I have been part of the CFO unit for larger buy-side public and private equity funds running FP&A at the Corporate level. I have been doing this for 10 years then joined a startup running all of FP&A and part of strategy. I currently lead, create and pitch to investors for a next round of investment. I manage all of the firm’s cash flow, projections, and analysis.
Undergrad School: Temple University
Undergrad Major: Economics
Age: 36, Ethnicity: Asian or Indian
Title: FP&A & Strategy Director
Length of Employment: 1 yr, 7 mos
Title: Manager of FP&A
Industry: Banking & Finance
Company: Top 5 PE Fund
Length of Employment: 2 yrs, 4 mos
Big Life Wins:
– Helped get two rounds of investments but decided not to due to terms for the startup.
– Managed diligence for PE and VC firms looking to invest in us.
Post MBA Goal:
I’m looking to break into either PE or smaller fund but now on the investment side or CFO for a fund or larger startup who’s looking to go public or be strategically acquired.