TULIKA JAJORIA
@tulikajajoria
Finance Vice President and CFA charterholder, leading FP&A, valuation, and transformation for growth-minded leaders.
IndiaWhat I'm looking for
I’m a strategic finance leader with 14+ years across FP&A, Strategic Finance, Corporate Development, Business Finance, Investment Banking, and M&A advisory at tier-1 global banks, fintech scale-ups, and Big-4 advisory firms. Currently, I lead a 20-person finance team governing a GBP 900M+ cost base at Barclays, identifying ~GBP 10M in cost savings reflected in the latest forecast.
As a trusted partner to founders and C-suite leadership, I help shape commercial and go-to-market decisions. At OakNorth, a market-analysis call redirected a fintech scale-up’s go-to-market focus to the US and drove a company-wide decision to reallocate Account Executive coverage entirely onto the US.
I bring deep expertise in financial modelling, valuation, regulatory reporting, and enterprise-wide transformation. I translate cost variance drivers, trend analysis, and vendor contract performance into KPI dashboards and board-level commentary, while strengthening control environments through improved governance.
I’ve also delivered measurable impact across my prior roles—automating reporting workflows, improving reporting accuracy by 25%, and cutting turnaround time by 15%. I’m FMVA-certified and CFA Charterholder, and I’m motivated by building finance teams and systems that turn strategy into execution.
Experience
Work history, roles, and key accomplishments
Vice President – Finance
Barclays Global Service Center
Jul 2023 - Present (3 years)
Led finance business partnering for the Customer Care business area, identifying ~GBP 10M in cost savings reflected in the latest forecast. Governed a GBP 900M annual cost base, delivering ~20% year-on-year efficiency improvement and driving governance, control redesign, KPI dashboards, and finance automation.
Partnered with co-founders on go-to-market strategy across US, UK, and APAC, using market analysis to reallocate Account Executive coverage entirely to the US. Built GTM frameworks and unit-economics/ROI analyses to inform global customer acquisition strategy and investment decisions, and supported deal structuring with integrated financial performance evaluation into governance and pricing approv
Deputy Vice President, Sales Ops
Jul 2020 - Mar 2022 (1 year 8 months)
Led a cross-functional CRM and analytics platform transformation across Sales and Product to improve reporting accuracy by 25% and reduce time-to-insight for senior leadership. Automated legacy data-aggregation processes to cut manual reporting effort and enable greater analyst capacity for commercial analysis.
Associate Manager, Strategy & Ops
Jul 2018 - Jul 2020 (2 years)
Conducted buy-side and sell-side commercial due diligence for fintech, retail banking, and asset management, delivering market-sizing, trend, competitive landscape, and financial model validation for M&A transactions. Developed market-entry strategies across EMEA/APAC/Americas and advised PE/VC clients on deal structuring, risk-adjusted return modeling, and investment thesis validation for cross-b
Senior Manager, Business Finance
PayU Payments (Naspers Group)
Mar 2017 - Jun 2018 (1 year 3 months)
Owned annual budgets, rolling forecasts, and 3-year strategic plans for a high-velocity fintech platform, improving margin performance by tracking revenue KPIs and analyzing variance and cost drivers. Evaluated commercial partnership finance terms and long-run profitability, and coordinated management reporting, competitive benchmarking, and investment-case evaluation for senior stakeholders.
Built DCF, LBO, and trading-comparable valuation models supporting M&A and capital-raising transactions across TMT and industrial sectors. Re-engineered executive reporting workflows by automating data-aggregation tasks and supported deal tracking, revenue reconciliations, league tables, and pitch-book research using Bloomberg, Capital IQ, and Dealogic.
Developed demand forecast dashboards to support strategic resource allocation, workforce planning, and capacity utilisation decisions. Built multi-scenario financial models for annual budgets and quarterly forecasts and led integration of a headcount reporting tool enabling near-real-time self-service analytics for 100+ stakeholders.
Administered capital expenditure planning and budget tracking, identifying efficiencies through rigorous cost-benefit analysis. Partnered with controllership on intercompany billing, cost-centre reconciliation, invoicing governance, strengthening compliance and accelerating period-end close timelines.
Education
Degrees, certifications, and relevant coursework
Shaheed Sukhdev College of Business Studies
BFIA (Financial & Investment Analysis), Financial & Investment Analysis
Grade: 81%, Rank 3
Completed BFIA (Financial & Investment Analysis) at Shaheed Sukhdev College of Business Studies, Delhi University.
CFA Institute
Chartered Financial Analyst (CFA), Finance
Earned the CFA Charter (Chartered Financial Analyst) after completing the CFA program requirements through CFA Institute.
Symbiosis Institute of Business Management
Master of Business Administration (MBA), Finance
Grade: GPA: 2.97 / 4.0
Completed an MBA in Finance at Symbiosis Institute of Business Management, Pune (GPA: 2.97/4.0).
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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