Ca Surana Email & Phone Number
Global Chief Financial Officer @ Unique Wealth Strategies
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Ca Surana Location
- Chicago, IL, US
Ca Surana Work
- Global Chief Financial Officer @ (April 2026 - Present)
- Financial Strategist @ (July 2025 - May 2026)
- Teaching Assistant @ (January 2025 - May 2025)
- Partner @ (June 2023 - December 2024)
- Managing Partner @ Experity advisors LLP (October 2019 - July 2024)
- Founder @ Sagar Surana And Company, Chartered Accoutnants (August 2018 - June 2023)
- Chief Financial Officer @ Renfro India Private Limited (Part of Renfro Corporation USA) (August 2011 - July 2018)
- Zonal Accounts Manager @ (February 2009 - August 2011)
- Deputy General Manager @ Idbi Homefinance Limited.- Corporate Office (November 2006 - February 2009)
- Business Manager @ (December 2005 - November 2006)
- Finance Executive @ (September 2004 - December 2005)
- Assistant Manager - Finance and Accounts @ Renfro India Private Limited (Part of Renfro Corporation USA) (February 2002 - September 2004)
Ca Surana Education
- Tulane University - A.B. Freeman School of Business
Master of Accounting
2024-2025 - Savitribai Phule Pune University
Bachelor of Laws - LLB
2018-2022 - The Institute of Chartered Accountants of India (ICAI)
Chartered Accountancy
1996-2001 - Pune University
Bachelor of Commerce - B Com
1996-1999
Ca Surana Skills
- AI for Business
- Accounting
- Analytical Skills
- Annual Planning
- Artificial Intelligence (AI)
- Attention to Detail
- Auditing
- Benefits Analysis
- Budgeting
- Business Case Preparation
- Business Process Improvement
- Business Strategy
- Business Valuation
- Business-to-Business (B2B)
- Capital Expenditures
- Capital Raising
- Cash Flow
- Cash Management
- Communication
- Company Valuation
- Comparative Valuation
- Corporate Finance
- Cost Optimization
- Critical Thinking
- DCF Valuation
- Data Analysis
- Decision-Making
- ERP
- Enterprise Project Management (EPM)
- Enterprise Risk Management
- Environmental, Social, and Governance (ESG)
- Equity Valuation
- Executive Team
- Executive Visibility
- Federal & State Regulations
- Finance
- Finance Transformation
- Financial Accounting
- Financial Analysis
- Financial Controlling
- Financial Forecasting
- Financial Leadership
- Financial Management
- Financial Modeling
- Financial Oversight
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Financial Reporting
- Financial Statement Analysis
- Financial Statements
- Forecasting
- Foreign Exchange Management
- Foreign Exchange Risk Management
- Fraud Analysis
- General Ledgers
- Generally Accepted Accounting Principles (GAAP)
- IFRS
- Identifying Trends
- Independent Director
- Information Technology
- Intangibles Valuation
- Intellectual Property Valuation
- Internal Audit
- Internal Controls
- Investment Analysis
- Investment Decisions
- Investment Valuation
- Investor Presentations
- Key Performance Indicators
- Leadership
- MIS
- Management
- Management Accounting
- Management Information Systems (MIS)
- Mergers & Acquisitions (M&A)
- Operational Risk Management
- P&L Management
- Performance Motivation
- Personal Development
- Presentation Skills
- Priority Management
- Problem Solving
- Project Management
- Risk Analytics
- Risk Assessment
- Strategic Financial Management
- Strategic Initiatives
- Strategic Planning
- Strategic Thinking
- Strategy
- Succession Planning
- Tax
- Tax Compliance
- Tax Planning Coordination
- Tax Strategy
- Team Management
- Thought Leadership
- Transparency
- Valuation Modeling
- Working Capital Management
Ca Surana Summary
- Ca Surana, based in Chicago, IL, US, is currently a Global Chief Financial Officer at Unique Wealth Strategies. Ca Surana brings experience from previous roles at Revurge, Tulane University - A.B. Freeman School of Business, Mehta and Mehta and Experity advisors LLP. Ca Surana holds a 2024 - 2025 Master of Accounting @ Tulane University - A.B. Freeman School of Business. With a robust skill set that includes AI for Business, Accounting, Analytical Skills, Annual Planning, Artificial Intelligence (AI) and more. Ca Surana has 1 emails and 1 mobile phone numbers on RocketReach.
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