VP of Finance

• Jul 2023 - Present

VP of Finance and Sales Strategy

• Oct 2019 - Jul 2023

Led a 20 person team covering Finance and Accounting, Sales Operations, FP&A, and Investor Relations through 7x in revenue / 60-300 employees. Successfully completed a financing round with Riverwood Capital. Raised funding from PNC Bank, and completed the successful acquisition and integration of Pathmatics. Recruited and hired entire Finance and Sales Ops team and built operating infrastructure (Netsuite, Anaplan, Payroll, Carta, Bill.com, Avalara, Salesforce, Gong, Concord… Show more Led a 20 person team covering Finance and Accounting, Sales Operations, FP&A, and Investor Relations through 7x in revenue / 60-300 employees. Successfully completed a financing round with Riverwood Capital. Raised funding from PNC Bank, and completed the successful acquisition and integration of Pathmatics. Recruited and hired entire Finance and Sales Ops team and built operating infrastructure (Netsuite, Anaplan, Payroll, Carta, Bill.com, Avalara, Salesforce, Gong, Concord, Gainsight, etc.) Converted accounting from cash basis to GAAP accrual, and completed external audits. Show less Led a 20 person team covering Finance and Accounting, Sales Operations, FP&A, and Investor Relations through 7x in revenue / 60-300 employees. Successfully completed a financing round with Riverwood Capital. Raised funding from PNC Bank, and completed the successful acquisition and integration of Pathmatics. Recruited and hired entire Finance and Sales Ops team and built operating infrastructure (Netsuite, Anaplan, Payroll, Carta, Bill.com, Avalara, Salesforce, Gong, Concord… Show more Led a 20 person team covering Finance and Accounting, Sales Operations, FP&A, and Investor Relations through 7x in revenue / 60-300 employees. Successfully completed a financing round with Riverwood Capital. Raised funding from PNC Bank, and completed the successful acquisition and integration of Pathmatics. Recruited and hired entire Finance and Sales Ops team and built operating infrastructure (Netsuite, Anaplan, Payroll, Carta, Bill.com, Avalara, Salesforce, Gong, Concord, Gainsight, etc.) Converted accounting from cash basis to GAAP accrual, and completed external audits. Show less

Director of Finance and Strategy

• Nov 2017 - May 2019

Constructor.io is an e-commerce SaaS company that uses machine learning and natural language processing to provide personalized autocomplete and search rankings, which ultimately results in higher conversion rates. I was the first finance hire at Constructor. I led short and long-term planning to advance the company’s goals and strategies. Built the budget & operating model and ensured that it was clearly understood and was a central element of decision-making. Developed and maintained… Show more Constructor.io is an e-commerce SaaS company that uses machine learning and natural language processing to provide personalized autocomplete and search rankings, which ultimately results in higher conversion rates. I was the first finance hire at Constructor. I led short and long-term planning to advance the company’s goals and strategies. Built the budget & operating model and ensured that it was clearly understood and was a central element of decision-making. Developed and maintained effective reporting tools used by the management team to monitor the company’s success. Built the accounting controls, policies, and structure to effectively report to the management team and board of directors. I oversaw revenue recognition, month-end accounting, A/P, A/R, payroll, sales commissions, FP&A and equity compensation. Led people operations function with ownership of hiring, on-boarding, and employee relations. Developed diversity and inclusion policy, performance management, compensation, and growth opportunities for employees. Managed all investor communications including board presentations, investor updates, and funding round materials. Show less Constructor.io is an e-commerce SaaS company that uses machine learning and natural language processing to provide personalized autocomplete and search rankings, which ultimately results in higher conversion rates. I was the first finance hire at Constructor. I led short and long-term planning to advance the company’s goals and strategies. Built the budget & operating model and ensured that it was clearly understood and was a central element of decision-making. Developed and maintained… Show more Constructor.io is an e-commerce SaaS company that uses machine learning and natural language processing to provide personalized autocomplete and search rankings, which ultimately results in higher conversion rates. I was the first finance hire at Constructor. I led short and long-term planning to advance the company’s goals and strategies. Built the budget & operating model and ensured that it was clearly understood and was a central element of decision-making. Developed and maintained effective reporting tools used by the management team to monitor the company’s success. Built the accounting controls, policies, and structure to effectively report to the management team and board of directors. I oversaw revenue recognition, month-end accounting, A/P, A/R, payroll, sales commissions, FP&A and equity compensation. Led people operations function with ownership of hiring, on-boarding, and employee relations. Developed diversity and inclusion policy, performance management, compensation, and growth opportunities for employees. Managed all investor communications including board presentations, investor updates, and funding round materials. Show less

CoFounder and Product Lead

• Sep 2014 - Apr 2019

DunRobin Ventures is a crowd funded venture capital platform that provides accredited investors and angels the opportunity to invest in a variety of outstanding private companies in the Midwest. DunRobin sources and vets each opportunity, presents each opportunity to the DunRobin community, raises funding from the community, and manages each investment through its duration. Learn more at www.DunRobinVentures.com. Key Accomplishments: • Grew an investor network from 0 to over 200… Show more DunRobin Ventures is a crowd funded venture capital platform that provides accredited investors and angels the opportunity to invest in a variety of outstanding private companies in the Midwest. DunRobin sources and vets each opportunity, presents each opportunity to the DunRobin community, raises funding from the community, and manages each investment through its duration. Learn more at www.DunRobinVentures.com. Key Accomplishments: • Grew an investor network from 0 to over 200 active angel investors. • Designed the E2E website and managed platform development using agile principles and leveraging web technologies and cloud infrastructure such as Ruby on Rails, Docker and Digital Ocean. • Sourced, vetted, and executed investments totaling over $600k in invested funds. Follow on investors included major Chicago based venture capital firms like the Pritzker Group, Chicago Ventures, NextGen Ventures, and others. • Created a startup referral network that provides access to dozens of startups each month. • Published venture capital thought leadership that was featured on Mattermark Daily. Show less DunRobin Ventures is a crowd funded venture capital platform that provides accredited investors and angels the opportunity to invest in a variety of outstanding private companies in the Midwest. DunRobin sources and vets each opportunity, presents each opportunity to the DunRobin community, raises funding from the community, and manages each investment through its duration. Learn more at www.DunRobinVentures.com. Key Accomplishments: • Grew an investor network from 0 to over 200… Show more DunRobin Ventures is a crowd funded venture capital platform that provides accredited investors and angels the opportunity to invest in a variety of outstanding private companies in the Midwest. DunRobin sources and vets each opportunity, presents each opportunity to the DunRobin community, raises funding from the community, and manages each investment through its duration. Learn more at www.DunRobinVentures.com. Key Accomplishments: • Grew an investor network from 0 to over 200 active angel investors. • Designed the E2E website and managed platform development using agile principles and leveraging web technologies and cloud infrastructure such as Ruby on Rails, Docker and Digital Ocean. • Sourced, vetted, and executed investments totaling over $600k in invested funds. Follow on investors included major Chicago based venture capital firms like the Pritzker Group, Chicago Ventures, NextGen Ventures, and others. • Created a startup referral network that provides access to dozens of startups each month. • Published venture capital thought leadership that was featured on Mattermark Daily. Show less

Senior Management Consultant

• Mar 2013 - Oct 2014

Supply Chain Strategy: • Managed a team of 5 subject matter experts and 8 consultants to provide significant cost savings across every business unit at a major health insurer. • Redesigned physician incentive compensation plans, resulting in improved patient outcomes and an annualized savings of over $80M. • Built supplier costing models using SQL and Excel for medical supplier pricing negotiations resulting in $11.5M annual savings for a major medical insurer. Operational Risk… Show more Supply Chain Strategy: • Managed a team of 5 subject matter experts and 8 consultants to provide significant cost savings across every business unit at a major health insurer. • Redesigned physician incentive compensation plans, resulting in improved patient outcomes and an annualized savings of over $80M. • Built supplier costing models using SQL and Excel for medical supplier pricing negotiations resulting in $11.5M annual savings for a major medical insurer. Operational Risk Mitigation: • Created an MVP claims tracking platform to mitigate risks, tested it in two business units, and then deployed the completed platform to the entire company. Compliance errors dropped by 95%, and regulatory penalties were removed. Show less Supply Chain Strategy: • Managed a team of 5 subject matter experts and 8 consultants to provide significant cost savings across every business unit at a major health insurer. • Redesigned physician incentive compensation plans, resulting in improved patient outcomes and an annualized savings of over $80M. • Built supplier costing models using SQL and Excel for medical supplier pricing negotiations resulting in $11.5M annual savings for a major medical insurer. Operational Risk… Show more Supply Chain Strategy: • Managed a team of 5 subject matter experts and 8 consultants to provide significant cost savings across every business unit at a major health insurer. • Redesigned physician incentive compensation plans, resulting in improved patient outcomes and an annualized savings of over $80M. • Built supplier costing models using SQL and Excel for medical supplier pricing negotiations resulting in $11.5M annual savings for a major medical insurer. Operational Risk Mitigation: • Created an MVP claims tracking platform to mitigate risks, tested it in two business units, and then deployed the completed platform to the entire company. Compliance errors dropped by 95%, and regulatory penalties were removed. Show less

Risk and Compliance Process Consultant

• 2011 - 2013

Project Management • Managed a group of 15 contractors through a M&A data integration project. Responsibilities include ensuring the quality of project deliverables, providing guidance and direction for the team, and creating a positive experience for the team through effective people management. • Coordinated several projects to ensure a timely delivery of project deliverables. Model Governance • Conducted a best practice analysis of model validation controls, regulations, and… Show more Project Management • Managed a group of 15 contractors through a M&A data integration project. Responsibilities include ensuring the quality of project deliverables, providing guidance and direction for the team, and creating a positive experience for the team through effective people management. • Coordinated several projects to ensure a timely delivery of project deliverables. Model Governance • Conducted a best practice analysis of model validation controls, regulations, and operating structure. • Created high and mid level model governance policies for Change Management, Development, Implementation, and Use of financial models. • Reviewed and prepared internal drafts for client delivery. Model Validation • Created and analyzed multiple Mortgage Backed Security prepayment benchmarks. • Conducted an FX Vanilla Option revaluation and interest rate shock analysis • Conducted a Prepayment Sensitivity analysis for an ARM MBS portfolio • Prepared internal drafts for final client delivery Regulatory Compliance • Helped client meet its Bank Secrecy Act compliance requirements in the areas of OFAC, CTR, Employee Training, and 314(a). • Assisted client with meeting their Community Reinvestment Act compliance requirements in the areas of Small Business Loans and Qualified Investments. • Summarized deficiencies and recommended remediation activities to management. Lender Due Diligence • Conducted the AR Aging Test, the Credit Methodology and File Review, and Dilution Analysis and Testing. • Summarized deficiencies, assessed a risk factor and reviewed findings with client. Show less Project Management • Managed a group of 15 contractors through a M&A data integration project. Responsibilities include ensuring the quality of project deliverables, providing guidance and direction for the team, and creating a positive experience for the team through effective people management. • Coordinated several projects to ensure a timely delivery of project deliverables. Model Governance • Conducted a best practice analysis of model validation controls, regulations, and… Show more Project Management • Managed a group of 15 contractors through a M&A data integration project. Responsibilities include ensuring the quality of project deliverables, providing guidance and direction for the team, and creating a positive experience for the team through effective people management. • Coordinated several projects to ensure a timely delivery of project deliverables. Model Governance • Conducted a best practice analysis of model validation controls, regulations, and operating structure. • Created high and mid level model governance policies for Change Management, Development, Implementation, and Use of financial models. • Reviewed and prepared internal drafts for client delivery. Model Validation • Created and analyzed multiple Mortgage Backed Security prepayment benchmarks. • Conducted an FX Vanilla Option revaluation and interest rate shock analysis • Conducted a Prepayment Sensitivity analysis for an ARM MBS portfolio • Prepared internal drafts for final client delivery Regulatory Compliance • Helped client meet its Bank Secrecy Act compliance requirements in the areas of OFAC, CTR, Employee Training, and 314(a). • Assisted client with meeting their Community Reinvestment Act compliance requirements in the areas of Small Business Loans and Qualified Investments. • Summarized deficiencies and recommended remediation activities to management. Lender Due Diligence • Conducted the AR Aging Test, the Credit Methodology and File Review, and Dilution Analysis and Testing. • Summarized deficiencies, assessed a risk factor and reviewed findings with client. Show less

Consultant

• Jan 2011 - May 2011

Illinois Business Consulting is a student run Management Consulting firm at the University of Illinois that predominantly runs strategy consulting engagements with Fortune 500 companies As a consultant, Bharat's team advised a Fortune 500 agriculture company on the direction of their research and development projects. Bharat built financial models to compute and compare expected revenues and profits of research opportunities. Using the financial model, the team created a market… Show more Illinois Business Consulting is a student run Management Consulting firm at the University of Illinois that predominantly runs strategy consulting engagements with Fortune 500 companies As a consultant, Bharat's team advised a Fortune 500 agriculture company on the direction of their research and development projects. Bharat built financial models to compute and compare expected revenues and profits of research opportunities. Using the financial model, the team created a market opportunities presentation and presented recommendations to the client. Show less Illinois Business Consulting is a student run Management Consulting firm at the University of Illinois that predominantly runs strategy consulting engagements with Fortune 500 companies As a consultant, Bharat's team advised a Fortune 500 agriculture company on the direction of their research and development projects. Bharat built financial models to compute and compare expected revenues and profits of research opportunities. Using the financial model, the team created a market… Show more Illinois Business Consulting is a student run Management Consulting firm at the University of Illinois that predominantly runs strategy consulting engagements with Fortune 500 companies As a consultant, Bharat's team advised a Fortune 500 agriculture company on the direction of their research and development projects. Bharat built financial models to compute and compare expected revenues and profits of research opportunities. Using the financial model, the team created a market opportunities presentation and presented recommendations to the client. Show less

Finance Intern

• Jun 2010 - Aug 2010

IQOR is a technology firm in communications outsourcing that specializes in the debt recovery compliance. As a Finance Intern, Bharat developed a revenue forecasting model using macro-environment data and the OLS regression methodology. He analyzed operations data to identify process inefficiencies and recommended a systems improvement strategy. He also created valuation metrics and prepared the financial sections of board meeting presentations. IQOR is a technology firm in communications outsourcing that specializes in the debt recovery compliance. As a Finance Intern, Bharat developed a revenue forecasting model using macro-environment data and the OLS regression methodology. He analyzed operations data to identify process inefficiencies and recommended a systems improvement strategy. He also created valuation metrics and prepared the financial sections of board meeting presentations.

Accounting Intern

• May 2009 - Aug 2009

EPIR Technologies is a semiconductor company specializing in infrared imaging specifically for the defense industry. EPIR also uses this technology for solar energy applications. As an accounting intern, Bharat advised the CFO on an accounting systems overhaul with a focus on systems integration. He managed a team tasked with preparing the firm for an upcoming, and ultimately successful, Department of Defense financial audit. Bharat created and helped implement a process to increase… Show more EPIR Technologies is a semiconductor company specializing in infrared imaging specifically for the defense industry. EPIR also uses this technology for solar energy applications. As an accounting intern, Bharat advised the CFO on an accounting systems overhaul with a focus on systems integration. He managed a team tasked with preparing the firm for an upcoming, and ultimately successful, Department of Defense financial audit. Bharat created and helped implement a process to increase the efficiency of internal audits. Show less EPIR Technologies is a semiconductor company specializing in infrared imaging specifically for the defense industry. EPIR also uses this technology for solar energy applications. As an accounting intern, Bharat advised the CFO on an accounting systems overhaul with a focus on systems integration. He managed a team tasked with preparing the firm for an upcoming, and ultimately successful, Department of Defense financial audit. Bharat created and helped implement a process to increase… Show more EPIR Technologies is a semiconductor company specializing in infrared imaging specifically for the defense industry. EPIR also uses this technology for solar energy applications. As an accounting intern, Bharat advised the CFO on an accounting systems overhaul with a focus on systems integration. He managed a team tasked with preparing the firm for an upcoming, and ultimately successful, Department of Defense financial audit. Bharat created and helped implement a process to increase the efficiency of internal audits. Show less

Facilities Assistant Manager

• Jun 2008 - Aug 2008

Emerson Network Power is a subsidiary of Emerson Electric, Co. Emerson Network Power specializes business network infrastructure and business network continuity. As the Facilities Assistant Manager, Bharat coordinated and and helped manage an office renovation. He helped design and implement a department organizational system to improve employee productivity and reduce error rates. He also designed internal controls for procurement and shipment processing to reduce processing time… Show more Emerson Network Power is a subsidiary of Emerson Electric, Co. Emerson Network Power specializes business network infrastructure and business network continuity. As the Facilities Assistant Manager, Bharat coordinated and and helped manage an office renovation. He helped design and implement a department organizational system to improve employee productivity and reduce error rates. He also designed internal controls for procurement and shipment processing to reduce processing time and increase accuracy of incoming shipments. Show less Emerson Network Power is a subsidiary of Emerson Electric, Co. Emerson Network Power specializes business network infrastructure and business network continuity. As the Facilities Assistant Manager, Bharat coordinated and and helped manage an office renovation. He helped design and implement a department organizational system to improve employee productivity and reduce error rates. He also designed internal controls for procurement and shipment processing to reduce processing time… Show more Emerson Network Power is a subsidiary of Emerson Electric, Co. Emerson Network Power specializes business network infrastructure and business network continuity. As the Facilities Assistant Manager, Bharat coordinated and and helped manage an office renovation. He helped design and implement a department organizational system to improve employee productivity and reduce error rates. He also designed internal controls for procurement and shipment processing to reduce processing time and increase accuracy of incoming shipments. Show less

Marketing Intern

• Jun 2007 - Aug 2007

Bennett Coleman and Co. Ltd is the largest mass media company in India. They own many brands including the Times of India, the Economic Times, and TimesNow Broadcasting. As a Marketing Intern, Bharat advised the marketing vice president on expansion opportunities in new markets. He conducted the weekly viewership data analysis and reported demographic trends to the Marketing Vice President. Bharat helped manage revenue streams including Movie and Automotive advertisements and helped… Show more Bennett Coleman and Co. Ltd is the largest mass media company in India. They own many brands including the Times of India, the Economic Times, and TimesNow Broadcasting. As a Marketing Intern, Bharat advised the marketing vice president on expansion opportunities in new markets. He conducted the weekly viewership data analysis and reported demographic trends to the Marketing Vice President. Bharat helped manage revenue streams including Movie and Automotive advertisements and helped secure a 3 year million dollar promotions contract with the Tata Motor Company. Show less Bennett Coleman and Co. Ltd is the largest mass media company in India. They own many brands including the Times of India, the Economic Times, and TimesNow Broadcasting. As a Marketing Intern, Bharat advised the marketing vice president on expansion opportunities in new markets. He conducted the weekly viewership data analysis and reported demographic trends to the Marketing Vice President. Bharat helped manage revenue streams including Movie and Automotive advertisements and helped… Show more Bennett Coleman and Co. Ltd is the largest mass media company in India. They own many brands including the Times of India, the Economic Times, and TimesNow Broadcasting. As a Marketing Intern, Bharat advised the marketing vice president on expansion opportunities in new markets. He conducted the weekly viewership data analysis and reported demographic trends to the Marketing Vice President. Bharat helped manage revenue streams including Movie and Automotive advertisements and helped secure a 3 year million dollar promotions contract with the Tata Motor Company. Show less