Kumar Ampapathini is a TechCXO Partner and experienced finance executive who serves clients as C-Suite / Board advisor and an interim and fractional CFO. Kumar manages all financial aspects of his clients’ businesses, including Capital / Revenue Planning, Fundraising, Cap Table Management, Contract Negotiation, FP&A, Strategy, M&A, Audit, Dashboards / Scorecards, Investor Reporting, Payroll, and Taxes.

Kumar’s select current and past clients include Wabbi (Cyber Security, SaaS), Security Journey (SaaS), Schedulicity (fintech, SaaS), MobileWalla (DaaS, SaaS), Delve (Software, Advertising), Pison Technology (Software / Hardware), Pippin Title (fintech, SaaS), GoodUnited (tech, SaaS), Nav.it (fintech, SaaS), Ness (Credit Card), Families in Transition (non-profit), Our Village United (non-profit), genrae (crypto), GeoXEnergy (Geothermal), etc.

Kumar has CPA certification and is hands-on with finance, accounting, and financial tools. Experience in: QuickBooks, NetSuite, Deel, Rippling, ADP, Avalara, TaxJar, Stripe, Workday, Carta, Shareworks, Concur, Expensify, etc.

Kumar has worked with teams in Europe and India and helped expand teams internationally. He developed and maintained relationships with outside auditors, banks, legal firms, vendors, and investors.

He has extensive experience interacting with Board of Directors, investors and has proven track record of building and closely managing rapidly growing organizations. He is a U.S. Citizen and does not need work visa sponsorship.

Kumar’s past experience includes:

VP, Alliance Data Card Services – Alliance Data’s (NYSE: ADS) Card Services business develops market-leading private label, co-brand and business credit card programs for many of the world’s most recognizable brands. Kumar led Mergers & Acquisitions and played a critical role in business development to accelerate growth in key strategic areas. During his time, he executed $3B+ worth of deals.

Managing Director, Guggenheim Partners – Guggenheim Partners is a global investment and advisory firm with more than $280 billion in assets under management. As Managing Director, Kumar was responsible for all aspects of strategic Financial Planning & Analysis, investment evaluation, compensation and headcount planning for hyper growth, expense management, Capital Analysis, and Regulatory / GAAP financials. Kumar played an important role in the realizing operating efficiencies and self-funded many of the new investments from those realized savings. During his time, while revenue grew in double digits, expenses mostly remained flat.

Executive Director – JPMorgan Chase & Co. – JPMorgan Chase is a leading global financial services firm with operations servicing clients in more than 100 countries. As Executive Director, Kumar led credit card partner deals, competitive strategy, supported Fed stress testing (CCAR), investor / board presentations, quarterly business reviews, and built teams across different geographic locations. Played an important role in the $2B expense reduction target in the Consumer & Community Bank.

Finance Leader, Microsoft – As a finance leader in Microsoft, Kumar played an important role in long-range plan and strategic analysis to position Consumer & Online group for growth opportunities.

Kumar’s career includes significant investment banking roles with Citi and Merrill Lynch.  His career began as a technology leader with Cisco.

Kumar holds an MBA from the University of Chicago’s Booth School of Business. He also holds an MS degree in Computer Science from the University of Florida.

Kumar’s expertise includes:

• Mergers & Acquisitions
• Capital Raising (Venture Capital / Private Equity)
• Strategic Planning & Analysis
• Debt / Equity Financing
• Cap Table Management
• 409A Valuation
• Acquisition Due Diligence
• Board / Investor Reporting
• Board Dashboards / Scorecards
• Cash Management
• Payroll
• Sales Tax
• Accounting / Audit
• Automation of Accounting / Finance Processes
• Budgeting and 5-year Forecasting
• Contract Negotiations
• Investor Presentations

Testimonials

Working with Kumar during the sale process of Schedulicity was invaluable. As our fractional CFO, his expertise in managing the due diligence process ensured a smooth and efficient transition. Kumar expertly coordinated our internal team while seamlessly collaborating with bankers, lawyers, and external consultants. His strategic guidance and leadership were instrumental in navigating the complexities of the transaction. I’m incredibly grateful for his support and insight, which played a crucial role in the successful outcome of the sale.
-Jerry Nettuno, Founder & CEO, Schedulicity, Inc. (www.schedulicity.com)

Kumar’s ability to quickly understand our business along with his superior modeling skills and deep knowledge of accounting principles allowed him to provide our company with an outstanding financial leadership during our fund-raising preparation process.
-Andrew Fleming, Founder & CEO, GeoXEnergy (www.geoxenergy.com)

Kumar does excellent work and was a valuable resource to our company. He has the combination of business experience and analytical skills that provide real value. I would welcome the opportunity to work with Kumar again. His superior modeling skills enabled him to build a user-friendly financial model that’s used for board reporting and by investment banking firm (for fund raise preparation).
-Nick Black, Founder & CEO of GoodUnited (www.goodunited.io)

Kumar is an outstanding addition to any team and any situation needing financial clarity and direction. His positive, energetic, creative approach to problem solving is an asset to every company he works with.
TechCXO is a key business partner for Nav.it. At every major turn, TechCXO is a trusted financial advisor for us. Kumar was essential as we prepared for the fundraise as we continue to grow our business.
-Erin Papworth, Founder & CEO, Nav.it (navitmoney.com)

As an early-stage start up, we rely on advisors for subject matter expertise as we build and grow our business. Kumar has proven to be an invaluable strategic and financial advisor; he is incredibly smart, experienced, thorough, reliable, and is able to provide helpful, relevant insights for us to make business decisions. Very grateful for Kumar especially during these early days of our business!
-Katherine Lynch, Co-Founder & Head of Business Operations at Ness