Chartered Accountant and FP&A professional with 6+ years of experience spanning US fintech, manufacturing, healthcare, and financial services. Currently leading strategic finance at Applied Data Finance, with prior roles covering private equity due diligence, DCF valuation, commercial pricing, and budgeting & variance analysis. Known for building robust financial models, enforcing budgetary discipline, and turning complex data into executive-ready insights — with measurable impact including ~2,300 man-hours saved annually through automation and ~$34K/year in contract renegotiation savings. Skilled in SAP FICO/MM, Advanced Excel, Power BI, Tableau, and Power Query, with a Big Four foundation from PwC.
Looking for a job
Sanam Rajneesh
@sanamrajneesh
Chartered Accountant & FP&A pro, 6+ yrs in Financial Modeling, Commercial Finance & Strategic Planning across US Fintech & Mfg. SAP, Excel, Power BI
IndiaExperience
Work history, roles, and key accomplishments
AF
Current
Manager, Strategic Finance
Applied Data Finance (Personify Financial)
Jun 2026 - Present (4 months)
Rebuilding the legacy corporate model to eliminate redundancies and embed automated error controls. Built a dynamic scenario model for sponsoring bank fee negotiations and modeled the commercial impact of integrating a real-time payment vendor.
LI
Deputy Manager, Financial Planning & Analysis
LAVA International
Jun 2025 - Jun 2026 (1 year)
Built a 3-statement DCF model for a foreign subsidiary to support Private Equity FDD. Identified unrecorded air-freight premiums causing margin erosion and formulated weight-based allocation logic. Led Opex AOP governance and managed the PE due diligence VDR.
GA
Manager
Gaurav Tripathi & Associates
May 2021 - Jun 2025 (4 years 1 month)
Spearheaded a data transformation project for a $1.3B financial institution, automating reconciliations and saving ~2,300 man-hours annually. Led end-to-end financial operations and mini-ERP setup for a new hospital, and audited a healthcare startup revenue-share contract to save ~$34k/year.
Received 'Spot Award' for delivering high-quality analytical insights to onshore engagement teams. Executed complex financial data analytics to identify unusual trends, relationships, and variances, and developed project management tools adopted team-wide.
Education
Degrees, certifications, and relevant coursework
II
Institute of Chartered Accountants of India
Chartered Accountant, Accounting
Qualified as a Chartered Accountant from the Institute of Chartered Accountants of India.
UL
University of Lucknow
Bachelor of Commerce, Commerce
Completed a Bachelor of Commerce degree from the University of Lucknow.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
IndiaAuthorized to work in
Salary expectations
2300k+ INR
Social media
Job categories
Skills
Financial ModelingStrategic FinanceFinancial Planning And AnalysisCommercial FinanceDeal AnalysisPricing AnalysisAnnual Operating Plan (AOP) BudgetsVariance AnalysisUnit EconomicsCost Benefit AnalysisFinancial Due DiligenceManagement Information Systems (MIS)Financial Data AnalyticsFinancial TransformationProcess Automation
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