Simi Poojari

• Led monthly/quarterly financial reporting and P&L analysis across the portfolio • Managed Opex and CapEx budgets across business units • Built Power BI dashboards to track financial performance and KPIs • Automated recurring reporting using DAX and Power Query • Ran budget vs. actual and variance analysis to flag risks and opportunities • Standardised KPI frameworks and reporting templates across portfolio companies

• Evaluated early-stage companies across fintech, SaaS, marketplace, and consumer sectors • Built financial models, valuations, and scenario-based forecasts • Conducted financial statement analysis and profitability reviews • Developed Power BI dashboards to automate portfolio reporting • Performed financial data validation and reconciliation • Partnered with founders and investment teams on growth and performance analysis

• Supported budgeting and forecasting across client engagements • Analysed cost centre performance and expenditure trends • Reviewed headcount costs and resource allocation • Prepared financial analyses and management reports for stakeholders • Conducted variance analysis to highlight performance gaps

• Prepared journal entries and account/balance sheet reconciliations • Supported financial statement preparation under GAAP and IFRS • Managed statutory, tax, and internal audit activities • Supported internal and external audits with documentation • Conducted internal control assessments and variance analysis