CA Jay Mehta
Core Member | Strategic Finance | Valuation & Virtual CFO Expert (CA, CS – All India Rank 3)
CA Jay Mehta is a strategic finance professional and core member of AVKAS & Co., with extensive experience in financial strategy, business modelling, and valuation for startups, growth-stage enterprises, and mid-market companies. A Chartered Accountant and Company Secretary (All India Rank 3), Jay combines analytical precision with business insight to help founders and leadership teams convert financial information into strategic action.
As a Virtual CFO and financial advisor, Jay has collaborated with more than 25 organisations across BFSI, FMCG, health-tech, SaaS, and real estate sectors, delivering forecasting models, MIS frameworks, and investor-ready financial reporting. His work has enabled clients to raise funds, enhance profitability, and build scalable financial processes. Notably, Jay helped a health-tech client unlock a $130 million sales pipeline within seven months, and guided a D2C brand to achieve a 12–15% margin improvement through SKU rationalisation and cost optimisation.
Earlier in his career, Jay worked with leading consulting and advisory firms, leading assignments in valuation, strategic planning, and financial control implementation. He has also conducted feasibility and profitability studies for complex projects, helping clients align finance with operational and strategic goals.
At AVKAS & Co., Jay leads Strategic Finance & Valuation initiatives, driving financial discipline, investor-readiness, and decision support for emerging and established businesses. His work is defined by data-driven clarity, practical solutions, and measurable business outcomes.
Core strengths & capabilities
- Strategic Finance & Forecasting (AOP, rolling plans, scenario analysis)
- Business valuation & fund-raise readiness (financial modelling, investor packs)
- Virtual CFO services (MIS reporting, budgetary control, board dashboards)
- Margin improvement & cost optimisation initiatives
- Financial statement review & management reporting
- Cashflow and working capital management
- Performance tracking and strategic KPI design
CA Jay Mehta is recognised for his analytical acumen, cross-sector exposure, and founder-centric approach enabling organisations to bridge the gap between finance and strategy, and scale with confidence.