Experience

OTAVA®

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• • Aug 2022 - Present

• • Aug 2019 - Aug 2022



CIG Capital Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate, Business Advisory Services

  • Jun 2013 - Jan 2019

  • Advised health care organizations in achieving growth through strategic M&A and joint ventures, with end results including increase in revenues, growth in market share, efficiencies from economies of scale, better negotiating leverage and more. • Created dynamic financial models for business planning, budgeting and forecasting initiatives for clients. • Identified opportunities for improvement for clients through financial statement analyses, performance benchmarking and interviews with key leaders and staff in addition to recommending processes and templates for producing KPI reports for various levels of organizational leadership. • Developed and executed exit strategies resulting in optimal valuations for businesses with a phased transition to retirement for their owners. • Conducted project feasibility studies with ROI analysis to assist in investment decision-making and created business plans to aid capital raising efforts. • Developed thought leadership content on key topics in the health care industry through writing blog posts, white papers and reports and delivering educational seminars to clients and prospects enabling better marketing of the firm’s services and driving more business leads. • Earned promotion from Associate role, taking a larger role in firm's business development initiatives as well as strategic advisory projects, adding project delivery, project and client management to existing responsibilities of analysis and execution. Show less



PKF SRIDHAR & SANTHANAM LLP

• India
• Accounting
• 500 - 600 Employee

• Manager - Consulting

  • Jun 2009 - Jun 2012

  • Authored comprehensive process manuals and Standard Operating Procedure (SOP) documents for organizations in different industries, to enable improved operations and enhanced internal control and reporting. • Tested and reported levels of implementation and compliance of SOPs to clients’ management teams to identify improvement opportunities. • Developed business plans including detailed financial projections and research into regulatory requirements for entry into new lines of business. • Analyzed revenue streams and identified risk mitigation strategies for areas of potential revenue leakage. • Conducted financial due diligence of target companies for acquisition by clients. • Earned promotion from Associate role, with added responsibilities for management and successful completion of projects, mentoring and managing junior team members as well as new project scoping and proposal writing. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Summer Intern

  • Apr 2008 - Jun 2008

  • Built an extensive database of portfolios of Indian private equity funds for Deloitte's Financial Advisory Services team to aid in preliminary identification of possible cross border deals for their Italian clients with Indian companies. • Built an extensive database of portfolios of Indian private equity funds for Deloitte's Financial Advisory Services team to aid in preliminary identification of possible cross border deals for their Italian clients with Indian companies.



Frost & Sullivan

• United States
• Business Consulting and Services
• 700 & Above Employee

• Trainee

  • Jun 2006 - May 2007

  • Interacted with Automotive & Transportation customers and prospects in continental Europe and the UK as part of the business development and sales team. • Provided research support to senior analysts in developing market research reports, consulting assignments, and writing articles as part of the Automotive & Transportation research team. • Interacted with Automotive & Transportation customers and prospects in continental Europe and the UK as part of the business development and sales team. • Provided research support to senior analysts in developing market research reports, consulting assignments, and writing articles as part of the Automotive & Transportation research team.