About Us – Financial Visibility. Structural Control. Measura
Our Story
Finance & Excel was built on a simple belief:
Financial clarity is not created by dashboards.
It is created by financially aligned systems.
Most product-driven organisations operate with fragmented visibility — inventory in one place, costing in another, payroll somewhere else, and KPIs disconnected from financial impact.
We exist to bridge that gap.
What We Actually Do
We design finance-led tracking architectures that connect:
- Transactions to cost and margin
- Inventory to working capital and liquidity
- Payroll to productivity and profitability
- KPIs to decision and control
Our focus is not reporting.
Our focus is financial control.
Founder Section
Founded by Suraj Kumar Lohani, a Financial Tracking Architect with 22+ years of experience across FP&A, costing, working capital management and automation-backed financial systems.
His work spans financial modelling, capital structuring, system architecture and CFO-level visibility design.
Over the years, he has contributed to cost optimisation initiatives exceeding $200M and supported $600M+ in structured debt and equity planning.
Philosophy
We believe:
- Tools are instruments.
- Financial architecture is strategy.
- Visibility precedes control.
- Control precedes profit.
Financial Visibility = Control = Profit.
Call to Action
If your organisation struggles with blocked capital, delayed reporting or disconnected KPIs, we start with a structured diagnostic conversation.
Request a Diagnostic Call.
Our Structured Approach
Every engagement begins with diagnosis before design.
We follow a disciplined four-layer framework:
- Financial Signal Mapping
Identify where margin, capital and productivity signals break.
- Structural Alignment
Connect transactions, inventory, payroll and KPIs into one financial flow.
- Control Architecture Design
Define measurable financial checkpoints.
- Automation & Visibility Layer
Implement reporting, forecasting and AI-enabled insights where required.
We don’t implement tools first.
We fix structure first.
Our Operating Model – Architecture Before Automation
How We Work
Every engagement begins with structured financial diagnosis.
We operate through a four-layer model:
- Financial Signal Mapping
- Structural Alignment
- Control Architecture Design
- Automation & Visibility Implementation
Architecture is centralised.
Execution is modular.
This ensures financial clarity before implementation begins.
Specialist Collaboration Model
Finance & Excel operates through a lean, architecture-led structure.
Strategic financial design remains centrally led.
Depending on project scope, execution is supported through a curated network of:
- ERP implementation partners
- Data integration specialists
- Automation engineers
- Compliance & audit professionals
This model ensures depth without bureaucracy.
We scale capability without inflating structure.
Our Core Service Pillars
Financial Diagnostic & System Mapping
- Transaction-to-finance alignment
- Inventory-to-working capital mapping
- Payroll-to-productivity linkage
- KPI-to-decision structuring
We identify where financial signals break.
Financial Control Architecture Design
- Margin & cost control frameworks
- Working capital optimisation models
- Forecasting & scenario architecture
- Capital structuring & financial modelling
We design structure before implementation.
Automation & Visibility Implementation
- Executive dashboards
- Reporting automation
- ERP-aligned tracking systems
- AI-enabled financial insights
Implementation tools may include Excel, Power BI, SQL, Python, AI, Google Sheet or ERP systems — selected based on business need, not preference