Profile

Your Trusted Financial Partner

I’m Ronak Dagliya, a Chartered Accountant with a Master’s degree in Business Management from IIM Udaipur and 14+ years of experience in finance, strategy, and business transformation.

Having worked with leading multinational organizations, I help businesses gain financial clarity, reduce revenue leakage, and optimize costs. My focus is on turning financial data into actionable insights that drive better decisions and long-term growth.

With experience across industries including Power, FMCG, Telecommunications, Refineries, and Warehousing, I bring a practical and holistic perspective to financial management.

What I help businesses with:

  • Digital Transformation – Implementing tools like Power BI and integrating ERP systems for real-time insights.
  • Financial Planning & Analysis (FP&A) – Budgeting, forecasting, and performance analysis for informed decision-making.
  • Business & Project Financial Modelling – Creating robust models for tenders, new setups, and strategic initiatives.
  • ESG Reporting – Supporting businesses in aligning with sustainability and compliance goals.

Today, as a trusted finance practitioner, I focus on building strong relationships with businesses and acting as a dependable partner in their growth journey. My goal is to empower organizations with actionable insights and innovative solutions that drive efficiency and profitability.

Education

Chartered Accountant

2008 – 2011

Taxation, audit and accounting.

MBA — IIM Udaipur

2022-2024

Strategy, leadership and decision-making.

CPA

Ongoing

US taxation, auditing and accounting.

Continuous Learning

Ongoing

Upskilling in advisory, finance and digital tools.

Professional Journey

PwC

Early Career: 2008 - 2012

Audits - Statutory, SOX, Foreign reportings

L&T

2012 - 2016

MIS, project management, AR, Treasury

Secure Meters

2016 - 2025

Business Partnering, MIS and Treasury

BG Advisors

Nov 2025 – Present

Partnered advisory practice supporting businesses