Meet the team
Who We Are
With over 20 years of experience in finance, our expert team focus on growing your
business—all at a cost comparable to a single in-house staff member. We don’t just support
your accounting department—we can become it. With a team that includes accountants,
auditors, controllers, advisors, CFOs, COOs, and board members, our team offers a
powerhouse of strategic insight and technical proficiency that far exceeds the capabilities of
a single in-house hire.
Meet Our Founder & CEO
A trailblazing entrepreneur and visionary strategist, Syeda Khurram is a force behind FinExcel, bringing over 20 years of executive leadership in financial strategy, corporate governance, and operational excellence. She embarked on her career in 2003 as a junior accountant, quickly ascending the ranks to become a Controller, Chief Financial Officer (CFO), and Chief Operating Officer (COO). She has also held esteemed board positions as Treasurer and Vice-Chair, providing financial oversight and strategic direction to high-impact organizations.
Renowned for her ability to turn vision into action, Syeda has masterminded and executed multi- year strategic plans, engineered investment frameworks, and led organizations through financial restructuring, positioning them for sustained profitability and long-term growth. She has successfully driven efficiency and maximized financial performance across multiple high-impact initiatives, including leading a $64 million national funding program—where she implemented cost-saving strategies that reinvested half a million dollars annually into innovation and business expansion.
Beyond financial expertise, Syeda is a catalyst for market expansion and international business development. She has played a pivotal role in global trade missions, influencing policy discussions and advocating for industry stakeholders at the highest levels. With deep insight into financial management, regulatory landscapes, and risk mitigation, she has shaped policies and investment strategies that fuel growth and resilience in dynamic markets.
At the forefront of digital transformation, Syeda has designed and launched cutting-edge financial platforms that revolutionize business decision-making and operational agility. One of her most notable initiatives—a web-based financial management platform—won an award for innovation and became the fastest-growing solution in its category within three years.
With an unwavering commitment to elevating businesses, Syeda took the next step in her journey—founding her own company to empower organizations with high-impact financial strategies, innovative solutions, and forward-thinking insights. A true industry pioneer, she is redefining the financial services landscape, equipping businesses with the tools they need to optimize performance, streamline operations, and accelerate success.
For Syeda, leadership isn’t just about managing finances—it’s about transforming organizations, unlocking potential, and delivering lasting impact in a competitive global economy.
Iftikhar Zaidi, Chief Client Officer & Principal
Iftikhar Zaidi serves as the Chief Client Officer & Principal at FinExcel, where he leads with an unwavering commitment to client success, strategic growth, and long-term relationship development. As a key member of the executive leadership team, Zaidi is responsible for shaping the firm's client engagement strategy, elevating service excellence, and ensuring every client interaction reflects FinExcel’s values and high standards of performance.
With a strong background in business development and client relationship management, Zaidi brings a powerful blend of commercial insight and people-centered leadership. His approach ensures that client voices are deeply embedded in the firm's strategic decisions—from service design and delivery to long-term planning and innovation.
Under Zaidi’s leadership, FinExcel has achieved an exceptional 95%+ annual client retention rate and has expanded key strategic accounts, contributing to robust recurring revenue across multiple sectors. His ability to build trust and deliver value has led to multi-year, high-impact client engagements that continue to strengthen the firm's market position.
Zaidi has played a pivotal role in leading cross-functional initiatives to enhance operational delivery, resulting in a 40% reduction in client onboarding time and faster realization of service value. His efforts have not only improved efficiency but also significantly elevated the client experience.
With a career spanning multiple industries, Zaidi has helped organizations navigate transformation, scale operations, and cultivate long-term partnerships. As Principal, he also contributes to FinExcel’s strategic direction, mentors emerging leaders, and champions a culture rooted in integrity, collaboration, and impact.
Zaidi holds a Bachelor of Business Administration and has earned specialized certifications in client management, equipping him with both the academic grounding and practical tools to lead with clarity, empathy, and measurable results.
Areas of Focus:
- Strategic Client Engagement & Retention
- Revenue Growth & Portfolio Expansion
- Executive Stakeholder Relations
- Service Delivery Optimization & Scalability
- Customer Experience & Operational Efficiency
- Cross-functional Team Leadership
- Leadership Development & Culture Building
His dedication to excellence, combined with his strategic mindset and relational approach, continues to position FinExcel as a trusted partner for organizations seeking not just financial clarity—but long-term, sustainable growth.
Shan Kazmi, CPA, CMA
Strategic Partner & Chief Financial Officer
Shan Kazmi is an accomplished financial executive and Certified Professional Accountant (CPA, CMA) with over a decade of proven leadership in accounting, corporate finance, and strategic advisory. Known for his precision, insight, and innovative thinking, Shan brings a results-driven mindset and a sophisticated command of complex financial systems to his role at FinExcel.
His professional journey spans diverse sectors—including legal, manufacturing, and infrastructure—where he has consistently led financial transformation, optimized reporting frameworks, and implemented systems that elevate executive decision-making. Shan is deeply committed to aligning financial operations with organizational purpose, driving measurable impact and sustainable growth.
Among his most significant accomplishments, Shan has directed national finance teams responsible for infrastructure projects exceeding $3.5 billion in value. He provided full financial oversight for large-scale, multi-stakeholder initiatives across Canada—ensuring disciplined budgeting, strategic alignment, and operational control throughout the project lifecycle.
With deep expertise in project-based financial management—including earned value analysis, P&L oversight, compliance monitoring, and international tax coordination—Shan is a highly respected advisor to both emerging ventures and established organizations seeking clarity, efficiency, and financial leadership at scale.
Core Areas of Expertise
- Financial Reporting & Analysis
- Budgeting & Forecasting
- Strategic Financial Planning
- Cash Flow Management
- Equity & Partnership Compensation
- Project Accounting for Capital Projects
- Internal Controls & Compliance
- Executive Dashboards & Performance Metrics
- System Implementations & Data Integration
Shan holds an Honours Bachelor of Business Administration with a concentration in Accounting from Wilfrid Laurier University, and is a designated Chartered Professional Accountant (CPA, CMA). His academic foundation, paired with his practical experience, allows him to bridge strategic vision with financial execution in service of sustainable organizational growth.
Shan is a cornerstone of FinExcel’s commitment to financial excellence. His strategic mindset, technical depth, and leadership experience make him an invaluable force behind FinExcel’s mission to empower mission-aligned organizations with robust financial infrastructure and insight.
We Start From Financial Excellence
At FinExcel, we simplify financial management so you can focus on growth. With 20+ years of expertise, we offer tailored solutions in bookkeeping, tax planning, and financial strategy to drive your success.
Let’s build a stronger financial future—together.
Expert Financial Solutions for Your Business
At FinExcel, we provide tailored financial strategies to help businesses grow and succeed. From bookkeeping and tax planning to financial consulting, our experienced team ensures your finances are in the right hands.
Why Choose Us
At FinExcel, we go beyond numbers—we help you save money, optimize resources, and drive
financial success. Our expert team delivers strategic guidance and customized solutions that
maximize efficiency while reducing costs. With us, you get executive-level financial expertise
without the overhead of in-house hires.
- Quality Commitment
- Creative Teams
- Honest & Dependable
User-Friendly Solutions
“We simplify complex financial challenges into seamless, intuitive solutions.”
Innovative Technology
Partnership Approach
Commitment to Client Success:
Our Professional Skills
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Let’s Connect & Elevate Your Finances
