Puneet Sawhney Email & Phone Number

I am a Chartered Accountant with experience spanning across Fintech, Healthcare, Information Technology - IT/ITES Insurance and Financial Services space having worked with Top-Tier Multinationals and well Governed Indian companies- Calyx, UnitedHealth Group/Optum, MetLife, GE, HDFC Life, Cholamandalam FinanceAt M1xchange , a RBI regulated Fintech entity backed by marquee investors, I lead the finance function for three legal entities including one in IFSC - GIFT City. Prior to M1xchange , I was head of India Finance & Global Finance Shared Services Center at Calyx . Calyx is Private Equity (erstwhile Pamplona Capital backed )provider of Medical Imaging, Interactive Response Technology, Clinical Trials Management Systems and Regulatory Information Management that spun off from Parexel in Jan 2021. I was instrumental in successful transition from Parexel, setting up Global Shared Services Center. At UnitedHealth Group (Optum), I supported the management team and set up Group's Captive Centers in the APAC Region - India and Philippines (Top line $1B and 45000+ employees). I spearheaded establishing, running and growing the Finance and Tax function, working with Business heads and driving profitable growth, strategic execution and Corporate Governance agenda. In addition to effectively managing the P&L, I was instrumental in driving cost reduction and automation led transformation projects for enhancing operational efficiency. I led execution of Advance Pricing Agreements (APA) with India and US IRS thereby providing the needed tax certainty to the Group, resolved tax disputes and secured substantial GST refunds from the tax department. Possess comprehensive knowledge in SEZ laws and setting up SEZ/PEZA across India and Philippines.I have experience of setting up MNCs in APAC, managing Finance & Tax operations, global teams and working in a matrix environment.Skills sets include Controllership, Reporting, Budgeting & Forecasting, Funds raising, Investors management, Corporate Taxation, Treasury, Corporate Governance, Transfer Pricing, M&A and Shared Services. I possess strong communication and inter-personal skills & thrive in a fast pace and collaborative environment.

Listed skills include Corporate Finance, Risk Management, Auditing, Financial Accounting, and 16 others.