Varun has helped technology startups raise over $50 million in funding and built pricing models to win more than $1 billion in contracted revenue at Cognizant, a Fortune 500 firm. He has worked with management teams to build financial models, create strategic plans and improve their execution of operating margin and cash management. As a freelancer, he enjoys helping companies raise capital and build scale.
Built the business case and financial model to raise over $50 million in equity and debt capital from existing and new investors.
Built the pricing model for SaaS (Software as a Service) and PaaS (Platform as a Service) business offerings that scaled to $10+ million in recurring revenue within two years.
Created a framework to create and measure financial and non-financial KPIs across the organization; resulted in a decision to pivot into platform model and move away from plain vanilla conferencing solutions.
Created a new sales incentive framework, and implemented a sales incentive tool (Xactly) to execute the plan, which increased sales to strategic customer base by ~60% and reduced the commission payout time lag by more than 30 days.
Implemented Salesforce CPQ (Configure Price Quote) module and FinancialForce to transform the billing and financial operations and to enable real-time visibility of key metrics.
Built and maintained the 'Forecast P&L’ Excel model for the CFO; defined and managed key assumptions with cost and revenue centers across the $12 billion firm.
Worked with the executive team to develop key discussion points on firm performance for quarterly earnings call and 10-Q/10-K filings.
Conceptualized and built a statistical revenue forecast model for the company that had a prediction error of less than 1%; this was used along with bottom-up forecasts as a primary input in the annual planning process.
Spearheaded the implementation of SAP BPC. This was among SAP’s largest implementations of the SAP BPC tool and was featured on the SAP website.
Analyzed the chargeback costs for infrastructure, vetted takeover targets, and designed processes to push down currency hedging costs into business unit P&L’s.
Executed the annual budgeting process and anchored the budget presentation deck for the board of directors.
Built financial models for companies under coverage, which were utilized as a core part of investment decision-making process.
Authored industry-specific research reports for solar photovoltaic (PV) and biofuel companies that were instrumental in informing potential investors about the state of the industry and constructing investment thesis.
Created investment theme decks that generated significant interest in alternative energy from existing investor base.
Interviewed CEOs and CFOs across semiconductor capital equipment and solar PV industries as well as their supply chains as part of industry research and value chain analysis.
Focus areas: Equity Research, Industry Analysis, Investment Thesis, Investor Decks
Program for Leadership Development (PLD) in Leadership
2017 - 2018
Harvard Business School - Boston
Chartered Financial Analyst (CFA) in Investment Analysis
2009 - 2013
CFA Institute - United States
Certification in Financial Risk Management (FRM)
2008 - 2008
Global Association for Risk Professionals (GARP) - New York
Certified MBA (CMBA) degree in Finance and Strategy
2005 - 2007
Bharathidasan Institute of Management, Trichy - India
Bachelor's degree in Electrical and Electronics Engineering