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Vice President, Enterprise Management

Shefali
Kapoor

Matches each company’s travel GST problem to the right engagement, and says plainly when we aren’t the right fit.

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Portrait of Shefali Kapoor
CFTECertified Financial Technologist

Role at TraCarta

Shefali Kapoor leads enterprise management at TraCarta, from a company’s first conversation with the firm through the reconciliation review, the engagement, monthly delivery and the long partnership that follows.

Her approach is consultative. Whether a company needs monthly reconciliation, help with an audit, a credit note review or SkyBoard on its own, she shapes the engagement around the problem. She is also the firm’s Grievance Officer for personal data.

Experience

  • Centre for Finance, Technology and EntrepreneurshipCertified Financial Technologist (CFTE)
  • TraCartaVice President, Enterprise Management
The journey she owns
Day 1First conversationA reply within one business day.
Weeks 1–2ReviewOne year of tickets, and what’s still claimable.
Before work startsEngagementScope and fees agreed in writing.
Every monthDeliveryA signed statement and a call.
Year after yearPartnershipThe same named team, every year.

Areas of Focus

Client relationshipsOne accountable person from first call onwards.
Engagement designThe right service for the problem, not the other way round.
Financial technologyWhere SkyBoard fits into a finance team’s work.
Privacy requestsThe firm’s Grievance Officer for personal data.

Details

Education

Certified Financial Technologist (CFTE)
Centre for Finance, Technology and Entrepreneurship

Based in

Gurugram, India
Two Executive Center, Golf Course Road

Leadership

Three people answer for every engagement TraCarta takes on. Meet our people

Managing Partner

Ashish
Kumar

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Founding Partner

Karan
Chander

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