Summary
Overview
Work History
Education
Skills
Languages
Achievements Projects
Timeline
Generic

Consultant

Mohali

Summary

Financial Planning & Analysis Associate with 4+ years of experience in eCommerce, SaaS and Professional Services. Expertise in financial modeling, revenue operations, and process automation to drive strategic growth. Proven ability to deliver investor-ready forecasts and mentor high-performing teams.

Overview

7
7
years of professional experience

Work History

Consultant

DNA Growth - Business & Financial Consultants
11.2023 - Current
  • Lead FP&A initiatives for growth-stage businesses across eCommerce, SaaS, and Healthcare, aligning financial operations with strategic goals to improve margin profiles, cash flow stability, and forecasting precision.
  • Inventory Analysis, Led data-driven inventory analysis to optimize stock levels and reduce excess inventory, resulting in improved turnover rates and measurable cost savings for the business.
  • Unit Economics Analysis, Conducted comprehensive unit economics analysis to evaluate profitability per product and inform pricing and resource allocation decisions, driving sustainable growth and improved margins.
  • Deliver investor-ready financial models and strategic plans for early- and mid-stage founders, focusing on growth forecasts, pricing frameworks, unit economics, and multi-state compliance cost modeling.
  • Implement automation across financial and ReOps workflows, replacing manual processes with scalable systems for reporting, reconciliation, and metric tracking-tailored to fast-moving digital environments.
  • Track and analyze performance metrics in real-time, such as Gross Merchandise Value (GMV), Customer Acquisition Cost (CAC), and Revenue Per Visitor- transforming lagging KPIs into proactive, actionable insights for business growth.
  • Act as a strategic advisor to founders and executive teams, identifying high-impact levers in revenue operations, pricing, and spend management that drive sustainable growth.
  • Manage and mentor a high-performing team of analysts and consultants, fostering a culture of ownership, precision, and client-centric delivery across multiple simultaneous projects.
  • Implemented comprehensive three-way financial budget model for leading social impact workwear brand, enabling founders to set realistic targets, control spending, and make data-driven decisions for sustainable growth.
  • Own end-to-end client relationships, overseeing day-to-day execution, stakeholder communication, and strategic advisory with a sharp focus on clarity, prioritization, and measurable outcomes.

Financial Services Intern

Motilal Oswal Financial Services
06.2018 - 07.2018
  • Conducted mutual fund behavior analysis and supported HNI onboarding and compliance documentation.

Education

MBA - Finance & Marketing

DAV University
01.2021

TCS - iON Career Edge Young Professional - undefined

Financial Modelling and Valuation - undefined

EY
01.2021

Power BI - undefined

01.2020

Skills

  • Microsoft Excel (Advanced)
  • Google Sheets
  • Microsoft Word
  • Bloomberg Terminal
  • Financial Dashboarding Tools
  • Financial Modeling
  • Budgeting & Forecasting
  • Revenue Operations (RevOps) Strategy & Optimization
  • Automation of Financial Workflows & Reporting
  • Investor-Ready Forecasts & Scenario Planning
  • Team Leadership & Analyst Mentorship

Languages

English
Hindi
Punjabi

Achievements Projects

  • Promoted twice within DNA Growth, currently leading financial oversight for 10+ e-commerce clients.
  • Led a virtual finance project for an online D2C cleaning products brand.
  • Won the Brilliant Beginner Award at DNA Growth (2020).
  • Authored internal case study on 'Profitability Metrics for Subscription-Based E-commerce Models'.

Timeline

Consultant

DNA Growth - Business & Financial Consultants
11.2023 - Current

Financial Services Intern

Motilal Oswal Financial Services
06.2018 - 07.2018

TCS - iON Career Edge Young Professional - undefined

Financial Modelling and Valuation - undefined

EY

Power BI - undefined

MBA - Finance & Marketing

DAV University
Consultant