Global Head of Finance and Treasury

A Finance leader with ** years of experience in leading high-impact financial strategies, governance, and transformation across diverse business environments. Have led value creation for boards through EBITDA expansion, enhanced governance, and built scalable financial organizations. Thrive as change agent with stakeholder engagement to deliver sustainable growth. Consistently delivered on board mandates including cost optimization, restructuring & business model optimization, treasury, and inorganic growth (M&A). My diverse experience in financial markets is instrumental in successful fund raising and financing mandates. HIGH IMPACT AREAS

• Strategic Finance: End-to-end financial strategy, EBITDA expansion, financial planning & reporting in complex global enterprises

• Financing & Fund Raising: IPO preparation, debt refinancing, PEs roadshows, and board mandate on exit for existing investors

• Growth Investing: capital restructuring, ROE expansion, M&A due diligence, and ROI driven visibility for investments

• Treasury: Set up global treasury for investment management, hedging FX exposure, elevating working capital efficiency and liquidity forecasting

• Governance: Business restructuring, elevated controls, KPI-centric performance management

• Commercial: Revamped pricing process, commercial evaluation, deal pipeline forecasting, sales attribution and effectiveness

• Digital Transformation: Led finance transformation COE, process standardization, ERP integrations, elevating closing process, data integrity, and SLAs

• Talent & Organization: Built high-performing teams across FP&A, Corporate finance, and F&A, fostering a culture of collaboration, and partnership mindset. EXPERIENCE

Head of Finance (Growth Catalyst Group of Companies, Inc.) Advatix APAC Logistics Pvt. Ltd., Gurugram, India June 2025 onwards

• Lead financial planning, reporting & forecast, dashboards and decision support

• Building governance to drive cost optimization and EBITDA expansion for FY26-27

• Engaging PE investors for debt refinancing and restructuring capital structure

• Improving working capital & liquidity forecast in overall treasury management

• Revamping finance processes, systems & controls, eliminating legacy systems and integrating multi-ERPs to improve close process, reporting accuracy, and SLAs.

• Restructuring finance organization (India & US), building capacity in strategic areas, transform finance from support to strategic partner. (Team size: 33 FTEs)

• Designed a playbook to build a Finance COE for a PE fund's portfolio company Highlights

• Concluded refinancing from a PE investor, kickstarting investor roadshows in US

• Reduced DSO by 7 days and overdue AR from $7.8mn to $2.2mn

• Instituting Billing tower to improve AR - invoicing and collections accuracy

• Building centralized repository for contract management billing process integration to reduce revenue leakage and legal exposure

• Set-up a finance shared services in India migrating 20+ roles - F&A, FP&A and Audit Global Head – Business Finance and Treasury

Evalueserve India Pvt. Ltd., Gurugram, India Sept 2017 – June 2025

• Led long-range & annual financial planning, strengthened decision support, KPI- driven performance management, to consistently deliver profitable growth.

• Led fund raising – finance pack & presentations, participated in roadshows in US and UK. Was also part of IPO preparation for US listing in 2019.

• Led business restructurings, carve-outs and M&As to deliver targeted EBITDA and productivity improvement, with a scalable competitive business model.

+91-987******* *************@*****.*** Gurugram, India Master of Business Economics

(Finance), Delhi University (2001)

B.A. (Honors) Economics,

Delhi University (1998)

EDUCATION

RECOGNITION

Winning Edge in Collaboration

- CFO100 India Forum (2024)

AFFILIATION

Independent Director, IICA,

Ministry of Corp. Affairs, GOI

Life Member, Institute of

Directors, India

CERTIFICATION

Strategic Finance MDP, I.I.M.

Lucknow (2024)

Business Analytics Certification,

X.L.R.I. Jamshedpur (2021)

RPA Program Manager,

Automation Anywhere (2019)

Behavioural Finance, Market

Psych USA (2011)

• Established a comprehensive treasury program for forex hedging, liquidity forecast and working capital, investment management.

• Re-engineered G&A operations (Chile), automated finance processes, set SLAs and controls - ensuring compliance with audit and local regulatory standards.

• Set-up digitization COE, upskilled 38 FTEs (RPA certified) and pipeline management

• Optimized S&M budget, with sales effectiveness, right-sized GTM capacity, and deal pricing & evaluation process.

• Managed revenue assurance - order-to-cash, contracting, negotiations, churn rate Highlights:

• Doubled enterprise value from $210M to $550M in three years

• Concluding investment round with prospective PE fund and 2 M&A integration

• Expanded contribution margin by 2x and EBITDA by 3x during 2022-2024

• Improved cash flow by reducing DSO from 15 days and unbilled AR (10 pps)

• Delivered $1.4M in cost savings through automation and process improvements Regional Head – Investment Advisory, Private Banking Axis Bank Limited Aug 2009 – Aug 2017

• Developed new markets and penetrated highly competitive segment in the region led 10x growth in assets (AUA) FY'09 to FY'16

• Facilitated commercial lending, capital markets & fund raising, and structured debt mandates for several mid-size companies across North India

• Worked with several Venture Capital and Private Equity firms for fund raising

• A trusted portfolio advisor to several mid-to-large corporates, MNCs, and Trusts Prior Experience

Sales & Advisory Roles May 2001 – July 2009

• Performed as a team leader and individual contributor at leading banks and NBFCs

- RBS, Standard Chartered Bank, American Express, Dawnay Day, IL&FS, HDFC Life - consistently delivered on growth targets and new business acquisitions.

• Recognized as a strong performer with proven record in client retention, winning in competitive market, opportunity identification, financial structuring, and mentoring teams, at the same supported business in planning process and capability building. Advisory Projects

Governance and Performance

Management – Designed reporting

framework for a PE funded business

Sector: B2B Digital Travel platform

ROI enhancement for finance

transformation project - Advised

CFO and transformation office on

streamlining data lifecycle and

reporting cadence & adaption.

Sector: Speciality Chemicals

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