Umesh Shankar Saha

About Umesh Shankar Saha

A highly accomplished finance and strategy leader with a strong track record in investor relations, strategic planning, and corporate mergers and acquisitions. Expert in driving profitability and operational efficiency, leading teams, and managing pre-IPO fundraising efforts. Demonstrated ability to execute complex financial strategies, optimize capital structures, and lead successful investment initiatives. Dedicated to enhancing efficiency through FP & A, fostering strong stakeholder relationships, and ensuring regulatory compliance for sustainable financial performance.Skillset & Expertise: Strategic Financial Planning, Investor Relations Management, Strategic business development, Strategic investment planning, Capital structure management, Deal structuring, Business expansion, Fund raising, Financial Modelling & Analysis, Mergers and Acquisitions(M&A), Valuations, Financial due diligence, Post merger integration, Stakeholder engagement, Risk management, Business Finance and FP & A, Cost management and optimization, Operational efficiency improvement, Performance measurement and management.

Experience

1. Head of Finance and Investor Relations

   Jsw One Platforms Ltd

   Aug 2023 — Present · Mumbai, IN

   Investor Relations & Fund raising• Lead fund raising round, investor relation, business finance and strategic growth expansion objectives for the company• Analyze and understand the investment scenario in internet and tech space, analyze valuations of peers transaction multiples for investment trends• Identified list of key investors including cross over funds for potential investment • Built financial model, pitch decks and other collaterals• Conducted vendor financial & tax due diligence• Analyzed target companies and assets for evaluation of acquisition opportunities• Spearhead investor engagement initiatives and manage communication with investors• Complete ownership of release sensitive company information to existing investorsCorporate Finance, Business Finance and FP & A• Drive AOP, annual budget and regular forecasting process, business performance review, business finance partnership, MIS closure, lead quarterly and annual board reviews• Established critical metrics and business KPIs to measure growth and performance. Established the FP & A team as single source of truth for all critical KPIs across the organization,• Monitor and analyze performance against AOP, creating and deploying management dashboards and reporting tools. Recommended key decisions for performance improvement• Oversee audits and ensure compliance with financial regulations • Built process to capture, analyze competition metrics to estimate business environment • Drive strategic planning annual and mid term planning and continuous forecasting process by ensuring best estimate practice and the right KPIs• Identify growth opportunities, new customer, product segments and create value proposition plans jointly with management• Led the development and integration of financial systems and processes• Drove successfully initiatives on growth, margin & profitability, efficient working capital management and borrowing costs

Education

• Indian Institute of Technology, Kharagpur

  B Tech (Hons)

  2002 — 2006

• Indian Institute of Technology, Kharagpur

  Bachelor of Technology - BTech, Engineering

• Indian School of Business

  MBA, Finance; Strategy & Leadership

  2010 — 2011

Skills

• Valuation
• Portfolio Management
• Business Strategy
• Project Management
• Equities
• Risk Management
• Leadership
• Investments
• Mis
• Private Equity
• Syndications
• P E Placement
• Economics
• Shipping & Logistics Industry
• Due Diligence
• Port & Allied Infrastructure
• Financial Risk
• Business Planning
• Analysis
• Debt Syndication
• Financial Modeling
• Finance
• Management
• Business Development
• Business Growth Strategies
• Financial Analysis
• Mergers & Acquisitions
• Financial Structuring
• Corporate Finance
• Strategy
• International Shipping
• Project Finance
• Business Analysis