Sample document — fictional candidate for illustration purposes only. Your CV is prepared from your own record.
Qualifications & Memberships
Chartered Accountant (ACA) — ICAI, 2012
PGDM (MBA), Finance & Strategy — XLRI Jamshedpur, 2014
Fellow of ICAI (FCA) — 2019
Board Director, Audit Committee Member — Paylio Ltd, 2023
Professional Summary
CFO with 14 years of experience spanning Big Four advisory, mid-market private equity, and fintech scale-up environments. Currently serving as CFO at Paylio, a Series B payments infrastructure company, where she led a $45m Series B fundraise and built the finance function from 2 to 18 people. Prior to Paylio, spent 9 years at Deloitte advising PE-backed businesses on financial structuring, M&A transactions, and IPO readiness. Known for translating financial complexity into board-level clarity and for driving operational discipline alongside high-growth ambition.
Executive Financial Metrics
$45m
Series B raised, led by Anika, 2024
$120m
ARR at Paylio, from $18m at joining (2022)
18-person
Finance team built from scratch, 2022–2026
IPO-ready
IFRS restatement & audit trail, 2025
Experience
Paylio Ltd (Series B Fintech — Payments Infrastructure), Mumbai
- Led $45m Series B fundraise from Sequoia India and Tiger Global; managed investor data room, financial due diligence, and term sheet negotiation through to close.
- Grew ARR from $18m to $120m over 3 years while maintaining unit economics discipline; reduced CAC payback from 18 months to 11 months.
- Built finance, FP&A, and internal audit functions from 2 to 18 headcount; recruited VP Finance, Head of Tax, and Head of Treasury.
- Completed IFRS restatement and Big Four audit for FY2023 and FY2024; prepared company for a potential IPO or secondary raise in 2027.
- Established board reporting cadence — monthly CFO pack, quarterly audit committee, and annual strategy review — adopted by the Board and Series B investors.
- Implemented NetSuite ERP across 3 entities, replacing spreadsheet-based close process; reduced monthly close from 18 days to 6 days.
Deloitte India, Mumbai
- Led financial due diligence on 12 M&A transactions across fintech, SaaS, and consumer sectors with aggregate deal value of ₹8,400 crore.
- Advised 3 PE-backed portfolio companies on CFO-function build-out pre-exit; 2 achieved successful trade sales, 1 raised a Series C within 12 months of engagement.
- Managed teams of 6–10 across concurrent engagements; responsible for quality review, client delivery, and proposal development.
Deloitte India, Mumbai
- Executed financial and commercial due diligence on 20+ transactions across healthcare, infrastructure, and NBFC sectors.
- Built detailed quality of earnings (QoE) models for 8 targets; flagged working capital adjustments totalling ₹620 crore across 3 transactions.
- Seconded to Deloitte London office for 18 months (2016–2017) supporting cross-border UK/India deal activity.
Deloitte India, Mumbai
- Led statutory audits for 5 listed clients in banking and financial services; qualified as ICAI Chartered Accountant with All-India Rank 28.
Technical Skills
- Board & investor reporting (CFO packs, audit committee)
- FP&A (3-statement model, rolling forecast, scenario planning)
- Fundraising (Series A/B, data room management)
- M&A due diligence (QoE, working capital)
- NetSuite ERP (implementation & administration)
- IFRS / Ind AS (consolidation, restatement)
- Excel (advanced modelling, Power BI)
- Carta (cap table management)
- SaaS unit economics (ARR, NRR, LTV/CAC)
Education
PGDM (MBA), Finance & Strategy
Jun 2012 – Apr 2014
XLRI Jamshedpur — Awarded Best Finance Student Trophy, 2014
B.Com (Hons), Accounting
Jul 2007 – May 2010
Sydenham College of Commerce & Economics, Mumbai University — 82%, First Class