Summary
Overview
Work History
Education
Skills
Timeline
Generic

Suren Ganeshalingam

Summary

Finance professional with deep expertise in financial strategy, analysis, and Investment management. Proven ability to drive financial health and operational efficiency through robust budgeting and forecasting. Strong focus on team collaboration and delivering impactful results. Adept at navigating dynamic business environments with adaptability and reliability.

Overview

18
18
years of professional experience

Work History

Head Of Finance

Vantari VR
01.2024 - Current
  • Developing and implementing financial strategies to support the overall business and objectives
  • Creating financial forecast, budgets and financial models to help the business make informed decisions
  • Providing strategic financial advice to management to help drive growth and profitability

Senior Manager M&A

Oxley Capital Partners
09.2023 - 09.2024
  • Help lead the execution of end-to-end M&A transactions
  • Work across the breadth of an M&A deal including DCM and ECM, supporting clients at various stages of their growth cycle
  • 3 way financial modelling, including debt and acquisition financing
  • Commercial negotiations of key transaction documents (SPA/ASA) and interface with legal advisors
  • Assist with deal execution on a diverse range of food & agribusiness engagements
  • Coach and mentor junior team members
  • Assist with deal origination including market and industry research and the preparation and delivery of proposal documents

Senior Risk Manager

Bell Potter Securities
10.2022 - 01.2024
  • Maintain relationships with institutional clients and understand their energy market trading needs
  • Project management, Risk committee presentation and managing firms future market positions

Private Equity Associate

Reach Alternative Investment
02.2022 - 07.2022
  • Collaborating with key stakeholders across the business and contributing to the fund selection process
  • Production of financial models and detailed supporting documentation across diverse range of sectors
  • Production of technical research papers on aspects and trends in private equity
  • Production of IDD reports and making appropriate recommendation on investment opportunities
  • Conducting Research including competitive analysis, benchmarking, interviewing and surveys

Senior Financial Analyst

AXI
05.2021 - 02.2022
  • Research and analyze factors that can potentially impact the firm’s portfolio
  • Develop insights and analytics to perform strategic deep dives for potential projects
  • Implementing strategies for potential growth and investment opportunities

Associate Director

Invast Global
05.2020 - 05.2021
  • Trade Execution of Equities and Derivatives for portfolios exposure management
  • Identify and anticipate qualitative, quantitative and market factors that will impact expected returns/profitability
  • As a liquidity provider the role required strategic planning on market pricing, market and product research
  • Product development, management and pricing of new products on the platform

Consultant

Independent Consultant
11.2018 - 05.2020
  • Developing appropriate core business strategies from start to release of products/Investments
  • Actively drive internal business process (e.g., review investment submissions/pitch decks, and DD)
  • Forecasting financials on the back of assessing retail market size and potential revenue streams
  • Identifying, approaching and building relationships within the ecosystem with a pipeline of potential investors

Institutional Dealer/Trader

First Prudential Market
02.2014 - 06.2018
  • Fundamental research of different asset classes and maintain strong awareness of market trends
  • Risk management on firms trading book and hedge position according to VAR limits

Multiple Roles

CBA – Commsec
01.2007 - 02.2013
  • Multiple roles within Commsec from 2007-2013 across margin, execution and international equities desk

Education

Bachelor of Business and Commerce - Accounting and Finance

Master of Finance - Applied Finance

Master of Business Administration (MBA) -

CFA - Level III Candidate

Skills

  • Mergers and acquisitions experience
  • Financial risk management
  • Cash flow management
  • Strategic financial planning
  • Investment portfolio management
  • Financial analysis expertise
  • Risk management
  • Investment management

Timeline

Head Of Finance

Vantari VR
01.2024 - Current

Senior Manager M&A

Oxley Capital Partners
09.2023 - 09.2024

Senior Risk Manager

Bell Potter Securities
10.2022 - 01.2024

Private Equity Associate

Reach Alternative Investment
02.2022 - 07.2022

Senior Financial Analyst

AXI
05.2021 - 02.2022

Associate Director

Invast Global
05.2020 - 05.2021

Consultant

Independent Consultant
11.2018 - 05.2020

Institutional Dealer/Trader

First Prudential Market
02.2014 - 06.2018

Multiple Roles

CBA – Commsec
01.2007 - 02.2013

Master of Finance - Applied Finance

Master of Business Administration (MBA) -

CFA - Level III Candidate

Bachelor of Business and Commerce - Accounting and Finance

Suren Ganeshalingam