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
