About us / People / Rajiv Bhagat

Rajiv Bhagat

Interim & Fractional CFO | SaaS | Fundraising

Expertise
Finance & Accounting

Industry Teams

Role

Location
California

Capabilities
Finance and Accounting Services, Financial Strategy

Services
Cash Management, Debt and Equity Financing, Forecast and Modeling

 

Rajiv Bhagat is a Partner in TechCXO’s Finance & Accounting practice. His experience spans across three decades, and he is called on by Boards, investors, and senior management teams to serve as an interim and fractional Chief Financial Officer (CFO), primarily within SaaS, IT Consulting, and Software companies.

Rajiv’s core proficiencies include:

  • Financial Planning & Analysis (FP&A)
  • Forecasting & Reporting
  • M&A Due Diligence, and post-merger integration
  • Strategic planning and Business Metrics Design & Implementation
  • Fundraising and IPO proceedings
  • Review and negotiation of contracts

Rajiv’s career highlights include:

Ushur, Inc., Consultant & Senior Vice President of Finance – Rajiv steered Ushur through its Series C funding, skillfully building and leading the finance team for this groundbreaking SaaS company.

rfXcel Corporation, VP of Finance – Rajiv was the linchpin behind rfXcel’s Series B funding. He was instrumental in the company’s acquisition by Antares Vision S.p.A., having also set up the necessary infrastructure for its growth.

Structural Integrity Associates, Head of Financial Planning Analysis & Corporate Controller – Rajiv’s leadership in financial planning and as Corporate Controller enhanced the company’s forecasting and revenue recognition, streamlining financial processes and introducing efficiency-focused tools.

Veraz Networks, Director of Finance – Treasury and Business Operations & Financial Planning & Analysis – Rajiv established a robust global treasury function and adeptly managed $72 million from IPO proceeds while revitalizing the company’s financial forecasting and analysis function to ensure stakeholder transparency.

Velosel Corporation, VP of Finance – Rajiv bolstered all financial planning avenues, culminating in raising Series C funding and overseeing the company’s acquisition by TIBCO.

Ariba, Inc., Finance Director – Rajiv collaborated closely with senior leadership, ensuring robust financial planning, forecasting, and oversight across two main business units.

Cadence Design Systems, Inc., Finance Director – Rajiv spearheaded financial strategies for software units, overseeing sales contract reviews, and facilitating the successful integration of two acquisitions into the company’s operations.

Rajiv is a distinguished alumnus of the University of Chicago Booth School of Business, holding an MBA in Finance. He also secured an MBA in International Business from KU Leuven and a Bachelor’s in Business Administration from the University of California, Berkeley.

Client Testimonials

"Rajiv provides us with everything we need in a CFO. He is deeply experienced, easy to work with and just as much a member of our team as any employee. I rely on him and trust him to handle everything in his purview and as a senior executive, he is someone I know will always be looking out for the company. We count ourselves lucky to have him."

-Charles Yeomans, CEO & Co-Founder, Atombeam Technologies