Chartered Accountant · Bangalore

Strategic Finance for Businesses That Mean Business

From seed-stage startups to scaling enterprises — I bring CFO-level financial clarity, FP&A rigour, and investor-ready storytelling to help you make smarter decisions, faster.

20+
Clients Served
₹700Cr+
Scale Handled
12+
Years of Combined Experience
100%
Client Retention
Available for Engagements
DS
Deepak Soni
CA · CFO Advisor · FP&A Specialist
ICAI Certified Bangalore
📊
FP&A & Financial Modeling 3-statement models, scenario analysis, AOP
🚀
Fundraising Support Investor decks, data rooms, due diligence
Finance Automation Power BI dashboards, SQL analytics, MIS
🏛️
Compliance & Tax Tax planning, audit readiness, SOPs
ICAI Certified Chartered Accountant
Startup & Enterprise Clients
Power BI · SQL · Excel
Equity & Debt Fundraising
Bangalore · Pan India
DS
CA
Chartered Accountant

Numbers Are Only the Starting Point

I'm Deepak Soni, a Chartered Accountant based in Bangalore with a specialisation in FP&A, CFO advisory, and financial modeling for growing businesses.

After years working across industries — from seed-stage startups to established enterprises — I realised that most finance problems aren't really number problems. They're interpretation problems. A dashboard can look healthy and still be misleading. A trend can look alarming and mean absolutely nothing. My job is to close that gap.

I bring the rigour of a CFO and the agility of an independent advisor, helping founders and leadership teams build financial frameworks that actually drive decisions.

Chartered Accountant — ICAI
Specialisation: FP&A, Financial Modeling & Fundraising
Tools: Power BI, SQL, Excel, Tally, QuickBooks
Domain: Startups, SMEs, D2C, SaaS, Real Estate
Work With Me →

End-to-End Finance Support

From strategy to execution — every engagement is built around your actual business context, not a template.

🎯
Finance Strategy & Advisory
CFO-level thinking without the full-time cost. I help you build the financial foundation your business decisions deserve.
CFO Advisory (Strategic finance support)
KPI Design & Performance Tracking
Financial Planning & Analysis (FP&A)
Annual Operating Plan (AOP)
Budgeting & Forecasting
Business Performance Review
💼
Transactions, Fundraising & Modeling
Investor-ready financial narratives that convert. I've helped businesses raise capital and navigate strategic transactions.
Financial Modeling (3-statement, scenarios)
Fundraising Support (Equity & Debt)
Investor Deck & Data Room Preparation
Due Diligence Support
Valuation (DCF & strategic)
M&A / Strategic Transactions
⚙️
Finance Operations & Compliance
Clean books, automated reporting, and airtight compliance — so you can focus on growing, not firefighting.
Accounting & Bookkeeping Setup
MIS & Management Reporting
Finance Automation (Power BI)
Tax Planning & Compliance
SOP & Process Design
Internal Controls & Audit Readiness

Work That Moved the Needle

Real projects. Real outcomes. Every engagement is built to create tangible impact.

Financial Modeling
Strategic Planning & Fundraising Model
Built a dynamic multi-scenario financial model for a growth-stage startup evaluating Series A fundraising. Included revenue projections, cost structures, and sensitivity analysis to evaluate strategic options and present a compelling financial narrative to investors.
↑ Used to support ₹250Cr+ fundraising conversation
Analytics & Automation
Power BI Executive Dashboard
Designed and built an interactive Power BI dashboard consolidating high-volume transactional data into a real-time reporting suite. Reduced manual reporting effort by 70% and gave the leadership team a single source of truth for weekly business reviews.
↑ 70% reduction in manual reporting hours
Data Analytics
SQL-Based Business Intelligence
Built end-to-end SQL data pipelines to extract, clean, and structure large operational datasets for business performance reporting. Transformed raw transactional data into reliable, decision-ready insights for the operations and finance teams.
↑ 3x faster decision cycle for operations team
Market Strategy
TAM / SAM / SOM Market Sizing
Developed structured market sizing models using industry data, customer segmentation, and key assumptions to quantify the true business opportunity. Output was used directly in investor presentations and strategic planning sessions.
↑ Informed go-to-market strategy and board deck

What Clients Say

Trusted by founders, CFOs, and business leaders across Bangalore and beyond.

★★★★★
"Deepak doesn't just give you numbers — he gives you clarity. His FP&A work helped us understand our unit economics for the first time and directly shaped our fundraising narrative."
HU
Confidential
CFO at Confidential· Bangalore
★★★★★
"The Power BI dashboard Deepak built transformed how we run our weekly reviews. What used to take our team 3 hours now takes 15 minutes. Genuinely game-changing for our operations."
HK
Nameofperson
Senior Manager · Bangalore
★★★★★
"We needed investor-ready financials in 3 weeks. Deepak delivered a model that our lead investor called 'one of the most thorough they'd seen from a company.' Can't recommend highly enough."
AR
Confidential
Vice President, Confidential

Let's Talk About Your Business

Whether you need a full CFO engagement, a one-off financial model, or just want to sanity-check your numbers — I'd love to hear from you. First call is always free.

✉️
Email
📞
Phone / WhatsApp
+91 76652 98641
📍
Office
Theresa Tower, Bangalore 560076
🕐
Availability
Mon–Sat, 9 AM – 7 PM IST
Start a Conversation
Fill in the form and I'll respond within 24 hours.

No spam. No pushy sales. Just a real conversation.