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Sugandh Sameer

Experienced Finance and Operations Leader | Fundraising & M&A

Berlin, Germany

Results-driven finance and operations leader with a versatile background spanning high-growth startups to global financial institutions across diverse industries: Banking (Capital Markets), Financial Services (B2C), Fintech (B2B SaaS), Martech (B2B SaaS), and IT. Track record of originating and closing venture debt and equity financing, and driving cost reduction strategies. My areas of expertise include Financial Forecasting, FP&A, Fundraising, Cost Optimisation, Business Modelling, Cash Flow Modelling, Pricing and Risk Analytics of Financial Products (Lending and Derivatives), Structuring

Domain experience

Relevant Total Experience: 8 years

Seniority Level: Senior

Sector Experience: 

Alternative Finance Application Software Asset Management Banks Consumer Finance Consumer Lending Data and Analytics Diversified Financials IT Services Payments Personal Finance and Planning Risk and Compliance

Skills

Skilled in: Target Sourcing, Due Diligence, Financial Planning & Analysis (FP&A), Buy-and-Build, Controlling, Value Creation & Enhancement, Strategic Finance, Capital Raising, Fundraising strategy, Financial Modeling, Company Valuation, Corporate Development

Technical Skills: Software as a Service (SaaS), Enterprise Software, JavaScript, Google Analytics, VBA, Salesforce, Bloomberg Terminal, SQL, R, Microsoft Excel, SaaS, Databases, PowerPoint, Java, Microsoft Word, Bloomberg, Matlab, Microsoft Office, Blockchain, MySQL, PL/SQL, Slack, HubSpot, Pandas, Tableau, Python

Languages: English

Work Experience

Latana

VP Finance

01/07/2019

 

- 1/9/2023

Latana is a B2B SaaS brand tracking tool. Member of the Senior Leadership Team with complete ownership of Finance, Commercial Analytics and Sales Operations • Established Finance department from scratch (Forecasting, FP&A, AR/AP etc.) • Executed 4 transactions including Series B equity and debt fundraise • Established Commercial Analytics and BI • Collaborated with Commercial Team on product pricing, quotas, hiring plans, commissions etc. • Led strategic projects to impove productivity and transperancy •.Cash flow analyis and management • Led key operational projects including hiring policies, supplier negotiations etc.

Deutsche Bank

Quantitative Analyst, Credit Analysis

01/01/2016

 

- 01/06/2019

Key member of the credit team focusing on modelling, analysis and operations •Pricing and analysing credit risk across several financial products (vanilla + cross asset structured) •Contributed to capital reduction (RWA). Advised traders on potential changes in credit risk •Due diligence and credit risk estimation of commodity and financing deals •Optimizing processes to increase operational efficiency

Kpler

Energy Analyst/Product Manager

01/08/2015

 

- 01/12/2015

Part of the product and analysis team focused on energy markets. •Assisted with improvement of the platform, data quality, feature prioritization and customer insights •Owned infrastructure for product analysis and data quality validation •Worked closely with the CEO and Head of Product •Performed macro and micro analysis of LNG and LPG markets

HSBC

Assistant Trader, Fixed Income - Intern

01/07/2014

 

- 01/12/2014

Assisted traders with developing automated trading strategies, P&L analysis, liquidity & speard analysis and development of quantitative tools.

American Express

Financial Analyst - Intern

01/08/2012

 

- 01/02/2013

Part of the FP&A team focusing on consumers and small & medium businesses. Assited senior management in long-term planning, forecasting, deal analysis etc.

IBM

Front-End Software Engineer

01/09/2010

 

- 01/07/2011

Undertook IT focused consulting projects.

Education

Emlyon Business School

01/01/2011

 

- 01/01/2015

CFA Institute

01/01/2015

 

- 01/01/2015

CFA Charterholder

Manipal Institute of Technology

01/01/2006

 

- 01/01/2010

Licenses / Certificates

CFA Institute

Chartered Financial Analyst (CFA) Charterholder

01/07/2019

 

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