Open to opportunities

Shivam Daga

@shivamdaga

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FP&A leader driving financial planning, modeling, and fundraising insights across fintech and SaaS.

India

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What I'm looking for

I’m looking to lead FP&A for growth-focused fintech/SaaS teams—partnering with CFO/CEO to drive capital allocation, investor-ready reporting, and scalable financial modeling that turns data into decisive strategy.

I’m an FP&A leader focused on financial planning, product-level P&L ownership, and strategic decision support across fintech, SaaS, and other sectors. I partner with executive leadership (CFO/CEO/Group) to translate assumptions into decisions—strengthening capital allocation, performance tracking, and investor narratives. So far, I’ve built 130+ financial models and supported $245M+ in fundraising across organizations.

In my current role as Vice President – Financial Planning & Analysis at Wizzmoni Financial Services, I’ve expanded my mandate across multiple business lines and India operations. I designed executive-level Power BI dashboards used in investor discussions, restructured models to recalibrate growth assumptions, and developed scalable cohort and cross-sell analytics using SQL and Power Query to improve customer lifecycle and profitability decisions. Previously, I led budgeting and forecasting with 15% improved alignment to strategic goals, enabled a $135M capital raise through investor-ready scenarios and sensitivities, and automated finance processes to reduce errors and prevent ~$690K annual leakage.

Experience

Work history, roles, and key accomplishments

Current

VP - FP&A

Current

Wizzmoni Financial Services Ltd

Nov 2025 - Present (7 months)

Partner with CFO/CEO and group leadership to drive FP&A across Gold Loans, Forex, Remittances, and Travel & Holidays, expanding mandate across multiple entities. Built executive Power BI dashboards and financial models that uncovered tenure mismatches and supported operating decisions including expanding the branch network from 320 to 350 (+30) to sustain loan book growth.

FP&A Financial Modeling Microsoft Power BI SQL Power Query

FP&A Specialist

Resilinc Solutions

Jul 2023 - Nov 2025 (2 years 4 months)

Owned budgeting, forecasting, and variance analysis across geographies, departments, and cost categories, improving strategic alignment by 15%. Built scenario/sensitivity financial models that supported a $135M capital raise, led a rolling 13-week cash flow forecast, and delivered ~$690K annual leakage prevention plus ~$460K in annual savings through automation and cost optimization.

Budgeting & Forecasting Forecast Variance Analysis Financial Modeling Cash Flow Forecasting Financial Close

Senior Financial Analyst

GetMeResearch

Oct 2021 - Jun 2023 (1 year 8 months)

Built and refined 95+ financial models across industries, supporting 110M+ in client funding and delivering $235K in client cost savings through optimized budgeting and forecasting. Led and mentored a team of four junior analysts and created revenue recognition templates for SaaS clients to improve reporting accuracy.

Financial Modeling Budgeting & Forecasting Revenue Recognition Investor Pitch Support Stakeholder Management Mentoring Client Reporting

Financial Analyst

FAB Analytics

May 2020 - Sep 2021 (1 year 4 months)

Developed financial and operational models (inventory tracking, asset allocation, and rent collection) to support fundraising and business transactions. Automated workflows using VBA, built real-time Power BI dashboards with alerts for cash balance monitoring, and produced investor pitch books and MIS reports for executive decisions.

Financial Modeling Power BI Team Leadership