An accomplished Strategy & Finance Professional with over 6 years of experience in Managing Founder's Office, Consulting Startups and SMEs across diverse industries, including Health Tech, E-commerce, Fintech, Logistics, and EdTech. Targeting a challenging role in a dynamic organization to leverage expertise in Growth Strategy, Founder's Office, Financial Modeling, Digital Transformation and Project Management to drive business success and deliver sustainable value.
Overview
6
6
years of professional experience
Work History
Admin & Strategy - CEO's Office
Centricity Wealthtech Pvt Ltd
09.2024 - Current
Partnered directly with the CEO to design, implement, and monitor strategic initiatives, OKRs, and long-term growth plans.
Created business proposals, board presentations, and investor decks to support fundraising and stakeholder engagement.
Played a key role in ideating and setting up business intelligence department
Developed onboarding processes for seamless onboarding of new private bankers in the organization
Led coordination for leadership reviews, investor meetings, and strategic offsite, ensuring seamless preparation and delivery.
Represented the CEO’s office in external interactions with partners, investors, and key clients.
Analyzed industry trends and tracked competitor activities to inform decision making.
Communicated business performance, forecasts and strategies to investors and shareholders.
Enabled effective information flow across leadership, ensuring clarity, alignment, and accountability on key decisions.
Senior Consultant (Management Consulting)
AceNet Consulting Pvt. Ltd.
03.2022 - Current
Achieved top performer status at AceNet for two consecutive years, earning the prestigious Ace Excellence Award in 2023.
Key Result Areas:
Spearheading the formulation and execution of growth strategies for a leading SME in the logistics industry, with a targeted objective of achieving a twofold growth by 2026.
Designing and rolling out a go-to-market (GTM) strategy for marine documentation products, startups, and management consulting businesses, significantly boosting market presence, conversion rates, and sales performance.
Leading strategic sales sessions and working collaboratively with cross-functional teams to craft and present comprehensive sales and growth strategies to senior executives, including the Managing Director and CEO.
Conducting thorough analysis of operational processes to identify inefficiencies, followed by developing and implementing innovative digital solutions to improve productivity and streamline workflows.
Conducting and presenting detailed fund flow analysis for SMEs to accurately determine both current and short-term working capital needs, enhancing financial stability and planning.
Creating five-year financial projections for SMEs gearing up for IPOs, providing a clear and compelling long-term vision of revenue and profitability for prospective investors.
Performing in-depth analysis of historical financial data for sell-side companies, identifying significant trends, opportunities, and challenges to inform strategic decisions.
Developing and presenting comprehensive recommendations for exploring potential acquisition opportunities, utilizing financial insights to drive informed strategic business decisions.
Collaborating with HR consultants in developing and implementing HR policies, playing a key role in shaping organizational culture and ensuring compliance with regulations through effective policy drafting and implementation support.
Business Analyst (Startup Consultant)
Plan Thy Business
04.2019 - 03.2022
Key Result Areas:
Led all aspects of project management, including meticulous planning, efficient execution, rigorous monitoring, and effective control; ensured that projects were delivered punctually, within budget constraints, and met the highest quality standards.
Conducted extensive research and analysis of business and financial data, along with competitive benchmarking; identified opportunities by analyzing market trends, customer needs, and competitor offerings.
Created detailed financial models and forecasts to assess business viability and project return on investment (ROI).
Simplified complex business concepts into clear, concise, and visually appealing presentations; produced actionable insights to support strategic decision-making processes.
Provided strategic advice to early-stage, tech-based startups on business growth and development strategies; optimized pitch decks for maximum impact and persuasiveness, earning positive client feedback for quality and effectiveness.
Assisted startups in refining their value proposition, identifying target markets, and establishing competitive positioning; offered guidance on product development, go-to-market strategies, and fundraising efforts.
Prepared startup founders for investor meetings and negotiations; facilitated introductions to relevant investors and strategic partners, driving business growth and funding opportunities.
Achieved a 15% year-over-year increase in top-line revenue by spearheading growth strategies for a leading marine survey company.
Accelerated revenue growth by 1.5 times for the marine documentation product within nine months through a successful go-to-market strategy.
Effectively led sales meetings with department heads and C-suite executives by developing and executing a comprehensive sales governance model.
Secured strategic corporate customers for a growing SME in the logistics industry by implementing a successful Key Account Management (KAM) strategy.
Contributed to significant revenue growth by identifying and establishing partnerships with international companies, successfully onboarding two partners in the Middle East.
Established a customer support desk that significantly reduced average resolution time from eight hours to two hours, ensuring timely resolution of customer queries.
Created over 10 detailed financial projections and valuation models for startups and SMEs across various sectors, including healthcare, EdTech, logistics, and direct-to-consumer (D2C) segments.
At Plan Thy Business, Gurugram
Successfully managed the entire project life cycle for over 200 projects, ensuring timely and budget-compliant delivery.
Developed compelling pitch decks for over 100 startup founders and venture capital funds, effectively articulating business strategies and growth potential.
Recognized as one of the top performers in the entire organization, demonstrating exceptional skills and dedication in 2023.
Emerged as a top performer, showcasing potential for growth and leadership in 2022.
Achieved first place in the Brand Building Activity 'Brand-aid' at Doon Business School in 2018, demonstrating creativity, problem-solving abilities, and teamwork skills.