Pallav Sharma

CEO

New York, New York, United States13 yrs 3 mos experience
Highly Stable

Key Highlights

  • Led finance teams across nine countries.
  • Recognized in BW Business World CFO finance 40 under 40.
  • Expert in financial strategy and operational efficiency.
Stackforce AI infers this person is a strategic financial leader in Fintech and SaaS industries.

Contact

Skills

Core Skills

Financial ManagementStrategic PlanningFinancial StrategyOperational EfficiencyFinancial ReportingTeam LeadershipAudit Management

Other Skills

AccountingAccounting Software DevelopmentAnalysisAnalytical SkillsAuditingBudget ComplianceBusiness PlanningCapital RaisingCash FlowComplianceCompliance AuditCorporate FinanceCorporate Tax PlanningERP AdoptionFP&A

About

Pallav Sharma is a highly skilled and proactive business strategist in the AI Tech, SAAS, IT Services, Media Technology, and Fintech industries. Throughout his career, Pallav has demonstrated his ability to successfully manage teams and drive results, leading a team of 15+ entities in nine countries and being named to the BW Business World CFO finance 40 under 40 list in 2022 and CA Business Leader 40 under 40 in 2023. Pallav's skills and experience make him a valuable asset to any organization. He is recognized for his exceptional efforts and strong understanding of business models and has a track record of working with innovative start-ups. Email: capallavsharma@gmail.com Mobile: +1 (646) 567 6753

Experience

Evoluteiq

Senior Vice President Finance

Jan 2024Present · 2 yrs 2 mos · New York City Metropolitan Area

Chqbook

Chief Financial Officer

Sep 2020Nov 2022 · 2 yrs 2 mos

  • Raised capital through equity and debt financing as part of the leadership team.
  • Led a team responsible for accounting, compliance, treasury, and reporting, ensuring strict compliance and timely monthly close.
  • Established partnerships with key industry players, including banks, NBFCs, insurance companies, auditors, and investors.
  • Implemented financial and operational key metrics to produce quarterly reports and monthly MIS for investors and management.
  • Set up accounting and operational processes for a lending book of over INR 100 crores for Pay later and Business loans programs.
  • Oversaw the establishment of an insurance broker subsidiary and the entire insurance application to licensing process.
  • Collaborated with product managers to launch new financial products and ensure proper procedures were in place from the start, including reconciliations.
  • Led the implementation of ISO 27001 and developed and executed rules and SOPs throughout the Finance, Administration, and Human Resources domains, resulting in enhanced overall controls, month-end closures, and employee experience.
Capital RaisingAccountingComplianceTreasuryReportingPartnership Development+6

To the new

Assistant Vice President Finance

Dec 2014Sep 2020 · 5 yrs 9 mos

  • Recognition: Rewarded with “Most Impactful Newer” in 2017.
  • Managed the finance for the tech business within a group of 80 people and eventually took on responsibility for the entire group of 3,000 employees.
  • Managed the finance and compliance of the TO THE NEW conglomerate, which operates in technology, digital marketing, analytics, and content management, with legal entities in India, Singapore, Cyprus, Malaysia, China, Dubai, the Philippines, and the United States.
  • Improved the overall group structure and managed mergers, liquidations, and the formation of new entities in Dubai and the United States.
  • Led the group's adoption of ERP and other internal initiatives to improve internal procedures.
  • Improved working capital limits to INR 150mn at lower interest rates to support operational requirements and initiated forex hedging to improve EBITDA margins.
  • Improved daily tasks and productivity through deep-dive and innovation across the Finance team specializing in FP&A, Controlling, Statutory Audits, and Operations including Treasury, OTC, PTP, RTR, and GL.
  • Resolved queries from Singapore liquidators, investors, and management, and delivered quarterly review presentations on schedule.
Finance ManagementComplianceERP AdoptionMergers and AcquisitionsWorking Capital ManagementFP&A+4

Ameyo

Senior Manager Finance

Sep 2011Nov 2014 · 3 yrs 2 mos · Gurugram, Haryana, India

  • Recognition: Rewarded with “ICON – Award for Excellence” at Drishti All Hands Meet 2013
  • I was accountable for managing the finance function and executing financial reporting for our Indian and Philippines offices. I worked closely with the Co-founders and the Board of Directors.
  • Created presentations for potential investors and led mock due diligence exercises.
  • Analyzed revenue, expenses, department budgets, and strategic planning for Business Units to ensure budget compliance.
  • Implemented training programs and processes to enhance team efficiency and address knowledge gaps.
  • Secured working capital from a public bank to support business operations and expansion.
  • Negotiated and drafted various legal documents, including channel partner agreements, consultant agreements, MOUs, NDAs, EULAs, and SLAs with customers to mitigate legal risks.
  • Special Project: Assisted the R&D Team of the Company in the design and deployment of accounting software for Revenue and P&L Management.
Financial ReportingBudget ComplianceInvestor PresentationsLegal Document NegotiationTeam TrainingTeam Leadership

Vikas yati & associates

Associate

Sep 2008Aug 2011 · 2 yrs 11 mos · NCR, India

  • Performed statutory audit of several listed and unlisted companies involving reconciling payables, accounts receivables, cash and bank balances, re-computing depreciation, vouching for expenses and validating payroll.
  • Performed tax audits, stock audits and compliance audits for clients across industries.
  • Performed Concurrent and Statutory Audit of Bank branches and checked revenue leakages and compliance of statutory provisions for Leading Banks.
Statutory AuditTax AuditCompliance AuditFinancial ReconciliationAudit Management

Education

The Institute of Chartered Accountants of India

Chartered Accountant — Finance

Jan 2006Jan 2011

Investment Banking Institute

Certificate in Financial Modeling & Valuation & Financial Statement Analysis

Jan 2014Jan 2014

Delhi University

Bachelor's degree — Commerce

Jan 2005Jan 2008

Certified Public Accountant (CPA)

CPA US

Jan 2025Jan 2026

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