Saveen Kumar
Verified Expert in Management Consulting
Management Consulting Expert
London, United Kingdom
Toptal member since December 6, 2019
Saveen is a strategic finance leader with 12+ years of experience across PwC, Gresham House, and a £1+ billion PE-backed platform. He excels at building investor-ready models, leading FP&A transformations, and leveraging data-driven insights to support growth, fundraising, and exit strategies. An ACA-qualified accountant with an Oxford MBA, Saveen is also highly proficient in Excel, Power BI, SQL, and GPT technologies.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Awaze UK – Exit-ready FP&A Transformation
PwC – Transaction Services & Deal Analytics
Expertise
- Analytical Review
- Due Diligence
- Finance Strategy
- Financial Analysis
- Financial Data Analytics
- Financial Modeling
- Private Equity
- Valuation Modeling
Work Experience
Founder and Product Lead
Algo Investing Limited
- Designed multi-layer valuation, forecasting, and scenario models to analyse fundamentals, performance drivers, and risk across global equities.
- Developed automated reporting pipelines and dashboards to deliver timely, high-quality insight to end users.
- Led product architecture focused on modelling transparency, version control, and auditability—aligned with regulatory expectations for robust modelling environments.
FP&A Lead Consultant
Octopus Electric Vehicles
- Led cashflow forecasting, pricing, and valuation modelling for a rapidly expanding asset portfolio, enhancing visibility on long-term returns, risk, and fleet financing requirements.
- Developed planning, KPI, and reporting frameworks to support transparent investor communication and scenario analysis.
- Strengthened forecasting accuracy and planning discipline by partnering with commercial, operations, and finance leaders.
- Drove automation across FP&A processes to improve the precision and speed of financial insight.
Director of Financial Modeling and Analytics
Awaze
- Transformed the FP&A team through process improvement, targeted training, and strategic hiring to build a high-performing function aligned with business needs.
- Built a business partnering culture, improving cross-functional communication, and ensuring key data reached stakeholders to support timely decision-making.
- Redesigned the financial modelling framework, aligning data, tools, and outputs to create dynamic, insight-led forecasting and analytics capabilities.
- Led creation and overhaul of key models for planning, M&A, and refinancing. Personally steered high-complexity builds to ensure strategic precision and reliability.
Financial Planning and Analysis Manager
Gresham House Asset Management
- Built a dynamic 3-statement forecasting model for budgeting and 5-year planning, with scenarios for base, upside, and downside, and acquisition impact on EPS.
- Led technical accounting work for IFRS 15 and IFRS 16 adoption, producing white papers on income recognition, leases, and required disclosures.
- Reviewed and advised on share-based payment schemes, improving accounting outcomes and guiding changes to plan design, exercise, and trust funding.
- Partnered with the CFO to create financial communications for board, analysts, and investors, translating complex insights into clear messaging.
Transaction Services Manager
PwC UK
- Led financial due diligence for a proposed £1bn buyout of a global infrastructure firm—built the model, delivered the report, and presented findings to the client.
- Built scenario-driven acquisition models, including DCF valuation logic, and presented outputs to CFOs of PE-backed and corporate clients.
- Ran diligence workshops with C-level execs, helping private equity and corporate leadership identify key value drivers and risk areas.
- Reviewed refinancing models for PE clients, validating key assumptions and covenant compliance to support funding and debt restructuring.
- Led ARR analytics during SaaS diligence, reconciling CRM and NetSuite data across three recently acquired entities. Identified misalignment in revenue policies and surfaced material revenue misallocation pre-integration.
Education
Master of Business Administration (MBA) Degree in Strategy
University of Oxford - Oxford, UK
Bachelor's Degree in Industrial Design
Indian Institute of Technology Guwahati - Guwahati, India
Certifications
Machine Learning on Google Cloud
Google | via Coursera
CFA Level 1
CFA Institute
ACA Chartered Accountant
Institute of Chartered Accountants in England and Wales
Skills
Finance
Financial Planning & Analysis (FP&A), Three-statement Modeling, Cash Flow Modeling, Financial Modeling, Accounting, Revenue & Expense Projections, Budgeting, Forecasting, Mergers & Acquisitions (M&A), Deal Advisory, Due Diligence, Valuation Modeling, Finance Strategy, M&A Modeling, Finance Process Improvement, Private Equity, M&A (Buy-side), M&A (Sell-side), Refinancing, Data Analysis, Annual Recurring Revenue (ARR), Deal Analysis, Financial Reporting, Valuation, Cash Management
Output Software
Microsoft Excel, Microsoft PowerPoint
Data & Analysis Software
Power Pivot, SQL, Tableau
Industry Expertise
IFRS 15
Other
Business Models, Modeling, Stakeholder Management, Financial Analysis, Analytical Review, Financial Forecasting, Project Management, Financial Data Analytics, Power Query, Excel VBA, IFRS Financial Reporting, Analytics, Microsoft Power BI, Data Visualization, Finance Transformation, Exit Strategy, Python 3, Budget Modeling, Carve-out Planning, Carve-out Analysis, Exit Planning, Data Strategy, Artificial Intelligence (AI), Scenario Analysis, Excel 365, Board Reporting, Process Improvement, IFRS 16, Equity Compensation, Technical Accounting, M&A Due Diligence (Financial), DCF Modeling, SaaS, Acquisition Analysis, Process Design, Process Optimization, Automation, New Products
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring