Analysis

PE-Backed | Scaleups | Strategic Finance

Build the Finance Function Your Investors Expect

Whether it’s building board-ready reporting, investor-grade models, preparing for fundraising or exit, using data for better decisions, or getting your business AI-ready — I help fast-growing companies turn finance into a strategic asset.Former FP&A leader at £1bn PE-backed business. ACA. MBA (Oxford).

📊 Fractional

Director of FP&A

Strategic support for PE-backed or scaling firms. Board packs, forecasting, team uplift, and investor prep.

📈 Modelling

Investor-Grade Model

7-day Excel build for board or fundraising use. Valuation, forecasts, scenarios, and visual output included.

🧭Analytics

Finance Data Roadmap

Diagnostic workshop to review your reporting stack, identify automation opportunities, and build a BI plan.

🤖AI-Ready

AI Readiness Check

90-minute strategy session to explore AI use cases in your finance stack using GPT, Copilot, and automation.

Data Led Finance

Is Your Reporting Stack Working for You—or Against You?

Many fast-growing businesses struggle with Excel overload, outdated dashboards, or scattered KPIs.In this workshop, I review your reporting workflows, map your key metrics, and create a roadmap to automate and improve decision-making.This isn’t about plugging in a BI tool—it’s about building the right foundation.

Saveen Kumar

Strategic Finance Leader

Finance leader with 12+ years across PwC, Gresham House, and a £1bn+ PE-backed group. I blend strategic finance, advanced modelling, and analytics to help businesses scale with clarity.

Case Study: Awaze

EXIT-READY TRANSFORMATION

Led FP&A transformation at a £1bn+ PE-backed platform. Revamped forecasting, modelling, and reporting to support growth and prepare for a strategic exit.

FUTURE-READY FINANCE

Is Your Tech Stack Ready for AI?

AI isn’t just a buzzword—it’s changing how finance teams forecast, report, and make decisions.In this 90-minute session, I’ll review your current tools and workflows, identify opportunities for automation or GPT integration, and create a tactical roadmap tailored to your business.Walk away with clarity—not confusion.

💼 APPROACH

Business-First Finance

I start with what will move your business forward—not what’s trendy. Strategic finance should drive decision-making, not just track it.

🤝 EXPERIENCE

Calm, Not Chaos

Clients describe the experience as focused, clear, and thoughtful. No overwhelm. No jargon. Just quiet execution and results.

🧭 MINDSET

Built for What’s Next

Whether you’re prepping for a fundraise, exit, or transformation, I’ll help you create a finance function that’s future-ready.

⚒️ TOOLS

Power + Clarity

Excel, Power BI, SQL, Python, Alteryx, GPT—used with judgment, not flash. Everything is tailored to your real-world needs.

BUILT TO IMPRESS

A Financial Model That’s as Board-Ready as You Are

Whether you're raising funds, preparing for a board meeting, or just tired of fixing broken spreadsheets—this model delivers clarity, speed, and confidence.In just 7 days, you’ll get a tailored, presentation-ready Excel model with integrated forecasts, valuation logic, and decision-friendly dashboards.

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