Fractional CFO: strategic financial leadership for small and mid-sized businesses
• Financial leadership for startups & emerging businesses: modelling, forecasting, fund raising, cap table management, cash flow optimization
• Scalable financial expertise for established businesses: financial planning and analysis, fund raising, revenues and profit growth partnership with leadership, exit strategies and implementation

• Build a marketplace for essential products providing a single-action multi-product instant savings to consumers while enhancing shopper access for brands and retailers

• Divisional CFO of the Institutional & Retail banking divisions
• Responsible for strategy, analytics, Financial Planning & Analysis
• Created a new, previously non-existent, Divisional CFO role including all the tools, processes, teams needed for the role
• Propose, evaluate and approve new product and services including mining, staking, DeFi, loans, deposits
• Ensure optimal risk-adjusted performance of borrowing, lending, trading, and investing portfolios

• Made private direct investments in mid-market companies. Performed business, legal, tax due diligence, valuation analysis, structured investments across capital structure, negotiated with sellers and management. Managed portfolio companies, developed business plans, monitored performance, hired and compensated Senior Management, secured financing, initiated restructurings, exited positions
• Elected to two portfolio company boards with leading roles in both boards
• Invested in public equities. Performed deep fundamental analyses, made investment recommendations to firm's sole CIO and founder, managed portfolio of recommended positions, interacted with C-level executives including those of Fortune 500 companies
• Achieved positive P&L in six out of seven years, best performance in the firm and rare in the industry, with best-in-class returns consistently beating market and sector benchmarks by over 1,000 bps.

• Advised Fortune 100 clients on strategic and operational opportunities across banking, insurance, energy, information services, and government sectors. Performed industry analyses, competitive research and benchmarking, market segmentation, financial modelling, segment profitability & portfolio management, operational planning, technology selection, government tax incentives planning

• Performed budgeting & forecasting, monthly reporting and presentations to Senior Management
• Developed segmentation-based strategies and products and led implementation of such products Page