Feb 2024 – Jun 2024 · 4 mos · Bengaluru, Karnataka, India · On-site

• Treasury - Streamlined banking operations across 2 legal entities in US and India to maximize yield through investment in US Govt Bonds / T-Bills / Fixed Deposits resulting in over $35k per month in interest income.
• Segment Profitability - Presented segmental profitability to the board for the multiple business units and spearheaded the profitability efforts for legacy business units to reach EBITDA profitability.
• Financial Reporting - Streamlined cash flow reporting, accrual accounting and set up the chart of accounts to provided strategic visibility of spends for departmental heads and implemented steps to improve spend accountability.
• Product Manager - Product manager for stealth AI products in various domains.

Jul 2023 – Feb 2024 · 7 mos

Jul 2022 – Aug 2023 · 1 yr 1 mo

• Crisis Management - Successfully navigated the Silicon Valley Bank closure with zero operational disruptions. Communicated proactively with investors on plan of action, set up a cash war room and worked with cross functional stakeholders to prevent organizational panic and ensured clear communication to all stakeholders. Worked with existing investors to raise $3M+ debt round as a back up during the over weekend post SVB collapase as a back-up plan prior to FDIC announcement. Lead a community initiative to crowdsource a document for other finance leaders with best practices and links to support that reached over 10k viewers over a 48 hour period.
• FP&A Automation – Implemented FP&A tools for acquisition funnel visibility, automate departmental cost vs actuals and other sales, product and finance insights into a single tool and provided high-level decision-making support for management team resulting in saving over 30+ hours monthly.
• Treasury – Identified and moved excess funds to US T-Bills to improve deposit yields by over 150-200 bps, resulting in $350k+ annually in additional interest income.

Jul 2021 – Aug 2022 · 1 yr 1 mo

• M&A Initiatives - Provide sound commercial advice and present business cases to secure funding from regional/global senior stakeholders and decision makers on key M&A initiatives and strategic partnerships. Lead the finance components of M&A deals including financial due diligence, modelling and evaluation of synergies, financial close and integration activities. Ensure adequate execution of the buy plan and return on investment of key initiatives.
• Series B Funding - Worked with investors, investment bankers, existing investors and other stakeholders including Lawyers and Big-4 Firms for Due Diligence and end to end ownership of the Series B raise of $35M closed in Jan 2022. Independently liased and worked with Angel Investors to raise over $5M through an AngelList RUV Vehicle in the US and also worked with overseas funds/bankers to individually pitch the company and raise over $10M as part of the Series B round.
• Controllership - Ensure that all processes (specifically on controls) are established, strengthened and followed. Ensure Revenue Assurance activity is carried out regularly, including all activities forming part of Accounts Receivable such as invoicing, collections reconciliation, reconciliation of indirect taxes and client contract management.
• Gross Margin - Guide unit economics, pricing and other strategic initiatives that have organizational impact.
• OKR Champion - Drove the end to end implementation of the OKR (Objectives and Key Results) Framework within the organization, working with external consultants from 10xGoals. Streamlined and implemented weekly reviews, lead management discussions re: OKR to help turn ideas to execution impacting organizational metrics like ARR, NRR, CAC and Gross Margins to name a few.

Sep 2020 – Jul 2021 · 10 mos

• Lead the creation of monthly and quarterly financial reports / KPI files (internal and for presentation to the Board of Directors)
• Manage the development of budgeting, financial forecasting, and data-driven decision-making across the company.
• Responsible for management of all bookkeeping functions and accounting resources
• Lead first annual audit (FY 2021), including selection of audit partner, and manage all internal control operations
• Analyze current and past trends in KPIs, including all areas of revenue, cost of sales, expenses, and headcount
• Manage customer billing, payables and select vendor relationships (e.g., outsourced bookkeeper, auditors, and banks)
• Assist in the development and implementation of reporting dashboards and other current / future software systems to track performance in an automated fashion
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Indepth understanding of key SaaS metrics (CAC, LTV, NRR) and revenue recognition rules and regulations, including those related to recurring revenue streams.
• Worked with cross-functional team leaders to ensure a robust order to cash process including process automation, key-stakeholder training and management reporting.
• Develop financial models and analyses to support strategic initiatives such as partnerships, pricing, acquisitions, proposals and contracts, incentive compensation programs, and employee benefit programs

Aug 2017 – Aug 2020 · 3 yrs · Bengaluru Area, India

• Lead a 7 member team including associates and trainees as part of the Business Consulting Practice of Singhvi, Dev and Unni a 35 year old Chartered Accountant firm in Bangalore with 200+ people.
• Raised $1M in primary and secondary investment for a mobility start-up specifically involved in investor identification, term sheet/documentation including negotiations, due diligence, inputs for business model and post closure activities.
• Led a $1.7m successful sell-side M&A lead advisory of an Indian Ad-tech company
• Spearheaded the Due Diligence for over 25 Seed and Early Stage start ups on behalf of leading VCs in India, predominantly in the AI, VR, Fintech, On-Demand Education, Co-Working, Mobility and underwater exploration space.
• In-depth understanding of VC/PE set-up, operations and deal making process including regulatory requirements under SEBI AIF Regulations, Income Tax Act, 1961 and Companies Act, 2013. Well versed with capitalization table mechanics, convertible instruments, stock option schemes, warrents and other quasi-debt / mezzanine structures.
• Implemented complex projects involving the conversion of a Company to a Limited Liability Partnership, resolution of shareholder disputes in early stage start-ups and mature Companies.
• Strategically advised VCs and Angel Investors on optimal terms of investments (type of instrument, conversion ratio, valuation, anti-dilution, tag/drag rights, pre-emptive rights, information rights, board representation) into early stage start-ups.
• Part of core team that lead to a 2.5x annual revenue growth year on year.

Feb 2017 – Jul 2017 · 5 mos · Hyderabad, Telangana, India

• Implemented in association with senior management -
• i. Payroll / HR / Finance Policies and Procedures including Purchase to Pay, Order to Cash, Leave Management, Performance Management and Employee Self Service Portal for Tax Declarations
• ii. Conceptualized a holding/subsidiary structure with World-Wide entities for optimal tax and transfer pricing benefits.
• Took Responsibilities for the following and lead a team of 3 people -
• a. Statutory Registrations as per applicable local laws.
• b. Direct and Indirect Tax compliance and return filing as applicable.
• c. Payroll processing.
• d. MIS Reports for assistance in decision making.
• e. Negotiations with vendors and customers for key agreements.
• f. Contract Management.
• g. Implementation of Intuit Quickbooks Online for Accounting, Payroll and Employee Self Service.
• In addition, there was also involvement with regard to the inputs to the product team with regard to UI/UX, feasibility, website and app work-flows, providing insights to the product managers and the senior management.

Nov 2015 – Apr 2016 · 5 mos · Bengaluru, Karnataka, India

• Enhanced standardization and automation in financial processes and reporting, including systems integration, ERP engagement and SharePoint workflows.
• 1. Implemented a workflow based approval routing using Microsoft SharePoint 2010 for
• a. Tax Consulting Expense approval that was rolled out across all TI WW Regions after pilot in Asia in collaboration with WW Tax and Accounting Teams leading to a reduction of email traffic by over 35% per request.
• b. Travel Expense Reimbursement for interview candidates in TI India leading to better documentation and audit trail of over 300+ invoices that were processed 30% more efficiently.
• c. Fixed Asset / scrap disposal process in collaboration with Lab / IT / Tax / Facilities with ~1,000 items processed and leading to a 50% faster turn around time for asset disposal.
• 2. Preparation and roll out of SAP BPC Templates for various reporting requirements across different currencies and company codes in Asia (India, Philippines, Taiwan, Singapore and Malaysia) for
• a. Financial Reporting – Liability and Asset movement for balance sheet reviews.
• b. Financial Budgeting – Forecast loading and assessment with actuals on a rolling quarter basis
• 3. Creation of reports using SAP Business Objects for the analysis of
• a. Open Purchase Orders (PO)
• b. Capital Asset Listing
• c. Payable Aging
• d. Line-wise P/L information with details of Cost Center / GL Code etc.,.

Aug 2015 – Apr 2016 · 8 mos · Bengaluru, Karnataka, India

• 1. Business partner to the R&D Teams with estimated annual spend of ~$45M and about 60% of site head count.
• 2. Lead the implementation of site level tester / equipment upgrades working with R&D teams in India, US and senior management of Texas Instruments in India leading to an estimated synergies of $350k per year and increased tester utilization of over 20% in the India Site.
• 3. Reviewed COBM (Cost of Build Margin), Operating Margin and Profitability of semi-conductor product lines developed by India teams to identify highly profitable product lines and their features to strategically aid in the development of next generation semiconductor chips from the India R&D Site.
• 4. Drove financial and accounting compliance excellence, ensuring accuracy and integrity of the financial results for the business by monitoring the monthly/quarterly closing the books, R&D spend tracking for tax purposes through time tracking, and variable cost control across businesses.

Jan 2014 – Aug 2015 · 1 yr 7 mos · Bengaluru, Karnataka, India

• 1. Assist in closing of Financials at the end of every month, quarter and
• year as per US GAAP
• 2. Financial Statement preparation and analysis
• 3. Ensure financial compliance with company policies and procedures as
• well as Legal requirements
• 4. Maintenance of fixed asset sub-ledger, record fixed asset acquisitions
• and dispositions in fixed asset module ensure all journal entries are
• recorded
• 5. Month end accruals and expense journal entries in the General Ledger
• module, balance sheet reconciliations and analytics of relevant costing
• on a monthly and quarterly basis (Expense, Liabilities, Bank Recons,
• Revenue Recognition and Sales Billing)
• 6. Monthly / Quarterly Financial Analysis for TI India Financials for
• review with Asia Finance Director / India Managing Director
• 7. Timely closure of Capital Requests ensuring financial compliance around
• capital purchases, periodical physical asset audits and reconciliations
• 8. Participated as a “Tester” in the implementation of “New GL” module
• in SAP and SAP Business Planning and Consolidation
• 9. Conduct of Internal and Statutory Audits including engagement with key
• stakeholders, provision of data, analysis of reports with management and
• follow up actions for audit closure
• 10. Verification of controls around Inventory, Accounts Receivable and
• Treasury for Korea Sarbanes Oxley (SOX) Compliance in 2014
• 11. Responsible for the Internal Controls Checklist for India covering
• Procurement, Logistics, Trade Compliance, Planning, Accounts Payable,
• Capital and Legal Compliance in 2014 for India and Inventory for Texas
• Instruments China in 2015 as part of US - Sarbanes Oxley (SOX)
• 12. Capital Accounting process standardization across TI sites in Asia with
• regard to approvals, budget management and strengthening of internal
• controls around fixed assets

Aug 2012 – Dec 2013 · 1 yr 4 mos · Bengaluru, Karnataka, India

• 1. Business partner to the R & D as well as Administration/Sales Support
• Teams with estimated annual spend of ~$25M
• 2. Co-ordinate with multiple stakeholders in the business and
• finance/operation team across time zones
• 3. Forecast quarterly and annual financial budgets – Presentation of
• budgets and analysis for Sales and Support to the Asia Finance Director
• of Texas Instruments Incorporated and the President of TI India
• 4. Meet overhead goals and suggest cost optimization strategies
• 5. Understanding and anticipating stakeholder requirements and
• responsibility for delivering cost information for decision making
• 6. Formulated a process for import of Samples from manufacturing
• locations resulting in an estimated cost savings of about $40k per annum
• 7. Obtained in-depth understanding of Semiconductor R & D and
• Manufacturing Processes (Wafer Fab and Assembly Test Ops)