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Virtual CFO & Financial Advisory

Financial advisory that helps SMEs grow profitably.

We help hotels, restaurants, cafés and growing businesses improve cash flow, increase profitability, and make confident financial decisions — through Virtual CFO and FP&A services led by a former Oberoi Group financial analyst.

Hospitality & Hotels
Restaurants & Cloud Kitchens
Retail & Startups
Cash flow: healthy
Revenue Trend · 12mo
₹1.42 Cr
+18.6%
JanAprAugDec
Profit margin ↑ 6.2pts
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Core Advisory Services
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Industries Served
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Tailored Engagements
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Avg. Response Time
About the Firm

Who We Are

FinOps Associates is a boutique financial consulting firm that empowers business owners with practical financial insight and strategic guidance.

Most businesses have an accountant keeping them compliant. Very few have someone helping them improve profits, optimise cash flow, and make sharper financial decisions — that's the gap we fill, bridging traditional accounting and strategic financial management.

We believe every growing business deserves access to professional financial leadership — not just large corporations.

  • Industry-focused financial expertise
  • Affordable alternative to a full-time CFO
  • Practical, data-driven recommendations
  • Customised financial solutions
  • Transparent pricing, personalised support
  • Committed to long-term business growth
What We Offer

Six ways we move the needle

Every engagement starts with the numbers you already have — and ends with a clearer path to profitability. Hover a card to see what's included.

01

Financial Health Check

A complete diagnostic of profitability, cash flow, and financial ratios — so you know exactly where you stand.

Profitability AnalysisCash Flow AnalysisRatio AnalysisWorking CapitalExpense Review
02

Virtual CFO Services

Professional financial leadership on a monthly cadence, without the overhead of a full-time hire.

Monthly ReviewCash Flow MgmtKPI DashboardStrategy MeetingsCost Optimisation
03

Financial Planning & Forecasting

Revenue, expense and cash flow forecasts built to help you plan the next 12–36 months with confidence.

Revenue Forecasts3-Statement ModelsScenario AnalysisBreak-even Analysis
04

Budgeting & Cost Optimisation

Department-wise budgets and variance analysis that control cost without slowing growth.

Dept. BudgetingVariance AnalysisCost ReductionProfit Plans
05

Financial Dashboard & MIS

Monthly reporting that turns raw numbers into decisions your team can act on.

Performance DashboardRevenue TrendsCash Flow SummaryBusiness KPIs
06

Fundraising Support

Investor-ready models, decks and due-diligence preparation for your next raise.

Financial ModelsInvestor DeckValuation SupportDD Preparation
How We Work

A five-step path to financial clarity

Order matters here — each step is designed to de-risk the next, from first call to standing advisory.

STEP 01

Discovery Call

A free conversation to understand your business, free of obligation.

STEP 02

Business Assessment

We identify the financial challenges and opportunities hiding in your numbers.

STEP 03

Customised Proposal

A clear scope, deliverables and timeline — no generic packages.

STEP 04

Implementation

Analysis, reporting, and the recommendations you can act on this quarter.

STEP 05

Ongoing Advisory

A standing financial partner for continuous, compounding improvement.

Who We Work With

Industries we know from the inside

Specialised experience means fewer generic recommendations and faster time to insight.

Hospitality

Hotels, resorts, boutique properties and homestays — where occupancy, ADR and RevPAR drive every decision.

Food & Beverage

Restaurants, cloud kitchens, cafés and QSR chains, where food cost and footfall move fast.

Retail

Fashion, electronics, consumer goods and multi-location stores balancing inventory and margin.

Startups

Seed to pre-Series A companies that need investor-ready numbers, early.

SMEs

Manufacturing, trading and professional services scaling past founder-led finance.

Healthcare & Education

Clinics and education providers balancing mission with margin.

The Value We Add

Why businesses need a Virtual CFO

A Virtual CFO gives you the financial leadership of a senior finance executive, without the overhead of a full-time hire.

  • Improve profitability
  • Manage cash flow with confidence
  • Reduce unnecessary expenses
  • Make informed, faster decisions
  • Prepare for expansion
  • Secure funding and build investor confidence
Our Difference
Traditional Accountant
FinOps Associates
Compliance focused
Growth focused
Historical reporting
Future planning
Tax filing
Strategic financial advice
Bookkeeping
Business insights
Limited decision support
Ongoing financial partnership
Founder & Principal Advisor

Karamjeet

Financial Analyst · FP&A & Advisory Background

With experience spanning FP&A, accounts payable and equity research — including time as a Financial Analyst at the Oberoi Group and time in investment banking and asset management — Karamjeet founded FinOps Associates to bring institutional-grade financial discipline to hospitality, F&B and retail SMEs that don't yet have (or need) a full-time CFO.

Financial Analyst, Oberoi Group CFA Level 3 Candidate Delhi University Graduate FP&A & Financial Advisory Hospitality Finance Equity & Valuation
Why Clients Choose Us

What you can expect from working with us

We're a young firm, so instead of borrowed quotes, here's what we actually stand for — the principles that shape every engagement, and the commitment behind them.

01

Numbers you can act onWe don't just report what happened — every dashboard and review is built to point at a decision you can make this month, not just a chart to file away.

02

Industry-first thinkingHospitality, F&B and retail each have their own margin traps. We bring sector-specific benchmarks, not generic templates, to every engagement.

03

A founder's commitmentEvery engagement is led personally — not handed off to a junior team. You get direct access to the person accountable for the numbers.

Illustrative · for demonstration only
The Kind of Impact We Aim For

Sample scenarios, by industry

Anonymised, illustrative examples of the problems each service is built to solve — swap in real, named case studies as they become available.

Hospitality

Illustrative Example

+6.2pts
Gross Margin

A 40-room boutique hotel used a Financial Health Check to spot F&B cost leakage and renegotiate supplier terms, lifting gross margin within two quarters.

Food & Beverage

Illustrative Example

-14%
Food Cost Variance

A cloud-kitchen brand adopted a monthly MIS dashboard, cutting food cost variance across five outlets within one review cycle.

Retail

Illustrative Example

+22%
Cash Runway

A multi-location retailer used cash flow forecasting to extend runway ahead of a seasonal inventory build.

No Obligation

Free 30-Minute Financial Health Check

Not ready for a full engagement yet? Start with a free, no-obligation review of where your business stands financially. We'll walk through it together on a short call — no pitch, just clarity.

  • Cash flow
  • Profitability
  • Cost structure
  • Key financial risks
FinOps Intelligence Suite

Useful numbers. Clearer decisions.

Run an instant business diagnostic and receive practical CFO-level guidance.

Business snapshot

Use your latest annual or trailing-12-month figures.

76/100
Profitability72
Liquidity78
Leverage79

Your financial assessment

Want a complete financial assessment?

Get a free Financial Health Check with a FinOps advisor.

Thank you — we’ll be in touch shortly.

Unit economics

Model the volume needed to cover costs and begin creating profit.

Break-even units
Break-even revenue
Contribution margin

Your profitability threshold

Turn your break-even plan into a profit plan.

Get a free Financial Health Check with a FinOps advisor.

Thank you — we’ll be in touch shortly.

Cash conversion cycle

See how quickly operating cash completes one cycle through the business.

63/100
Cash conversion cycle
Efficiency
Liquidity rating

Working capital insight

Make working capital work harder.

Get a free Financial Health Check with a FinOps advisor.

Thank you — we’ll be in touch shortly.
Free Resources

Tools to help you get started today

Practical templates and checklists for hospitality, F&B and SME finance — useful whether or not we ever work together. Request a copy and we'll send it your way.

Cash Flow

Cash Flow Checklist

A practical checklist to spot cash flow leaks before they become a crisis.

Restaurants

Restaurant Budget Template

A ready-to-use budget template built around restaurant cost structures.

Hospitality

Hotel KPI Guide

The occupancy, ADR and RevPAR metrics every hotel owner should track monthly.

SMEs

Monthly Finance Checklist

A simple month-end routine to keep growing SME finances on track.

Let's Talk

Ready for financial clarity?

Whether you're launching, growing, or preparing for expansion — start with a free discovery call. No obligation, just a clear read on where your business stands.

info@finops.website
+91 82875 42613
New Delhi, India
www.finops.website
Mon, 11:00
Tue, 15:00
Wed, 10:30
Thu, 16:00
Fri, 12:00
Sat, 11:30

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