SHIVA's CV
Profile summary
Strategic Global CFO and COO with 24 years shaping financial strategy, capital allocation, and business transformation outcomes. Known for directing corporate finance, scaling operations, and driving digital transformation across financial services and enterprise software. Committed to steering organizational growth and strengthening institutional governance.
Career highlights
Corporate Finance Leadership: Directs a team of 21 finance and operations professionals reporting directly to the Chief Executive Officer and Board of Directors, shaping corporate finance, treasury, and capital allocation strategies.
Venture Development: Conceived and established a 65-bed geriatric healthcare facility, managing the initiative from business model development and site selection through operational launch.
Digital Lending Architecture: Designed a digital lending architecture incorporating data repositories, automated credit and business-rule engines, and Straight Through Processing to enable instant lending decisions.
Professional Certification: Holds professional qualifications including Certified Public Accountant from CPA Ireland and Associate of Chartered Accountant from ICAI India.
Key skills
Professional experience
Reports to the Chief Executive Officer and Board of Directors, managing a team of 21 finance and operations professionals. Defines corporate finance, treasury, and capital allocation strategies during organizational transition while guiding governance and institutional investor relations.
- Directs financial and operational due diligence workflows for prospective investors and acquisition activities.
- Re-engineered the indirect tax operating model by establishing strategic outsourcing and advisory arrangements with global firms.
- Strengthened institutional relationships across banking, treasury, and fundraising functions while updating the broader finance operating model.
- Provides senior leadership with direct financial, capital, and strategic decision support.
Shaped the advisory strategy for family offices and multinational businesses, directing cross-border expansion, capital structuring, and corporate finance initiatives while steering advisory operations across investment planning and market-entry projects.
- Advised family offices on diversifying legacy assets into solar energy, warehousing, and healthcare holdings, transitioning passive portfolios into operating and investment opportunities.
- Designed and structured a Category II Alternative Investment Fund, establishing the governance, risk, and investor-reporting frameworks.
- Conceived and established a 65-bed geriatric healthcare facility in Chennai, managing the initiative from business model development and site selection through operational launch.
Reporting directly to the Chairman and President after a promotion within 30 days, holding an integrated enterprise mandate spanning business operations, finance, technology, capital, and organizational transformation during expansion.
- Harmonized reporting periods between the Indian entity and global parent, enabling consistent group consolidation and financial visibility.
- Architected the financial framework for an enterprise accounting product, defining the chart of accounts, journal-entry logic, P&L, and balance-sheet structures.
Reporting to the board, directed enterprise commercialization and integrated commercial, financial, technology, and risk operations to transform software-led workflows into a scalable lending model.
- Conceptualized and launched Botree Money, establishing an embedded-finance vertical within the existing distribution ecosystem.
- Designed a digital lending architecture incorporating data repositories, automated credit and business-rule engines, and Straight Through Processing.
- Onboarded three financial institutions to provide funding for the lending platform without first-loss default guarantee or parent-company financial guarantees.
- Delivered Loan Management System implementation in four months, earning the Project Lead Award and creating capacity to support higher volumes.
- Maintained team stability with zero attrition across the 25-member cross-functional unit during business growth and technology transformation.
- Built the Public Finance and Urban Infrastructure vertical from zero to 250 crore, establishing a PAN-India pipeline across Tamil Nadu, Kerala, Karnataka, and Andhra Pradesh.
- Achieved a 4/5 external compliance rating through the establishment of operating systems, procedures, and an operations manual for the new vertical spanning 2015 to 2018.
- Processed operational data and financial records for trade finance initiatives, contributing to program execution between 2010 and 2015.