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Before you dive into my resume, a quick snapshot of my profile. Experience Bifurcation: Enterprise Tech: 01 years | EdTech: 08 years | Business Consulting: 08years 📌𝐁𝐘 𝐈𝐍𝐓𝐄𝐋𝐋𝐄𝐂𝐓: 🎯Strategic finance evangelist, with one and a half decades of experience, specializing in designing, aligning financial strategy with the vision and organizational goals and exponential growth enablement across multiple sectors. 🎯Consult and moderate on multiplying the bottom line through financial operational excellence, strategizing financial growth, financial planning, analysis, and reporting. 🎯Major areas of expertise and interest include Financial Accounting, GAAP, Budgeting and Forecasting, Cost reduction, improved resource allocation, revenue growth, SOP designing & Implementation, Product management and Business Development 📌𝗕𝗬 𝐈𝐍𝐓𝐄𝐍𝐓: 🎯Sr. JITO Program Leader – Mentored and moderated sessions for almost 6000 plus mid-career professionals and entrepreneurs in elevating their financial growth and money management skills Mumbai Chapter 🎯WICCI– National Council Member – Equitable Parenting Council (Mumbai Chapter) 🎯Guest Lecturer - In reputed institutions such as ICAI (Mumbai), IMCCI, NMIMS (Mumbai Campus), DSIMS,MMB, Mumbai 🎯Resource Person- Conducted Investor Awareness Programs as a resource person of MCA, India 🎯Session Chair – at IIM Raipur, Nagpur for various technical sessions at international conferences 📌𝐀𝐖𝐀𝐑𝐃𝐒 𝐀𝐍𝐃 𝐑𝐄𝐂𝐎𝐆𝐍𝐈𝐓𝐈𝐎𝐍𝐒 🏆ICAI- Best paper Award for Entrepreneurship skills 🏆ICAI- Best paper Award Forensic Accounting & Red Flags 🏆IIM Raipur- Recognised for exemplary research in the area of financial literacy and way ahead 🏆 US GAAP- Certification cleared of EY 🏆CAPSIM- Business Simulation, 71percentiles Looking forward to connect with you for 1:1 call2e:T941,

Feeling overwhelmed by the complexities of investing? Take control of your financial future with our Investing Essentials session. This is your gateway to building wealth and realizing your financial aspirations.

In this streamlined session, you will gain:

Enhanced Financial Literacy: Sharpen your money management skills to strengthen your financial foundation.
Clear Investment Pathways: Uncover where and how to begin your investing journey, no matter your starting point.
Comprehensive Knowledge: Understand the diversity of investment options available to you.
Informed Decision-Making: Learn how to make smart, informed choices that align with your goals.

Whether you are a novice eager to start or an existing investor looking to enhance your portfolio, this session equips you with essential tools, designed to build your confidence and competence in the investment world.

Facilitating this journey is an industry veteran with 17 years of rich experience in financial analysis, technical accounting, performance management, and much more. Here is a quick snapshot to assure you that you are in expert hands:

Enterprise Tech: 1 year
EdTech: 8 years
Business Consulting: 8 years

🎯 Financial Strategy Alignment: Expert in aligning financial strategy with organizational goals for exponential growth.

🎯 Operational Excellence: Skilled in multiplying the bottom line through strategic planning, analysis, and reporting.

🎯 Comprehensive Expertise: Major areas include Financial Accounting, GAAP, Budgeting, Forecasting, Cost Reduction, Revenue Growth, SOP Designing & Implementation, Product Management, and Business Development.

Beyond the expertise, I'm a seasoned mentor and educator, having conducted over 6000 sessions to elevate financial growth and money management skills for mid-career professionals and entrepreneurs.

Don't miss this opportunity to revolutionize your financial journey. Let's connect for a 1:1 call and take your first step toward financial independence and growth. Embrace the future with confidence and clarity.

Your financial empowerment awaits. Book your Investing Essentials session today and witness the transformation.

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Start Your Journey to Success with a Discovery Call

Feeling unsure about what steps to take next? Let's narrow it down together! I'm here to provide you with clarity and direction tailored to your unique goals.

In this quick and engaging Discovery Call, we'll:

Discuss your current situation and aspirations
Identify potential hurdles and how to overcome them
Explore actionable strategies to propel you forward
Pinpoint which of my offerings can best support your journey

Imagine having a clear sense of direction and the confidence to take your next steps with certainty. Our conversation will set the stage for your success and help you find the pathways to achieve your dreams. Let’s uncover the best way forward, together.

Book your Discovery Call now, and let's kickstart your journey towards reaching your goals.

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Executive Coaching with Dr. CA Purvaa Jain

Dr. CA Purvaa Jain

Executive Coaching

About this session