Puneet has been CFO of public, middle-market private equity-backed companies, and startups. He has extensive experience working with founders, boards of directors, external partners, and finance teams to grow revenues and profit organically, through M&A, debt, and equity financing.
Developed a three-year strategic plan to increase revenue, profit, and return on investment for each of the company's business units, product lines, and functional areas.
Developed reporting and control systems to meet requirements from the board of directors, lending group, management team, and auditor.
Led accounting, finance, tax, and treasury teams through a review of goals, objectives, work planning, and process improvement initiatives in support of company objectives.
Led the evaluation of potential internal capital expenditure investments as well as potential external partnership and acquisition investments.
Led strategic sale transactions of three divisions to Fortune 500 buyers in pharmaceutical, health information services, and life sciences industries.
Focus areas: Health Insurance, Hospitals, Pharmaceuticals, Business Planning, Financial Reporting, Budgeting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)
2010 - 2013
Developed a strategic plan and financial forecasting model in support of a $10 million investment to form an internal data and analytics operating group.
Developed an investment case for a $5 million corporate investment in external private equity fund.
Developed a strategic operating plan for a global innovation program, including innovation learning and development initiatives, rewards and incentives for entrepreneurship, and internal investments in new ventures.
Helped external startups develop fundraising plans for angel and Series A financing of up to $1 million.
Led the creation of a new internal governance committee to oversee global business process improvement and transformation as well as innovation initiatives in R&D, marketing, sales, and business development.
Focus areas: Data Analytics, Pharmaceuticals, Private Equity, Angel Investing, Financial Analysis, Business Cases, Strategy
Vice President of Strategy and Operations
2006 - 2010
Developed a financial model for venture capital fundraising of a $20 million Series A to support pivotal clinical trial of a drug-device combination product.
Developed an internal budgeting process to enable the leadership team to control cash flow during the development phase of lead product candidates.
Supported the creation of a product development strategy to prioritize resources toward markets with the largest profit potential in Europe, Asia, and the United States.
Supported negotiations of research and development partnerships with drug suppliers and significant vendors to align incentives for accelerated product launch.
Managed accounts receivable and accounts payable to increase cash conversion of business and support financing of product development program.
Focus areas: Pharmaceuticals, Emerging Markets, Asia, Health Insurance, Medical Devices, Product Development, Capital Raising, Venture Funding, Financial Planning & Analysis (FP&A), Strategy
1999 - 2004
Built financial models for interest rate derivatives to enable Fortune 500 clients in consumer products, industrials, and municipals sectors to manage interest rate and credit risks.
Built financial models for cash flow credit analysis for PE-backed leveraged buyouts of companies in media, utilities, and energy sectors.
Built financial models for M&A valuations for clients in the healthcare industry.
Ran the process for capital raising for high-yield debt and leveraged loans for private equity firms seeking to finance acquisition of companies in media, utilities, and energy sectors.
Developed an eCommerce platform to educate and facilitate transactions with municipal clients seeking to mitigate interest rate risks within tax-exempt bond and loan portfolios.
Focus areas: Bonds, Local & Municipal Government, Industrials, Consumer Products, Leveraged Buyout (LBO), Capital Raising, Derivatives, Budgeting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)
Master of Business Administration (MBA) in General Management
2004 - 2006
Harvard University - Boston, MA
Bachelor's degree in Physics, Economics
1995 - 1999
Duke University - Durham, NC
Certificate in Finance
1997 - 1997
London School of Economics and Political Science - London, UK