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Sandeep Agarwal

@sandeepagarwal

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Experienced business leader with expertise in finance and operations.

India

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What I'm looking for

I am looking for a role that allows me to leverage my extensive finance experience in a dynamic environment, focusing on strategic growth and team development.

I am a seasoned business leader with over 20 years of experience in building and scaling finance, treasury, operations, and HR functions across various sectors including SaaS, Fintech, and Real Estate. As a Chartered Accountant and MBA in Finance, I specialize in fundraising, corporate finance, and strategic planning. My career has been marked by successful multimillion-dollar fundraising rounds and the execution of effective M&A strategies, all while ensuring compliance with US GAAP and IFRS standards.

Throughout my career, I have built finance organizations from the ground up, leading teams to create efficient financial ecosystems. I have a proven track record in Financial Planning & Analysis (FP&A), AR/AP, and Treasury management. My passion lies in unlocking enterprise value through strategic financial leadership and building high-performing teams that drive business growth.

Experience

Work history, roles, and key accomplishments

Current

Virtual CFO

Current

Multiple Startups

Nov 2021 - Present (3 years 9 months)

Served as a strategic finance partner to early and growth-stage startups, successfully leading multiple fundraising rounds and M&A transactions. Built complete finance organizations including AR/AP, Accounting, Treasury, FP&A, and Revenue Operations, managing statutory audits, internal audits, SOX audits, and compliance frameworks. Designed and implemented KPI dashboards, cash flow forecasting mod

Fundraising M&A Financial Modeling Due Diligence Internal Controls Cash Flow Forecasting KPIs Board Reporting

Head of Finance & Business Operations

Onlinesales.ai

May 2021 - Present (4 years 3 months)

Spearheaded all finance, accounting, HR, customer success, compliance, and investor relations activities for an early-stage SaaS company specializing in marketing automation. Led budgeting and forecasting initiatives, aligning financial planning with business expansion strategies. Designed pricing models to optimize gross margins and improve customer lifetime value (CLTV) metrics.

Finance Operations Accounting HR Management Customer Success Compliance Investor Relations Budgeting Forecasting Pricing Models SaaS Metrics

Chief Financial Officer

Mobisy Technologies

Oct 2017 - Present (7 years 10 months)

Led Mobisy’s finance function during its high-growth Series B phase, responsible for fundraising, financial planning, corporate governance, and business analytics. Managed end-to-end financial operations including AR/AP, Treasury, Payroll, FP&A, Revenue Assurance, Cost Control, Cash flow management, and Statutory Compliance. Played a pivotal role in Series B fundraising, liaising with investors, V

Fundraising Financial Planning Corporate Governance Business Analytics Treasury Payroll FP&A Revenue Assurance Cost Control Cash Flow Management Statutory Compliance Investor Relations SaaS ARR

Senior Vice-President

Acuity Knowledge Partners

Jun 2016 - Present (9 years 2 months)

Served as a solutioning leader responsible for the growth of the sell-side business, working closely with BD teams in the US and Europe, and senior management. Engaged in early-stage discussions with prospects to pitch offerings, determine requirements, propose solutions, and finalize pricing. Led growth strategy for the buy-side client solutions business, expanding Moody's Analytics footprint acr

Business Development Client Engagement Pricing Strategy Growth Strategy Financial Analytics Risk Management Investment Research

Sector Specialist

Fidelity Investments

Jun 2007 - Present (18 years 2 months)

Supported investment research for US, Emerging Markets TMT and Consumer sectors. Conducted forensic accounting reviews, governance audits, financial modelling, and earnings forecasting. Regularly presented insights to global portfolio managers to guide investment decisions.

Investment Research Forensic Accounting Audit Financial Modelling Financial Forecasting Portfolio Management TMT Sector Consumer

Analyst

HSBC Global Research

Jul 2006 - Present (19 years 1 month)

Built and maintained detailed financial models covering the S&P 500 and global equities. Specialized in working under US GAAP and IFRS accounting standards.

Financial Modeling S&P 500 Global Equities US GAAP IFRS Accounting Standards

Senior Research Analyst

Crisil

Jun 2003 - Present (22 years 2 months)

Worked on a proprietary financial model developed by one of the top 10 asset and wealth managers based in Europe, covering all S&P 500 US stocks, European, Asia Pacific & South African stocks. The work on the model involved in-depth accounting knowledge, familiarity with US GAAP/IFRS, and the ability to analyze financial statements in detail.

Financial Modeling S&P 500 US GAAP IFRS Financial Statement Analysis Asset Management Wealth Management

Education

Degrees, certifications, and relevant coursework

Institute of Chartered Accountants of India

Chartered Accountant, Accounting

Completed the rigorous Chartered Accountancy program, gaining expertise in accounting, auditing, and taxation. This qualification provided a strong foundation in financial principles and practices.

ICFAI Business School

Master of Business Administration, Finance

Pursued an MBA with a specialization in Finance, enhancing knowledge in corporate finance, investment management, and strategic financial planning. This program complemented practical experience with advanced theoretical frameworks.

Kolkata University

Bachelor of Commerce (Honours), Commerce

Completed a Bachelor of Commerce with Honours, focusing on core business and commerce subjects. This degree provided a comprehensive understanding of business operations and economic principles.