On a Mission to Help 1M Finance pros Master FP&A skills | Author of All About FP&A | Building FP&A Professionals Institute

▶️ Follow me for new and interesting content on Finance and FP&A ▶️

Hi, I’m Asif, a Financial Planning and Analysis (FP&A) professional and an entrepreneur from heart.

I have 12+ years of experience in Financial Planning, Budgeting, Forecasting, Audit and Tax. I have worked with organizations like EY, Citi and Pfizer.

Professionally my interests lie in Financial Planning & Analysis (FP&A) and in my current role with Coursera, I'm responsible for Planning. Budgeting and Forecasting for India and APAC. 

In my previous FP&A roles at Citi, Pfizer and Great Learning I partnered with  finance and business leaders on various projects.

Before Citi, I worked with EY as an Audit Executive. I was responsible for planning, executing and concluding audits for listed companies.

This unique blend of experiences in FP&A and Audit, has allowed me to develop an holistic understanding of how businesses function.

Core expertise :
Financial Planning & Analysis (FP&A)
Budgeting
Financial Planning
Financial Forecasting
People Management
Management Reporting
Finance Business Partnering
Auditing
Taxation
Content Creation

To have a quick chat you can call me on +91 8097379663 or email me at asif.masani@gmail.com

Asif Masani

Day 2/30 of 🎥 30-Day Claude + Excel Challenge
Day 2 - Setting Up Claude Inside Excel

Today we move from theory to setup.
If you want to use Claude with Excel, this is the step that unlocks everything.

Here’s what we cover:
• How to create your Claude account
• Why you may need Claude Pro ($20/month) for the Excel add-in
• How to install the Claude for Excel add-in and connect it to excel.

⚠️ Important: If you’re using a company laptop, check your IT policy before installing any AI tool. I strongly suggest starting on your personal device.

Once installed, Claude appears inside Excel as a chat panel.
That’s where the magic begins.

Tomorrow, we start asking Claude real Excel questions  formulas, analysis, explanations.
If you’re part of the challenge, comment Day 2 done once you’ve installed it.

Day 3 drops tomorrow.
Follow me for the entire journey.

Also I’ve opened 100 more for the Using Claude using Excel for FP&A Course
Join here : https://lnkd.in/dMS3g_pb
If you miss the top 100, comment Claude below and I’ll get you added.
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

Helping 1M Finance pros Master FP&A skills | FP&A Jobs | Director at FP&A Professionals Institute | Author of All About FP&A, From Accounting to FP&A and Data storytelling Playbook | Udemy Instructor

I am a dynamic Chartered Accountant with diversified & distinctive skill set. I am skilled in Drafting Replies, Tax Assessments, Appeals at CIT(Appeals) & ITAT, Post Search Proceedings, Income Tax Compliance, Web Content Writing, Preparation of Presentations including contribution to Finance Budget Presentation of Voice of CA(NGO) since 2018, Book-keeping, Dealing with Tax Officers & Clients with varied interests like Public Speaking, Listening to Music, Content Writing, Reading Suspense Novels, Social Work and so much more. 
I am also tech-savvy beholding the working knowledge of Tally ERP, MS Office, Genius - Tax return filing software & a little bit of Oracle. Moreover, good communication & interpersonal skills facilitate good peer, manager & client relationships. 
I am looking for a job opportunity in Indirect Taxes (Compliance or Litigation) where I can create value for the organization & myself simultaneously. 


CA Agarwal

Before 31st March, check these 5 things.

Capital gains ✔
Advance tax ✔
Tax saving investments ✔
Right tax regime ✔
Books & GST reconciliation ✔

Tax planning starts before the year ends, not when ITR form opens.

#TaxPlanning #IncomeTaxIndia #FYEnd #TaxSaving #ITR #FinanceTips

CA Neha Agarwal

GIFT City just got a major boost.

India has extended the tax holiday for IFSC units to 20 years, giving businesses long-term tax certainty and globally competitive rates.

A big opportunity for fund managers, fintech, banking, and global treasury operations looking to set up in India.

Early movers will benefit the most.

#GiftCity #IFSC #UnionBudget2026 #TaxPlanning #GlobalFinance #FinancialServices #MasterBrains

GIFT City gets a 20-Year Tax Holiday

Jail term reduced and made optional for non-filing of ITR… but the risk is still real.

Union Budget 2026 lowers the maximum imprisonment from 7 years to 2 years for certain cases.
But prosecution, penalty, interest and scrutiny are still applicable.

Reduced jail term does not mean reduced responsibility.

Stay compliant. File correctly. File on time.

#ITR #IncomeTaxIndia #Budget2026 #TaxCompliance #TaxUpdates #masterbrains

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The Battle

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