Puneet Sapra, Finance Expert in New York, NY, United States
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Puneet Sapra

Verified Expert  in Finance

Finance Expert

New York, NY, United States
Toptal Member Since
March 8, 2017

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.

Career Highlights

Strategy and Financial Consultant
Everest Growth Partners
Halma plc

Education Highlights

Bachelor's Degree
Duke University
London School of Economics and Political Science

Case Studies

Work Experience

Strategy and Financial Consultant

2020 - PRESENT
Everest Growth Partners
  • Designed a new business unit for a health insurance firm with an annual budget of over $10 million.
  • Led the private markets debt and equity financing for a medical device startup, successfully closing multi-million dollar financing rounds.
  • Led the creation of the M&A function, investment committee structure, opportunity evaluation process, and due diligence checklist for a publicly traded medical devices company.
  • Launched data and analytics products to provide competitive pricing intelligence to health insurers and healthcare providers.
Focus areas: Financial Modeling, Mergers & Acquisitions (M&A), Three-statement Modeling, Revenue & Expense Projections, Life Science, Investments, ROI, Investment Banking, Key Performance Indicators (KPIs), Management, Strategy


2017 - 2020
Halma plc
  • Managed companies' portfolios with revenue ranging from $10 to $200 million.
  • Built financial models and conducted acquisition due diligence.
  • Developed and reported KPIs using automated systems such as Oracle, Power BI, etc.
  • Handled public reporting, including accounting audits and investor presentations.
Focus areas: Financing, Project Planning, Budgeting, Controls, Financial Planning & Analysis (FP&A), Reporting, M&A (Buy-side), Accounting, CFO, Forecasting


2013 - 2017
  • 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), Reporting, Accounting, CFO, Forecasting

Business Leader

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, Reporting, Forecasting

Vice President of Strategy and Operations

2006 - 2010
Vascular Therapies
  • 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, Reporting, Accounting, Forecasting

Financial Analyst

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), Reporting, Accounting, Forecasting
2004 - 2006

Master of Business Administration (MBA) in General Management

Harvard University - Boston, MA

1995 - 1999

Bachelor's Degree in Physics, Economics

Duke University - Durham, NC

1997 - 1997

Certificate in Finance

London School of Economics and Political Science - London, UK


Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Financial Options, Capital Structure Analysis, Three-statement Modeling, Accounting, CFO, Forecasting, Budgeting, Financial Reporting, Private Equity, Capital Raising, Venture Funding, M&A (Buy-side), Financial Modeling, Microeconomics, Corporate Finance, Revenue & Expense Projections, ROI

Output Software

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Industry Expertise

Health Insurance, Pharmaceuticals, Financial Services, Pharmacy Records, Hospitals, Consumer Products, Industrials

Geographic Expertise

China, United States, India, Asia

Data & Analysis Software



Reporting, Healthcare Media, Medical Devices, Information Technology, Healthcare Services, Biotechnology, B2B, Cost Accounting, Emerging Markets, Business Planning, Strategy, Business Cases, Financial Analysis, Angel Investing, Data Analytics, Derivatives, Leveraged Buyout (LBO), Local & Municipal Government, Bonds, Product Development, Controls, Project Planning, Financing, Strategic Planning & Execution, Financial Forecasting, Leveraged Finance, Finance, Operations, Business Technology, Leadership, Computer Science, Econometrics, Statistics, Life Science, Investments, Investment Banking, Key Performance Indicators (KPIs), Management

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