Hi HN,
I'm Puneet Jain, a Chartered Accountant with over 10 years of experience helping early- and growth-stage startups (especially in B2B SaaS, healthcare, fintech, and e-commerce) with strategic finance and back-office optimization.
I specialize in:
Financial Planning & Analysis (FP&A) Custom-built financial models (3-statement, scenario, valuation, SaaS metrics) Budget vs actuals, KPI dashboards QuickBooks/Xero cleanup & reporting Power BI dashboards & Excel automation Cash flow planning, investor decks & due diligence support
Recent Work: US food chain: 5 years of books cleanup + financial model in QBO
NZ SaaS startup: Monthly MIS + variance analysis in Xero
Canadian CPA firm clients: Full-service FP&A & accounting support
Helped a client 2X their client capacity without new hires
Tools: QuickBooks, Xero, Power BI, Excel (Power Query/Pivot), Stripe, CRMs Timezone: IST but fully flexible for EST/PST meetings Available: 20–30 hrs/week (fractional or project-based)
Email: capuneetjain@hotmail.com LinkedIn: linkedin.com/in/capuneetjain