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Sidharth
Finance and Strategy Manager with 10+ years proven expertise in Funding and Business Finance
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Competencias
Applied to evaluate financial viability, optimize credit, and analyze financial documents across roles.
Developed comprehensive funding plans, managed credit optimization, and coached clients on leveraging capital effectively.
Led cross-functional teams, managed schedules, and improved operational workflows utilizing PMP and Six Sigma methodologies.
Ensured accuracy in financial closing, enhanced internal controls, and contributed to strategic decision-making.
Performed detailed risk evaluations, credit assessments, and underwritings to support funding and lending decisions.
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Resumen
A seasoned finance manager with over 10 years expertise in funding, financial analysis, and operational strategy. Skilled in developing funding plans, optimizing credit, leading teams, and implementing financial controls to support business scalability and profitability.
Logros Clave
- Secured over $2M in funding for clients within one year, with 40% at 0% APR.
- Redefined financial models at Aron Global, reducing bad debts by 35% and optimizing costs.
- Led a team of 20 at Better.com, improving operational efficiency by 40% and reducing loan rejection rates by 25%.
Experiencia
Senior Strategy & Funding Manager
Analyze clients’ personal and business financial profiles to underwrite and determine funding eligibility., Develop comprehensive funding plans for both personal and business capital acquisition., Review and interpret financial documents including personal & business bank statements, tax...
Project Manager – Finance
Collaborated directly with the CEO and VPs to understand the need of different profit centres in Latin America, yearly and monthly budget forecasting for setting up expense projection., General finance controls include forecasting revenue with a 5% margin, managing supplier advances for...
Finance Manager
Reported directly to Regional Manager- South America., Month-end finance closing process, checking ledgers and Journal entries, Financial Reporting Analysis, Financial Review, Profitability Review., Developed SOX control activities and contributed actionable insights to annual plans, forecasts,...
Team Lead – Underwriting Finance
Managed a team of 20 individual contributors and prepared a daily shift wash report., Preparing and presenting weekly reports to Senior Managers with KPIs and KRAs of ICs., Audited team performance and managed schedules, accepted time off requests and found coverage for short shifts which resulted...
Financial Analyst – FP&A
Arrange for debt repayment or establish repayment schedules, based on customers' financial situations., Confer with customers to determine reasons for overdue payments and to review the terms of sales, service or credit contracts and apply the received payments with coordination of Cash...