Meeti Shah

CEO

Santa Clara, California, United States19 yrs 1 mo experience

Most Likely To SwitchHighly Stable

Key Highlights

20+ years in financial planning and accounting
Led funding processes from Series A to IPO
Expertise in SEC reporting and SPAC transactions

Stackforce AI infers this person is a seasoned finance leader in the SaaS and Fintech sectors.

Contact

Skills

Core Skills

Financial PlanningFinancial StrategyFinancial Analysis

Other Skills

Audited Financial StatementsBudgetingBudgetsBusiness Process ImprovementCash ManagementCross-functional Team LeadershipDue DiligenceFinanceFinancial ModelingForecastingManagementStart-upsStrategic PlanningStrategy

About

CPA, MBA with 20+ years experience in leading Financial Planning & Accounting functions in Silicon Valley tech; held senior financial planning, analysis & corporate accounting responsibilities for multiple organizations from start up through revenue generating stage. Assisted in fund raising process for early stage Series A companies through IPO; participated in the due diligence processes and worked with various investment bankers to secure strategic partnerships and venture capital funding. Experience in SEC reporting and SPAC transaction, reverse recap accounting, financial statements and footnote preparation as well.

Experience

Evergent, inc.

Consulting - VP Finance

Mar 2019 – Aug 2021 · 2 yrs 5 mos

Ravix group

Consulting CFO

Oct 2018 – Present · 7 yrs 5 mos · San Francisco Bay Area

Earth matter ny

Consultant

Jul 2018 – Nov 2018 · 4 mos · New York City Metropolitan Area

Workshops for the people

Consultant

Jul 2018 – Sep 2018 · 2 mos · San Francisco Bay Area

Chargepoint, inc.

2 roles

Director Finance

Promoted

Dec 2015 – Dec 2017 · 2 yrs

Sole FP&A lead, responsible for closing over $150M raise through various rounds of funding for ChargePoint; managed series closure by leading multiple financial due diligence processes
Led the company's financial strategy, planning and forecasting process, from start up to an established player, over several AOP cycles by partnering with business
Handled the controller responsibility to oversee accounting team, reduced the close process from over 3.5 weeks to 10 business days
Drafted and closed over 4 years of audited financial statements with Tier 1 audit firm including subsidiary consolidation, 409A, warrant valuations

Financial PlanningFinancial AnalysisDue DiligenceFinancial StrategyForecastingAudited Financial Statements

Manager, FP&A

Sep 2012 – Nov 2015 · 3 yrs 2 mos

Outforce llc

Financial Controller

Oct 2007 – Sep 2010 · 2 yrs 11 mos

Led the Financial Planning & Forecasting exercise for 2 start-ups, which were acquired by Fortune 500 companies
Managed over 6 clients in various business stages across industry segments, worked in matrix teams with stakeholders for financial modeling and analysis
Successfully assisted entrepreneurs to procure seed capital and funding by creating detailed financials for business ideas
Assisted in cash management, working capital & funding requirement for various projects during initial years of business based on dynamic revenue modeling and differing cost structures

Financial PlanningForecastingFinancial ModelingCash ManagementFinancial Analysis