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Pinakin Sheth

Pinakin Sheth

Partner - CFO services @ Advantary Capital Partners | Investment Capital Leadership

San Francisco Bay Area, United StatesInformation Technology & Services
Company
Advantary Capital Partners
Title
Partner -Cfo Services
Seniority
Partner
Department
C Suite
Location
San Francisco Bay Area, United States
Industry
Information Technology & Services

About

With over a decade of leadership in financial strategy, I currently serve as a Partner at Advantary Capital Partners, offering CFO services and strategic financial guidance to portfolio companies. My work focuses on driving sustainable growth, managing deal flows, and enhancing portfolio value through targeted investments and operational support. Leveraging expertise in M&A, financial planning, and risk assessment, I collaborate with organizations to facilitate successful exits and long-term success. Previously, at Infostretch, a Goldman Sachs/Everstone portfolio company, I co-led major fundraising efforts and spearheaded global financial operations, including FP&A, compliance, and margin improvement. Known for fostering collaboration and implementing systems that optimize processes, I strive to empower teams, align strategic priorities, and deliver impactful financial outcomes in dynamic environments.

Experience

Partner -Cfo Services

Advantary Capital Partners

Present

• Led investment capital division to identify and fund high-potential startups, resulting in a 25% increase in portfolio value. • Provided professional services to portfolio companies, offering strategic guidance and operational support for sustainable growth. • Managed deal flow and negotiations, securing successful exits for multiple companies within the portfolio. * Provide CFO services to portfolio companies including financial management leadership support to variopus companies in need.

Evp & Chief Financial Officer

Infostretch a Goldman Sachs/ Everstone portfolio entity · Santa Clara, California

Chief Financial Officer

Infostretch a Goldman Sachs/ Everstone portfolio entity · Santa Clara, California

- Co-lead fund raise of $400M from Private Equity & Banks - Build and Lead all aspects of FP&A for Infostretch, a $340M Digital Services Platform company - Advise the company on M&A , Integration & Due Diligence - Manage Investor Relationship (Private Equity Board) - Revenue management and Commercial oversight on Deal Pricing - Financial Planning & Analysis - Long term Financial plan - Global P&L Management, Margin Improvement - Global Audit, Tax and Compliance - Multi-GAAP ERP implementation - Financial modeling, capital allocation, risk assessment, performance benchmarking

Senior Finance Consultant - Corporate Finance

Google · Mountain View, CA

- Business Finance support to the Leadership Team & Corporate Group

Chief Financial Officer

FocusFrame Inc. · Santa Clara, CA

- Global Finance, P&L Management - Cash Flow Improvement and Management - Audit, Tax and Compliance

Finance Controller

Juniper Networks Inc. · Sunnyvale, CA

- Business Finance support to CIO and BPR executive leadership team - Financial Planning, Forecasting & Budgeting - Monthly, Quarterly Operating Reports to support key decision making - Risk Management

Division Controller

Sun Microsystems · Palo Alto, CA

- Provide overall business and financial management support to CTO & AD group executive team - Financial planning, budgeting, forecasting, analysis and accounting processes - Monthly financial updates, quarterly reporting, variance and budget gap analysis

Accounting Manager

Sun Microsystems · Palo Alto, CA

- Financial planning and accounting supporting various Corporate accounting groups - Created a centralized accounting function (Shared financial services) - Monthly, Quarterly reporting package for executive management

Senior Financial Specialist

Sun Microsystems · Palo Alto, CA

- Managed & prepared Sun’s quarterly & yearly financial statutory reporting - Responsible for accounting & reporting of Sun's Latin American Subsidiaries - Provided investment accounting and analysis of a $1 billion investment portfolio - Managed external auditor’s relationship

Senior Audit Manager

PwC · United States

- Cross-functional engagements for public and private clients - Oversee delivery of end to end assurance services

Education

University of California, Berkeley, Haas School of Business

MBA, Finance

The Institute of Chartered Accountants of India

CA ( CPA), Accounting & Auditing

The Maharaja Sayajirao University of Baroda

MBA, Accounting & Financial Management

The Maharaja Sayajirao University of Baroda

BS, Accounting & Auditing

Certified Public Accountant (CPA)

CPA ( Inactive)

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