Anand S, Cpa, Ca, Mba Email & Phone Number

Washington, Dc, Us

United States

- Acted as interim CFO for a PE-backed $100M revenue bolt-on acquisition in the industrial services vertical, improved cash profile through better working capital management, redesigning billing processes and designing dashboards to provide better visibility for sales and operations- Modeled the carve-out of a PE-backed $400M revenue SaaS business, including standalone costs for headcount, key COGS and SG&A buckets; improving the overall sell-side profile- Acted as interim CFO for a PE-backed $30M revenue SaaS platform, putting in place internal controls, improving revenue forecasting capabilities and enhanced visibility into the sales pipeline

I have been a freelance consultant for a variety of industries across many roles:- Partner with sales, marketing and operations to incrementally improve EBITDA through transformational programs by $1.0M for a $30.0M food manufacturer- Acted as interim CFO of a Canadian national retailer, assisted with fundraising and improved the cash position by 100% vs. original expectations through working capital enhancements and profitability initiatives.-Lead market research, fundraising efforts along with the build of a financial model to help determine a new pricing structure for a SaaS company in the mobility vertical-Acted as interim CFO for multiple start-up ventures and PE-backed across software, CPG and industrial services-Created various diagnostic tools to identify and execute performance improvement initiatives such as 13 week cash flows, three statement financial models and operational finance forecasts-Identify, lead and execute performance improvement initiatives using best practices such as diagnostics, work stream creation and constant monitoring by a combination of client C-Suite and steering committees

Toronto, Ontario, Canada

I joined KPMG to get first-hand exposure to M&A from an overall strategy perspective. As part of my role, I have touched multiple parts of the deal lifecycle across a variety of industries including software, professional services, distribution, manufacturing, infrastructure and waste management. Initially, my exposure and responsibilities were largely within the pre-deal phase: financial advisory including quality of earnings, working capital, net debt analysis and financial model review. Due to my wealth of industry experience, I was handpicked to lead multiple workstreams within a enterprise performance improvement engagement as part of Operations M&A. I have been recognized for my analytical skills combined with my relationship-building capabilities with diverse audiences.

Toronto, Canada Area

I joined Dentsply Sirona, one of the world's leading manufacturers of dental consumables and equipment, to obtain leadership exposure and to establish the Canada financial planning and analysis function. I was handpicked and chosen due to my prior experience in a Fortune 500 company, bringing practices in operations and finance. I managed two direct reports and led multiple special projects including: ● Analysis of the impact of a change in business location in financial and operational terms, negotiated with commercial real estate brokers and shortlisted possible locations ● Established FP&A process cadence and financial models in partnership with sales, marketing and general managers resulting in forecast accuracy improvements of up to 40%I was also a participant in a Harvard-run, company-sponsored leadership program.

Toronto, Canada Area

In 2014, after completing my CPA, CA designation, I joined General Mills to learn Fortune 500 best practices and learn about finance and operations from an internal perspective as opposed to from a client-facing perspective. With time, I grew to mentor & coach financial analysts and supply chain professionals. Over the course of a successful stint with several awards and increasing responsibility, I accomplished the following:● Assisted with the negotiation of a 7 year $2.1B contract for the provision of third-party logistics services, by adding ancillary services and transitioning many costs to a usage basis as opposed to fixed basis● Forecasted, prepared and presented cash flow needs through cross-functional business partnership with marketing, sales and supply chain teams resulting in better working capital management● Led brainstorming and execution of treasury strategy initiatives, including hedging, through vendor and customer negotiations in order to reduce the working capital cycle● Led SAP ERP manufacturing integration, process improvement and robotic process automation initiatives to enable greater forecast accuracy and visibility into long range planning benchmarking using third party information such as Nielsen databases, Tableau and Python● Won National awards for leadership, financial acumen, executional excellence and business partnership

Toronto, Canada Area

After leaving EY, I decided that it would be best to obtain my CPA in a mid-sized firm in order to get more breadth in terms of responsibility, but also to have a greater exposure to mid-market clients. Some of my key achievements there were:● Analyzed financial impact and provided recommendations on complex accounting treatments under IFRS and US GAAP including financial instruments especially convertible debentures● Commended for being a trusted business advisor to clients, who range from start-ups to well-established businesses with upwards of $10M in annual revenues● Led the planning and finalization of engagement scope and the development of audit strategy● Proven leadership and organizational skills through leading teams of 2-3 people to execute engagements in an efficient manner, from planning stages through to completion.● Helped conduct overall analyses of the clients' operations to identify areas of revenue for the firm or to provide recommendations to management especially around process and internal controls.

Toronto, Canada Area

I was lucky to be selected to intern with EY in their Toronto office in 2010; after a successful stint, I joined full-time in 2011. This experience taught me the importance of hard work, persistence and time management. I passed my UFE in 2012 and left the firm in 2013 in order to pursue an opportunity with a mid-sized firm that offered greater responsibility, client variety and hands-on experience. I gained experience across a variety of industries, coached junior personnel and worked on multiple special purpose engagements for financial due diligence and debt advisory.

Toronto, Canada Area

● Achieved 100% success in implementation of payroll project in 2 months through usage of excel macros to convert payroll data to ADP format, tested and reconciled between CGI and ADP in 3 parallel runs before implementation● Learnt the basic functions of CGI and ADP payroll in 1 week, prepared draft gap analysis with inputs from payroll administrator and documented the configuration requirements for ADP to address the gaps.● Assisted Director of Finance to implement new expense claim policy through increased awareness among the business unit managers and improved verification process to reduce turnaround time.● Determined areas of improvement for accounts payable process through analysis of past transactions, operational controls, payment history and significant delays resulting in process time reduction and increased vendor satisfaction: increase of accounts payable turnover from 6 to 9 times per year● Created and implemented MS Access based solution for "month end labor cost" report generation that improved data integrity and report flexibility compared to an excel spread sheet used earlier for reporting.

Bachelor Of Commerce, Accounting And Finance

Activities and Societies: McGill Accounting Society - VP Executive, VP Development; McGill Indian Students' Association - President.

Certificate - Harvard Manage Mentor, Organizational Leadership

Masters Of Business Administration, Marketing And Management Analytics, 3.7

Entrance scholarship recipient Selected coursework: ● Machine Learning in Finance - exposure to Python and current advances in artificial.

Cfa, Portfolio Management And Financial Analysis

Level 1 completed