Poonam Z.

Associate Partner

Bengaluru, Karnataka, India10 yrs 7 mos experience

Highly Stable

Key Highlights

Expert in aligning finance with business goals.
Proven track record in fundraising and financial strategy.
Skilled in optimizing financial processes and controls.

Stackforce AI infers this person is a strategic financial leader in the Fintech industry.

Contact

Skills

Core Skills

Strategic Financial ManagementCredit Strategy & AnalysisInvestmentsFinancial AdvisoryFinancial Planning And Analysis (fp&a)

Other Skills

AccountingAccounting StandardsAnalysisAssuranceAuditingBusiness Partner RelationsBusiness StrategyCorporate FinanceCredit Risk ManagementDue DiligenceEarly WarningExternal AuditFAASFinanceFinancial Accounting

About

As a CFO Partner, I specialize in partnering with founders and CXOs to navigate scale, unlock value, and align finance with long-term business goals, delivering financial clarity and implementing robust financial controls.

Experience

Cfo bridge

Associate Partner

May 2025 – Present · 10 mos

Self-employed

Strategic Financial consultant for Early stage businesses

Jul 2024 – Present · 1 yr 8 mos

Enhanced working capital efficiency by 20%. Aligned financial model with strategic objectives for fundraise.

Credit strategy & AnalysisStrategic Financial ManagementWorking Capital OptimizationFundraising

Velocity

2 roles

Director - Credit

Promoted

Jun 2023 – Apr 2024 · 10 mos · Bangalore Urban, Karnataka, India

Built scalable automated credit models with alternative data & optimized loan approval time by 40% with 3x increase in credit appraisals. Ensured low NPA on the overall portofolio.

Credit strategy & AnalysisInvestmentsNBFCLeadershipFundraising

AVP - Credit - Revenue based financing

Dec 2020 – Jun 2023 · 2 yrs 6 mos · Bangalore Urban, Karnataka, India

Credit strategy & AnalysisStrategic Financial ManagementLendingInvestmentsNBFCFundraising

Self-employed

Financial advisory practice

Dec 2019 – Nov 2020 · 11 mos · Bengaluru, Karnataka, India

Strategic Financial ManagementFinancial AdvisoryAccounting StandardsGenerally Accepted Accounting Principles (GAAP)FAAS

Acko

Finance - FP&A and Business finance

Jul 2018 – Jun 2019 · 11 mos · Mumbai Area, India

Represented the co. with right narrative for Financial due diligence of $65mn. Implemented MIS and financial control frameworks, enhancing profitability for a ₹500 Mn electronics insurance portfolio.

Strategic Financial ManagementBusiness Partner RelationsFinancial Planning and Analysis (FP&A)Fundraising

The blackstone group

Real Estate Finance

Feb 2018 – Jun 2018 · 4 mos · Mumbai, Maharashtra, India

Business Partner RelationsInvestments

Kpmg

4 roles

Assistant Manager - CFO Advisory

Oct 2015 – Aug 2017 · 1 yr 10 mos

Delivered complex technical assignments for listed and large MNCs across Real estate, Travel and Pharma. Delivered tax impact assessments for major banks and NBFCs.

Strategic Financial Management