Fractional CFO, Finance Strategy & FP&A Solutions for Growing Businesses & Investors
SVK Financial Advisory LLC
Build stronger financial foundations, unlock growth, and gain the confidence to make strategic decisions backed by data-driven insights.
About Us
At SVK Financial Advisory LLC, we empower startups, small-to-medium enterprises, and high-net-worth individuals to achieve their financial goals with precision and clarity. With over 15 years of experience in finance leadership roles spanning manufacturing, IT SaaS, consulting, banking, public accounting, and private equity, we deliver hands-on expertise tailored to your unique needs.
Our founder, Shilpa V. Kalra, is a Chartered Accountant (US CPA equivalent) with an MS in Finance from Hult International Business School and a Data Analytics Certificate from UC Berkeley. Shilpa’s proven track record includes leading cross-cultural teams, managing private equity deals, and streamlining tax, audits, and operations to deliver significant cost reductions and ensure compliance.
Whether you’re building your financial infrastructure, seeking expert investment analysis, or needing board-ready reporting, SVK Financial Advisory is your trusted partner.
Who We Help
High-Net-Worth Individuals (HNIs) seeking professional-grade financial oversight for personal or business ventures.
Startups building financial foundations for growth and fundraising.
SMEs needing structured finance systems and improved profitability.
Our Services
FP&A & Financial Strategy
- Budgeting & forecasting models
- Cash flow management & scenario analysis
- Board-ready financial presentations
- Monthly management reporting & variance analysis
Corporate Finance & Decision Support
- Investment analysis & ROI modeling
- Fractional CFO & Controller Services
- Cash Flow Planning & Reporting
- Strategic pricing & cost structure analysis
- M&A support, valuation, and due diligence
Financial Infrastructure & Reporting
- US GAAP-compliant reports
- Clean-up and set-up of accounting systems
- Monthly close & management reporting
- Financial dashboards (Anaplan, Power BI, Tableau)
What Sets Us Apart
Deep Expertise: 15+ years in finance leadership roles with top organizations such as Kodak Alaris, Coforge LTD, and Berkshire Bank
Comprehensive Credentials: Chartered Accountant with advanced finance and data analytics education from top institutions
Proven Results: Track record of driving financial forecasting, modeling, and compliance while achieving cost reductions
Hands-On Approach: Proficient in SAP, NetSuite, QuickBooks, Power BI, and Excel modeling for accurate and timely reporting
Industry Breadth: Experience across manufacturing, IT SaaS, consulting, banking, public accounting, and private equity
Let’s Connect
Let’s discuss how we can strengthen your financial future.
Email: shilpa@svkfinance.com
Phone: 209-442-2172
Business Hours: Monday–Friday, 8 AM – 5 PM PST
Schedule Your Free 30-Min Strategy Call!
