AI-Powered Finance & Tax Professional | Chartered Accountant

With over 13 years of expertise in accounting, taxation, and financial control, I specialize in optimizing finance operations through intelligent automation and AI tools. As a Chartered Accountant, I’m focused on building smarter, tech-driven solutions for the future of finance.

Chartered Accountant | AI-Powered Finance Innovator

13+ years of expertise in accounting, tax, and financial control—now building smart, scalable tools for the future of finance.

Profile Summary: Bridging Finance & Innovation

Chartered Accountant | Financial Controller | AI-Powered Finance & Tax Professional

Experienced Chartered Accountant with over 13 years of comprehensive expertise across accounting, taxation, audit, financial consolidation, and strategic controlling. Adept at leading core finance functions while embracing AI, automation, and prompt engineering to drive smarter, faster, and more accurate financial operations.
With hands-on exposure to AI-powered tools for financial data analysis, variance detection, tax computation, report generation, and audit trail automation, I continuously optimize compliance, forecasting, and MIS processes. Passionate about bridging finance with technology to deliver cost-effective, error-free, and scalable financial ecosystems.

About M.S. Roy – blending finance expertise with AI-powered workflows “CA M.S. Roy using AI tools for finance and business automation” AI-Powered Finance & Tax Professional

Key Expertise & Highlights

AI in Finance

Leverage AI for analysis, reconciliations, tax, and smart dashboards (ChatGPT, Claude, Gemini, and other AI bots).

Automation & Productivity

Implemented smart templates, and monthly closing checklists to streamline financial operations.

Core Finance Functions

Well-versed in IND AS/IFRS, statutory reporting, Consolidation, Big 4 audit closure, FDD, and monthly closing.

Taxation & Compliance

Expert in TDS, GST, Income Tax, Deferred Tax, using AI-powered calculation tools

Forecasting & Budgeting

Independently manage budgeting, AOP, and cash flow for consolidated & standalone SPVs.

MIS & Reporting

Designed CFO/CEO-level MIS for P&L, cash flow, revenue, opex/capex — with smart automation.

Internal Control Process

Drafted SOPs and ICOFR RCMs, embedding AI-based checks to enhance internal control.

Team Leadership

Hired, mentored, and led finance teams with a focus on digital finance and AI skills.

Tools & Systems

Expert in SAP FICO, Tally, Excel AI — for predictive analytics and automated dashboards.

Career Timeline & Key Roles

Mar 2024 – Jul 2025
Regional Finance Controller – Solar Pack India (Renewable Energy, MNC)
  • Led and mentored the finance, accounts, and tax teams
  • Ensured timely monthly book closure and IFRS reporting to Spain HQ
  • Managed Big 4 audits, finalized financials, and handled due diligence for M&A/fundraising
  • Developed MIS formats, AOP, and cash flow forecasting tools
  • Drafted SOPs, RCMs, and internal control policies
  • Reviewed project capex and contracts for tax efficiency
  • Implemented financial dashboards and trackers for real-time visibility
Mar 2023 – Mar 2024

Jun 2015 – Oct 2022
AGM – Finance & Accounts – Hero Future Energies (Hero Group, Renewable Energy- From AM to AGM)
  • Prepared standalone and consolidated financials under IND AS
  • Handled audits, tax compliances, and regulatory filings
  • Managed overseas accounting for Singapore and UK entities
  • Analyzed term loan covenants and ensured lender compliance
  • Created MIS dashboards, annual budgets (AOP), and cash flow models
  • Responded to investor due diligence queries for equity funding
  • Reviewed and maintained ICOFR compliance and SOP frameworks
  • Collaborated with bankers and lawyers for bond listing and documentation
Apr 2013 – Jun 2015
Sr. Executive – Finance & Taxation – BOP Group Real estate, Noida
  • Finalized accounts and coordinated internal audits
  • Assisted in financial reporting, tax filings, and compliance
  • Maintained statutory registers and handled TDS/service tax matters.
  • Dealing with Lender, consultant for project financing.
  • Dealing with ICRA and other rating agency for obtaining the credit rating.
  • Developed the DCF financial model for valuation of Banga Beats badminton league.
Jun 2012 – Apr 2013
Paid Assistant – Alag Kumar & Associates, Delhi
  • Worked on tax audits, income tax returns, and service tax compliance
  • Supported statutory audits and handled client accounts
Apr 2008 – Oct 2011
Article Trainee – Sandeep Mahajan & Co., Delhi
  • Gained exposure to audit, accounts finalization, and direct taxation
  • Worked on TDS returns, service tax, and company audits
What’s Next?
Exploring Roles in Finance & AI Digital Transformation

Actively seeking roles that align finance leadership with AI, automation, and digital tools. Open to strategic opportunities in finance transformation, AI-driven reporting, and innovation-focused environments.

Academic Background

Professional Qualification

Chartered Accountants from ICAI, Delhi
  • CA (Final), from ICAI Delhi in 2012 within 1st attempt -Group-wise
  • CA-PCC from ICAI in 2010
  • CA-CPT from ICAI in 2008

University & School Education

  • BCom (Hons), from L.N.M.U Darbhanga in 2007 with 72% Marks.
  • 12th from BIEC Patna with 65% Marks.
  • 10th from BSEB Patna with 60% Marks.

Key Skills

Core Skills & Competencies

  • Financial Reporting (IND AS / IFRS)
  • Consolidation
  • Audit & Compliance (Big 4 experience)
  • Budgeting & AOP
  • Taxation (TDS, GST, Income Tax)
  • MIS & Forecasting
  • SOP/RCM Drafting and Audit documentation
  • Financial due-diligence for M&A and Equity raising
  • Complete Accounting to book closing process.

Tech Skills

  • SAP FICO
  • Tally ERP
  • Microsoft Excel (Advanced, with AI formulas)
  • Power BI
  • Prompt Engineering and learning markdown prompting.
  • Google Sheets/Smart Sheets (Formulas, Automation)
  • Technical analysis of Stocks with AI and Charts
  • Think Cell/Power Point and Gamma AI for PPT.
  • Pro User of Chat GPT Plus, Perplexity Pro, Gamma and Whatmore.ai
  • WordPress, Elementor, Shopify, Google Ads
  • SEO, Affiliate Marketing, and Dropshipping

Training and Workshop

  • 100 hours IT training from ICAI as part of CA course.
  • IND AS workshop from EY
  • Prompt Engineering course from growthyfai.com
  • Advance excel, Power BI with AI from Skill Nation
  • 3 days workshop from Outskill
  • Complete Stock analysis course from Skill Nation
  • Swing Trading Couse from from Hemant Jain “thefuture.university”

Key Milestones

  • Worked with MNCs and Big 4 audit firms
  • Managed multi-entity consolidations and due diligence for M&A
  • Designed AI-integrated dashboards and financial tools
  • Led teams and built processes from scratch
  • USD Bond Listing

Hobbies & Interests

  • Exploring AI tools for business automation
  • Writing about finance and future tech
  • Traveling to new places and cultures
  • Bike riding and long-distance road trips
  • Learning productivity systems and clean design trends

Thank you for exploring my professional journey. As a Chartered Accountant with a passion for AI-driven transformation, I’m always open to new challenges where finance meets innovation. Whether you’re looking for leadership in financial control, automation expertise, or collaborative AI-powered solutions — let’s connect and create something impactful.

Let’s Work Together to explore more

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