Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Personal Information
Timeline
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Payal Pachory

Dubai

Summary

Over 19 years of rich experience covering budgets, business plans, cashflow monitoring, monthly performance reports working across M&A, post M&A integration, restructuring, fund raising working across diverse organizations and geographies - the Big 4, boutique consulting firms as well as industry. Skilled in overseeing financial operations, ensuring integrity, and fostering business growth and resilience.

Overview

19
19
years of professional experience

Work History

Associate Director - Financial Advisory

Teneo
10.2022 - Current
  • Analyzing financial performance, business analysis, cash flow forecasting, and managing liquidation process.

Senior Executive - Advisory

Vantage Performance Pty Ltd
10.2019 - 09.2022
  • Virtual financial controller for SMEs, budgeting, financial analysis, and cash flow management.

Manager - Debt Advisory

Balanz Advisory
03.2017 - 10.2019
  • Virtual financial controller for SMEs, financial performance review, and client management.

Projects & Planning Manager

Davidson Recruitment
01.2014 - 01.2015
  • Budget planning, investor reports, due diligence, and financial modeling.

Senior Financial Analyst

Pacific National Coal
06.2013 - 12.2013
  • Due diligence, financial modeling, and contract assessment.

Senior Consultant - Corporate Finance

Grant Thornton
05.2009 - 05.2013
  • Independent expert review, financial modeling, valuation, and due diligence.

Senior Associate - Corporate Finance

KPMG
01.2007 - 01.2009
  • Corporate finance analysis and advisory.

Investment Banking Analyst

Citicorp Finance
11.2004 - 12.2006
  • Investment banking analysis and advisory.

Education

Bachelor of Commerce - Accounting, Business Communication, Marketing, and Mercantile Law

Mithibai College

Accounting and Finance

CPA (Australia)
01.2009

Chartered Accountant - Finance, Mercantile Law, Taxation

The Institute of Chartered Accountants of India
01.2004

Skills

  • Leadership and mentoring
  • Business development
  • Stakeholder management
  • Cashflow management
  • Research through Capital IQ, Bloomberg, Factiva, Thomson Securities
  • Power BI, Tableau, SAP, MYOB, MYOB EXO and Xero
  • Innate sense of using MIS for business excellence
  • Reduced turnaround time for monthly reporting by automating spreadsheets and implementing power BI dashboards
  • Set up independent Experts Report practice in the Brisbane office through training sessions for staff
  • Crisis Management
  • Decision-Making

Accomplishments

  • Built 3-way budgeting models with processes in place to bring control for the finance teams and help in pitching to bank / non-bank lenders for funding.
  • Independently negotiated with key creditors valued at $1M and with Australian Taxation Office valued at $1M and $6M.
  • Built a detailed real estate model in conjunction with key stakeholders for development of a residential cum commercial property for fund raise.
  • Championed a project for passing on the price increase to the customers due to rising costs. Created a model for costing analysis and sensitivity analysis. Further, along with owners, developed strategy to communicate and secure price increases from their customers.

Personal Information

Citizenship: Australian Citizen

Timeline

Associate Director - Financial Advisory

Teneo
10.2022 - Current

Senior Executive - Advisory

Vantage Performance Pty Ltd
10.2019 - 09.2022

Manager - Debt Advisory

Balanz Advisory
03.2017 - 10.2019

Projects & Planning Manager

Davidson Recruitment
01.2014 - 01.2015

Senior Financial Analyst

Pacific National Coal
06.2013 - 12.2013

Senior Consultant - Corporate Finance

Grant Thornton
05.2009 - 05.2013

Senior Associate - Corporate Finance

KPMG
01.2007 - 01.2009

Investment Banking Analyst

Citicorp Finance
11.2004 - 12.2006

Bachelor of Commerce - Accounting, Business Communication, Marketing, and Mercantile Law

Mithibai College

Accounting and Finance

CPA (Australia)

Chartered Accountant - Finance, Mercantile Law, Taxation

The Institute of Chartered Accountants of India
Payal Pachory