CFA® Charterholder · FMVA® · MBA Finance
● Open to Director / VP Finance opportunitiesDirector-Track VP Finance
Building AI-augmented FP&A functions across BFSI & FinTech
14+ years across FP&A, Strategic Finance, M&A and Corporate Strategy — Goldman Sachs, EY, OakNorth, Barclays. Currently leading a 20-person finance function governing a GBP 900M+ cost base at Barclays.
- GBP 900M+ Annual cost base governed
- ~GBP 10M Cost savings identified & forecast-embedded
- ~20% Sustained YoY efficiency improvement
- 20 Finance professionals led
- 14+ yrs FP&A, Investment Banking, M&A, Strategy
Experience across
Experience
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Lead finance for Barclays UK Bank's GBP 900M cost base; identified ~GBP 10M in savings; championed an automation programme replacing manual back-office workflows.
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Ran cross-market analysis that redirected the company's entire GTM focus to the US — a founder-level strategic call.
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Led a CRM and analytics transformation spanning Sales, Product and Leadership, lifting reporting accuracy by 25%.
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Commercial due diligence on buy-side and sell-side M&A across fintech, retail banking and asset management.
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Owned the full planning cycle — budgets, rolling forecasts, 3-year plans — for a high-velocity fintech platform.
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Built DCF, LBO and comparable-company models for multi-million-dollar M&A and capital-raising transactions.
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Built the FP&A foundation: forecast dashboards, multi-scenario models, self-service reporting for 100+ stakeholders.
Expertise
AI-Powered Finance Transformation
Embedding AI copilots into modelling, reporting and forecasting workflows to cut manual effort without losing rigor.
FP&A & Strategic Finance
Zero-based budgets, driver-based rolling forecasts, 5-year strategic plans.
Financial Modelling & Valuation
DCF, LBO, comparable-company analysis, unit economics.
M&A Due Diligence & Deal Structuring
Buy-side and sell-side commercial due diligence, deal governance, pricing approval.
GTM & Corporate Strategy
Market-entry frameworks, ROI analysis, cross-market opportunity sizing.
Team Leadership & Stakeholder Management
Leading finance teams and board-level reporting for enterprise transformation programmes.
What people say
"I am pleased to recommend Tulika for her exceptional contributions as a Vice President at OakNorth. Her expertise has been instrumental in helping the company navigate complex market conditions and stay ahead of the competition."
"It is rare to come across a rare and special talent like Tulika who works with clear vision, is very analytical and clearly understands business drivers. She effortlessly takes lead, looks at the big picture, and swiftly achieves results."
"Tulika conducted hypothesis thinking, integrating strategic findings, and delivering good outputs in a global insurance entry strategy project. I recommend her as a good strategy consulting manager level professional."
"Tulika stands out for her ability to adapt to new challenges, learn new skills/tools/platforms and take on new opportunities with enthusiasm, curiosity and a commitment to excellence."
Advisory
Alongside my full-time role, I take on a select number of project-based engagements — any industry, seed to scale-up stage, India / UK / global remote:
Fractional FP&A / Finance Business Partnering
For seed and scale-up teams that need budgeting, forecasting, board reporting, and cost-governance frameworks built or fixed.
AI-for-Finance Advisory & Workshops
Helping finance teams adopt AI tools for modelling, reporting and forecasting — cutting manual effort without losing rigor.
Insights
Coming soon — notes on FP&A, finance transformation, and using AI in finance functions.
Contact
Actively open to Director/VP-level finance leadership opportunities, and select project-based advisory engagements.