Facilitating the sale and purchase of small and medium-sized businesses. Performing business valuation. Assisting with Commercial Real Estate transactions. Connecting business owners with reliable partners in the Mergers and acquisition ecosystem.

Advising small and medium-sized businesses including startups on strategy, finance, and risk management matters

Led planning and delivery of consulting projects on improving growth and profitability through advanced analytics applied to areas like ATMs, Loyalty and Subscription Programs, Credit and Debit Portfolio Benchmarking, Contactless Reissuance, B2B spend cards for Emerging Middle Market companies.Led a stretch project to define Visa's global communication strategy for distribution of thought leadership contentClients: Global Banks, Regional & Community Banks, Large Global Manufacturer, Regional Gas Retailer, Global Membership Organization, Large global eCommerce companies

Finance Strategy and Transformation Advisory including Operating Model Design, Reorganization, Business Level Profitability Analysis, Risk Management and Regulatory Compliance.Clients: Top 10 Global Banks, Top 10 Regional Banks, Global Insurance Company, Top 10 Foreign Banking Organizations etc.Activities: Operating Model Design, Restructuring, Transformation, Liquidity Risk Management Assessment (SR 10-6, Reg WW, Reg YY, Enhanced Prudential Standards, FINRA 10-57 etc.), Model Risk Management Review (SR 11-7), Stress Testing Assessment (SR 12-7), Capability Analysis, Project Management, Treasury Activity Consolidation, Risks, Assumptions, Issues, Decisions and Dependencies (RAIDD) Log Management, Unit Testing Planning and Tracking, User Acceptance Testing Planning and Tracking, Derivatives Regulatory Alignment Review, Liquidity Risk Matters Requiring Attention (MRA) Remediation Planning, Conducting client workshops and brain-storming sessions, Treasury Taxonomy Design, Roles and Responsibilities (RACI) documentation, Retirement Demographics Analytics Tool Review, Client Pursuit and Thought Leadership efforts.

- Evaluated sensitivities of firm's derivatives portfolio to various market shocks while comparing them with Comprehensive Capital Analysis and Review (CCAR) 2012 and 2013 scenarios specified by Federal Reserve- Validated Credit Valuation Adjustment (CVA) models working with CVA Strats and Modeling teams- Supporting Liquidity Risk related projects to comply with regulatory requirements including Basel III(LCR & NSFR), Contingency Funding Plan (CFP) and Federal Reserve's liquidity reporting- Analyzed liquidity risk of market shock on various business activities including Prime Brokerage, Secured Funding, Commodities, Fixed Income and Equities- Identified solutions for enhanced risk management of inter-company transactions- Prepared budget for liquidity risk management projects for 2013 with assessment of loss avoidance and other quantitative as well as qualitative benefits- Monitored and reported Key Risk Indicators (KRI) for global liquidity reporting framework- Represented Corporate Treasury in New Product Approval (NPA) process for Equity products- Participated in industry forums for ongoing Liquidity related Basel Committee discussions- Managed projects while working with global treasury staff, technology, operations, controllers and risk management teams

- Reduced P&L volatility at the subsidiaries as per FAS 52 guidelines, caused due to foreign exchange fluctuations in intercompany loan portfolio worth $3.2B- Analyzed international tax regulations and business footprint to help reorganize GM’s global cash pool structure with $25B in assets globally- Developed Treasury Policies related to export payment terms with a more robust sovereign risk analysis framework and supplier payment terms deviation framework with enhanced global hurdle rates proposed for economic impact analysis - Monitored compliance of treasury policies related to trade payment systems and terms; Simultaneously developed deviation approvals per corporate delegation of authority - Forecasted allied non operating direct cash flow for North America in coordination with all global entities and the Capital Planning team - Improved the replication plan for existing intercompany loan relationships into new Treasury System

- Evaluated monetization strategies by creating a warrant valuation model related to a $110M investment in a distressed supplier- Managed commercial credit facilities worth $70M for suppliers by ensuring full due diligence at inception and monitoring covenant compliance on an ongoing basis to prevent any supply disruption- Guided an early repayment of $15MM term loan and $2.2M revolver facility to a $225M outbound hauler, with all the outstanding principal & interest preventing significant write off risk- Negotiated set-off rights and down payments of $26M warranty claims from a $84M European parts supplier, after analyzing the 13-week cash flow model and longer term viability of the plan- Monitored debt covenant compliance at $110M Canadian supplier and regularly interacted with the CFO to encourage refinancing of debt through a commercial lender- Analyzed and facilitated the purchase of $7.8MM senior secured debt from another lender and monitored the liquidation of $90MM stamping supplier through receivership process- Monitored an out of court wind-down of a $140M foundry through auction of idle manufacturing equipment and vacant land utilizing professional auctioneers- Managed a $1.6M revolver facility, acquired from a bank during restructuring of a $27M supplier of transmission parts, through regular scrutiny of borrowing base and cash flow projections- Negotiated sale of $111M supplier of stampings and auto body hardware with financial sponsors- Processed North American supplier payments and other funding wires in coordination with back office, middle office and shared services center utilizing SWIFT and other disbursement platforms- Executed a $6.6M purchase of participation in a collateralized loan, further converted into DIP funding, to support the reorganization of a $1B roll forming and laser welded products manufacturer- Facilitated an orderly resourcing from a $71M Canadian supplier of Magnesium instrument panel beams, through CCAA protection

- Invested in short term money market investments while managing liquidity portfolio (up to $12B Assets Under Management (AUM)), operating within very tight investment guidelines and in a difficult investment climate- Traded fixed income securities with average daily trading volume of ~$1B while maintaining credit exposure and weighted average maturity guidelines, during the recent financial crisis- Protected invested principal by establishing real time credit evaluation of all counterparties - Monitored performance and investment policy compliance at external asset managers (~$1B AUM)- Reported mark to market value of complex derivative ( Asset-Backed Securities (ABS), Commercial Mortgage Backed Securities (CMBS), European ABS (EABS), Collateralized Mortgage Obligation (CMO), Asset-Backed Commercial Paper (ABCP), To Be Announced (TBA), Interest Only (IO) etc.) investments by the insurance captive (~ $1B in AUM) as per FAS 157 guidelines- Valued global debt portfolio (~ $40B) as per FAS107 guidelines for 10Q and 10K SEC filings- Transacted foreign exchange in the spot market and derivatives (swaps and forwards) to hedge exposure related to loans and deposits in different currencies at the Inhouse bank with $3B in assets- Presented macro-economic and capital markets risk metrics to senior management at frequent intervals due to volatile capital markets around Lehman bankruptcy

- Modeled a $2B strategic buy out opportunity in the storage space industry for financial sponsors- Analyzed the business case for a capital commitment meeting for $390M high yield debt for a resort - Prepared a rating agency presentation for a $450M Greenfield project in the leisure industry

- Developed 20 new clients while managing 85 existing clients contributing $200,000 towards revenue in Europe, India, Bermuda and Virgin Islands- Recruited telesales professionals to support market penetration of book club and curriculum products resulting in additional sales from outside the US

- Started with the firm when it was less than 25 people in India- Restructured performance linked compensation algorithm which improved employee motivation: doubled employee productivity and reduced attrition rate by more than 50% within one quarter- Managed cross functional teams of more than 180 Full Time Employees working on sales and customer care processes for customers in the United States- Launched company’s first 24x7 customer service center for online retail business; received recognition from client for a successful launch during the busy Christmas shopping season- Represented operations at due diligence meetings and responded to Request For Proposals (RFPs)

- Managed accounts receivable portfolio of $6M and performed credit risk assessment, post migration of business from Milwaukee, WI. Resolved outstanding receivables from auto retail and lease clients- Analyzed credit risk of hospitals using external ratings and senior executive interviews- Recognized by the group CEO for successfully strategizing and implementing a six sigma project to reduce turnaround time and curtail paper consumption at the center by implementing an e-fax solution