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Faculty & Mentor - Business Plan & Financial Modelling
Faculty - Finance & Cost Accounting

LinkedIn Profile


  • Chartered Accountancy – Trained at Ernst & Young in Audit, Institute of Chartered Accountants of India (2002)
  • Certification in Financial Valuation, Institute of Chartered Accountants of India (2009)
  • Bachelor of Commerce, RA Podar College, India (2001)

Jaishankar Talreja is a practitioner who loves to teach. Since 2016, he has relied on his real-life advisory experience to redefine learning experiences in the area of Finance and Business Planning for 150+ entrepreneurs every year at the Global Family Managed Business (GFMB) program of SP Jain School of Global Management.

After qualifying as a CA at the age of 22 from Ernst & Young in 2003, he has excelled in handholding business owners in realising their true potential through business planning and finance transformation.

He started his career with a KPMG partner where they helped a home textile manufacturer exporter for 2.5 years in making a business plan, laying the foundation to implement it (Processes, ERP, Performance Management, MIS) and successfully raised INR 25 crore of private equity. He has also been handholding West India’s largest chain of watch stores since 2016 on finance transformation – starting with business reorganisation/consolidation of a dozen entities into one – and achieving significant operational, administrative and tax efficiency in the process. In 2022, he started helping the owner of a mini-conglomerate in outlining a roadmap for achieving financial stability by analysing and restructuring his portfolio.

  • Redefining Learning Experiences for Entrepreneurs/Executives/Students using Learning by Doing e.g. Business Simulations
  • Translating Business Plans into reality for Family Businesses & Startups
  • Weaving Magic with Numbers i.e. helping individuals acquire Financial Acumen & businesses & NGOs institutionalise robust Finance & Accounting (F&A) processes & systems

Academic experience

  • Visiting Faculty at Tata Institute of Social Sciences, Mumbai, India for their Executive Post Graduate Diploma Program in Organisation Development and Change for Mid-Senior Executives from MNCs & large Indian companies
  • Product Manager - Simulations at Tata Interactive Systems streamlining and managing a portal (www.simbls.com) hosting 160 simulations for global universities (e.g. Boston) & executives of Fortune 500 companies (e.g. Citi)

Consulting Experience

  • Growth Strategy development (Business Plan & Financial Model) for a home textile manufacturer exporter & turnkey implementation viz. Process Re-engineering, ERP/SAP Implementation, Organisation Structure Redesign & Top Management Recruitment, Performance Management/Balance Scorecard, MIS, Private Equity (alongside a KPMG partner)
  • Entry Strategy development for a luxury retail startup (alongside a KPMG partner)
  • Financial Modelling for a Telecom startup (client of the accounting firm KDP) for raising funds from a Venture Capital Investor
  • Business Plan/Financial Model & Private Equity Advisory for India’s largest chain of hair and beauty salons and a civil construction company (clients of BDO)
  • Institutionalising F&A Processes & Systems e.g. Cost Accounting, Segmental Reporting (clients of the accounting firm KDP)

Authoring Experience

Based on extensive primary and secondary research as well as first-hand Consulting/Corporate experience, developed the following:

  • Business Simulation on Transganisation (Transformation of Organisations) targeting Entrepreneurs (for a leading executive coach)
  • Business Simulation on Post Merger Integration targeting Senior Executives of Acquirers (at Tata Interactive Systems)
  • Manual/Tool-kit (with FAQs & Ready-to-Use Templates) on Financial Management and Accounting for NGOs targeting Senior Executives and F&A Personnel (for Centre for Advancement of Philanthropy)
  • A revenue-generating website (entire content & structure) targeting Non-Resident Indians (NRIs) (for the accounting firm KDP)

Corporate Experience

  • Product Manager - Simulations at Tata Interactive Systems (among the Top 20 training companies worldwide)
  • Associate Director - Corporate Finance at BDO (among the Top 5 accounting firms worldwide)

Social Enterprise Experience

  • CFO turned COO and then CEO of an EU-backed startup in the area of Fair Trade set up by an American in India

Sector Experience

  • Business Enterprises (Foreign MNCs, Indian Family Businesses & MNCs, Startups) across industries e.g. Manufacturing (e.g. Textile, Steel, Chemicals), Engineering, Civil Construction, Retail, Telecom, IT/ITES, BFSI
  • Multinational & Indian Universities/Educational Institutions
  • NGOs & Institutional Donors viz. International (e.g. EU), Indian (e.g. Tata Trust) & Government (e.g. NABARD)

Global Experience

  • Worked in and with international teams and travelled worldwide to places including USA, UK, UAE and Sri Lanka
  • Enabled the home textile client he consulted for more than 3 years successfully raise USD 6 million of Private Equity at the end of the engagement
  • Developed a website (for the accounting firm KDP in 2004) that continues to attract NRI clients and generate revenue
  • Awarded as A+ performer at Tata Interactive Systems (Less than 2% of the executives rated A+)
  • Got top MNCs and Indian companies to buy products from fair trade certified farmer groups, promoted to the position of CEO in less than 4 years and converted the Fair Trade Startup from an NGO to a self-sustaining social enterprise
  • Set up new systems (e.g. performance management for students, handheld biometric attendance with a customised software at zero cost), led creation of enduring marketing assets (e.g. alumni videos) for the GFMB program