Puneet Bhambhani Email & Phone Number

Melbourne, Vic, Au

Richmond, Victoria, Au

Managing a team of accountants and advisors within the VC & Funds team, I specialise in managing the intricate aspects of fund operations, administration, and LP reporting to ensure the success and sustainability of managed funds.Focussed on supporting emerging fund managers, my speciality lies in developing a scalable infrastructure to accommodate growth in managed assets. This includes designing financial models and J-curve predictions to monitor and report on fund performance, as well as supporting regulatory compliance for AFS Licensees and ESVCLP funds.

Richmond, Victoria, Au

Highly skilled and results-driven with a strong background in managing all aspects of funds operations and working closely with Venture Capitalists (VCs) & other StartUp Ecosystem Enablers.Specialties:- Fund Operations: Expert in turning complex fund structures into efficient operational workflows, investor reporting & relationship management, and fund accounting to ensure seamless operations and regulatory compliance for registered and private funding entities. - Investment Strategies: Proven ability to evaluate investment opportunities, conduct in-depth analysis, and provide strategic recommendations to optimize portfolio performance.- Relationship Management: Adept at establishing and nurturing strong partnerships with VCs, fund administrators, and industry professionals to enhance collaboration and identification of co-investment opportunities. Providing support with integration of finance and other functions post acquisitions. - Financial Modeling & Due Diligence: Proficient in building comprehensive due diligence reports and assessing valuations to support investment decision-making.

Richmond, Victoria, Au

Helping turn ideas 💡 into reality 🌍Setting up financial structures for startups and helping investors navigate the world of compliance! Ensuring management satisfaction with financial operations and advising on performance & strategy as a VCFO. Assisting growing SaaS, e-commerce, and deep tech startups with commercialisation strategy, turning performance numbers into actionable items.Helping enablers like VCs, accelerators, and disruptors manage their funds efficiently to advance innovation.

• Assisting a private investment entity with post acquisition integration of the finance & operations functions. Helping execute consolidation of acquired distressed assets to create synergy and commercial value.• Leading Financial Operations and overseeing A/P, A/R, and Payroll functions. Computing forecasts, liaising with the Tax Accountant on reporting obligations and preparing management reports. • Setting up advanced systems for organizing and maintaining financial records, operational and performance data, HR compliance to adhere with ISO 9000 standards. • Risk assessment and management: strategising for seamless operations. Adding layers of security on data, and implementing control mechanisms to ensure growth targets can be achieved.

Docklands, Victoria, Au

• Responsible for Financial Operations and data controls for a variety of clients - from RTOs, commercial franchises, building and construction operators, to private Family Trusts. Preparing Management reports with analytical insights on financial and non-financial data.• Well-versed with month-end and quarterly reconciliations for statutory reporting - BAS/IAS/Payroll Tax and drafting Financial Statements• Successfully implemented process developments for numerous clients utilising change management and AGILE strategies.• Involved in Financial Analysis with Senior Accountant on M&A Transactions. Preparing due diligence reports to examine profitability and assessing financial models for accuracy

London, Gb

Part of an Internal Controls Audit Team working with manufacturing entities - predominantly MNCs with local presence. • Learned the importance of Risk Analysis, Review, and Mitigation • Performed various testing procedures following the EY’s test of controls and led the cut-off test on Accounts Payable & Receivable accounts.• Individually carried out over 350 confirmations via emails and phone calls, successfully achieving an above-average 85% recovery rate.

Master'S Degree, Management(Accounting And Finance)

Bachelor Of Science (Bsc), Finance, Accounting And Management

Master'S Degree, Secondary Education And Teaching

Ib Diploma Programme, Choithram International School

Igcse, Choithram International School