Publication
Strategic Financial Leadership: 6 Skills CFOs Need Now
https://www.toptal.com/management-consultants/interim-cfos/modern-cfo
Puneet is currently unavailable
Puneet Sapra
Verified Expert in Management Consulting
Management Consulting Expert
Ludhiana, United States
Toptal member since April 11, 2017
Bio
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
CFO
Halma plc
CFO
MediMedia
Education Highlights
Master of Business Administration (MBA)
Harvard University
Bachelor's Degree
Duke University
Certificate
London School of Economics and Political Science
Case Studies
Board of Directors Financial Analysis Presentation
Financial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Strategic Planning & ExecutionFinancial ForecastingFinancial ModelingLeveraged Finance
Industry Expertise
- Finance
- Healthcare Services
- Travel Agencies & Services
- Hospitals & Physicians Clinics
- Insurance
- Industrial Machinery & Equipment
- Medical Devices & Equipment
- Pharmaceuticals
Other Expertise
- Biotechnology
- Financial Planning & Analysis (FP&A)
- Healthcare Media
- Healthcare Services
- Information Technology
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
CFO
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
CFO
2013 - 2017
MediMedia
- 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
Pfizer
- 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
JPMorgan
- 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
Other Experience
Education
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
Skills
Finance
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
Bloomberg
Other
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
Collaboration That Works
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
1
Share your needs
Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2
Choose your talent
Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3
Start your risk-free talent trial
Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.
Top talent is in high demand.
Start hiring