Publication
战略性财务领导:cfo现在需要的6项技能
http://www.cia.aprender-a-bailar.com/finance/interim-cfos/modern-cfo
Puneet is available for hire
Hire PuneetPuneet Sapra
Verified Expert in Finance
Finance Expert
Location
New York, NY, United States
Toptal Member Since
March 8, 2017
普尼特曾担任上市公司、中型市场私募股权公司和初创公司的首席财务官. He has extensive experience working with founders, boards of directors, external partners, 财务团队要有组织地增加收入和利润, through M&A, debt, and equity financing.
Career Highlights
Strategy and Financial Consultant
Everest Growth Partners
CFO
Halma plc
CFO
MediMedia
Education Highlights
Master of Business Administration (MBA)
Harvard University
Bachelor's Degree
Duke University
Certificate
London School of Economics and Political Science
Case Studies
Industry Expertise
Other Expertise
Work Experience
Strategy and Financial Consultant
2020 - PRESENT
Everest Growth Partners
- 为一家年度预算超过1000万美元的健康保险公司设计一个新的业务部门.
- 领导一家医疗设备初创公司的私募市场债务和股权融资, 成功完成数百万美元的融资.
- Led the creation of the M&A function, investment committee structure, opportunity evaluation process, 以及一家上市医疗器械公司的尽职调查清单.
- 推出数据和分析产品，为健康保险公司和医疗保健提供商提供有竞争力的定价情报.
Focus areas: Financial Modeling, Mergers & Acquisitions (M&A), Three-statement Modeling, Revenue & Expense Projections, Life Science, Investments, ROI, Investment Banking, Key Performance Indicators (KPIs), Management, Strategy
CFO
2017 - 2020
Halma plc
- 管理公司的投资组合，收入从1000万美元到2亿美元不等.
- 建立财务模型并进行收购尽职调查.
- 使用自动化系统(如Oracle, Power BI等)开发并报告kpi.
- 处理公开报告，包括会计审计和投资者陈述.
重点领域:融资，项目规划，预算，控制，财务规划 & Analysis (FP&A), Reporting, M&A (Buy-side), Accounting, CFO, Forecasting
CFO
2013 - 2017
MediMedia
- 制定三年战略计划以增加收入, profit, 以及公司各业务部门的投资回报率, product lines, and functional areas.
- 开发报告和控制系统，以满足董事会的要求, lending group, management team, and auditor.
- Led accounting, finance, tax, and treasury teams through a review of goals, objectives, work planning, 支持公司目标的过程改进计划.
- 领导评估潜在的内部资本支出投资，以及潜在的外部合作伙伴关系和收购投资.
- 领导三个部门向财富500强制药买家的战略销售交易, health information services, and life sciences industries.
Focus areas: Health Insurance, Hospitals, Pharmaceuticals, Business Planning, Financial Reporting, Budgeting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Reporting, Accounting, CFO, Forecasting
Business Leader
2010 - 2013
Pfizer
- 制定战略计划和财务预测模型，以支持1000万美元的投资，以组建内部数据和分析运营小组.
- 为外部私募股权基金的500万美元公司投资开发投资案例.
- 为全球创新项目制定战略运营计划, 包括创新、学习和发展计划, rewards and incentives for entrepreneurship, and internal investments in new ventures.
- 帮助外部创业公司制定天使和A轮融资计划，最高可达100万美元.
- 领导创建了一个新的内部治理委员会，以监督R中的全球业务流程改进和转换以及创新计划&D, marketing, sales, and business development.
Focus areas: Data Analytics, Pharmaceuticals, Private Equity, Angel Investing, Financial Analysis, Business Cases, Strategy, Reporting, Forecasting
Vice President of Strategy and Operations
2006 - 2010
Vascular Therapies
- 为风险资本募集2000万美元的a轮融资开发了一个财务模型，以支持一种药物设备组合产品的关键临床试验.
- 制定内部预算流程，使领导团队能够在主要候选产品开发阶段控制现金流.
- 支持产品开发战略的创建，将资源优先分配给欧洲利润潜力最大的市场, Asia, and the United States.
- 支持与药品供应商和重要供应商就研发伙伴关系进行谈判，以协调激励措施，加快产品推出.
- 管理应收账款和应付账款，增加业务的现金转换率，支持产品开发项目的融资.
Focus areas: Pharmaceuticals, Emerging Markets, Asia, Health Insurance, Medical Devices, Product Development, Capital Raising, Venture Funding, Financial Planning & Analysis (FP&A), Strategy, Reporting, Accounting, Forecasting
Financial Analyst
1999 - 2004
JPMorgan
- 建立利率衍生品的金融模型，支持财富500强客户的消费产品, industrials, 和市政部门管理利率和信贷风险.
- 为私募股权杠杆收购媒体公司建立了现金流信用分析的财务模型, utilities, and energy sectors.
- Built financial models for M&对医疗保健行业客户的估值.
- 为寻求收购媒体公司融资的私募股权公司提供高收益债券和杠杆贷款融资流程, utilities, and energy sectors.
- 开发一个电子商务平台，以教育和促进与市政客户的交易，以降低免税债券和贷款组合的利率风险.
Focus areas: Bonds, Local & Municipal Government, Industrials, Consumer Products, Leveraged Buyout (LBO), Capital Raising, Derivatives, Budgeting, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Reporting, Accounting, Forecasting
Other Experience
Education
2004 - 2006
工商管理硕士(MBA)一般管理
Harvard University - Boston, MA
1995 - 1999
Bachelor's Degree in Physics, Economics
Duke University - Durham, NC
1997 - 1997
Certificate in Finance
伦敦政治经济学院-伦敦，英国
Skills
Finance
Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Financial Options, Capital Structure Analysis, Three-statement Modeling, Accounting, CFO, Forecasting, Budgeting, Financial Reporting, Private Equity, Capital Raising, Venture Funding, M&A(买方)，金融建模，微观经济学，公司财务，收入 & Expense Projections, ROI
Output Software
微软Excel，微软PowerPoint，微软Word
Industry Expertise
Health Insurance, Pharmaceuticals, Financial Services, Pharmacy Records, Hospitals, Consumer Products, Industrials
Geographic Expertise
China, United States, India, Asia
Data & Analysis Software
Bloomberg
Other
Reporting, Healthcare Media, Medical Devices, Information Technology, Healthcare Services, Biotechnology, B2B, Cost Accounting, Emerging Markets, Business Planning, Strategy, Business Cases, Financial Analysis, Angel Investing, Data Analytics, Derivatives, Leveraged Buyout (LBO), Local & Municipal Government, Bonds, Product Development, Controls, Project Planning, Financing, Strategic Planning & Execution, Financial Forecasting, Leveraged Finance, Finance, Operations, Business Technology, Leadership, Computer Science, Econometrics, Statistics, Life Science, Investments, Investment Banking, Key Performance Indicators (KPIs), Management
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