Joel Fernandes
Summit,NJ
Summary
Proven Business Strategy, Finance and FP&A leader with 12+ years of experience in the Sustainability, SaaS and Strategic Consulting Ecosystems. I help companies build and expand their Operations, Finance, Planning & Performance Management Infrastructure. I’ve worked across Consulting firms, Pre-Series, Series & pre-IPO companies. I’m a Team Leader & Mentor who is well equipped at partnering with teams across Sales & Marketing, Product & Engineering (R&D), G&A, and C-level as well as Board executives.
Overview
13
13
years of professional experience
Work History
Vice President – Finance and Business Operations
rePurpose Global Inc.
Miami, USA
10.2023 - Current
- Company Overview: Finance and Strategy Leader for an Enterprise B2B Services and SaaS provider with a portfolio spanning across Finance and Accounting (incl
- Taxation, Audit, Internal Controls), Revenue Management (Billing, Revenue Recognition), Legal, Performance Management & Investor and Board Relations
- Key portfolios also include Banking, Treasury Management, Legal (Commercial, Vendor, and investment), & Business Partnership with key portfolios like Sales, GTM and Product
- Head of Global FP&A; responsible for annual and quarterly budgeting/planning and forecasting process, Financial Modeling, Cash Flow Management, and Financial Systems Management
- Head of Business Operations (BizOps) and Revenue Operations (RevOps) with responsibilities including (but not limited to) effective pricing, Lines of Business (LOB) reporting, Project Finance, Monthly Business Reviews (MBRs), Performance Reporting / KPI Benchmarking, & business model optimization through focused research & quantitative data-driven insights
- Led the Series A raise and managed to receive one of the highest capital raises in a tense acquisition market
- Also led the financial and legal due diligence for an acquisition of our own thus completing both a buy-side and sell-side transaction within a period of 12 calendar months
- Set up 3 Legal entities, and the Finance, Accounting, and Operations (incl
- People Operations) infrastructure from scratch, building and mentoring a global team of 8 across US, India and the UK
- Finance and Strategy Leader for an Enterprise B2B Services and SaaS provider with a portfolio spanning across Finance and Accounting (incl
- Taxation, Audit, Internal Controls), Revenue Management (Billing, Revenue Recognition), Legal, Performance Management & Investor and Board Relations
- Key portfolios also include Banking, Treasury Management, Legal (Commercial, Vendor, and investment), & Business Partnership with key portfolios like Sales, GTM and Product
Director – FP&A, Business Operations and Insights
Bristlecone Inc.
San Jose, USA
01.2021 - 10.2021
- Company Overview: (A Mahindra Group Company)
- Head – Strategy and Operations for SC Applications, Sept ’19 - Dec’20
- Head of FP&A and the Strategic office of the CEO responsible for Global Business Operations Management, and also providing insights to Senior leadership and board on critical financial and business performance metrics (internal + competitors)
- Strategy and Operations Head for the Supply Chain Applications (SaaS) team within Bristlecone tasked with driving growth and valuation by creating new-age Supply Chain Products
- Led Sales & Operations Planning for GTM, collaborating with Sales Leadership to achieve best in class CAGR along with strong account retention and expansion
- (Hunting, Farming and Mining)
- (A Mahindra Group Company)
Manager – Advisory: Deals
PricewaterhouseCoopers Pvt. Ltd.
Mumbai, India
04.2019 - 08.2019
- Financial Due Diligence (both Buy-side and Sell-side) for the SaaS & Technology Startup Industry
Chief of Staff to the CEO
Bristlecone
San Jose, USA
06.2018 - 03.2019
- Company Overview: (A Mahindra Group Company)
- Chief of Staff to the CEO responsible for supporting Global Strategic Initiatives and Board Relations
- Project-Lead for internal projects viz system migrations, financial restructuring and reorganization
- Responsible for board relations and board communications, including periodic reporting to the parent company (Mahindra Group)
- (A Mahindra Group Company)
Manager – FP&A
Bristlecone
Pune, India
08.2014 - 04.2017
- Company Overview: (A Mahindra Group Company)
- Financial Operations Lead for Revenue & Sales Planning, Budgeting and Forecasting cycles, and Business Performance Management (including KPIs)
- Responsible for overall financial reporting of the company’s operations (including Key KPIs)
- Lead for Annual budgeting process, liaising with relevant stakeholders across the organization
- Championed and then automated the 'Global Deal Desk'; A price benchmarking tool to support sales in deal valuations for services business across all business units/currencies
- (A Mahindra Group Company)
Assistant Manager – FP&A
Syntel Inc.
Mumbai, India
01.2012 - 07.2014
- FP&A Lead for the Insurance Vertical (15% of Syntel’s revenue)
- Championed the creation of 2 major organizational transformation projects
- Delivery Non-conformance (DNC) report: Pareto principle-based customer/billable project evaluation mechanism to identify gaps in delivery, and improve project margins
- Right-Price: Skill and Experience based database for global project-pricing
Education
Master of Business Administration (M.B.A.) -
S.C Johnson Graduate School of Management (Cornell University)
Ithaca, NY05.2018
Chartered Accountancy (C.A.) - US CPA Equivalent
Institute of Chartered Accountants of India (ICAI)
India05.2011
Bachelor of Commerce (B.Com.) -
University of Mumbai
India07.2009
Skills
- Strategic Finance
- Capital Raise
- Revenue Operations
- Investor Relations
- Budgeting and Forecasting
- Financial Management
- Analytical and Critical Thinking
- Leadership
Projectsadvisoryengagements
- Boulevard (UK), Finance and Strategy Advisor for a fast-growing internet marketplace support provider helping brands catalyze their online sales.
- Aavalor Greentech, Capital raise support / Advisor to a Deeptech company revolutionizing water filtration through a patented graphene-based wastewater filtration technology.
- Infinity Box, Strategic Advisor to India’s first sustainability packaging service focused on reuse for India’s fast growing food delivery ecosystem.
- Craste, Financial advisor and capital raise mentor for an eco-startup focused on converting crop residue into eco-boards and sustainable packaging.
- Marico Innovation Foundation, Strategic Advisor: Advisor Cohort with India’s leading innovation fund – specializing in Operations Management and Capital Raise for companies in the Sustainability and Food & Agriculture sectors.
- Hewlett Packard Enterprise (HPE) | Pointnext, MBA Project to identify the value proposition, key strategic initiatives and key KPIs for Pointnext – HPEs IT and Digital Services organization.
Personalaccolades
- Youngest Director in the Mahindra Group at the time of my promotion in late 2020.
- Professional Stand-up Comic and Humor Writer: performed at the Mumbai Branch of the historic Comedy Store, London and Member of the Annual Follies event at Cornell.
- Volunteer- ‘World for All’: A Mumbai based NGO dealing with rescue and rehabilitation for stray animals.
Socialprofile
http://www.linkedin.com/in/joelfernandes88, jpf249@cornell.edu
Personal Information
Date of Birth: 06/20/88
Affiliations
- Stand-up comedian and roast-master. Part of the Annual Follies Leadership team at Cornell and I also performed standup professionally in India, including the famous Comedy Store in Mumbai (part of the historic Comedy Store Chain)
- Youngest Director in the history of the Mahindra Group (as of 2020)
Timeline
Vice President – Finance and Business Operations
rePurpose Global Inc.
10.2023 - Current
Director – FP&A, Business Operations and Insights
Bristlecone Inc.
01.2021 - 10.2021
Manager – Advisory: Deals
PricewaterhouseCoopers Pvt. Ltd.
04.2019 - 08.2019
Chief of Staff to the CEO
Bristlecone
06.2018 - 03.2019
Manager – FP&A
Bristlecone
08.2014 - 04.2017
Assistant Manager – FP&A
Syntel Inc.
01.2012 - 07.2014
Master of Business Administration (M.B.A.) -
S.C Johnson Graduate School of Management (Cornell University)
Chartered Accountancy (C.A.) - US CPA Equivalent
Institute of Chartered Accountants of India (ICAI)
Bachelor of Commerce (B.Com.) -
University of Mumbai
Similar Profiles
Sophia PopovSophia Popov
Social Media Marketing Volunteer at Shop RepurposeSocial Media Marketing Volunteer at Shop Repurpose
Rennie AgiusRennie Agius
Senior Project Manager at Repurpose group pty/ltdSenior Project Manager at Repurpose group pty/ltd
Chris TsimiklisChris Tsimiklis
Washplant Team Leader at Repurpose ItWashplant Team Leader at Repurpose It
Nicholas OxenhamNicholas Oxenham
Costumer Service Manager at Brunswick Sports TherapyCostumer Service Manager at Brunswick Sports Therapy
Joseph CameroneJoseph Camerone
Manager, Epilepsy and Neurodiagnostics at Atlantic Health SystemManager, Epilepsy and Neurodiagnostics at Atlantic Health System