SRIDIP (SHREE) MUKHOPADHYAYA, CFA, CPA, CGMA, FRM

319-***-**** adryd6@r.postjobfree.com Arlington Heights, IL Seasoned Corporate Finance Expert

Hands-on Execution Problem-Solver Diverse Experience PROFESSIONAL PROFILE

Dynamic leader with hands-on experience in defining and driving financial strategies forward. Uses design thinking to deliver innovative solutions for global initiatives in companies ranging from Fortune 500 to hyper-growth startups. Thrives in problem solving and scenario analysis for complex businesses with multiple systems and high-volume of raw data.

• Recognized for experience across Consulting, Financial Planning & Analysis, Process Innovation, On- and Off- shore Team Development & Leadership, System Planning & Implementations, & Compliance to name just a few.

• Adept at cultivating partnerships and building trusted relationships across global business sectors, including executive-level communications within leading profit & non-profit organizations in CPG, Consulting, Investment Management, Printing, and Office Furniture Manufacturing, among others.

• Proven ability to lead diverse on- and off-shore teams, and ensure a high level of performance standards, while simultaneously enhancing operations focused on business solutions and team engagement.

• Career complemented by Big 4 auditing experience, a Master of Business Administration, & numerous professional certifications.

AREAS OF EXPERTISE

FP&A – Enterprise Risk Assessment – Strategic Planning – Budget Management – GAAP – Cross-functional Communications

– Client Relations – Consulting – Regulatory Compliance – KPIs & KRIs – Dashboard and BI Tools – Performance Management – Enterprise Risk Management – Investment Management– Inventory Management – Change Management – Profitability & Cost Management – Coaching & Mentoring – On- & Off-shore Team Development PROFESSIONAL EXPERIENCE

COLOR BRANDS – Chicago, IL 2021 to Present

Vice President of Finance

Directly recruited into this hands-on role leading the global finance function while reporting to the founders. Co-lead the evaluation and selection of an ERP system to transition financial operations from QuickBooks Online. Tactically recruit, lead, and develop a diverse international team to encourage and enable continuous learning, cross-training, and a culture of curiosity woven with a drive for problem-solving. Concisely perform strategic treasury functions, including managing foreign exchange risk. Championed the establishment of Color Brand’s 401(k) platform and the transition of payroll from Gusto to Paylocity.

Notable Contributions:

• Collaborated with the Purchasing team in instituting supply-chain process improvements that allowed us to successfully pass on the increased freight and unexpected demurrage charges to the customer.

• Elevated operations from a $25M revenue single entity company in 2020 to $90M projected revenue in 2022 with 3 subsidiaries by spearheading the agile transition of systems and processes.

• Modernized financial reporting capabilities enabling financial consolidation of 3 subsidiaries in the U.S., U.K., & the E.U. dealing with intercompany eliminations and exchange rate gain or loss.

• Pioneered selection and implementation of an innovative inventory management system (Cin7), providing close-to-real-time warehouse inventory visibility and in-transit stock across suppliers, co-packers, & warehouses.

• Drove development and implementation of a holistic credit risk policy utilizing a standard data intake form, data from credit agencies, and credit insurance coverage, determining the customers’ credit limit.

• Enabled organization to self-fund a new brand of soft drinks launch by creating a global cashflow model utilizing 30+ variables that drive the timing of cashflows, including 20 distinct customer payment terms. ACCELERATED GROWTH – Chicago, IL 2020 to 2021

Senior Pod Lead

Oversaw and executed on the delivery of finance and accounting consulting services to multiple clients in CPG, SaaS, and other services industries. Cross-collaborated and assisted team members in utilizing technical accounting standards, including ASC606, ASC 842, and accounting for digital assets like crypto currencies. Led revamping charts of accounts and financial reporting packages for clients to meet ever-changing priorities. Notable Contributions:

• Delivered value aligned with the clients' strategic goals and growth trajectory as fractional CFO for clients while simultaneously supporting the execution team.

• Conducted due-diligence reviews for multiple acquisitions of Amazon based D2C businesses by assessing strategic fit, and forecasted profitability taking into account seasonality and customer returns

• Instilled client confidence by reviewing their financial plans with a strategic lens and applying decision theory in helping inform available options under significant uncertainty of the impact of COVID on business potential.

• Successfully steered a multi-cultural environment enabling the Indian and U.S. teams to understand and respect cultural differences, language barriers, as well as misplaced assumptions about expectations. CULTURE STUDIO – Chicago, IL 2017 to 2020

Vice President, Finance

Led annual budgeting and forecasting process, including creating the annual budget and a 3-year long-range plan as part of the strategic planning process. Directed and managed all accounting activities, including monthly reconciliations, inventory valuation, and revenue recognition in compliance with GAAP and company policy. Obtained buy-in and led the change management process, implementing departmental KPIs and thresholds to identify and react to emerging trends. Notable Contributions:

• Reduced the DSO from 45 days to 35 days over a period of 1 year by streamlining the data collection and communication process empowering our customers to perform their 3-way match and make payments promptly.

• Conducted comprehensive time studies forecasting the number of temporary production labor required to absorb expected spikes in orders based on cyclical nature of the music concert industry.

• Substantially reduced month-end close process from 17 to 7 days, and aligned the organization for growth by instituting a continuous accounting strategy, defining the month-end timing and activities to be completed.

• Elevated the monthly budget versus actual analysis by creating reporting in Google Data Studio.

• Developed a robust sales commission strategy with the sales team and implemented QCommissions software to automate the calculation of commissions on a monthly basis. EXELON CORP – Chicago, IL 2015 to 2017

Manager, Enterprise Risk Management (ERM)

Collaborated with the Financial Planning & Analysis (FP&A) team across the strategic planning process updating the rolling 5-year long-range plan, validating baseline estimates, earnings bands, and the earnings at risk calculations. Directly developed and reviewed risk policies of risk appetite, internal audit, market risk, and credit risk. Conducted quarterly reviews of corporate risk factors stated in the 10-K filing for all SEC registrants under the Exelon corporation to determine potential material changes and to ensure all non-estimable risks were reported. Notable Contributions:

• Collaborated closely with the M&A team in the risk assessment of various M&A targets including the acquisition of PEPCO Holdings in 2016.

• Championed deployment of a B.I. system culminating into a MicroStrategy-based risk dashboard while leading a remote team of developers and managing a multifaceted development, testing, and deployment process.

• Subject Matter Expert across various project teams at ComEd and additional Exelon utilities evaluating non-standard investment proposals and delivering risk-informed recommendations based pertinent risk evaluations and utilizing decision analysis tools, including decision trees, tornado charts, and waterfall charts. ALLSTEEL INC. (SUBSIDIARY OF HNI CORP.)– Muscatine, IA 2013 to 2015 Finance Manager

Partnered with the product portfolio team to develop consistent metrics and assessment methodologies for product launch and discontinuation with a goal of profit optimization and SKU rationalization. Notable Contributions:

• Coordinated and guided the 3-year long-range planning process for Allsteel’s product portfolio to prepare the product budgets and breakthrough profit targets and establish other product specific targets

• Built consensus with product and category managers to prioritize product launch, discontinuation and pricing strategies

• Led and established the process for the calculation, discussion and communication of monthly performance at a product level and identify sources of variability in results from budget

• Collaborated with the plant controllers to design a Scorecard Report of product KPIs, an Earnings Dashboard and an Executive Packet to provide the Leadership Team with reporting on trends in factors that drive earnings ADDITIONAL PROFESSIONAL EXPERIENCE

PORTFOLIO MANAGER / RESEARCH ANALYST – AEGON ASSET MANAGEMENT 2008 - 2013 FINANCIAL CONTROLLER - INCAR (TANZANIA) LTD. 2004 - 2006 CREDIT ANALYST, DEALER FUNDING GROUP - KOTAK MAHINDRA BANK 2003 - 2004 AUDIT MANAGER - DELOITTE TOUCHE TOHMATSU 1999 - 2003 EDUCATION

MASTER OF BUSINESS ADMINISTRATION (MBA) 2006 - 2008 UNIVERSITY OF IOWA

BACHELOR OF COMMERCE, ACCOUNTING, & AUDITING (BCOM) 1998 - 2001 UNIVERSITY OF MUMBAI

PROFESSIONAL LICENSURES

CHARTERED GLOBAL MANAGEMENT ACCOUNTANT (CGMA), CHICAGO CHAPTER, IL CHARTERED FINANCIAL ANALYST (CFA), CHICAGO CHAPTER, IL CERTIFIED PUBLIC ACCOUNTANT (CPA), IOWA CHAPTER, IA FINANCIAL RISK MANAGER (FRM), CHICAGO CHAPTER, IL

CHARTERED ACCOUNTANT (ACA), MUMBAI INDIA

PROFESSIONAL AFFILIATIONS

ADVISORY BOARD - FIRST NORTHERN CREDIT UNION

GLOBAL ADVISORY BOARD - THE CFO ALLIANCE

VOLUNTEER CFO - CYBER-SECURITY NON-PROFIT

VOLUNTEER - BACK ON MY FEET’S FORWARD TOGETHER

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