Heera B Sanjay Email & Phone Number

As a doctoral researcher at CMS Business School, I specialize in the intersection of finance, sustainability, and climate-related financial strategies. With an MBA in Finance and the CFA-IF® designation, I am advancing my academic research through a Ph.D. in Management, focusing on the intricacies of sustainable finance and its role in shaping resilient financial systems. I am also an active member of the Financial Times Climate Capital Council, contributing to thought leadership on sustainable finance, climate risks, and investment strategies that foster positive environmental outcomes.Professionally, I have developed significant expertise in tax advisory and financial services, having held positions at global firms such as EY and PwC. In my roles as a Tax Senior at EY and a Tax Associate at PwC, I have managed complex tax compliance and advisory functions. In addition, I have ventured into independent publishing through Kindle Direct Publishing, authoring works on Sustainable Investing and GST and its Impact on the Retail Sector, both of which explore key intersections between finance, regulatory frameworks, and sustainability.Beyond my professional and academic commitments, I am involved in volunteer activities aligned with my interest in research-driven global solutions. As a Citizen Scientist with EY, I contribute to marine conservation by advancing our understanding of whale and dolphin populations. I also serve as a Next Gen Voice Research Panelist for ACCA, where I engage in discussions on the future of finance from a Gen Z perspective. Additionally, I participate as an Audience Research Panelist for Cancer Research UK, informing strategies to advance cancer treatments, and as a Buy-Side Panelist with Expand Research, offering insights into client sentiment and evolving market trends.My academic and professional trajectory is further enhanced by a suite of certifications from renowned institutions, including the CFA Institute Investment Foundations® Program, the Macabacus Specialization from CFI, and accreditation from the Association of Investment Companies (AIC). I have also earned qualifications in securities and investment from CISI and hold a Lean Practitioner certification, demonstrating my commitment to operational excellence and process optimization.As I continue to progress in my career, my focus on sustainable finance, climate risk assessment, and financial innovation remains unwavering. I am driven by the ambition to influence global discourse on environmental sustainability and ethical investment practices.