Anitha Gopalan Email & Phone Number

Boston, MA, US

New York, US

KX is the market leader in AI Vector database and generative AI. KX is focused on accelerating the speed of data and AI-driven business innovation, enabling customers to transform into real-time, intelligent enterprises. Built for the most demanding data environments, KX is trusted by the world’s top investment banks, life and health sciences.

New York, NY, US

Fireblocks is a leading enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks enables banks, fintechs, exchanges, liquidity providers, OTCs, and hedge funds to securely manage digital assets across a wide range of products and services. Our technology consists of the Fireblocks Network and.

Boston, MA, US

Rhapsody, a global leader in healthcare data interoperability, and with the merger of Corepoint Health, based in Texas, the supplier of the Best in KLAS® healthcare integration platform. The Combined Companies bring together at the forefront of interoperability and create a dynamic combination of technology, talent, services, and trusted customer.

Boston, Massachusetts, US

Catalant’s technology platform and programs enable companies to get mission critical work done faster. Forward-looking executives partner with Catalant to transition to an agile operating model and access the skills and expertise they need to rapidly innovate and stay ahead of disruption. More than 30 percent of the Fortune 100 use Catalant’s best.

Boston, Massachusetts, US

• $230 million publicly-traded global IT security software, services and SaaS platform company; industry-leading provider of vulnerability management solutions and pioneering innovator of IT security data & analytics.
• Led the Finance function to provide core capabilities and enhanced functionality around annual planning, budgeting and forecasting process, corporate finance, ROI analysis, capital structure management, performance.
• Collaborated with executive leadership in executing and laying out the financial plan balancing long-term strategy for growth with short term value-creation for investors.
• Drafted and owned business model transition from perpetual software license model to cloud-based SaaS model, co-managed the commercial pricing with the products team and closely worked with the pricing consulting firm.
• Lead long-term strategic planning process, collaborating with executive team to assess company’s strategic position, select growth priorities and designing financial plan that aligns with these priorities.
• Enhanced FP&A business-unit partnership approach to support functional operations, department expense management, and monthly management team reporting, introduction of financial and operational quantitative operations.

Boston, Massachusetts, US

• Built the small financial organization to be public company ready
• Completely overhauled Accounting Operations, Revenue Operations, Tax function and Compliance and Reporting functions, adding core competencies and skills on the team; drove the implementation of 6 new systems, and.
• Overhauled and implemented nearly full set of ERP systems, including Netsuite revenue model.
• Drove operational scale by implementing enterprise-wide applications including Concur (T&E system along with global travel management), Coupa (procurement-to-payment), Xactly (sales commissions accounting and rep.
• Significantly improved monthly financial close and reporting abilities.
• Managed restructuring of corporate entities and off-shored IP ownership to drive global go-to-market approach and support international local selling capabilities, currency operations and cash management.

Chicago, Illinois, US

• Global Wi-Fi Roaming Leader for Enterprises and Telecom Service Providers for their Consumer Subscribers. $140 million publicly-traded, SaaS mobility platform company.After successful overhaul of company internal.
• Primary finance point-of-contact for worldwide sales organization supporting sales process from contract initiation, evaluation and quoting of deal economics, Fortune 1000 enterprise customer negotiations, business.
• Led and coordinated bottoms-up and top-down revenue forecasting, planning and annual budgeting processes for sales organization.
• Evaluated business risks and opportunities; developed forward-looking models and performance metrics to support value measures, visibility and execution evaluation.
• Actively engaged and partnered with exec team and sales leadership in development of sales incentive compensation program structures and parameters.
• Directly interacted with institutional investors and sell-side analysts; communicated both high-level strategic and business performance messages and key financial results.

Chicago, Illinois, US

• Global Wi-Fi Roaming Leader for Enterprises and Telecom Service Providers for their Consumer Subscribers. $140 million publicly-traded, SaaS mobility platform company.
• Recruited to company by new CFO to overhaul financial reporting and compliance functions around SEC public reporting process to address legacy structural issues and drive higher quality content, streamlining of process.
• Led revamping of company’s internal control and compliance ecosystem; inherited significant deficiencies and weaknesses in internal controls and was responsible for designing and implementing remediation efforts that.
• Drove restructuring of 10-K including both business description and performance metrics in MD&A and other materials, and how company strategy, operations and business initiatives are presented to investors in SEC.
• Point person for CEO and CFO in structuring and managing executive and employee incentive compensation programs tied to stockholder value creation; responsible for reviewing and communicating quarterly executive.
• Lead technical accounting and research person at company; managed, monitored and analyzed complex technical issues and managed SEC Comment Letter process; recognized for record turnaround and clearing of SEC comments.

London, GB

• Senior audit client service executive with focus on Silicon Valley technology companies.
• Led numerous SEC annual and quarterly reports, secondary equity offerings, registration statements, SEC staff comment letter and comfort letters.
• Advised numerous clients on development and implementation of new accounting policies and procedures and enhancement of existing processes.
• Developed strong technical accounting and business expertise around software models and with revenue recognition.
• Strong command of fair value measurements, complex equity transactions, business combinations, goodwill impairment, transfers of financial assets and foreign currency operations & translation.
• Demonstrated strong leadership and technical skills and was asked by national office to work on firm’s global technology center time-critical projects due to deep technical expertise and strong industry knowledge.

Chicago, Illinois, US

• Participated in a variety of attest and non-attest services in compliance with GAAP standards
• Senior – in charge of audit of large manufacturing company and financial institution
• Prepared a operational analysis reflecting the trends and historical performance of a manufacturing client (ratios and graphical presentation) and recommendations
• Investigated fraud occurrences and suggested preventive measure
• Identified and resolved current/emerging accounting and reporting issues affecting international and joint venture operations
• Prepared estimated tax and analyzed tax impacts of various tax shelters and/or investments

• Key team member of Statutory Audits under The Companies Act/The Income tax Act
• Owned a critical portion of the financial statement audit of one of the largest bank in the country
• Verified Business Combination transaction/Consolidation/ Foreign Currency translation
• Represented Clients in Income Tax hearingIndustries serviced: Manufacturing, Financial institution, Oil and natural gas

• Manufacturing Industry (Start-up and Small Scale Company)
• Maintained financial and operational records, responsible for monthly accounting close process which includes ensuring results are delivered on-time and accurate to the Senior management
• Owned external audit coordination during year end audit and followed-up with recommendations by the Auditor
• Assisted and updated management on operational performance, primarily Inventory/ payroll/ short and long term cash flow and financial position projections
• Assisted in the development, maintenance and education of all major accounting policies and requirements
• Assisted in developing standard cost accounting structure for inventory and developed monthly cost estimates

Pennsylvania (Inactive), Accounting

Master'S Degree, Accounting And Finance Courses (3 Courses Pending To Obtain A Degree)

Chartered Accountant, Accounting And Finance

Bachelor'S Degree In Commerce, Accounting And Finance