai, Kolkata, and Mumbai) and numerous chapter offices across the country.

2015

Chartered Accountant (CA / CPA / ACCA)

2019

ICAI

Accounting and finance

2019

Publications

The Power of Personal Finance: A Roadmap to Financial Wellness

2025

Study LLM

Take control of your money by budgeting smart, building an emergency fund, and investing early. Track expenses, avoid high-interest debt, and protect yourself with insurance. Plan for life goals, stay financially informed, and update nominations and wills. Review your finances regularly — financial freedom starts with small, consistent steps.

2025

Certifications

P

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