Neel Naik's Location
New York City Metropolitan Area, United States, United States
Neel Naik's Contact Details
Neel Naik work email
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About Neel Naik
Experienced finance, strategy, and operations professional in publicly traded and private companies. I haveexperience leading high growth start ups as well as strategic turnarounds. Experienced in financial planning,modeling, forecasting/analysis, cash management, financial process set up, and negotiations withsuppliers/vendors. Experience building and leading finance and operations teams. Ownership in finance, operations,banking, legal, HR, and administration. I've raised strategic growth capital in the form of both debt and equity.
Neel Naik Work Experience Details
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Interim Head Of GrowthSwiss Madison®New York, Ny, Us -
Vp, Finance & OperationsThe Healing Company Jan 2023 - PresentBrooklyn, New York, Usa, Ny, UsLead all financial operations for publicly traded health and wellness rollup. Jointly reporting to the CFO and CEO. Oversee all SEC reporting and PCAOB audits. Built out finance team and integrated 2 acquisitions.- Lead and manage the accounting and finance function at the company, including oversight of bookkeeping, invoicing, monthly close, tax, AR/AP, payroll, cash flow forecasting, budget reconciliation and external auditor relationships- Direct key operations initiatives in conjunction with our operations team including implementation of ERP and inventory management systems- Manage corporate long-term strategic planning and monthly FP&A and in partnership with the CEO and company leadership- Develop company’s monthly financial reporting package including investor, board and lender reporting- Partner with teams across the organization to define and execute the company’s ongoing business roadmap; direct the development of all internal performance reporting dashboards- Oversee all treasury and cash flow management within the company- Coordinate with CFO on all capital raises to ensure alignment with annual and long-term strategic growth plans- Liaise with third-parties including CPAs, insurance, legal and tax to ensure compliance and appropriate risk management as the business continues to scale -
Member Of The Supervisory BoardThe New Meat Company Ag Jun 2024 - Present -
InvestorGreenlit Oct 2023 - PresentNew York, Ny, UsGreenlit is an end-to-end finance and rights management solution for the entertainment industry. We provide a streamlined platform that assists entertainment professionals in financing, managing, and distributing their intellectual property. -
InvestorObvi Aug 2022 - PresentKearny, New Jersey, Us -
Strategic AdvisorCaswell-Massey Feb 2023 - Dec 2023Edison, Nj, Us -
Chief Financial OfficerCaswell-Massey Mar 2022 - Feb 2023Edison, Nj, Us- Lead and manage the accounting and finance function at the company, including oversight of bookkeeping, invoicing, monthly close, tax, AR/AP, payroll, cash flow forecasting, budget reconciliation and external auditor relationships- Direct key operations initiatives in conjunction with our operations team including implementation of ERP and inventory management systems- Manage corporate long-term strategic planning and monthly FP&A and in partnership with the CEO and company leadership- Develop company’s monthly financial reporting package including investor, board and lender reporting- Partner with teams across the organization to define and execute the company’s ongoing business roadmap; direct the development of all internal performance reporting dashboards- Oversee all treasury and cash flow management within the company- Coordinate with CEO on all capital raises to ensure alignment with annual and long-term strategic growth plans- Liaise with third-parties including CPAs, insurance, legal and tax to ensure compliance and appropriate risk management as the business continues to scale
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Vp, Finance And OperationsObvi May 2021 - Mar 2022Kearny, New Jersey, UsFocused on building out the financial and operational infrastructure of the business. My duties include all financial/accounting and supply chain functions of the business and it's related operations, HR, insurance, banking and legal.- Lead and manage the accounting and finance function at the company, including oversight of bookkeeping, invoicing, monthly close, tax, AR/AP, payroll, cash flow forecasting, budget reconciliation and external auditor relationships- Direct key operations initiatives in conjunction with our operations team including implementation of ERP and inventory management systems- Manage corporate long-term strategic planning and monthly FP&A and in partnership with the CEO and company leadership- Develop company’s monthly financial reporting package including investor, board and lender reporting- Partner with teams across the organization to define and execute the company’s ongoing business roadmap; direct the development of all internal performance reporting dashboards- Oversee all treasury and cash flow management within the company- Coordinate with CEO on all capital raises to ensure alignment with annual and long-term strategic growth plans- Liaise with third-parties including CPAs, insurance, legal and tax to ensure compliance and appropriate risk management as the business continues to scale
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Manager, Finance And Business IntelligenceFlavorgod Jul 2018 - May 2021Los Angeles, Ca, UsResponsibilities include controllership, financial reporting, cash management, forecasting and analysis, pricing, and marketing analytics. -
Manager, Finance And Business IntelligenceShredz Supplements Jul 2018 - May 2021Jersey City, New Jersey, UsResponsibilities include controllership, financial reporting, cash management, forecasting and analysis, pricing, and marketing analytics. -
Consultant, Social ImpactUrbane Development Oct 2020 - Mar 2021New York, Ny, UsDeveloped a qualitative and quantitative justice evaluation tool to aid Urbane Development in its evaluation of the justice of its projects and engagements. Focus was on the following questions:1. What is justice in the context community development and wealth building?2. How can Urbane Development measure the justice of its projects? -
Fellow, Consulting And Advisory ServicesFma Feb 2019 - May 2019New York, Ny, Us- Conducted financial analysis and evaluated the fiscal health of nonprofit organizations- Participated in interviews with clients to assess the soundness financial and operational processes- Advised nonprofit clients on improving financial management practices including but not limited to: the use and implementation of accounting systems, financial planning processes, financial reporting, governance, and staffing structures -
Consultant, StrategyAshoka Oct 2018 - Dec 2018Arlington, Virginia, UsPerformed project work for Ashoka to execute comprehensive market analysis of match-making platforms (social innovations that bring two or more parties to work together that have the capacity to bring structural social change) in the venture capitalist space in order to competitively position social innovations for targeted uptake. Responsibilities include the following market analysis, market segmentation, and product definition.The goal of project is to deliver detailed analysis of the market for match-making platforms that have the potential for structural change, craft strategy for engaging venture capitalists to support these kinds of innovations and develop recommendation of how Ashoka SFS (Social Financial Services) can best design and position insights on platforms. -
Associate, Finance TransformationCit Aug 2017 - Jun 2018New York, Ny, UsCross-functional project manager leading strategic initiatives across CIT's Finance organization.Currently I am leading the: - testing workstream (SIT, UAT, etc.) for a company-wide PeopleSoft (GL, AP, CM, PO, AM) upgrade- onboaring of a robotic process automation / aritifical intelligence-based contract analytics solution - onboarding of a software that will allow CIT to strategically manage and accurately account for the leases where CIT is the lessee according to the new lease accounting standard (ASC 842) -
Financial Planning And Analysis, Finance Leadership Development ProgramCit Jan 2017 - Jul 2017New York, Ny, Us
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Financial Reporting, Finance Leadership Development ProgramCit Jul 2016 - Dec 2016New York, Ny, Us
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Treasury - Capital Management, Finance Leadership Development ProgramCit Jan 2016 - Jun 2016New York, Ny, Us
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Portfolio Accounting, Finance Leadership Development ProgramCit Jun 2015 - Dec 2015New York, Ny, UsFinancial Analyst at CIT's Finance Development Program - a 2 year rotational program designed to provide analysts with well-rounded experiences within CIT's core finance functions.Rotation 1: Portfolio AccountingRotation 2: Treasury - Capital ManagementRotation 3: SEC ReportingRotation 4: Consumer Banking FP&A
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Summer Analyst, Investor RelationsCit Jun 2014 - Aug 2014New York, Ny, UsInternship was a feeder for the Finance Development Program - Assisted in second quarter earnings preparation by developing earnings presentation, peer earnings summary, earnings call summary, and identified forward looking statements in earnings call transcript- Created template which summarized assumptions & valuation thesis of side-side analysts' valuations of CIT- Identified trends in CIT peer valuation via correlation between P/TBV & ROTCE- Presented to CFO Scott Parker and his leadership team on internship work streams and program feedback- Wrote weekly report which captured key sentiments on CIT and the industry by understanding and summarizing analyst reports- Developed 1-pager which highlighted the strengths of CIT Bank for the vendors and customers of Direct Capital (new acquisition)- Identified forward looking statements in CIT Investor Day transcript
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Summer Analyst, Financial ControlRbc Capital Markets Jun 2013 - Aug 2013Toronto, Ontario, Ca• Responsibility of attesting to ownership of General Ledger accounts for Month/Quarter End close process for Internal/External audit• Analyzing, preparing, and attesting to multiple General Ledger payable/receivable accounts for month-end close• Monthly tasks associated with FX position analysis• Daily tasks of Subledger vs. General Ledger balance reconciliations, booking of journal entries to direct balances from unpostables account to proper account• Worked on project to reconcile expenses charged by asset management firm CBRE • System balancing and General Ledger Oversight• Worked with business partners to accomplish tasks and projects -
Financial Analyst (Co-Op), Financial Planning & AnalysisJohnson & Johnson 2012 - 2013New Brunswick, Nj, Us- Provide itemized Budget vs. Actual analysis for 2 budgets totaling to ~$12M- Prepare forecasts and comparisons for IM Sales Training budget of $8M- Manage open Purchase Order report and related Balance Sheet reconciliation in IM liabilities each quarter- Forecast payroll, discretionary spend, and corporate allocations for $4M Patriot brand pharmaceuticals sales budget- Perform weekly headcount reconciliation and discretionary spend analysis for ~1900 Internal Medicine sales reps -
Intern, FinanceNew Jersey Devils Sep 2012 - Dec 2012Newark, Nj, Us Assist Team’s Finance Management with completion of quarterly forecasts, annual budgets, financial schedules and monthly closes Prepare balance sheet and income statement account analyses, while assisting with NHL, AHL, ECHL league-reporting packages and maintain all ticket sales records Evaluate and identify areas of potential exposure and internal control weakness Review invoices and expense reports for payment Will complete special projects as designed by Team’s Finance Management Assist with auditing W-4s, payroll balance sheets, YTD earnings, etc.
Neel Naik Skills
Microsoft Excel
Microsoft Office
Microsoft Word
Finance
Analysis
Powerpoint
Account Reconciliation
General Ledger
Leadership
Financial Analysis
Financial Forecasting
Sap
Management
Accounting
Budgets
Journal Entries
Outlook
Sap Bi
Analytical Skills
Budget Forecasts
Budgeting
Public Speaking
Teamwork
Nonprofit Organizations
Financial Planning
Managerial Finance
Time Management
Strategy
Netsuite
Financial Reporting
Bookkeeping
Cash Flow
Accounts Receivable
Planning Budgeting And Forecasting
Neel Naik Education Details
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New York UniversityAnd Investment -
Rutgers Business SchoolAccounting
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LandmarkLeadership
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LandmarkPersonal And Professional Development
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University Of California, DavisGlobal Tea Initiative Program For Industry Professionals
Frequently Asked Questions about Neel Naik
What company does Neel Naik work for?
Neel Naik works for Swiss Madison®
What is Neel Naik's role at the current company?
Neel Naik's current role is Interim Head of Growth.
What is Neel Naik's email address?
Neel Naik's email address is ne****@****bvi.com
What is Neel Naik's direct phone number?
Neel Naik's direct phone number is +197353*****
What schools did Neel Naik attend?
Neel Naik attended New York University, Rutgers Business School, Landmark, Landmark, University Of California, Davis.
What are some of Neel Naik's interests?
Neel Naik has interest in Basketball, Reading.
What skills is Neel Naik known for?
Neel Naik has skills like Microsoft Excel, Microsoft Office, Microsoft Word, Finance, Analysis, Powerpoint, Account Reconciliation, General Ledger, Leadership, Financial Analysis, Financial Forecasting, Sap.
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