Puneet has helped Fortune 100 companies, $250 million revenue PE-backed companies, and startups perform financial analysis for strategic investments, turnarounds, and capital transactions. He has extensive experience working with founders, boards of directors, external partners, and internal FP&A and accounting teams to grow organizations. He freelances to support a wide variety of clients with diverse business opportunities and challenges.
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: Mergers & Acquisitions, Financial Planning & Analysis (FP&A), Budgeting, Financial Reporting, Business Plan Development, Pharmaceuticals, Hospitals, Physicians, Health insurance
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: Strategy, Business case development, Financial analysis, Angel investment, Private equity investment, Pharmaceuticals, Real world evidence, Data and analytics
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: Strategy, Financial Planning & Analysis, Venture Funding, Capital Raising, Product development, Medical device, Drug device combination products, Health insurance, Asia, Emerging markets, Pharmaceuticals
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.