Nathan is available for hire

Nathan Krishnan S

Verified Expert in Management Consulting

Management Consulting Expert

Kochi, Kerala, India

Toptal member since March 12, 2018

Bio

During his two-decade career in Asia and the US, Nathan has consulted in strategy, valuations, corporate finance, financial planning and analysis, forecasting, and investments across six continents—ranging in value from $10 million to $1 billion. While a senior manager at Ernst & Young, he led engagements in valuations and modeling and recently left to pursue entrepreneurial endeavors while working on challenging projects at Toptal.

Career Highlights

Financial Modeling Expert

Reason Street LLC

Senior Manager, Valuations and Transaction Advisory Services

Ernst & Young LLP

Corporate Finance Analyst

Nest Technologies Corporation

Education Highlights

Executive MBA Degree

Indian Institute of Management, Kozhikode

Certification Highlights

Financial Modeling Certification

Wall Street Prep

Chartered Financial Analyst (CFA)

CFA Institute

Chartered Accountant in Accounting, Taxation, and Finance

Institute of Chartered Accountants of India

Case Studies

Business Plan for an Education Institute

Business PlanningFeasibility StudiesMarket ResearchFinancial AnalysisPricingPrice Analysis+ 38 more

Valuation of an Industrial Company

DCF ValuationRelative ValuationValuationKuwaitMiddle EastFinancial Analysis+ 28 more

Equity Research | Infosys

ValuationEquity ResearchEquity Research AnalysisIndiaFinancial AnalysisFinancial Writer+ 34 more

Border Crossing Industry Research

Feasibility StudiesBusiness PlanningJordanMiddle EastPricingPrice Analysis+ 14 more

Equity Research Model

Equity ResearchEquity Research AnalysisFinancial ModelingInvestment ResearchThree-statement ModelingCash Flow Forecasting+ 34 more

Investor Brief

Investment BriefsEuropeMiddle EastFinancial AnalysisMicrosoft ExcelExcel Modeling+ 17 more

SaaS Model for Device Company

SaaSDesktop as a Service (DaaS)Industry 4.0Internet of Things (IoT)IndustrialsStrategic Planning & Execution+ 18 more

Navigating the Value of Protection

IFRS Financial ReportingIFRS 17

Industry Expertise

Animals & Livestock
Business Services
Accounting Services
Call Centers & Business Centers
Management Consulting
Food Service
HR & Staffing
Translation & Linguistic Services

Other Expertise

Finance Strategy
Financial Planning & Analysis (FP&A)
Fractional CFO
Mergers & Acquisitions (M&A)
Pitch Presentations
Software as a Service (SaaS)
Valuation

Work Experience

Consultant

2017 - PRESENT

Freelance

Consulted for company valuations for funding and financial reporting for clients, such as a Big 4 firm, a government consultant, and startups in logistics tech, medtech, and defense technology.
Built financial models for hardware pricing as a service for an industrial IoT startup, models for SaaS startups, and an IIoT product under design.
Consulted on the funding strategy for various startups in North American, Indian, and other Asian markets.
Consulted on 409A valuations, reviewed valuation models and methodologies, and signed off on the final 409A valuation report for startups.
Served on grant and funding panels, advising seed-level funding from incubators, accelerators, and seed investors. Volunteered as a mentor for Stanford Seedspark program for startups for cohorts 04, 05, and 07.
Trained entrepreneurs and masters-level students in business plan writing, valuation, and fundraising using real-world examples at premier management institutes and government-run entrepreneurship development centers.

Focus areas: Startups, Angel Investing, Angel/Seed Funding, Desktop as a Service (DaaS), Pitch Deck Consultant, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Financial Analysis, Valuation Modeling, Private Company Valuation, 409A Valuation, Emerging Markets, Foreign Exchange, Foreign Currency, Financial Data, Bonds, Currencies, Research Analysis, Investment Banking, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Asset Management, Business to Consumer (B2C), Early-stage Venture Capital, Early-stage Funding, Seed Fundraising, Term Sheets, Term Sheet Negotiations, Employee Stock Options, Options, Bankruptcy, Option Schemes, Real Options Reasoning, Equity Derivatives, Derivatives, Derivative Pricing, Investment Analysis, Investment Research, Investments, Financing, Series A, Startup Consulting, Startup Funding, Startup Accelerators, Strategic Planning & Execution, Strategy, Deal Structuring, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financials, Financial Ratios, Share Purchase Agreements, Comparable Company Analysis, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Fintech, India, Business Model Canvas, Business Modeling, Consumer Products, Healthcare, Manufacturing, EMEA, Investment Memoranda, Impact Investing, Project Evaluation, IFRS Financial Reporting, GAAP, Finance Reports, Small & Medium-sized Enterprises (SME), QuickBooks Online, Medical Software, Enterprise SaaS, Remote Work, Subscription Pricing, Subscriptions, Apps, Psychology & Mental Health, FS Consolidation, Investment Briefs, Information Memoranda, Microsoft Power BI, Planning, Indian Companies Act, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Business Evaluation, Food Delivery Services, Bangladesh, CIM, Confidential Information Memorandum (CIM), Cap Tables, Investment Funds, Service, Investment Presentations, Investment Decision-making, Exit Strategy, Virtual CFO, Interim CFO, Part-time CFO, Global Team Management, Private Placements, Funding Presentations, Pitch Presentations, ESOPs, Distressed/Special Situations, Bankruptcy & Insolvency, Residual Cash Flows, M&A Earn-out Agreements, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Consulting, Credit Risk, IRR, Personal Finance Management, Bookkeeping, Board Presentations, Loans, Intellectual Property, Patents, Capital Investment Appraisals, Feasibility, Capital, Short-term Investments, Commercial Real Estate, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Education, Artificial Intelligence (AI), Executive Consulting, Executive Coaching, Claude, Microsoft Copilot, Gemini, Perplexity, NotebookLM, Total Addressable Market (TAM), IFRS 17, Benchmarking

Director of the Board

2006 - PRESENT

Seshadri Nathan Securities Pvt. Ltd.

Founded the company in 2006 for Indian investors with value-investing strategies for equity investments and financial planning assistance for individuals. Pivoted in 2019 to corporate and management consulting services and equity fund-raising.
Engaged in corporate and management consulting and advised startup clients on valuation and fundraising. Valued a robotic startup in India with a focus on the construction sector for angel round funding and a film school for equity funding.
Invested in Indian startups—a mobile app facilitating home delivery of pharmaceutical drugs, an EV conversion-kit startup, a crowdfunding platform, a natural ice cream, a patent-holding startup in solid waste management, and a media-tech startup.
Valued RMBS and CMBS pools for an Australian client, ESOPs for a UAE-based startup in financial services, and equity of a financial services broker in UAE for potential fundraising.
Prepared the information memorandum and industry research for a client in the specialty coffee sector in UAE and a pitch deck and a financial model for a logistic startup in Saudi Arabia.
Consulted as a venture partner for a multi-national angel network to help raise angel investments for startups, including edtech, MedTech, and music tech startups.
Performed ongoing advisory engagement for startups in the medical distribution sector, skills enhancement for graduating students, and patent-owning startups in the waste management space.
Valued a corporate legal practice in Mauritius, including its brand and goodwill, and an oil rig owner for a shareholder dispute in Mauritius.
Valued a technology firm in the banking sector for further funding and shareholder resale, another technology firm in the banking sector for funding.

Focus areas: Price Analysis, Pricing, Financial Analysis, Business Research, Equity Valuation, Equity Research, Valuation Modeling, Value Investing, Valuation, Investment Summaries, Investment Thesis, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Financial Management, Pitch Deck Consultant, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Excel 365, Fundraising, Valuation of Financial Instruments, Pre-revenue Valuation, Private Company Valuation, Budgeting, Interim CFO, Virtual CFO, Part-time CFO, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Investment Banking, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Asset Management, Business to Consumer (B2C), Early-stage Venture Capital, Early-stage Funding, Seed Fundraising, Term Sheets, Term Sheet Negotiations, Options Trading, Futures & Options, Employee Stock Options, Options, Bankruptcy, Option Schemes, Real Options Reasoning, Equity Derivatives, Derivatives, Derivative Pricing, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Series A, Startup Consulting, Startups, Startup Funding, Startup Accelerators, Fractional CFO, Strategic Planning & Execution, Strategy, Deal Structuring, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, SME/SMB Financing, Equity Investment, Share Purchase Agreements, Finance Director, Operational Finance, Microfinancing, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Fintech, India, Deal Sourcing, Angel Investing, Investment Briefs, Investment Committee Advisory, Business Model Canvas, Business Modeling, Consumer Products, Healthcare, Investment Memoranda, Impact Investing, Project Evaluation, Accounts Receivable, GAAP, Finance Reports, Accounts Payable, Reporting, Small & Medium-sized Enterprises (SME), Enterprise SaaS, Financial Controls & Processes, Management, Subscription Pricing, Subscriptions, Apps, Psychology & Mental Health, Investment Portfolio Management, Portfolio Management, Family Office, Family Office Consultants, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Information Memoranda, Microsoft Power BI, Market Research, Planning, Indian Companies Act, Board Decks, Black-Scholes Model, Dashboards, Company Research, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, Food Delivery Services, Bangladesh, CIM, Confidential Information Memorandum (CIM), Cap Tables, Investment Funds, Service, Investment Presentations, Investment Decision-making, Exit Strategy, Private Placement Memoranda, Private Placements, Private Placement Structuring, Funding Presentations, Pitch Presentations, ESOPs, Distressed/Special Situations, Bankruptcy & Insolvency, Residual Cash Flows, M&A Earn-out Agreements, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Consulting, Credit Risk, IRR, Personal Finance Management, Bookkeeping, Board Presentations, Loans, Intellectual Property, Patents, Capital Investment Appraisals, Feasibility, Capital, Short-term Investments, Investment Monitoring, Capital Markets, Commercial Real Estate, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Insurance, Education, Artificial Intelligence (AI), Executive Consulting, Executive Coaching, S&P Capital IQ, Capital IQ, Claude, Microsoft Copilot, Gemini, Perplexity, NotebookLM, Total Addressable Market (TAM), IFRS 17, Benchmarking

409A Valuation Expert (via Toptal)

2023 - 2024

Exactera LLC

Consulted on the design of a valuation software for 409A valuations.
Detailed DCF valuation and the discount for lack of marketability (DLOM) to design and build a SaaS offering.
Outlined valuation analysis, use of relative valuation metrics, and reconciliation of value for final valuation design.

Focus areas: Valuation, 409A Valuation, DCF Valuation, Equity Valuation, Valuation Analysis, Relative Valuation, Startups, Black-Scholes Model, Cap Tables, DCF Modeling, Option Pricing, Spreadsheets, Consulting, Feasibility, Capital, Artificial Intelligence (AI), S&P Capital IQ, Capital IQ

409A Valuation Expert (via Toptal)

2023 - 2023

Go Real Travel Inc.

Built a valuation model for use in 409A valuation report considering equity waterfall and the discount for lack of marketability and control (DLOM/DLOC).
Calculated option values using the Black-Scholes option valuation.
Applied suitable waterfall methods for allocation of equity considering the probability-weighted expected return method (PWERM) and other models.

Focus areas: 409A Valuation, Valuation, Equity Valuation, Valuation Analysis, Black-Scholes Model, Company Research, Cap Tables, DCF Modeling, Option Pricing, Spreadsheets, Consulting, Intellectual Property, Capital, S&P Capital IQ, Capital IQ, Total Addressable Market (TAM)

Controlling Business Partner | Group Controller

2023 - 2023

Syncron Holding AB

Reviewed invoicing and revenue recognition in ERP against the contract database to identify material items of difference in ARR/MRR for shareholder reporting.
Produced detailed revenue recognition policies as set up in the ERP to facilitate reconciliation using customer contracts.
Identified differences in invoicing through ERP against the SaaS contract database toward further reconciliation.

Focus areas: Financial Planning & Analysis (FP&A), Reporting, Variance Reporting, BI Reporting, Excel Reporting, Group Reporting, Board Reporting, Forecasting, Financial Modeling, Revenue & Expense Projections, Three-statement Modeling, Data Analysis, Financial Controlling, Controlling, Microsoft Excel, Management Reporting, Workday, Adaptive Planning, Enterprise SaaS, Financial Controls & Processes, Subscription Pricing, Subscriptions, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Planning, Excel Expert, Dashboards, Virtual CFO, Interim CFO, Part-time CFO, Profit & Loss (P&L), Spreadsheets, Consulting, Bookkeeping, Intellectual Property, Capital, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition

Sell-side M&A Expert

2023 - 2023

JW Services Company Limited DBA Myanmar Tracker

Researched industry trends to help pitch to the potential acquirer.
Valued the company using different approaches to indicate a range for negotiation.
Structured the pitch presentation for the Owner/CEO to present to the potential acquirer.
Advised on strategies and transaction considerations for the acquisition.

Focus areas: Mergers & Acquisitions (M&A), Cloud, Internet of Things (IoT), Venture Capital, M&A (Sell-side), Startups, Pitch Presentations, Pitch Decks, Valuation, IFRS Financial Reporting, Information Memoranda, Planning, Investment Presentations, Exit Strategy, Private Placement Memoranda, Funding Presentations, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Consulting, Intellectual Property, Patents, Capital, S&P Capital IQ, Capital IQ, Total Addressable Market (TAM), Benchmarking

Financial Modeling Expert

2020 - 2023

Reason Street LLC

Prepared a financial model for fundraising for a hardware-as-a-service startup in the oil and gas sector with IoT devices. It was used as an operational model, and the modified version was used for successful fundraising.
Put together a financial model for the pricing strategy for a capital equipment manufacturer using the as-a-service model. It was used to evaluate potential paths for a new business offering, including managed services and device as a service.
Developed a financial model for pricing strategy for a conferencing equipment provider shifting to a hardware-as-a-service model with channel partners.
Produced a financial model for determining the pricing strategy for a MedTech startup. Developed a model to evaluate pricing packages, operational models, and forecasts for hardware-connected software sold to biopharma running clinical trials.
Handled financial due diligence and modeling for a venture studio.

Focus areas: Financial Modeling, Internet of Things (IoT), Managed Services, Forecasting, US GAAP, Medical Software, Enterprise SaaS, Subscription Pricing, Subscriptions, Hardware, Industry 4.0, Industrial Internet of Things (IIoT), Apps, Venture Funding, Market Research, Planning, Excel Expert, Long-range Plans, Investment Modeling, Cap Tables, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Consulting, IRR, Capital Investment Appraisals, Feasibility, Capital, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Executive Consulting, S&P Capital IQ, Capital IQ, Total Addressable Market (TAM), Benchmarking

Director of the Board

2020 - 2023

Quantum Healthcare India

Evaluated the potential acquisition of multiple hospitals, clinics, and diagnostic labs.
Valued hospitals, clinics, and diagnostic labs for acquisition.
Explored leveraged (LBO) and management buyout (MBO) options for hospitals, clinics, and diagnostic labs.
Evaluated and proposed financial and resource optimization of specialty hospitals, clinics, and multi-specialty hospitals.

Focus areas: Project Evaluation, Mergers & Acquisitions (M&A), Acquisitions, Acquisition Analysis, Valuation, DCF Valuation, Fundraising, Finance Reports, Accounts Payable, Reporting, Small & Medium-sized Enterprises (SME), Medical Software, Startup Funding, Financial Controls & Processes, Management, Remote Work, Subscription Pricing, Subscriptions, Apps, Psychology & Mental Health, Audits, Investment Briefs, Information Memoranda, Market Research, Planning, Indian Companies Act, Board Decks, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Business Evaluation, CIM, Confidential Information Memorandum (CIM), Cap Tables, Service, Investment Presentations, Investment Decision-making, Interim CFO, Part-time CFO, Private Placement Memoranda, Funding Presentations, Distressed/Special Situations, M&A Earn-out Agreements, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Credit Risk, IRR, Board Presentations, Loans, Intellectual Property, Patents, Capital Investment Appraisals, Feasibility, Capital, Revenue Recognition, Accounting Principles, Executive Consulting, Total Addressable Market (TAM), Benchmarking

Financial Modeling and Strategy Expert

2022 - 2022

Banpu Innovation & Ventures, Co., Ltd.

Prepared a detailed investment strategy and investment policy statement for corporate venture capital.
Conducted detailed research in venture capital investments and presented to support strategic decision-making.
Extracted from strategy and built a checklist to assist in identifying potential investments and key criteria to track the progress of investments separately for early-stage and later-stage investments.

Focus areas: Business Strategy, Investment Thesis, Investment Policy Statements (IPS), Investment Strategy, Early-stage Venture Capital, Venture Funding, Startup Funding, Planning, Board Decks, Dashboards, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, Investment Funds, Investment Decision-making, Profit & Loss (P&L), DCF Modeling, Option Pricing, Spreadsheets, Consulting, IRR, Intellectual Property, Patents, Feasibility, Capital, Executive Consulting, S&P Capital IQ, Capital IQ, Total Addressable Market (TAM), Benchmarking

Senior Manager, Valuations and Transaction Advisory Services

2013 - 2017

Ernst & Young LLP

Built and reviewed valuation models for banking companies in the Middle East and Europe. Modeled loan loss provisions and regulatory capital adequacy.
Advised petroleum and petrochemical clients, sovereign wealth funds, and investment holding companies in the Middle East to evaluate assets, intangibles, and associate and subsidiary investments.
Counseled sovereign wealth funds, real estate, and investment holding companies in the Middle East to evaluate real estate and hotel properties in Asia, Africa, Europe, and the Americas.
Valued intellectual property, including software, mobile apps, football player contracts, hotel service management contracts, and other intangibles for clients in the asset management, hospitality, real estate, and entertainment industries.
Conducted research to arrive at transaction comparables and trading multiples for valuation of assets, including ships, oil tankers, real estate, hotels, and investments.
Performed commercial and financial due diligence on a specialty ink company in the Middle East for acquisition by the world's largest ink and pigment products company; recommended structuring the venture.
Prepared M&A and leveraged the buyout (LBO) models, prepared investor decks, and advised on structuring acquisitions, spinoffs, and sales.
Built and reviewed models valuing non-traded derivatives, including swaps, currency forwards, commodity forwards, forex options, structured products, Islamic finance, and Shariah products for clients in the banking, insurance, and power sectors.
Valued employee stock options for banking, financial services, and other service companies in the Middle East and India.
Prepared detailed purchase price and allocation models.

Focus areas: Financial Analysis, Intellectual Property Valuation, Derivative Pricing, Purchase Price Allocation, Transaction Structuring, M&A Modeling, Leveraged Buyout Modeling, Banking Provision Models, Transaction Modeling, Fairness Opinion Reports, Financial Options, Investor Presentations, 409A Valuation, Contingent Valuation Method, Private Equity Valuation, Liability Valuations, Equity Valuation, Asset Valuation, Valuation Analysis, Valuation Modeling, Valuation Multiples, Valuation, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Desktop as a Service (DaaS), Pitch Deck Consultant, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Mergers & Acquisitions (M&A), Cross-border M&A, M&A (Buy-side), Investment Banking, Data Analysis, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Software as a Service (SaaS), Models, Managed Service Providers (MSP), Managed Services, Pricing Models, Pricing, Hedge Funds, Asset Management, Term Sheets, Term Sheet Negotiations, Futures & Options, Employee Stock Options, Options, Bankruptcy, Leveraged Buyout (LBO), Option Schemes, Real Options Reasoning, Project Finance, Equity Derivatives, Derivatives, Fixed-income Derivatives, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Startup Consulting, Startups, Startup Accelerators, Strategic Planning & Execution, Strategy, Deal Structuring, Shared Services, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, 13-week Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Share Purchase Agreements, Loan Valuation, Structured Finance, Leveraged Finance, Financial Markets, Banking & Finance, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Fintech, Business Model Canvas, Business Modeling, Consumer Products, Manufacturing, EMEA, Project Evaluation, IFRS Financial Reporting, GAAP, Reporting, US GAAP, Financial Controls & Processes, Management, Remote Work, Subscription Pricing, Subscriptions, Apps, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Investment Briefs, Information Memoranda, Microsoft Power BI, Professional Services, Market Research, Planning, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, CIM, Confidential Information Memorandum (CIM), Cap Tables, Investment Funds, Service, Investment Presentations, Investment Decision-making, Exit Strategy, Global Team Management, Private Placement Memoranda, Private Placements, Private Placement Structuring, Funding Presentations, Pitch Presentations, ESOPs, Structured Products, Distressed/Special Situations, Bankruptcy & Insolvency, Data Center Infrastructure, Residual Cash Flows, Reserving, M&A Earn-out Agreements, United Arab Emirates, Oman, Qatar, Saudi Arabia, Kuwait, Bahrain, Egypt, Morocco, Tunisia, Jordan, Lebanon, United States, Value at Risk, IP Valuation, Relative Valuation, M&A Valuation (DCF), Liquidation Valuation, Independent Valuation, Property Valuation, Profit & Loss (P&L), DCF Modeling, Option Pricing, Spreadsheets, Consulting, Credit Risk, IRR, Loans, Intellectual Property, Patents, Capital Investment Appraisals, Feasibility, Capital, Finance Shared Services Management, Commercial Real Estate, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Insurance, Education, Executive Consulting, S&P Capital IQ, Capital IQ, Total Addressable Market (TAM), Benchmarking

Manager and Chief Investment Officer

2007 - 2017

Open Quiver Investments

Invested proprietary funds in markets in multiple geographies and asset classes.
Invested in real-estate assets in the United States.
Managed investments in stock markets in the US, euro area, Great Britain, Japan, and Canada. Used options to hedge and generate income.
Traded major currency pairs and commodities using exchange traded options and futures options.

Focus areas: Investing, Investments, Value Investing, Equity Investment, Angel Investing, Property Investment, Startup Funding, Financial Controls & Processes, Portfolio Management, Investment Portfolio Management, Planning, Black-Scholes Model, Company Research, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, Investment Funds, Investment Decision-making, Structured Products, Distressed/Special Situations, Option Pricing, IRR, Personal Finance Management, Capital, Short-term Investments, Investment Monitoring, Capital Markets

Co-founder | Managing Director | Acting CFO

2012 - 2013

JRSCA Consulting and Advisory Pvt. Ltd.

Co-founded the company and spun off a consulting operations service from the larger firm. Structured the service offerings and scaled the organization to more than 100 employees in one year.
Assisted with incorporating companies for clients in India and supported clients through the initial years. Served on the board of directors as a resident director for international clients.
Advised foreign clients on investing in India regarding corporate laws, international taxation, and new business issues.
Prepared a business plan for a for-profit higher education venture, making a case to the approving body and for funding by investors.

Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Operations Analytics, Strategy, Operational Finance, Business Advisory, Financial Advisory, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Financial Management, Pitch Deck Consultant, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Data Analysis, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Valuation Modeling, Private Company Valuation, Budgeting, Interim CFO, Virtual CFO, Part-time CFO, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Currency, Financial Data, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Business to Consumer (B2C), Term Sheets, Term Sheet Negotiations, Startups, Fractional CFO, Controllership, Strategic Planning & Execution, Deal Structuring, Management Consulting, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, Cash Management, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Presentations, Financials, Financial Closing, Financial Ratios, Financial Records, SME/SMB Financing, Share Purchase Agreements, Finance Director, Industry Analysis, Strategy Planning, Business Strategy, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, India, Business Modeling, Investment Memoranda, Investor Reporting, Accounts Receivable, Finance Reports, Accounts Payable, Reporting, Small & Medium-sized Enterprises (SME), QuickBooks Online, Intuit QuickBooks, Financial Controls & Processes, Management, Remote Work, Consolidated Reporting, Financial Consolidation, FS Consolidation, Professional Services, Planning, Indian Companies Act, Board Decks, Dashboards, Company Research, Long-range Plans, Investment Consulting, Business Evaluation, CIM, Confidential Information Memorandum (CIM), Service, Investment Presentations, Investment Decision-making, Exit Strategy, Funding Presentations, M&A Earn-out Agreements, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Consulting, IRR, Personal Finance Management, Bookkeeping, Board Presentations, Loans, Capital Investment Appraisals, Feasibility, Capital, Capital Markets, Finance Shared Services Management, Commercial Real Estate, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Education, Executive Consulting, Total Addressable Market (TAM), Benchmarking

Director

2012 - 2013

JRS & Company

Conducted financial and corporate due diligence on prospective investment targets, including a 200-bed and 250-bed hospital for a foreign healthcare investor.
Advised on the valuations of Indian companies in the video gaming and construction management software industries for acquisition by non-Indian investors.
Advised the potential merger of three government companies into a focused single entity.

Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Due Diligence, Mergers & Acquisitions (M&A), Venture Funding, Financial Regulations, Asset Valuation, Valuation Analysis, Valuation Modeling, Property Investment, Intellectual Property Valuation, Finance, Real Estate, Valuation Multiples, Valuation, Venture Capital, Financial Writer, Business Plan Consulting, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, M&A (Buy-side), Data Analysis, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Virtual CFO, Accounting, Controllership/Accounting, Emerging Markets, Financial Data, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Term Sheets, Term Sheet Negotiations, Investment Analysis, Investment Research, Investments, Financing, Series A, Startup Consulting, Startups, Startup Funding, Strategic Planning & Execution, Deal Structuring, Management Consulting, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, 13-week Cash Flow, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Financial Ratios, SME/SMB Financing, Share Purchase Agreements, Trade Finance, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Pricing Strategy, Strategic Planning, Scenarios, Scenario Analysis, M&A (Sell-side), Cross-border M&A, Due Diligence Consultant, India, Business Modeling, Healthcare, Real Estate Development, Project Evaluation, IFRS Financial Reporting, GAAP, Reporting, Small & Medium-sized Enterprises (SME), QuickBooks Online, Intuit QuickBooks, Financial Controls & Processes, Management, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Information Memoranda, Professional Services, Market Research, Planning, Indian Companies Act, Excel Expert, Company Research, Long-range Plans, Service, Investment Presentations, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Consulting, Credit Risk, IRR, Board Presentations, Intellectual Property, Patents, Capital Investment Appraisals, Feasibility, Capital, Commercial Real Estate, Revenue Recognition, Accounting Principles, Software Revenue Recognition, Executive Consulting, Benchmarking

Head of Advisory Services and Research

2010 - 2011

Capital Eye for Business Consultancy KSCC

Advised on valuation and prepared teaser and detailed presentations for finding equity investors in banking and financial services sectors, successfully raising $10 million for a Middle Eastern microfinance company.
Guided on valuation and prepared teaser and detailed presentation to find equity investors for $50 million for a commercial real estate developer and $10 million and $20 million for two financial services companies.
Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $10 million for a Middle East industrial gas operator and $20 million for a North African BOT gas processing plant.
Prepared investment reports and briefs for clients in the Middle East who were looking to make outbound investments in Europe, Asia, and North America.
Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $12 million for a Kuwait-based electrical equipment supplies company.
Conducted due diligence on legal, commercial, and financial matters for an acquirer of a $20 million Kuwaiti medical equipment company.
Recommended restructuring scenarios for a $45 million Middle Eastern apparel retailer.

Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Due Diligence, Valuation Analysis, Valuation Modeling, Valuation, Property Investment, Investment Briefs, Investment Memoranda, Pitch Decks, Mergers & Acquisitions (M&A), Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Pitch Deck Consultant, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Excel 365, Fundraising, Intangible Asset Valuation, Pre-revenue Valuation, Private Company Valuation, Financial Data, Research Analysis, Microsoft Excel, Excel Modeling, Models, Business to Consumer (B2C), Term Sheets, Term Sheet Negotiations, Bankruptcy, Investment Analysis, Investment Research, Investments, Financing, Deal Structuring, Management Consulting, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Microfinancing, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Industry Analysis, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Sell-side, M&A (Sell-side), Due Diligence Consultant, Fintech, Business Modeling, Consumer Products, Healthcare, Islamic Banking, Real Estate Development, EMEA, Project Evaluation, IFRS Financial Reporting, Small & Medium-sized Enterprises (SME), Management, Remote Work, Family Office Consultants, Family Office, Information Memoranda, Professional Services, Planning, Board Decks, Excel Expert, Dashboards, Company Research, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, Business Evaluation, CIM, Confidential Information Memorandum (CIM), Cap Tables, Service, Investment Presentations, Exit Strategy, Global Team Management, Private Placement Memoranda, Private Placements, Private Placement Structuring, Funding Presentations, Pitch Presentations, Structured Products, Bankruptcy & Insolvency, Residual Cash Flows, Reserving, Islamic Finance, Syria, Jordan, Kuwait, Egypt, United Arab Emirates, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Consulting, Credit Risk, IRR, Board Presentations, Loans, Patents, Capital Investment Appraisals, Feasibility, Capital, Commercial Real Estate, Insurance, Executive Consulting, Total Addressable Market (TAM), Benchmarking

Assistant Vice President — Corporate Finance

2008 - 2009

First Qatar Real Estate Development KSCC

Prepared financial models and lender packages to raise bank funding for two Qatari real estate development projects, including a $100 million mixed-use development project nearing completion and a new $300-million project.
Created financial models to evaluate the returns of potential real estate acquisitions in Kuwait, Oman, and Qatar, ranging in value from $10-30 million.
Researched office, retail, and residential real estate demand and drivers in these geographies to validate assumptions.
Improved the quality of investor communication and lender packages by providing financials and the status of development projects on a timely basis, eventually obtaining a corporate rating from S&P.
Prepared a model for hedging currency exposure in other GCC markets against Kuwaiti Dinar for managing treasury investments and long-term investments.

Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Financial Planning & Analysis (FP&A), Hedging, Credit Analysis, Property Investment, Investment Monitoring, Investment Summaries, Investment Briefs, Finance, Real Estate, Investor Presentations, Investor Relations, Financial Writer, Business Plan Consulting, Fundraising Consultant, Financial Management, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Investment Banking, Data Analysis, Excel 365, Fundraising, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Hedge Funds, Asset Management, Options Trading, Futures & Options, Options, Financial Options, Project Finance, Derivatives, Fixed-income Derivatives, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Strategy, Investment Strategy, Alternative Investments, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Presentations, Financials, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, Equity Investment, Structured Finance, Leveraged Finance, Operational Finance, Financial Markets, Equity Research, Strategy Planning, Business Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, Business Modeling, Islamic Banking, Real Estate Development, EMEA, Project Evaluation, Investor Reporting, GAAP, Finance Reports, Accounts Payable, Reporting, Financial Controls & Processes, Management, Investment Portfolio Management, Portfolio Management, Portfolio Reporting, Portfolio Analysis, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Planning, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Research Reports, Long-range Plans, Investment Modeling, Investment Consulting, CIM, Confidential Information Memorandum (CIM), Investment Funds, Investment Presentations, Investment Decision-making, Private Placement Memoranda, Private Placements, Private Placement Structuring, Funding Presentations, Structured Products, Profit & Loss (P&L), DCF Modeling, Spreadsheets, Credit Risk, IRR, Board Presentations, Loans, Capital Investment Appraisals, Feasibility, Capital, Short-term Investments, Capital Markets, Commercial Real Estate, Revenue Recognition, Accounting Principles

Manager, Corporate Finance

2007 - 2008

RSM (McGladrey) International

Researched industry demand, development model, customer base, and competitors to prepare a valuation for the sale of a stake in a $175 million Kuwaiti information technology company with US DoD contracts.
Prepared a financial model of a combined entity for the $1.7 billion proposed merger of two public Kuwaiti real estate companies; quantified the synergies of scale and assisted management in preparing the pitch book for the transaction.
Researched the local market, proposed projects, and determined demand drivers to prepare the placement memorandum for $500 million of equity in a Qatari real estate development company.
Valued real estate holdings for a $200 million Gulf Cooperation Countries (GCC) retail operation and proposed a sale and leaseback of the real estate and a transaction structure for the spinoff, sale, and leaseback.
Researched markets and demand for the product offerings to prepare the business plan for a professional education venture covering the GCC, North Africa, and the Levant regions.
Analyzed the historical trade book and order books from the Kuwait Stock Exchange for the public market acquisition of a 30% stake in a real estate company and proposed acquisition strategies to minimize overall costs.

Focus areas: Price Analysis, Pricing, Financial Analysis, Due Diligence, Finance, Real Estate, Valuation Multiples, Investment Memoranda, Purchase Price Allocation, Valuation Analysis, Valuation Modeling, Valuation, Private Company Valuation, Private Equity, Mergers & Acquisitions (M&A), Corporate Finance, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Fintech Consultant, Pitch Deck Consultant, Software, Financial Modeling, Business Models, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Pre-revenue Valuation, Emerging Markets, Financial Data, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Term Sheets, Term Sheet Negotiations, Futures & Options, Options, Option Schemes, Real Options Reasoning, Financial Options, Project Finance, Equity Derivatives, Derivatives, Derivative Pricing, Investment Analysis, Investment Research, Investments, Financing, Deal Structuring, Global Strategy, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), DCF Valuation, Cash Flow, M&A Modeling, Cost of Capital, Finance Strategy, Financial Services, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Pro Forma Financial Statements, Oil & Gas, Financial Ratios, Leveraged Finance, Financial Markets, Banking & Finance, Transaction Modeling, Transaction Structuring, Comparable Company Analysis, Industry Analysis, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Due Diligence Consultant, Fintech, Business Modeling, Consumer Products, Healthcare, Islamic Banking, Real Estate Development, EMEA, Project Evaluation, IFRS Financial Reporting, US GAAP, Management, Remote Work, Family Office Consultants, Portfolio Management, Portfolio Analysis, Investment Thesis, Investment Cases, FS Consolidation, Information Memoranda, Professional Services, Market Research, Planning, Excel Expert, Black-Scholes Model, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, CIM, Confidential Information Memorandum (CIM), Cap Tables, Investment Funds, Service, Investment Presentations, Exit Strategy, Global Team Management, Private Placement Memoranda, Private Placements, Private Placement Structuring, Funding Presentations, Pitch Presentations, Structured Products, Distressed/Special Situations, Bankruptcy & Insolvency, Investment Policy Statements (IPS), Residual Cash Flows, Islamic Finance, Kuwait, Qatar, United Arab Emirates, United States, M&A Valuation (DCF), Equity Valuation, Relative Valuation, Asset Valuation, IP Valuation, Liquidation Valuation, Profit & Loss (P&L), DCF Modeling, Option Pricing, Spreadsheets, Consulting, Credit Risk, IRR, Board Presentations, Loans, Intellectual Property, Patents, Capital Investment Appraisals, Feasibility, Capital, Finance Shared Services Management, Commercial Real Estate, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Insurance, Executive Consulting, S&P Capital IQ, Capital IQ, Total Addressable Market (TAM), Benchmarking

Corporate Finance Analyst

2002 - 2007

Nest Technologies Corporation

Valued a US commercial real estate property using a pro forma NOI for a $25 million investment, preparing the financial models with sensitivity to borrowing rate and other relevant factors.
Prepared financial models and the data room for due diligence and authored sections of investment memorandum for the equity sale of a $120 million Indian company and a $10 million sale of a US-based cable-television monitoring-equipment company.
Drew up financial models and recommendation reports that supported the acquisitions of a $5 million product division from a cable TV company's Chapter XI bankruptcy sale.
Provided financial models and recommendation reports that supported the acquisitions of $25-50 million in technology product companies in Sweden and Ireland and $10-20 million in software companies in North America, India, and Japan.
Established revenue and cost recognition processes; improved cash flow planning and order-to-cash processes for group companies, leading to an approximately 20% higher cash flow.
Identified vendors, negotiated the contract, and transitioned parts of the accounting process, including order-to-bill, payroll processing, accounting, and GL reconciliation to an offshore location, saving the group companies ~ 15% in G&A expenses.
Prepared equity research models and recommendation reports for corporate treasury investments, including PAYX, GRA, HAS, RMD, BRK-A, and INFY.
Created lender packages and participated in lender meetings for a product company's $10 million bank funding, recruited and trained new accounting staff.
Managed the treasury operations of a group of companies, including investments, currency exposure, and hedging.

Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Financial Planning & Analysis (FP&A), Treasury, Financial Reporting, Taxation, Mergers & Acquisitions (M&A), Investment Summaries, Venture Capital, Financial Writer, Business Plan Consulting, Fundraising Consultant, Financial Management, Software, Financial Modeling, Business Models, Early-stage Startups, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Cross-border M&A, M&A (Buy-side), Investment Banking, Data Analysis, Excel 365, Fundraising, Valuation of Financial Instruments, Intangible Asset Valuation, Valuation Modeling, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Data, Financial Systems, Bonds, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Models, Pricing Models, Pricing Strategy, Pricing Plans, Managed Services, Asset Management, Term Sheets, Term Sheet Negotiations, Options Trading, Futures & Options, Employee Stock Options, Options, Bankruptcy, Leveraged Buyout (LBO), Option Schemes, Real Options Reasoning, Financial Options, Equity Derivatives, Derivatives, Fixed-income Derivatives, Derivative Pricing, Investment Manager, Investment Analysis, Investment Research, Investments, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Strategy, Deal Structuring, Shared Services, Global Strategy, Management Consulting, Investment Strategy, Pitch Decks, Alternative Investments, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Equity Research Analysis, Corporate Finance, Cost of Capital, Finance Strategy, Financial Forecasting, Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, Equity Investment, Share Purchase Agreements, Finance Director, Structured Finance, Leveraged Finance, Operational Finance, Trade Finance, Financial Markets, Transaction Modeling, Transaction Structuring, Equity Research, Comparable Company Analysis, Private Equity, Industry Analysis, Strategy Planning, Business Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, M&A (Sell-side), Sell-side, Due Diligence, Business Modeling, Manufacturing, EMEA, Investment Memoranda, Project Evaluation, Investor Reporting, Accounts Receivable, IFRS Financial Reporting, GAAP, Finance Reports, Accounts Payable, Reporting, US GAAP, Small & Medium-sized Enterprises (SME), Intuit QuickBooks, Medical Software, Financial Controls & Processes, Management, Remote Work, Portfolio Management, Investment Portfolio Management, Portfolio Analysis, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Information Memoranda, Planning, Board Decks, Excel Expert, Black-Scholes Model, Dashboards, Company Research, Long-range Plans, Investment Modeling, Investment Consulting, Monte Carlo Simulations, Business Evaluation, CIM, Confidential Information Memorandum (CIM), Cap Tables, Investment Funds, Investment Presentations, Investment Decision-making, Exit Strategy, Interim CFO, Part-time CFO, Global Team Management, Private Placement Memoranda, Private Placements, Funding Presentations, Pitch Presentations, Distressed/Special Situations, Bankruptcy & Insolvency, United States, United Kingdom, Canada, Ireland, Sweden, Japan, India, Profit & Loss (P&L), DCF Modeling, Option Pricing, Spreadsheets, Credit Risk, IRR, Bookkeeping, Board Presentations, Loans, Intellectual Property, Patents, Capital Investment Appraisals, Feasibility, Capital, Short-term Investments, Investment Monitoring, Capital Markets, Finance Shared Services Management, Commercial Real Estate, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Benchmarking

Accounts Controller

2000 - 2002

SFO Technologies

Prepared consolidated pro forma financial models and investor presentations for three optical fiber cable and optronic contract manufacturing companies in India to establish the milestones for a future IPO.
Drew up a financial model and a business plan for a $10 million investment in India's soda bottling and bottled water plant.
Recommended best practices in inventory management at the shop floor to the CEO and board, which resulted in the reduction of work-in-process inventory by around 15% and obsolete inventory by around 10%.
Developed and implemented improved financial reporting processes for the software companies owned by the group, leading to the faster collection of receivables.

Focus areas: Price Analysis, Accounting Software, Pricing, Financial Analysis, Enterprise Resource Planning (ERP), Financial Forecasting, Financial Planning & Analysis (FP&A), Financial Reporting, Feasibility Studies, Financial Writer, Business Plan Consulting, Financial Management, Software, Financial Modeling, Forecasting, Three-statement Modeling, Revenue & Expense Projections, Data Analysis, Excel 365, Private Company Valuation, Budgeting, Controller, Accounting, Controllership/Accounting, CFO, Emerging Markets, Foreign Exchange, Foreign Currency, Foreign Exchange (FX) Hedging, Financial Systems, Currencies, Research Analysis, Microsoft Excel, Excel Modeling, Bankruptcy, Real Options Reasoning, Investment Analysis, Investment Research, Financing, Debt Financing, Controllership, Strategic Planning & Execution, Shared Services, Global Strategy, Pitch Decks, Transaction Comparables, Cash Flow Analysis, Discounted Cash Flow Analysis, Sensitivity Analysis, Cash Flow Management, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, DCF Valuation, Cash Flow, Cash Management, M&A Modeling, 13-week Cash Flow, Corporate Finance, Cost of Capital, Financial Presentations, Financials, Financial Model Auditing, Financial Closing, Pro Forma Financial Statements, Financial Ratios, Financial Records, SME/SMB Financing, Share Purchase Agreements, Operational Finance, Trade Finance, Financial Markets, Transaction Modeling, Comparable Company Analysis, Private Equity, Pricing Strategy, Investment Ideas, Stock Analysis, Strategic Planning, Investment Return Scenario Analysis, Scenarios, Scenario Analysis, India, Business Modeling, Consumer Products, Manufacturing, Project Evaluation, Investor Reporting, Accounts Receivable, GAAP, Finance Reports, Accounts Payable, Reporting, US GAAP, Small & Medium-sized Enterprises (SME), QuickBooks Online, Intuit QuickBooks, Financial Controls & Processes, Management, Remote Work, Consolidation, Consolidated Reporting, Financial Consolidation, FS Consolidation, Audits, Planning, Indian Companies Act, Board Decks, Excel Expert, Dashboards, Long-range Plans, Investment Modeling, Business Evaluation, Investment Presentations, Exit Strategy, Part-time CFO, Global Team Management, Private Placements, Funding Presentations, Profit & Loss (P&L), DCF Modeling, Spreadsheets, IRR, Bookkeeping, Board Presentations, Loans, Intellectual Property, Capital Investment Appraisals, Feasibility, Capital, Finance Shared Services Management, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition

Education

2015 - 2017

Executive MBA Degree in Strategy and Marketing

Indian Institute of Management, Kozhikode - Kochi, Kerala, India

1994 - 1997

Bachelor's Degree in Commerce

Mahatma Gandhi University - Kottayam, Kerala, India

Certifications

JUNE 2019 - PRESENT

Registered Valuer - Securities or Financial Assets

Insolvency and Bankruptcy Board of India (IBBI)

JUNE 2012 - JUNE 2024

Registered Mutual Fund Advisor

Association of Mutual Funds in India

AUGUST 2009 - PRESENT

Financial Modeling Certification

Wall Street Prep

SEPTEMBER 2006 - JUNE 2026

Chartered Financial Analyst (CFA)

CFA Institute

APRIL 1999 - MARCH 2025

Chartered Accountant in Accounting, Taxation, and Finance

Institute of Chartered Accountants of India

Skills

Finance

Property Investment, Investment Summaries, Capital Investment Appraisals, Short-term Investments, Investment Monitoring, Investment Decision-making, Minority Investments, Financial Reporting, Private Equity, Private Company Valuation, Valuation Modeling, Valuation Analysis, Valuation Multiples, Liability Valuations, Private Equity Valuation, 409A Valuation, Fairness Opinion Reports, Transaction Modeling, Transaction Structuring, Venture Funding, Financial Advisory, Business Advisory, Startup Funding, Fundraising, Three-statement Modeling, Cash Flow, Cash Management, 13-week Cash Flow, Free Cash Flow (FCF), Cash Flow Forecasting, Cash Flow Modeling, Projected Cash Flow, Statement of Cash Flows, Discounted Cash Flow (DCF), Bank Debt Raises, Equity Research Analysis, P&L Forecasting, Series A, Pricing, Price Analysis, M&A Modeling, M&A (Buy-side), Finance Shared Services Management, Equity Derivatives, Capital Structuring, Chartered Financial Analyst (CFA), Chartered Accountant (CA), Due Diligence, Feasibility, DCF Valuation, Valuation, Intellectual Property Valuation, Comparable Company Analysis, Corporate Finance, Investment Briefs, Controller, Equity Research, Mergers & Acquisitions (M&A), Purchase Price Allocation, Equity Valuation, Capital, Cost of Capital, Value Investing, Revenue & Expense Projections, Finance Strategy, Financial Planning & Analysis (FP&A), Investment Thesis, Forecasting, Asset Valuation, Budgeting, Financial Modeling, Financial Model Auditing, Financial Systems, Financial Management, Angel/Seed Funding, Data Analysis, Valuation of Financial Instruments, Intangible Asset Valuation, Pre-revenue Valuation, Accounting, CFO, Investment Return Scenario Analysis, Project Evaluation, Financial Consolidation, Profit & Loss (P&L), Revenue Modeling, Pricing Strategy, Hedging, Islamic Banking, M&A Earn-out Agreements, M&A (Sell-side), Cross-border M&A, Debt Structuring, Fixed-income Derivatives, Fund Structure, Microfinancing, Derivative Pricing, Forward Contracts, Debtor & Creditor Management, Operational Finance, Personal Finance, Banking Provision Models, Business Intelligence (BI), Investment Memoranda, Residual Cash Flows, Financial Options, Pro Forma Financial Statements, Project Finance, Trade Finance, Foreign Exchange (FX) Hedging, Seed Fundraising, Credit Risk, Total Addressable Market (TAM), Taxation, Credit Analysis, Contingent Valuation Method, Leveraged Buyout Modeling, Financial Regulations, Market Research, Investment Portfolio Management, Portfolio Analysis

Output Software

Excel 2016, Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Financial Data, Capital IQ, QuickBooks Online, Intuit QuickBooks

Industry Expertise

Financial Services, Venture Capital, Commercial Real Estate, Real Estate, Capital Markets, Software, Asset Management, Professional Services, Confidential Information Memorandum (CIM), Early-stage Startups, Startup Accelerators, Real Estate Development, Oil & Gas, Financial Markets, Banking & Finance, Healthcare, Consumer Products, IFRS 17, Industrials, Insurance

Geographic Expertise

India, EMEA, United States, Bangladesh, Jordan, Middle East, Kuwait, Europe, Syria, Egypt, United Arab Emirates, United Kingdom, Canada, Ireland, Sweden, Japan, Qatar, Oman, Saudi Arabia, Bahrain, Morocco, Tunisia, Lebanon

Other

Investment Modeling, Angel Investing, Investment Analysis, Investment Strategy, Investment Research, Investment Consulting, Alternative Investments, Investment Committee Advisory, Loans, Small & Medium-sized Enterprises (SME), Business Strategy, Strategy, Global Strategy, Business Research, Startups, Startup Consulting, Fundraising Consultant, Interim CFO, Virtual CFO, Part-time CFO, Cash Flow Analysis, Cash Flow Management, Discounted Cash Flow Analysis, Sensitivity Analysis, Service, Management Consulting, Software as a Service (SaaS), Business Plan Consulting, Fintech Consultant, Accounting Software, Investing, Deal Structuring, Shared Services, Transaction Comparables, Investment Funds, Strategic Planning & Execution, Options Trading, Stock Analysis, Business Planning, SME/SMB Financing, Planning, Intellectual Property, Investment Cases, Equity Investment, Investments, Share Purchase Agreements, Indian Companies Act, Feasibility Studies, Loan Valuation, Relative Valuation, Pitch Decks, Company Research, Research Reports, Excel Modeling, Board Presentations, Investment Presentations, Financial Presentations, Long-range Plans, Industry Analysis, Investment Banking, Financial Analysis, Patents, Financials, Financial Ratios, Financial Writer, Finance, Finance Director, Financial Records, Excel 365, Controllership/Accounting, Emerging Markets, Currencies, Research Analysis, Models, Fractional CFO, Controllership, Strategic Planning, Scenario Analysis, Scenarios, Business Modeling, Investor Reporting, Accounts Receivable, IFRS Financial Reporting, GAAP, Finance Reports, Accounts Payable, Reporting, US GAAP, Financial Controls & Processes, Management, Remote Work, Apps, Consolidation, Consolidated Reporting, FS Consolidation, Audits, Information Memoranda, Board Decks, Excel Expert, Dashboards, Monte Carlo Simulations, Business Evaluation, CIM, Cap Tables, Exit Strategy, DCF Modeling, Option Pricing, Spreadsheets, Consulting, IRR, Demand Forecasting, Bookkeeping, Revenue Recognition, Accounting Principles, International Financial Reporting Standards (IFRS), Software Revenue Recognition, Executive Consulting, S&P Capital IQ, Claude, NotebookLM, Fintech, Investment Manager, Business Models, Investor Relations, Manufacturing, Bankruptcy, Leveraged Buyout (LBO), Pricing Models, SaaS, Inventory Cost Accounting, Economic Analysis, ESOPs, Structured Products, Market Structures, Option Schemes, Structured Finance, Employee Stock Options, Derivatives, Credit Ratings, Investment Ideas, Private Placement Structuring, Private Placement Memoranda, Private Placements, Contract Manufacturing, Pitch Presentations, Distressed/Special Situations, Bankruptcy & Insolvency, Futures & Options, Global Team Management, Strategy Planning, Financing, Debt Financing, Real Options Reasoning, Investor Presentations, Funding Presentations, Investment Policy Statements (IPS), Excel VBA, Options, Data Center Infrastructure, Internet of Things (IoT), Managed Services, Financial Closing, Leveraged Finance, Pitch Deck Consultant, Foreign Exchange, Foreign Currency, Bonds, Hedge Funds, Business to Consumer (B2C), Early-stage Venture Capital, Early-stage Funding, Term Sheets, Term Sheet Negotiations, Deal Sourcing, Business Model Canvas, Impact Investing, Medical Software, Enterprise SaaS, Subscription Pricing, Subscriptions, Psychology & Mental Health, Microsoft Power BI, Food Delivery Services, Personal Finance Management, Education, Artificial Intelligence (AI), Executive Coaching, Microsoft Copilot, Gemini, Perplexity, Benchmarking, Treasury, Financial Forecasting, Enterprise Resource Planning (ERP), Operations Analytics, Reserving, Mutual Funds, Desktop as a Service (DaaS), Industry 4.0, Managed Service Providers (MSP), Pricing Plans, Sell-side, Due Diligence Consultant, Acquisitions, Acquisition Analysis, Cloud, Variance Reporting, BI Reporting, Excel Reporting, Group Reporting, Board Reporting, Financial Controlling, Controlling, Management Reporting, Workday, Adaptive Planning, Hardware, Industrial Internet of Things (IIoT), Portfolio Management, Family Office, Family Office Consultants, Portfolio Reporting, Black-Scholes Model, Islamic Finance, Value at Risk, IP Valuation, M&A Valuation (DCF), Liquidation Valuation, Independent Valuation, Property Valuation

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Work Experience

Consultant

2017 - PRESENT

Freelance

Consulted for company valuations for funding and financial reporting for clients, such as a Big 4 firm, a government consultant, and startups in logistics tech, medtech, and defense technology.
Built financial models for hardware pricing as a service for an industrial IoT startup, models for SaaS startups, and an IIoT product under design.
Consulted on the funding strategy for various startups in North American, Indian, and other Asian markets.
Consulted on 409A valuations, reviewed valuation models and methodologies, and signed off on the final 409A valuation report for startups.
Served on grant and funding panels, advising seed-level funding from incubators, accelerators, and seed investors. Volunteered as a mentor for Stanford Seedspark program for startups for cohorts 04, 05, and 07.
Trained entrepreneurs and masters-level students in business plan writing, valuation, and fundraising using real-world examples at premier management institutes and government-run entrepreneurship development centers.

Director of the Board

2006 - PRESENT

Seshadri Nathan Securities Pvt. Ltd.

Founded the company in 2006 for Indian investors with value-investing strategies for equity investments and financial planning assistance for individuals. Pivoted in 2019 to corporate and management consulting services and equity fund-raising.
Engaged in corporate and management consulting and advised startup clients on valuation and fundraising. Valued a robotic startup in India with a focus on the construction sector for angel round funding and a film school for equity funding.
Invested in Indian startups—a mobile app facilitating home delivery of pharmaceutical drugs, an EV conversion-kit startup, a crowdfunding platform, a natural ice cream, a patent-holding startup in solid waste management, and a media-tech startup.
Valued RMBS and CMBS pools for an Australian client, ESOPs for a UAE-based startup in financial services, and equity of a financial services broker in UAE for potential fundraising.
Prepared the information memorandum and industry research for a client in the specialty coffee sector in UAE and a pitch deck and a financial model for a logistic startup in Saudi Arabia.
Consulted as a venture partner for a multi-national angel network to help raise angel investments for startups, including edtech, MedTech, and music tech startups.
Performed ongoing advisory engagement for startups in the medical distribution sector, skills enhancement for graduating students, and patent-owning startups in the waste management space.
Valued a corporate legal practice in Mauritius, including its brand and goodwill, and an oil rig owner for a shareholder dispute in Mauritius.
Valued a technology firm in the banking sector for further funding and shareholder resale, another technology firm in the banking sector for funding.

409A Valuation Expert (via Toptal)

2023 - 2024

Exactera LLC

Consulted on the design of a valuation software for 409A valuations.
Detailed DCF valuation and the discount for lack of marketability (DLOM) to design and build a SaaS offering.
Outlined valuation analysis, use of relative valuation metrics, and reconciliation of value for final valuation design.

409A Valuation Expert (via Toptal)

2023 - 2023

Go Real Travel Inc.

Built a valuation model for use in 409A valuation report considering equity waterfall and the discount for lack of marketability and control (DLOM/DLOC).
Calculated option values using the Black-Scholes option valuation.
Applied suitable waterfall methods for allocation of equity considering the probability-weighted expected return method (PWERM) and other models.

Controlling Business Partner | Group Controller

2023 - 2023

Syncron Holding AB

Reviewed invoicing and revenue recognition in ERP against the contract database to identify material items of difference in ARR/MRR for shareholder reporting.
Produced detailed revenue recognition policies as set up in the ERP to facilitate reconciliation using customer contracts.
Identified differences in invoicing through ERP against the SaaS contract database toward further reconciliation.

Sell-side M&A Expert

2023 - 2023

JW Services Company Limited DBA Myanmar Tracker

Researched industry trends to help pitch to the potential acquirer.
Valued the company using different approaches to indicate a range for negotiation.
Structured the pitch presentation for the Owner/CEO to present to the potential acquirer.
Advised on strategies and transaction considerations for the acquisition.

Financial Modeling Expert

2020 - 2023

Reason Street LLC

Prepared a financial model for fundraising for a hardware-as-a-service startup in the oil and gas sector with IoT devices. It was used as an operational model, and the modified version was used for successful fundraising.
Put together a financial model for the pricing strategy for a capital equipment manufacturer using the as-a-service model. It was used to evaluate potential paths for a new business offering, including managed services and device as a service.
Developed a financial model for pricing strategy for a conferencing equipment provider shifting to a hardware-as-a-service model with channel partners.
Produced a financial model for determining the pricing strategy for a MedTech startup. Developed a model to evaluate pricing packages, operational models, and forecasts for hardware-connected software sold to biopharma running clinical trials.
Handled financial due diligence and modeling for a venture studio.

Director of the Board

2020 - 2023

Quantum Healthcare India

Evaluated the potential acquisition of multiple hospitals, clinics, and diagnostic labs.
Valued hospitals, clinics, and diagnostic labs for acquisition.
Explored leveraged (LBO) and management buyout (MBO) options for hospitals, clinics, and diagnostic labs.
Evaluated and proposed financial and resource optimization of specialty hospitals, clinics, and multi-specialty hospitals.

Financial Modeling and Strategy Expert

2022 - 2022

Banpu Innovation & Ventures, Co., Ltd.

Prepared a detailed investment strategy and investment policy statement for corporate venture capital.
Conducted detailed research in venture capital investments and presented to support strategic decision-making.
Extracted from strategy and built a checklist to assist in identifying potential investments and key criteria to track the progress of investments separately for early-stage and later-stage investments.

Senior Manager, Valuations and Transaction Advisory Services

2013 - 2017

Ernst & Young LLP

Built and reviewed valuation models for banking companies in the Middle East and Europe. Modeled loan loss provisions and regulatory capital adequacy.
Advised petroleum and petrochemical clients, sovereign wealth funds, and investment holding companies in the Middle East to evaluate assets, intangibles, and associate and subsidiary investments.
Counseled sovereign wealth funds, real estate, and investment holding companies in the Middle East to evaluate real estate and hotel properties in Asia, Africa, Europe, and the Americas.
Valued intellectual property, including software, mobile apps, football player contracts, hotel service management contracts, and other intangibles for clients in the asset management, hospitality, real estate, and entertainment industries.
Conducted research to arrive at transaction comparables and trading multiples for valuation of assets, including ships, oil tankers, real estate, hotels, and investments.
Performed commercial and financial due diligence on a specialty ink company in the Middle East for acquisition by the world's largest ink and pigment products company; recommended structuring the venture.
Prepared M&A and leveraged the buyout (LBO) models, prepared investor decks, and advised on structuring acquisitions, spinoffs, and sales.
Built and reviewed models valuing non-traded derivatives, including swaps, currency forwards, commodity forwards, forex options, structured products, Islamic finance, and Shariah products for clients in the banking, insurance, and power sectors.
Valued employee stock options for banking, financial services, and other service companies in the Middle East and India.
Prepared detailed purchase price and allocation models.

Manager and Chief Investment Officer

2007 - 2017

Open Quiver Investments

Invested proprietary funds in markets in multiple geographies and asset classes.
Invested in real-estate assets in the United States.
Managed investments in stock markets in the US, euro area, Great Britain, Japan, and Canada. Used options to hedge and generate income.
Traded major currency pairs and commodities using exchange traded options and futures options.

Co-founder | Managing Director | Acting CFO

2012 - 2013

JRSCA Consulting and Advisory Pvt. Ltd.

Co-founded the company and spun off a consulting operations service from the larger firm. Structured the service offerings and scaled the organization to more than 100 employees in one year.
Assisted with incorporating companies for clients in India and supported clients through the initial years. Served on the board of directors as a resident director for international clients.
Advised foreign clients on investing in India regarding corporate laws, international taxation, and new business issues.
Prepared a business plan for a for-profit higher education venture, making a case to the approving body and for funding by investors.

Director

2012 - 2013

JRS & Company

Conducted financial and corporate due diligence on prospective investment targets, including a 200-bed and 250-bed hospital for a foreign healthcare investor.
Advised on the valuations of Indian companies in the video gaming and construction management software industries for acquisition by non-Indian investors.
Advised the potential merger of three government companies into a focused single entity.

Head of Advisory Services and Research

2010 - 2011

Capital Eye for Business Consultancy KSCC

Advised on valuation and prepared teaser and detailed presentations for finding equity investors in banking and financial services sectors, successfully raising $10 million for a Middle Eastern microfinance company.
Guided on valuation and prepared teaser and detailed presentation to find equity investors for $50 million for a commercial real estate developer and $10 million and $20 million for two financial services companies.
Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $10 million for a Middle East industrial gas operator and $20 million for a North African BOT gas processing plant.
Prepared investment reports and briefs for clients in the Middle East who were looking to make outbound investments in Europe, Asia, and North America.
Advised on valuation and prepared teaser and detailed presentation for finding equity investors for $12 million for a Kuwait-based electrical equipment supplies company.
Conducted due diligence on legal, commercial, and financial matters for an acquirer of a $20 million Kuwaiti medical equipment company.
Recommended restructuring scenarios for a $45 million Middle Eastern apparel retailer.

Assistant Vice President — Corporate Finance

2008 - 2009

First Qatar Real Estate Development KSCC

Prepared financial models and lender packages to raise bank funding for two Qatari real estate development projects, including a $100 million mixed-use development project nearing completion and a new $300-million project.
Created financial models to evaluate the returns of potential real estate acquisitions in Kuwait, Oman, and Qatar, ranging in value from $10-30 million.
Researched office, retail, and residential real estate demand and drivers in these geographies to validate assumptions.
Improved the quality of investor communication and lender packages by providing financials and the status of development projects on a timely basis, eventually obtaining a corporate rating from S&P.
Prepared a model for hedging currency exposure in other GCC markets against Kuwaiti Dinar for managing treasury investments and long-term investments.

Manager, Corporate Finance

2007 - 2008

RSM (McGladrey) International

Researched industry demand, development model, customer base, and competitors to prepare a valuation for the sale of a stake in a $175 million Kuwaiti information technology company with US DoD contracts.
Prepared a financial model of a combined entity for the $1.7 billion proposed merger of two public Kuwaiti real estate companies; quantified the synergies of scale and assisted management in preparing the pitch book for the transaction.
Researched the local market, proposed projects, and determined demand drivers to prepare the placement memorandum for $500 million of equity in a Qatari real estate development company.
Valued real estate holdings for a $200 million Gulf Cooperation Countries (GCC) retail operation and proposed a sale and leaseback of the real estate and a transaction structure for the spinoff, sale, and leaseback.
Researched markets and demand for the product offerings to prepare the business plan for a professional education venture covering the GCC, North Africa, and the Levant regions.
Analyzed the historical trade book and order books from the Kuwait Stock Exchange for the public market acquisition of a 30% stake in a real estate company and proposed acquisition strategies to minimize overall costs.

Corporate Finance Analyst

2002 - 2007

Nest Technologies Corporation

Valued a US commercial real estate property using a pro forma NOI for a $25 million investment, preparing the financial models with sensitivity to borrowing rate and other relevant factors.
Prepared financial models and the data room for due diligence and authored sections of investment memorandum for the equity sale of a $120 million Indian company and a $10 million sale of a US-based cable-television monitoring-equipment company.
Drew up financial models and recommendation reports that supported the acquisitions of a $5 million product division from a cable TV company's Chapter XI bankruptcy sale.
Provided financial models and recommendation reports that supported the acquisitions of $25-50 million in technology product companies in Sweden and Ireland and $10-20 million in software companies in North America, India, and Japan.
Established revenue and cost recognition processes; improved cash flow planning and order-to-cash processes for group companies, leading to an approximately 20% higher cash flow.
Identified vendors, negotiated the contract, and transitioned parts of the accounting process, including order-to-bill, payroll processing, accounting, and GL reconciliation to an offshore location, saving the group companies ~ 15% in G&A expenses.
Prepared equity research models and recommendation reports for corporate treasury investments, including PAYX, GRA, HAS, RMD, BRK-A, and INFY.
Created lender packages and participated in lender meetings for a product company's $10 million bank funding, recruited and trained new accounting staff.
Managed the treasury operations of a group of companies, including investments, currency exposure, and hedging.

Accounts Controller

2000 - 2002

SFO Technologies

Prepared consolidated pro forma financial models and investor presentations for three optical fiber cable and optronic contract manufacturing companies in India to establish the milestones for a future IPO.
Drew up a financial model and a business plan for a $10 million investment in India's soda bottling and bottled water plant.
Recommended best practices in inventory management at the shop floor to the CEO and board, which resulted in the reduction of work-in-process inventory by around 15% and obsolete inventory by around 10%.
Developed and implemented improved financial reporting processes for the software companies owned by the group, leading to the faster collection of receivables.

Other Experience

Publication

Equity Levels of Value: The Logic Behind Premiums and Discounts

https://www.toptal.com/management-consultants/valuation/value-of-assets

Publication

Getting to the Greeks: The Comprehensive Guide to Option Pricing

https://www.toptal.com/management-consultants/financial-analysts/option-pricing

Education

2015 - 2017

Executive MBA Degree in Strategy and Marketing

Indian Institute of Management, Kozhikode - Kochi, Kerala, India

1994 - 1997

Bachelor's Degree in Commerce

Mahatma Gandhi University - Kottayam, Kerala, India

Certifications

JUNE 2019 - PRESENT

Registered Valuer - Securities or Financial Assets

Insolvency and Bankruptcy Board of India (IBBI)

JUNE 2012 - JUNE 2024

Registered Mutual Fund Advisor

Association of Mutual Funds in India

AUGUST 2009 - PRESENT

Financial Modeling Certification

Wall Street Prep

SEPTEMBER 2006 - JUNE 2026

Chartered Financial Analyst (CFA)

CFA Institute

APRIL 1999 - MARCH 2025

Chartered Accountant in Accounting, Taxation, and Finance

Institute of Chartered Accountants of India

Skills

Finance

Output Software

Excel 2016, Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Financial Data, Capital IQ, QuickBooks Online, Intuit QuickBooks