Sarvjeet Kumar

SARVJEET KUMAR PROFILE SUMMARY Strategic Finance Leader & Management Consultant with 18 years’ experience driving financial planning, budgeting, operational efficiency, and strategic growth for organizations across industries. Qualified CMA-USA with a track record of delivering insights that improve profitability, streamline processes, and enhance decision-making. Experienced in working with cross-functional leadership, international clients, and technology-driven business models. As a freelancer, I help businesses design, implement, and optimize financial and operational strategies - from boardroom planning to execution on the ground. EDUCATION & CERTIFICATIONS • Certified Management Accountant (CMA USA) – 120 CPE Credits • Certified in Strategy and Competitive Analysis (CSCA – CMA USA) – 30 CPE Credits • MBA in Finance • Bachelor of Commerce (Accounting Honors) FREELANCE SERVICES OFFERED • Strategic Financial Planning & Analysis • • • • Operational & Business Strategy Consulting • • • • Executive-ready board presentations and investor reports. Consolidation of management financials for multiple business units. Variance analysis and actionable insights. Project & Client Profitability Consulting • • • • Process improvement and automation in FP&A, accounting, and reporting. Cross-functional initiative planning with measurable ROI. Evaluation of technology investments for operational improvement. Financial Reporting & Management Presentations • • • • Budgeting, forecasting, and multi-scenario financial modeling. KPI design and performance tracking dashboards. Cost optimization and margin improvement analysis. Pricing and contract evaluation. Customer profitability analysis. Resource capacity and utilization reporting. Training & Capability Building • • Upskilling finance teams in FP&A best practices, budgeting, and tools. Coaching leadership teams on financial literacy and performance metrics. PROFESSIONAL EXPERIENCE • • • • • Director of Finance | Concord USA (2025 – Present) Senior Finance Manager | State Street (2018 – 2021) AVP | Barclays (2017 – 2018) Finance Analyst | BNY (2015 – 2017) Finance Analyst | BT (2011 – 2015) TECHNICAL SKILLS • Tools: Salesforce, Parallax, MS-Excel (Advanced), Power BI, Hyperion • Financial Modeling, Budgeting Tools, and Dashboard Design WORKING STYLE • Flexible engagement models: Hourly, Retainer, or Project-Based. • Remote-ready with proven experience collaborating with global teams.