Sohini Roy, Cpa, Cfo, Board Member, Investor, Coach Email and Phone Number

Coueraj is a transformative ecosystem with a patient (capital) view of global problems that enables us to contemplate a longer view of a sustainable solution for systemic issues (indigenous reconciliation, mine closures, etc.) than a political or corporate tenure allows. Our main service offering is Transformation Consulting with a NLP overlay. We focus on mining (stakeholder conversations), BDEI and Regenerative FinanceOur main product offering is an app that is still in developmentOur main investment offering is to explore ways for Coeuraj to invest alongside our clients in moving the needle on some of the above offerings.Our current foot-print is mainly Canadian and US, but we do have paw-prints in Africa! My role as global CFO is to work with the Founders and our team to determine how we balance the impact we want to have with making and spending money wisely as a global ecosystem.

On Board of private investment firm that provides debt capital to small and mid-sized non-sponsored businesses in the U.S., unconstrained by industry or financing asset. The firm focuses on the underserved and less competitive lower-middle market. We invest in complex and special situations that cannot be addressed by banks and other conventional financial institutions.

A historic first fund with a mission to increase the diversity quotient in the venture capital ecosystem, the Neythri Futures Fund I positions South Asian women front and center as key investors and stakeholders and offers an opportunity to amplify their influence and catalyze innovation.The fund offers a distinct and differentiated advantage to the startups it invests in - access to the diverse, talent network of its LP base that is composed of senior executives, operators, investors, and board members who are committed to the success of these companies. The Neythri Futures Fund I will invest in tech-enabled, venture-scale startups led by diverse teams.

•Doubled enterprise value in 3 years for PE owned Nexseer (mid ticket equipment leasing) as a member of the four-person executive management team. Institutionalized the finance, tax, finance IT and valuation functions. Institutionalized CFO responsibilities (Accounting, Treasury, Tax, FP&A, Mergers & Acquisition and Finance IT). Navigated complex lease accounting and deal structuring issues. Implemented a new ERP system (Sage-Intacct) and outsourced strategies for lease accounting. •Key liaison and negotiator for both bank securitization line and warehouse lines of credit. Secured $75 million in available credit. Opportunistically renegotiated covenants to maximize capital availability. Main investor liaison with PE firm. •Responsible for driving liquidity planning & management, safeguarding enterprise value and driving resilience via thoughtful leadership during COVID-19 crisis in Q1 and Q2 of 2020.•Built a high performance team. Catalyzed firm-wide cultural change.

• Designed, prototyped and oversaw the outsourced build of software that enabled UK Banks and building societies comply with the Senior Manager and Certification Regime (SM&CR) regulations. • Drove strategy and orchestrated the collaboration of my three partners who were domain experts in banking compliance, human resource management systems, and technology architecture and design.

Co-Founder of a premier macroeconomic and defense analysis boutique tracking key trends in the emerging markets (with a specific focus on Russia and Ukraine) for a small group of world’s top asset managers. It has offices in London, UK and Stamford, CT and was founded in March 2014 by Marianna Kozintseva (former head of EEMEA Equity Strategy at Morgan Stanley) and Sohini.

• Advised firm leadership during a time of rapid AUM growth, extensive technology investment with scaling challenges and Founder share buyback pressure.• Responsible for Controllership, Treasury, financial reporting, internal controls and financial risk. The firm’s growth had outstripped the capacity and maturity of its original finance department. I successfully transformed the home-grown finance department to a tech savvy, scalable machine with processes, internal controls, required by a top 5 asset management firmo Significantly improved management and financial reporting by redesigning organization, creating a new process frame-work and clarifying goalso Designed, built and managed high-caliber team of 50+ professionalso Advised department heads on spend above $250m• Governance and Stewardship:o Bolstered regulatory and investor confidence by transitioning Bridgewater from regional audit firm to Big Four. Owned audit relationship and financial statements/representations.o Created operational risk management insurance program: P&C, E&O, etc.• Technical Accounting Issues:o Designed and implemented accounting policy and controlo Established mechanism for valuing unique, level three (illiquid) equity-indexed debt instruments o Architected novel and unprecedented accounting framework for phantom equity plan o Designed & institutionalized mechanism for complex covenant management to meet new investor requirements• Capital structuring, JV/Acquisition Advisory, Outsourcing negotiationso Structured financial aspects of JV with a 32bn hedge fund to develop a custom trading technology interface with potential for commercializationo Enabled founder share buyback by structuring/negotiating the terms of unique and complex equity infusion transactions with institutional investors (pension fund and sovereign fund)• Ensured financial integrity of back-office outsourcing to BONY Mellon• Set up (financial aspect of) the Rep office in China

CFO Advisory services to the Global Tax Planning Team for:• A $2bn, rated, inter-company debt placement• Certain transfer pricing Issues• Brand Valuation for their 142 brand portfolio

Provided CFO Advisory to the CEO and Board of this Post series B Australian medical devices firm with operations in the US. This included hiring and training finance folks in Sydney.

Developed scalable infrastructure to support growth of this 3-year-old, venture-backed firm. Directed a team of ten professionals. Was responsible for: Accounting, Corporate finance, Compliance (Broker-dealer/Other), Human Resources, IT• Capital Raising: Worked on raising $10 million in a Series B financing including pitchbooks/road-shows• Design and implementation of policies and processes• Financial operations and controls • Relationship Management: Investors, Banks, Lawyers, Investment Bankers• Talent Management

WPP is a $6bn marketing communications firm. I provided - CFO Advisory for internal controls & SOX implementation and audit. Specifically,•Interim Controller - streamlined financial reporting for two US units (Fusion 5 and Cannondale Associates)•SOX Implementation/audit for 2 US Divisions and 11 foreign subsidiaries across 7 Asian countries.

•Retained by the Board of this NY based adult care services provider after the unplanned departure of their long term CFO. Advised the Management Team on finance operations, enterprise performance management, and internal controls and independently audited and reported on the current state of operations to the Board

• CFO of this (then) 32 year-old, $19 billion AUM, asset management firm, serving institutional and high net worth clients. Directed all Finance and Accounting functions including budgeting and financial planning & analysis. • Identified and introduced prospective strategic buyer and initiated bidding war by securing first competitive bid. Successfully completed 3X revenue plus earn-out sale of this firm.• Joined as a Consultant for 6 months and then became CFO

CFO/COO of this sub-prime automobile leasing company. This startup grew rapidly into a $16 million portfolio. Managed a staff of 18. Responsible for Finance and Operations (HR, IT and Credit Underwriting).

Corporate Accountant at FX and Interest Rate asset management and advisory firm. The firm and its 5 foreign subsidiaries had $12 billion AUM generating $30 million in revenues. Responsible for all accounting and financial reporting functions.

Acting Accounting Manager/Senior Accountant at $21 million Intellectual Property division of Thompson International.Responsible for all general ledger accounting, inventory management, AR and AP