CFO

Shubha Inamdar

*** ******** **, *********** ** 216-***-**** adyodd@r.postjobfree.com

www.linkedin.com/in/shubhainamdar/

AREAS of EXPERTISE

• Financial Modeling, Scenario Planning & Analysis • Strategy setting for Organic and Inorganic growth • Debt/Equity Financing • Equity/industry analysis • Financial Restructuring • Risk Management • Process evaluation/setup and reforms

PROFESSIONAL EXPERIENCE

Global CFO, LLC (Apr 2022 - Current) McMinnville, TN COO

Summary

Global CFO has two subsidiaries, MyStartUpCFO (msCFO) and MyTaxFiler (MTF). I headed the msCFO Ops, MTF and HR for Global CFO. I was instrumental in bringing the change by:

● Defined and implemented strategies to revamp client delivery processes and team structures, aiming to improve margins and enhance client deliverables in terms of quality and speed

● Assumed leadership of the Tax division following the departure of the MyTaxFiler CEO in March 2023, and redesigned the team structure to facilitate better workflows, optimize team utilization, and increase revenue visibility and collections

● Integrated the processes of both msCFO and MTF, leveraging cross-selling synergies to expand revenue opportunities

● Introduced analytical reporting that identified revenue leakage, client and team profitabilities, leading to the redesign and restructuring of client and team allocation methods

● Introduced advanced analytical reporting as an additional revenue stream for msCFO, providing clients with higher-level insights

● Assisted in evaluating AI tools and other automation technologies to streamline work processes and enhance business efficiency

● Supported the evaluation of potential acquisition targets to support Global CFO's inorganic growth initiatives

● As HR head, introduced a performance review system by creating Key Performance indicators (KPIs) and Key Result Areas (KRAs) for employees. This initiative successfully introduced a more equitable and organized evaluation process

Heartland Water Technology, Inc. (Aug 2016 – Mar 2022) Boston, MA CFO

Summary

Being core member of the management team, involved in:

● Fund raising activity (both Debt and Equity)

● Financial modeling based on business strategy

● Competitive analysis (focus on Power industry)

● Recommendation to the Board on Holding company structure for International business development efforts along with full economic analysis

● Setup and implement Patent portfolio management and evaluation strategy

● Pricing process setup

● Project evaluation process and reporting system

● Developing Supply chain management strategy

● Develop and implement financial reporting system including KPI development and reporting Shipcom Wireless, Inc. (Feb 2015 – July 2016) Houston, TX VP of Finance & Analytics

Summary

Being core member of the management team, involved in:

● Setting up procedures to capture costs effectively and deploy efficient internal control work flows Monthly and quarterly management/BOD reporting package (including Ops margin analytics based on projects/revenue streams and monthly CF)

● Support Business Development team in pricing and pWin analysis

● Work with outside agencies getting Shipcom R&D and Sec 199 credits/deductions Finance and Strategy Consultant (Jun 2014 – Jan 2015) Cleveland, OH Strategic business consultancy geared towards startup companies and small businesses. Sourcewater (founded by MIT alum), Boston, MA (Water Industry)

● Market analysis, sizing and help on developing revenue model

● EVC analysis resulting in helping management in arriving at optimal pricing

● Modeled 5-year financial forecast

Arubixs, San Francisco, CA (Smartphone industry)

● Develop investor deck for fund raising activity

● Help devise go to market strategy

SNAP, Grande Prairie, Canada (IT Security Industry)

● Financial forecast modeling and help develop investor deck HLC Technologies, Boston, MA (Water Industry)

● 5-year Financial forecast modeling and participate in potential investor pitch meetings General Electric (2008 – 2013) Bellevue, WA/Erie, PA Summary Made rapid progress in a structured and process oriented company; started as a CFO of their Thermal division under Power & Water business. Was instrumental in starting various reports on business analytics and KPI reporting. Later on, worked as a risk manager for GE Transportation Division’s Canadian customers with the responsibility of looking after contract Terms & Conditions, flagging of risks, correct accounting and financial modeling of contracts and new commercial deals. Last role was looking after commercial side of the business, process set up for Initiation to Order (ITO), country and deal risk assessments as well as act as a finance lead on Asia region deals.

Received CFO award as well as Management award for the contribution in the process reforms and risk assessment work.

ITO Risk Manager, GE Transportation

● Carried out ITO process set up and finalization of SOPs for Global Services Organization. Created framework for deal analytical reports (win/loss analysis to understand positioning of GET vis a vis competition)

● Led comprehensive risk assessments for new deals (from country, customer, supplier, operational execution, currency etc risk perspective)

Risk Manager, GE Transportation

● Managed yearly Contract Management Reviews (CMRs) for Canadian contracts working closely with engineering and operations team to identify and mitigate risks as well as ensuring integrity of the financial reporting

● Carried out finance and operations process reforms for effective reporting CFO, Thermal Division, GE Water & Process Technologies

● Helped drive profitable growth by implementing processes to improve rigor in key Finance processes, improved revenue recognition and implemented outsourcing programs which led to cost reductions improving margin for the business

● Created Margin Expansion report for the management based on business growth plan

● Provided Finance leadership for New Product Development activities (e.g. target costing, margin analysis, etc.)

Previous Experience

Participated in Series B fund raising (US based company) and as India finance head, led a company through its successful IPO looking after auditory, financial and legal compliances. Acted as main liaison with Merchant Bankers and Lawyers during IPO process.

Other experience includes equity and industry analysis, evaluating of investment proposals for recommending to company’s high net worth clientele. Helped company in its restructuring by providing analysis around core businesses as well as impact of divesture of its non-core businesses. Other Activities

Mentor with MIT Enterprise Forum

Organizing committee member of MIT CFO Summit (2020 and 2021) Education

MIT Sloan Fellows Program in Innovation and Global Leadership MBA (Jun’14)

Commercialization of technologies – A member of a team that did market research on technology related to Healthcare industry. Developed plan to commercialize the technology which was developed at MIT taking into account current market conditions, positioning of the prospective company, carried out competitive analysis and charted out plan to form a company as part of the next steps. Independent study projects:

● Setting up scaling and pricing strategy for a Cleveland based startup company and draw out business plan for future funding round

● Also involved in carrying out market study and chart out scaling strategy for a startup which has robotic mosaic tile design technology (developed by MIT alum) Passed CPA Exam, USA

Certified Chartered Accountant

Institute of Chartered Accountants of India

Bachelor of Commerce

Pune University, India

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