
Timeline
About me
CFO Partner at Scaleup Finance
Education

University of st. andrews
2012 - 2016Bachelor’s degree economics 1st class degreeActivities and Societies: St Andrews Economics Society, Playfair Project, Student Ambassador, Squash Team, Harry Potter Society and Breakaway

La martiniere for girls
2000 - 2012High school mathematics, physics, chemistry, psychology, english, hindi, environmental education average of 93%Activities and Societies: Prefect, Nature Club, International Award for Young People (Duke of Edinburgh), Editorial Board >Prefect in classes 10 and 12.>Awarded prize for academic excellence every year from 2000 through to 2012.>Summer Expedition in Latvia as part of Duke of Edinburgh
Experience

St. andrews economics society
Apr 2013 - Apr 2015President (2014-15)Former Secretary and Social Secretary (2013-14)• Directly managed a team of 11 people on the committee contributing to the success of three new initiatives.• Initiated intensive marketing strategy and collaborations in 2013-14, rebranding in 2014-15 and organized networking events increasing member base four-fold.

Itc limited
Jun 2013 - Aug 2014Summer intern• Prepared presentations on macroeconomics topics that were circulated in different departments of one of the largest Indian conglomerates, ITC Limited.• Conducted research, performed qualitative and quantitative analysis and used databases to compare countries’ economies leading to an internship extension and internship offer in 2014.

University of st andrews careers centre
Nov 2013 - May 2014Student enterprise intern• Used social media and networks to promote entrepreneurship events and competitions.• Initiated and built a database of students interested in enterprise for direct email promotions.

Scottish institute for enterprise
Jan 2014 - Mar 2014Student intern• Used social media, networks, lecture shouts and events to market events and competitions.• Offered a promotion to manage interns of three universities.

Enterprise week
Apr 2014 - Apr 2015Co-founder & director• Started and led a team of 3 people organising a week of events that attracted 200+ people resulting in a successful annual week endorsed by the university.

Pwc
Apr 2014 - Apr 2014Talent academy delegate3 day residential internship • To gain an insight into consulting I worked in teams on case studies and presentations and interacted with PwC partners forming a network within the industry.

Playfair consultancy group
May 2014 - May 2016>In charge of researching potential clients for consulting projects, contacting and meeting them to discuss projects.>In charge of analysing project feasibility and formulating potential project proposals.>Involves contacting and liaising with sponsors. • Worked with an award-winning magazine on recruitment strategy and growth opportunities resulting in promotion to team leader.• Led a team of consultants devising a media campaign to convince businesses to vote yes for BID St Andrews.
Head of Client Relations
May 2015 - May 2016Team Leader and Consultant
May 2014 - May 2015

Ey
Sept 2014 - Jun 2015Student brand managerResponsible for promoting EY on campus and helping recruit the best talent in the university.• Worked on EY’s lack of campus presence by starting society sponsorship and intensive marketing bringing it from unlisted to 10th employer in St Andrews Times Top 100 employers.• Used intensive social media and society marketing leading to the highest increase of early identification applications from any UK university.

University of st andrews
May 2015 - Jun 2015Research assistantSchool of Economics • Reviewed literature on gender differences in school results and reported gender biased teaching methods and coeducation distraction as possible reasons for underachievement of boys, concluding the need for further research.

Fti consulting
Sept 2016 - Apr 2022• Cross-industry experience with clients from confectionary, retail, oil and gas, sports technology, education, infrastructure, and communications industries with revenues ranging from £15m to >£2bn. Promoted to Senior Consultant in 1 year.• Stakeholder Management: Built relationships and worked with people from various backgrounds including warehouse staff, factory staff, mid-level management, finance teams, senior management, and investors. Leveraged these relationships to gain a cohesive understanding of the company and uncover overlooked business issues and implement practical policies and reporting tailored to relevant parties' needs.• Data Modelling & Forecasting: Developed 5-year business plan forecasts, cash flow projections and scenario models for clients in education, infrastructure and media industries with revenues ranging from £25m to £230m, including This included building a sales forecast and modelling a new initiative.• Analytical Work: Conducted detailed Independent Business Reviews and financial due diligences across clients in various industries ranging from £15m to £2bn revenues, piecing together information from multiple sources to reveal the bigger picture. Successfully managed a complex inventory clean-up project for a confectionary client with >3k SKUs, optimizing warehouse efficiency, ensuring timely restocking process and correcting erroneous inventory records. • Market Analysis: Performed market research and analysis for the Independent Business Reviews of a listed retail client and an education client to stress test the forecast. Performed market analysis of the UK retail sector and the restructuring market to inform internal strategy and help with business development.• Finance & Reporting: Assisted a £17m revenue confectionary client with month-end process and management reporting. Delivered tailored presentations to different stakeholders across various projects. Show less • Worked on advisory, expert witness, investigations, valuations and contract compliance engagements involving clients in the entertainment, security, manufacturing, oil and gas, construction and financial services industries.• Financial Analysis & Forecasting: Worked as part of a c.£40m revenue entertainment company finance team to prepare monthly balance sheet and cash flow forecasts and analyse revenue streams.• Data Analysis: Managed and analysed large datasets in multiple projects, included editing Visual Basic (VBA) macros, Python scripts and working with SQL. One engagement involved collating and analysing unstructured data relating to transactions totalling c.$8bn from over 60 bank accounts and creating insightful charts illustrating funds flow. Received positive comment in a USD 250m dispute tried in Commercial Court relating to analysis prepared.• People & Stakeholder Management: Led and managed high-pressure projects with up to 7 team members. Ensured seamless coordination across 3 FTI departments. Cultivated strong relationships with client employees and senior executives to gain in-depth business insights. Led client executive meetings to identify challenges and develop solutions.• Reporting: Drafted expert reports and witness statements, and prepared and delivered presentations for external projects, client pitches and internal sessions.• Internal team initiatives: Conducted internal training sessions on several topics including Microsoft Excel. Initiated and organised a successful client networking event to support Action for Children, resulting in it becoming an annual event. Contributed to graduate recruitment process through CV screening and hosting assessment centres. Show less
Senior Consultant - Corporate Finance & Restructuring
Apr 2022 - Apr 2022Consultant - Corporate Finance & Restructuring
Jan 2021 - Mar 2022Senior Consultant - Forensic and Litigation Consulting
Apr 2020 - Dec 2020Consultant - Forensic and Litigation Consulting
Sept 2016 - Mar 2020

Skippet
Jul 2022 - Aug 2023Finance & operations manager•Managed the finance, tax, legal and human resources functions of the company.•Spearheaded strategic financial forecasting aligning with operational strategy, and prepared reports to comply with investor, Board of Directors, and internal reporting requirements. Implemented robust monthly management reporting, month-end, and year-end procedures, resulting in greater transparency over payables and cashflow forecast, reducing accounting errors and optimising accounting close. •Pioneered internal risks controls framework resulting in better controls over payments, team performance reviews, off-boarding procedures ensuring team leavers’ IT access removal and streamlined repetitive tasks resulting in efficiency savings such as reducing supplier invoice collation time from several hrs to 1 hr/week.•Fostered cohesive alignment between professional advisors, the management team, the Board of Directors, and internal teams to ensure projects’ success and seamless execution.•Identified the 6 key performance indicators and established analytics dashboard and reporting framework to track them. Performed data analysis on market trends providing invaluable insights for strategic company decisions and forecasting. Created data models with multiple scenarios to facilitate Board discussions on investor fundraising targets and informed hiring plans.•Responsible for reviewing tax filings, and legal and HR documents to manage a team spread over 8 countries, including setting up share options with full clarity on any tax implications in the relevant country. Led the first phase of company relocation from Luxembourg to USA, including entity structure decisions.•Led the company wellbeing initiative preventing team burnout and fostering career development for team members. This resulted in increased employee satisfaction and team members reporting enhanced productivity. Successfully recruited high quality contractors for temporary roles, tailored to the company’s specific needs. Show less

Scaleup finance
Oct 2023 - nowCfo partner
Licenses & Certifications

Chartered accountant (aca)
IcaewDec 2019
Honors & Awards
- Awarded to Sanjana ShaDean's List 2015 - 2016 University of St Andrews Jun 2016
- Awarded to Sanjana ShaDean's List 2014-15 University of St Andrews Aug 2015 Awarded for obtaining an average 1st class in that year
- Awarded to Sanjana ShaDean's List 2012-13 University of St Andrews Jun 2013 Awarded for obtaining an average 1st class in that year
- Awarded to Sanjana ShaMargaret Stewart Prize and Medal University of St Andrews Jun 2013 Awarded to the best First Year student in Astronomy &Astrophysics
- Awarded to Sanjana ShaGeneral Proficiency La Martiniere for Girls Apr 2012 Awarded every year for overall academic excellence
- Awarded to Sanjana ShaSilver and Bronze Award Duke of Edinburgh Award Scheme (IAYP) India 2011
Volunteer Experience
Team Leader and Consultant
Issued by Playfair Project on Nov 2013
Associated with Sanjana Sha
Languages
- hiHindi
- beBengali
- enEnglish
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