FinTech Apps
Vivek Gangadhar
Investment Manager | Project Manager
BANGALORE
Summary
Tech-savvy and self-driven finance leader with over 20 years of experience managing financial projects, FP&A, and wealth management. Adept at advising clients on investment strategies, retirement planning, and financial planning, with a deep understanding of financial markets, products, and risk management. Proven expertise in leveraging digital transformation and implementing technology solutions to align with business objectives, streamline processes, and enhance client outcomes. Skilled at bridging the gap between finance and IT to deliver impactful, data-driven solutions in dynamic environments.
Overview
22
22
years of professional experience
10
10
years of post-secondary education
2
2
Languages
Work History
Director - Investor Relations
CIFDAQ Blockchain Ecosystem India Ltd
05.2024 - Current
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Spearheaded investor relations efforts, successfully raising INR 1.5 Crores (USD 175k) in funding to accelerate blockchain ecosystem development.
- Built and maintained relationships with 40+ institutional and retail investors, resulting in increased stakeholder confidence and recurring investments.
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
Sr Wealth Manager
Elderswealth
01.2023 - 03.2024
- Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients.
CFO
Authentic Works Pvt Ltd
01.2021 - 07.2021
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Built and deployed strategy to achieve company vision and enhance tactical operations - Revenue expansion from USD 1 Mn $ Turnover to USD 2 Mn $.
- Developed future financial plans to support organization objectives.
- Oversaw all financial operations company-wide, including budgets, payroll and accounts payable and receivable.
Personal Financial Planner
Online@VivekGangadhar
12.2019 - 12.2020
- Advised clients on portfolio allocation and various investment types, including equities, fixed income, mutual funds.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement, acquiring 104 new clients in 13 months.
- Generated financial analysis reports and financial management proposals using Financial Fitness Analyzer (developed by self)
Project Consultant
JP Morgan Chase & Co
05.2019 - 11.2019
- Supported and delivered project migrating accounting processes from Oracle to SAP in 43 locations and 204 entities globally. This resulted in annualized savings of $2.6M driven from infrastructure, and licensing costs.
- Finance Consultant for Payment Operations team into all projects impacting fixed assets, accounts payable, reconciliations, travel and entertainment expense, indirect tax and reporting work-streams.
- Supported & delivered program to deploy third-party solution to manage company-wide supplier reference data. This resulted in more automation, controls and impacted about ~80K plus individual supplier records
- Applied Agile software development methodology to elevate final products and streamline development efforts.
- Maintained high performing team and served as project's advocate.
Chief Financial Officer & Co-founder
Teketys Pvt Ltd
10.2018 - 03.2019
- Built and deployed strategies to achieve company vision and enhance tactical operations.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Jointly developed Financial products, User reach, marketing & selling. Generated Revenue of approx. INR 1 lac per month consistently.
- Raised funding interests of ~$750k.
Finance Manager
DXC Technologies
04.2017 - 10.2018
- Monitored budget, payables and variance trends for $1.5Bn company, regularly apprising Finance leadership of company's Accounts Payable standing.
- Developed metrics for AP objectives, supporting key results - Duplicate payment recoveries $7 Mn, Non standard payment terms alignment resulting in $1.4 Mn
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Project Manager
Hewlett Packard Enterprise
04.2011 - 03.2017
- Developed implementation methodologies to rein in project costs while meeting key milestones for AP Workflow Project.
- Managed all phases of $ 19.5 Mn project from procurement to commission.
- Achieved 141 Headcount efficiency across 3 major initiatives.
- Developed executive presentations and reports to facilitate project evaluation and process improvement.
- Forecasted Accounts Payable @ 94% accuracy – built scalable model adaptable to other P2P areas lending itself to automation.
- Headed 8 project teams specializing in AP Workflow and Balance Sheet segmentation activities.
- Developed and initiated projects, including managing costs, schedule and performance.
Deputy Manager Strategic Planning
Bharti AXA General Insurance
06.2008 - 03.2011
- Created budgets, variance analysis, capital infusion plans & key financial reports to CXO’s and Board of Directors (AXA & Bharti boards) on a monthly basis.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Improved Company's Strategic Plan through consistent hard work and dedication.
- Signed off on Financial viability of 35 Revenue Channel partners.
Senior Financial Analyst
Hewlett Packard
01.2003 - 06.2008
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- AP Lead for AP Invoices and procurement activities.
- Consistently performed Accruals, Re-class of expenses & Automated Report Extractions saving 0.25 FTE.
- Duplicates identification & recovery of USD 600k
Education
CA Intermediate - Advanced Management Accounting, Taxation
Institute of Chartered Accountants of India
New Delhi 04.2001 - 11.2006
Bachelor of Commerce - Accounting, Costing, Taxation
Bangalore University
Bangalore 04.1997 - 03.2001
Skills
Portfolio diversification & Investment strategies
Family office services & Business development
Business Process Optimization
Digital Transformation & Innovation
Project Management
Product Lifecycle Management (PLM)
Data-Driven Insights & Analytics
Stakeholder Collaboration & Communication
Critical thinking
Software
SAP
Project Management Tools
Interests
Reading
Meditation
Continuous Learning
Timeline
Director - Investor Relations
CIFDAQ Blockchain Ecosystem India Ltd
05.2024 - Current
Sr Wealth Manager
Elderswealth
01.2023 - 03.2024
CFO
Authentic Works Pvt Ltd
01.2021 - 07.2021
Personal Financial Planner
Online@VivekGangadhar
12.2019 - 12.2020
Project Consultant
JP Morgan Chase & Co
05.2019 - 11.2019
Chief Financial Officer & Co-founder
Teketys Pvt Ltd
10.2018 - 03.2019
Finance Manager
DXC Technologies
04.2017 - 10.2018
Project Manager
Hewlett Packard Enterprise
04.2011 - 03.2017
Deputy Manager Strategic Planning
Bharti AXA General Insurance
06.2008 - 03.2011
Senior Financial Analyst
Hewlett Packard
01.2003 - 06.2008
CA Intermediate - Advanced Management Accounting, Taxation
Institute of Chartered Accountants of India
04.2001 - 11.2006
Bachelor of Commerce - Accounting, Costing, Taxation
Bangalore University
04.1997 - 03.2001
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