Satheesh Kumar
Bengaluru
Summary
Business Finance: Conduct in-depth analysis of operational and financial data, identify trends and gaps, ensuring proactive daily communication. Lead a team responsible for delivering daily, weekly and monthly operational and financial analysis and reports FP&A: Expert in building complex financial models. Responsible for preparing the Annual Operating Plan, Turnaround Plan and other strategic planning and provide full support in execution, working closely with the CXO and the leadership team Fundraising: At various capacities closed more than $20 Mn of equity funding. Well versed in the end-to-end fund raising process. Further created deep connections for raising debt funds Analytics: Built a high performing data team capable of delivering complex analytical reports on timely basis and training the team to provide best in class management reports, Investor presentation and reports to the board members and other stakeholders Finance professional with 12+ years of experience in business finance, financial planning and analysis, and fundraising. Strong analytical skills with a focus on detailed insights and deep business understanding. Over the past 7 years, contributed to high-growth startups in electric mobility, including SUN Mobility and Lithium Urban Technologies.
Overview
8
8
years of professional experience
Work History
Lead Business Finance
Lithium Urban Technologies
07.2023 - Current
- Heading the Business Planning, Data Analytics ,financial reporting and Investor relations
- Leading the preperation of AOP, then reviewing and organizing quarterly and monthly and quarterly review and doing the corce correction and actions required for improvements
- Organize the weekly business review with the city heads, reviewing the KPI, highlihting the deviation and call for action
- Evaluating new business opportunities, financial feasibility and finalizing the solutioning and Pricing
- Preperation of various action plans, including turnaround plan, profitability improvement at client level and city level
- Sending monthly financial reports to Investors and clarifying all the quereis
- Preparation of all the required documents and presentation for Quarterly Business Review with the Board
- Leading the Investor relation, and supporting the financial and legal due diligence
- Developed and leading a high performing data and analytics team
- Actively participate in the implementation of AoP, not just its preparation
- Maintaining investor relations and providing support for fund raising efforts
Finance Lead
Textmercato
03.2021 - 06.2023
- Led the company’s turnaround and secured $3 Mn in Pre- Series A funding
- Solely managed the company’s finances for two years
- Built the finance team from scratch, establishing processes and controls
- Set up weekly and monthly review meetings to track KPIs and drive growth
- Organized and actively participated in quarterly board meeting
- Closure of statutory audit and book closure along with investor review
Senior Finance Analyst
SUN Mobility
10.2017 - 03.2021
- As an analyst played the role in developing financial models and collaterals for raising debt and equity funds
- Designed franchise partnership model for deploying battery swap station in collaboration with IOCL
- Worked with BD team to analyze RFP and formulate bidding strategies
- Key responsibilities include preparing pitch decks, CIM, unit economics, TCO, customer value prop, NPV, IRR & DCF
Deputy Manager
TVS Credit
- Developed short and long-term financial plan for retail loan products
- Prepared monthly P&L and key insights to BU heads with interactive dashboards
- Launched two new products - Loan Against Property and Trade finance
- Raised debt through securitization to reduce the long-term borrowing cost
Senior Engineer
Larsen & Toubro Limited
- Prepare WBS and SOP for construction of thermal power projects
- Experienced managing sub-contractors to ensure on-time delivery
- Set up an operation/construction team that delivered $2Mn annual revenue
Education
PGDM - Finance
Institute for Financial Management Research
01.2013
BE - Mechanical Engineering
SREC
01.2008
Skills
- Financial Modelling (DCF, LBO, DDM and M&A)
- Financial Planning and Analysis KPI Analysis
- Investor & Banking relation
- Financial Due diligence
- Fundraising (Equity & Debt)
- Data Modelling & Analytics
Accomplishments
Gamified the KPIs and launched multiple contests, to motivate the team and enhance key metrics, Improved COGS margin from 22% to 45% within a span of 6 months, Instrumental in delivering increase in revenue from $500K to $1.5 Mn (300%), Played a key role in closing M&A deal between SUN Mobility and Bosch
Timeline
Lead Business Finance
Lithium Urban Technologies
07.2023 - Current
Finance Lead
Textmercato
03.2021 - 06.2023
Senior Finance Analyst
SUN Mobility
10.2017 - 03.2021
Deputy Manager
TVS Credit
Senior Engineer
Larsen & Toubro Limited
PGDM - Finance
Institute for Financial Management Research
BE - Mechanical Engineering
SREC