Sumit Palo

About Sumit Palo

Visionary Finance Leader with nearly two decades (18+) of experience across global technology, SaaS, and financial services organizations. Proven expertise in strategic FP & A, enterprise transformation, and executive stakeholder engagement, with a strong track record in SaaS metrics, IPO readiness, and digital finance innovation. Adept at shaping financial strategy, optimizing cost structures, and delivering board-level insights that drive sustainable growth and shareholder value creation.Recognized for leading end-to-end FP & A, streamlining complex financial processes, and building high-performing global teams. Skilled in partnering with C-suite executives and cross-functional leaders to align financial strategy with business objectives, accelerate enterprise value creation, and enable organizational transformation. Known for leveraging automation, process improvement, and digital tools to enhance scalability, improve profitability, and foster a culture of collaboration and continuous improvement.

Experience

1. Director of Finance

   JLL

   Oct 2024 — Present · Bengaluru, IN

   Serve as a strategic finance leader within JLLT’s Technology group, partnering with business and technology leaders to drive financial efficiency, optimize cost structures, and support enterprise-wide transformation initiatives. Lead planning, forecasting, and performance management across critical functions such as IT Infrastructure, Cloud, and Security. Strategic Financial Planning & Analysis• Lead annual budgeting, long-range planning, and rolling forecasts for JLL Technology business units.• Develop and maintain complex financial models to support strategic initiatives, including cloud cost optimization and infrastructure investments.• Deliver actionable insights through scenario modelling, variance analysis, and performance benchmarking.🤝 Business Partnering & Stakeholder Engagement• Act as a trusted advisor to senior business leaders, translating financial data into strategic decisions.• Collaborate cross-functionally with FP & A, Controllership, Tax, Treasury, AP, and Business Operations to ensure financial alignment and compliance.• Drive cost allocation strategies across business segments to enhance transparency and accountability. Performance Management & Metrics• Define and monitor KPIs to enable faster, smarter decision-making in a dynamic environment.• Partner with controllership to ensure accurate classification of opex vs. capex and adherence to accounting policies.🧠 Leadership & Team Development• Managing a FP & A team• Mentor and develop FP & A analysts, providing guidance on technical tasks, stakeholder communication, and career growth.• Serve as a thought leader for the India-based Center of Excellence (CoE), expanding capabilities and driving operational excellence.

Education

• Biju Patnaik University of Technology

  Master of Business Administration (MBA), Accounting and Finance

  2005 — 2007

• Utkal University

  Bachelor of Commerce (B.Com.), Accounting and Finance

  2001 — 2004

Skills

• Sql
• Sourcing
• Project Management
• Strategic Sourcing
• Business Analysis
• Sap Bw
• Procurement
• Financial Analysis
• Tableau
• Sap
• Strategy
• Forecasting
• Management
• Spend Analysis
• Business Objects