Open to FP&A · Corporate Finance · Business Finance roles

Growth-stage startups outgrow their finance function — decisions run on stale data, cash gets managed by instinct, and fundraising exposes the gaps. I rebuild finance into a system. 

Corporate Finance Manager with 7+ years across FP&A, business finance and investment banking — from due diligence on ₹500Cr of transactions to sole finance owner of a ₹55Cr operating budget at a growth-stage startup, where AI-automated reporting means leadership decides on T+1 numbers, not T+3 guesses.

Bangalore, IN · MBA (Finance), IIM Bodhgaya · CFA L1 Candidate

Soumyajit Mondal
Award
Emerging Finance Leader of the Year 2026
The Finance Weekly · July 2026 · No. FW-2026-0417
View certificate →

[ 01 ] What changed because of my work

Before → after, in one ledger.

Every number below is a delta I own end-to-end — the state I inherited, and the state I left it in.

Forecast accuracy
8.6%3.1%

Quarterly revenue variance, via driver-based forecasting with sales ops.

Reporting cycle
T+3T+1

Monthly MIS, rebuilt on 5 AI-powered tools.

DSO
45d36d

13-week cash forecast + collections cadence.

Savings identified
₹4.1Cr

P&L variance reviews with 4 BU leaders; recommendations to the CFO.

Raise modeled
₹25Cr

Project finance — all credit queries resolved across 2 review cycles.

[ 02 ] How I operate

What I own, decide, collaborate on & deliver.

As the sole finance hire at Jeevitam, the lines are unusually clear — here's exactly where my accountability starts and ends.

I own

The entire finance function

  • A ₹55Cr operating budget — annual budgeting & quarterly re-forecasting
  • Monthly MIS & board reporting, budget-vs-actuals with variance bridges
  • Treasury — 13-week cash forecasting, working capital
  • Compliance — statutory, lender & fundraising (KYC-COF workflows)
I decide

The calls that shape the numbers

  • Forecast assumptions & scenario ranges
  • Payment prioritization & cash allocation
  • Reporting architecture & the automation roadmap
  • Which variances get escalated — and with what recommendation
I collaborate on

Turning strategy into numbers

  • Founders, CFO & board — planning, raise strategy, cost agenda
  • 4 business-unit leaders — monthly P&L variance reviews
  • Sales ops — forecast drivers & collections cadence
  • Lenders & auditors — due diligence, credit queries, compliance
I deliver

Decision-ready artifacts

  • Investor packs & 3-statement operating models
  • 3-year rolling models in Adaptive Insights
  • T+1 monthly MIS with variance bridges
  • 13-week rolling cash forecasts & lender compliance trackers

[ 03 ] How I think through a problem

The same four moves, every time.

Whether it's a ₹25Cr raise or a slow close, the method doesn't change — only the stakes do. You'll see this pattern repeat in every case study below.

STEP 1

Diagnose the real constraint

Trace the symptom to its driver — stale data, leaking working capital, an assumption no one has pressure-tested.

STEP 2

Model it in drivers

Build the smallest driver-based model that makes the trade-off visible — scenarios and stress cases, not point estimates.

STEP 3

Force a decision

Translate the model into a recommendation the board can act on — with the downside quantified, not hidden.

STEP 4

Automate the follow-through

Turn the one-off analysis into a system — dashboards, forecasts and controls that run without me in the loop.

[ 04 ] Business case studies

Problem → why it matters → approach → what changed.

Five real engagements, all at Jeevitam, all read the same way — so you can scan any one of them in under a minute.

Flagship · Fundraising

Taking a ₹25Cr project-finance raise through institutional diligence

2 institutions · all credit queries resolved
The problem
Jeevitam needed ₹25Cr in project finance — but as a startup with a one-person finance function, it had no institutional-grade operating model, no scenario infrastructure, and no diligence-ready data room. Lenders would be pricing risk against numbers that didn't yet exist.
Why it matters
Institutions fund the quality of the pack as much as the business. A weak model means slower cycles, worse terms, or no term sheet at all — and for a growth-stage company, that's runway.
How I approached it
  • Built a driver-based 3-statement model (1/3/5-year) with scenario toggles and stress cases — one source of truth for the raise and the operating plan.
  • Layered on a cash waterfall and use-of-funds so every rupee requested traced to a driver.
  • Mapped the KYC-COF compliance workflow end-to-end and templated lender document requests, so diligence responses didn't start from scratch each time.
  • Coordinated due diligence with two financial institutions and resolved every credit query across two full review cycles.
What changed
The company went from no institutional finance infrastructure to sustaining full diligence with two institutions, with fundraising-compliance turnaround improving 20%. The model outlived the raise — it became the board's live scenario tool for strategic planning and stress-testing.
OWNED · model, pack, DD coordination DECIDED · assumptions, scenario ranges COLLABORATED · founders, 2 lending institutions
FP&A · Forecasting

Cutting quarterly revenue variance from 8.6% to 3.1%

8.6% → 3.1% variance
The problem
Quarterly revenue forecasts were missing by 8.6% — so budget reviews were spent explaining misses instead of making decisions, and every downstream plan inherited the error.
Why it matters
On a ₹55Cr operating budget re-forecast every quarter, forecast error compounds directly into hiring, spend and cash decisions. A forecast nobody trusts isn't a planning tool — it's a formality.
How I approached it
  • Replaced top-line extrapolation with driver-based forecasting models — pipeline, conversion and pricing drivers rather than trend lines.
  • Built the drivers with sales operations leadership, so the forecast reflected how revenue was actually generated — and had owners.
  • Moved the build into 3-year rolling models in Adaptive Insights, supporting annual budgeting and quarterly re-forecasting on one architecture.
What changed
Quarterly revenue variance fell from 8.6% to 3.1%. Re-forecasts became credible enough to plan against — and budget conversations shifted from "why did we miss" to "what do we do next".
OWNED · model architecture, re-forecasting cycle DECIDED · driver set, assumptions COLLABORATED · sales operations leadership
Automation · Reporting

Rebuilding monthly reporting from T+3 to T+1 with 5 AI tools

T+3 → T+1 · −40% manual effort
The problem
As the sole finance hire, monthly MIS took three days of manual assembly. Leadership was making growth decisions on numbers that were already stale.
Why it matters
At growth stage, a three-day reporting lag hides cash and revenue problems until they're expensive. Finance was becoming the bottleneck instead of the early-warning system.
How I approached it
  • Mapped every recurring finance workflow and identified what was rules-based versus judgment-based.
  • Built 5 Claude-powered tools: a real-time cash dashboard, a rolling cash-flow forecast, revenue surveillance & anomaly detection, a lender compliance tracker, and workflow orchestration tying them together.
  • Kept judgment calls with me; automated everything else.
What changed
Reporting moved from T+3 to T+1 and manual effort fell 40%. Leadership now opens the month with current numbers — and my time shifted from assembling data to interpreting it.
OWNED · tool design, build & rollout DECIDED · automation scope, reporting architecture DELIVERED · T+1 MIS, live dashboards
Business Finance · Partnering

Turning monthly P&L reviews into a ₹4.1Cr cost agenda

₹4.1Cr identified · presented to CFO
The problem
Four business units, each with its own P&L — and monthly variances that were reported but never systematically examined. Cost creep had no natural owner.
Why it matters
Unexamined variances are how growth-stage companies lose margin quietly — a few percent per BU, every month, until the annual number surprises everyone.
How I approached it
  • Set up a monthly P&L variance review with each of the four BU leaders — finance bringing the analysis, the BU bringing the operational context.
  • Traced each material variance to its driver rather than reporting it as a line-item delta.
  • Converted findings into concrete recommendations, presented directly to the CFO.
What changed
The reviews surfaced ₹4.1Cr in cost-saving opportunities with recommendations on the CFO's desk — and variance analysis went from a reporting artifact to a standing decision forum between finance and the business.
OWNED · variance analysis, recommendations COLLABORATED · 4 BU leaders, CFO DELIVERED · ₹4.1Cr savings pipeline
Treasury · Working capital

Cutting DSO by 9 days with a 13-week cash discipline

DSO 45 → 36 days
The problem
Receivables sat at a 45-day DSO and forward cash visibility was limited — cash decisions were reactive rather than planned.
Why it matters
Receivables are the cheapest funding a startup has. Every day of DSO is runway quietly parked in customers' bank accounts.
How I approached it
  • Implemented a 13-week rolling cash forecast as the operating rhythm for all cash decisions.
  • Built a collections cadence with sales and operations, so follow-up was systematic rather than personal.
  • Tied payment prioritization to the forecast, not to whoever asked loudest.
What changed
DSO improved from 45 to 36 days — nine days of cash pulled forward permanently — and working-capital discipline became a shared habit across sales and operations, not a finance-only concern.
OWNED · forecast, cash allocation COLLABORATED · sales & ops on collections DELIVERED · 13-week rolling forecast

Explore the full work library

3-statement models, DCF valuation decks, FP&A dashboards and forecast builds — samples available on request.

Request work samples →

[ 05 ] Experience

Seven years, two vantage points.

Two chapters, one arc: five years learning how outside capital judges a company, then building a finance function that can withstand that judgment. The numbers live in the case studies above — this is the story.

JUL 2024 – NOW
Bangalore

Corporate Finance Manager · Jeevitam

Growth-stage tech startup · sole owner of end-to-end finance: FP&A, MIS, treasury & compliance

I joined Jeevitam as its first — and still only — finance hire, inheriting a ₹55Cr operating budget run largely on spreadsheets and founder instinct. The first chapter was visibility: a monthly MIS with automated budget-vs-actuals, so leadership stopped debating what the numbers were and started debating what they meant.

The second was credibility. I rebuilt forecasting around drivers, working shoulder-to-shoulder with sales operations, until re-forecasts stopped missing and started steering. The third was leverage: the same model architecture carried a ₹25Cr raise through institutional diligence, and monthly P&L reviews with four business-unit leaders grew into a standing cost agenda with the CFO.

The thread through all of it: automate what repeats, so finance time goes into decisions instead of assembly. The case studies above are this role, told properly.

JUL 2017 – JUN 2022
5 years

Senior Financial Analyst · Das Das & Co.

Investment banking & financial advisory firm · SME and corporate engagements

Five pre-MBA years on the advisory side taught me how outside capital judges a company. I sat inside the due diligence of ₹500 crore of cumulative transaction value — learning which projections survive scrutiny and which fall apart under the first hard question.

I built the analytical work behind that judgment: 3-statement models, DCF, comparable companies and precedent transactions across 35+ engagements aggregating over ₹1,000 crore, and projection models that helped clients raise ₹100Cr+ in debt and growth capital. Coordinating M&A diligence, data rooms and management discussions taught me process discipline — the deals I supported closed a quarter faster.

When I later moved inside an operating company, I already knew exactly what the people across the table would ask. That is the lens everything at Jeevitam is built to withstand.

APR–MAY 2023 · INTERNSHIP
Finance Intern · Mahindra Holidays & Resorts — invoice–PO reconciliation, receivables ledger, inventory controls.
NOV 2022 – JAN 2023 · INTERNSHIP
IB & Capital Markets Intern · Finaltics — sector equity research on Indian companies using DCF and comps; investment thesis documentation.

[ 06 ] Skills & tools

Modelling

  • 3-statement models
  • DCF & comps valuation
  • Scenario & sensitivity analysis
  • Driver-based forecasting

Finance tools

  • Excel (advanced)
  • Adaptive Insights
  • Zoho Books · Tally
  • Google Sheets

Analytics & BI

  • Power BI
  • SQL
  • Google Data Studio

AI / Automation

  • Claude — custom finance tool development
  • Reporting & workflow automation
  • Revenue anomaly detection

[ 07 ] Education & credentials

MBA, Finance
Major: Finance · Minor: Strategy · IIM Bodhgaya
Coursework: Financial Management, Data Analytics, Business Analysis & Valuation
JUL 2022 – APR 2024
B.Com
University of Calcutta
AUG 2014 – JUN 2017
McKinsey Forward Program Fellow
2025 · Structured problem-solving
CFA Level I Candidate
In progress
NISM XIX-C · AIF Fund Manager
AIF compliance & portfolio monitoring
GenAI for Business Leaders
Applied AI in finance
Robust Financial Modelling
Advanced 3-statement & valuation
Power BI · Data Viz
Dashboards & KPI tracking

[ 08 ] Contact

Let's build your finance function.

Open to FP&A, Corporate Finance & Business Finance roles. Reach out directly — I reply fast.