Viswanathan M B

Co-Founder

Mumbai, Maharashtra, India23 yrs 11 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Transformed finance functions in multiple organizations.
Expert in M&A negotiations and financial modeling.
Passionate about training and developing finance professionals.

Stackforce AI infers this person is a Finance and Consulting expert with extensive experience in M&A and financial transformation.

Contact

Skills

Core Skills

ConsultingFinancial ManagementM&aFinancial ReportingTrainingFinancial ModelingEquity ResearchFinancial AnalysisBudgeting

Other Skills

Business PlanningFinancial ModellingAnalyticsTransaction Advisory ServicesProcess TransformationsAccountingM&A NegotiationsCross-border M&AM&A analysisConsolidated Financial StatementsMergers & AcquisitionsValuationIFRSMicrosoft OfficeVBA

About

Viswanathan is a finance thought leader with more than two decades of experience spanning many areas including corporate finance, equity research, M&A, FP&A, financial management, and training. In his last role as CFO of Decision Point Analytics Private Limited, he transformed the entire finance function, guided the company complete an overseas acquisition, and played pivotal role in sale of the company to a listed player. Today he provides wholistic consulting to companies on every aspect of finance be it implementation of financial process, automation, financial reporting, financial modeling, M&A, fund raising, and transaction advisory. He is sector agnostic and has worked in various sectors including infrastructure, real estate, Technology, Analytics, and AI. He loves developing people's capability and spends a significant amount actively in conducting training programs on finance with special focus on financial analytics, modeling, and automation.

Experience

23 yrs 11 mos

Total Experience

4 yrs 6 mos

Average Tenure

10 yrs 10 mos

Current Experience

Decision point analytics

Chief Financial Officer

Jan 2023 – Dec 2024 · 1 yr 11 mos · India · Hybrid

At Decision Point, I had an eventful two years in which I transformed the finance function, successfully took care of an overseas acquisition, prepared the company for sale and helped on its acquisition by a listed company, ensured timely completion of CPs for M&A, and implemented IndAS and systems for complex multi-currency consolidation without any external support.
I took charge as CFO when the company had a very weak O2C and P2P processes, going through cash flow issues because of huge growth, no process for month-end closures, struggling to provide data to due diligence agencies and no team members experienced or trained in MIS, account closures or consolidation. I began my task immediately focusing on improving the systems, process and training the team members. Within a short span, we started preparing periodic reports, gained visibility and control on cashflows and began closing the accounts on periodic basis.
As I wind up my two-years stint, I have implemented IndAS from scratch, developed a trained set of team members and a system to handle complex account closure and consolidation procedures involving four different group entities reporting in four different currencies and getting it also closed and reviewed within 30 days from quarter end.
Most importantly, all these transformations were brought internally without using the services of any consultants and with very little additional costs and while I was also working on two M&A transactions.
When the company was getting acquired, I negotiated on behalf of the founder for a better financial deal, and also negotiated the terms in the share purchase agreement to get relatively favourable terms. I also ensured timely completion of the CPs to ensure closure of the deal.
We also worked on a crossborder acquisition of an associated company where I negotiated the deal terms with the lawyers and took care of RBI compliances.
Having completed the mission I signed up for, I bid adieu to the company.

Financial ReportingAnalyticsFinancial ModelingBudgetingAccountingM&A Negotiations+5

National insurance academy,pune

Visiting faculty

Jan 2017 – Dec 2023 · 6 yrs 11 mos · Pune

National Insurance Academy is an institution sponsored by several leading insurance companies. I teach Actuarial and accounting aspects of life insurance industry for the PGDM program at the institute.

Welingkar institute of management

Visiting Faculty

Jan 2017 – Mar 2021 · 4 yrs 2 mos · Mumbai Area, India

Associated with Welingkar Institute as a visiting faculty and have a taught the following courses:
Financial Modeling
Financial management

Profectus knowledge solutions

Co-Founder

Aug 2015 – Present · 10 yrs 10 mos · Mumbai

Profectus Knowledge Solutions is a boutique consulting and training firm 360° capabilities in finance offer best-in-class solutions to clients. Our core solutions include Business Planning, Financial Modelling, Analytics, Transaction Advisory Services, and Process Transformations.

Business PlanningFinancial ModellingAnalyticsTransaction Advisory ServicesProcess TransformationsConsulting+1

T.a.pai management institute, manipal

Visiting Faculty

Aug 2015 – Dec 2023 · 8 yrs 4 mos · Mangalore Area, India

Serving as a visiting faculty for the BKFS program at TAPMI and teach Financial Engineering and Structured finance.
In the past, have also taught the following courses:
(i) Market Risk Management
(ii) Credit Risk Management
(iii) Interest Rate Risk Management

Citi

AVP - Training

Aug 2012 – Jun 2015 · 2 yrs 10 mos · Mumbai Area, India

Provided subject matter expertise to associates and analysts up to the rank of managing directors across the globe on financial modeling, valuation and IFRS
Provided guidance to analysts and associates on several proprietary applications and Microsoft Office products including MS Excel and VBA.
Developed rapid applications for the day-to-day use of the training team using VBA
Designed and delivered training sessions on various topics including the following:
Financial modeling
Valuations
Presentation skills and video presentations
Advanced MS Excel and
VBA
Coached the members of the global training to improve their competency on finance and MS office applications.

Financial modelingValuationIFRSMicrosoft OfficeVBATraining+1

The smart cube

Manager

Jul 2008 – Aug 2012 · 4 yrs 1 mo

Provided equity research coverage (as shadow analyst) of companies in the Paper & Packaging sector, taking complete ownership of initiation, valuation, recommendation and periodic updates
Provided strategic M&A consulting to a global opticals leader
Provided strategic consulting on new product features, product positioning, and 'Go to Market' strategy to a leading insurance asset manager
Managed various projects related to financia research, end-to-end, across diverse industries including consumers, telecommunication and pharmaceuticals
Defined the scope, devised the research program, and provided technical guidance to the team along with overall supervision to ensure adherence to timelines and quality
Conducted detailed study and prepared thematic research reports on various sectors including beverages, capital goods, and recruitment services
Led the training function within the financial research group since 2009
Role involved identifying the training needs of team members, developing training materials, identifying suitable trainers, scheduling the training and delivering training sessions
Domains covered include (i) financial modelling (ii) valuation (iii) financial analysis (iv) writing skills and (v) MS Office including MS Excel and VBA

Equity researchM&A consultingFinancial analysisTrainingEquity ResearchM&A

Thinkequity india

2 roles

Senior Research Associate

Jul 2007 – Jul 2008 · 1 yr

Supported the analysts covering Human Capital Management Solutions Sector
Built financial models from scratch deploying the best practices
Maintained and updated financial models based on new earnings release, analysts meeting or any significant news
Wrote initiation reports on companies discussing the industry and company fundamentals, valuations and risks to recommendation
Interacted with the management of companies under coverage and has attended analyst meeting conducted by companies
Served as subject matter expert for the business process services team helping them on financial analysis, valuation and in interpreting and forecasting financial statements
Mentored fresh IIT graduates who joined the company

Research Associate

Jul 2006 – Jul 2007 · 1 yr

Worked as an associate covering the technology sector with specific focus on network solution providers.

Irevna

Research Analyst

Jan 2006 – Jan 2006 · 0 mo

Built financial models for Shipping and Aviation companies

Financial modelingFinancial Analysis

Ford india private limited

Financial Analyst

Mar 2005 – Mar 2006 · 1 yr

Worked as a financial analyst:
Maintained the budget for variable marketing expenses.
Managed one subordinate entrusted with the task of processing dealer claims.
Improvised month end account reconciliation process. Brought down the total cycle time from 2 days per month to just 2 hours per month.
Designed and improved processes related to variable marketing transactions. Strengthened the internal control and reduced the process cycle through such improvements.
Resolved various dealer disputes with regard to variable marketing claims.

BudgetingAccount reconciliationInternal controlFinancial Analysis

K. ravi & co

Articled Clerk

Aug 2001 – Oct 2004 · 3 yrs 2 mos

K. Ravi & Co., was a mid-sized CA firm based in Chennai, which was subsequently acquired by BMR advisors.
Worked on several key assignments in the fields of
Audit
Taxation
Project finance and
Consulting