Saurav Kumar Yadav

Sep 2025 – Present

<p>Sourced and evaluated 120+ non-dilutive capital opportunities (grants), developed a targeted positioning strategy, and prepared applications to support securing $5M in committed capital for a real estate project.<br>Evaluated 80+ potential technology investments, performed preliminary deal analysis and conducted due diligence on 14 high-potential middle market manufacturing companies for strategic capital deployment.<br>Served as primary point of contact for inbound deal flow, conducting initial fit assessments, facilitating first-look management meetings, and producing investment theses that highlighted strategic synergies and potential capital raising opportunities.<br>Built pitch decks and financial models (ROI, NPV, best-worst case scenarios) to communicate project scope and funding needs to senior leadership and government agencies.</p>

Jul 2025 – Aug 2025

<p>Achieved a projected 15% reduction in process cycle time for a logistics SaaS platform by mapping end-to-end workflows in detailed swimlane diagrams, identifying bottlenecks in order routing, and translating them into product and process changes.<br>Designed a 3P (Process, People &amp; Product) improvement model and a SaaS-focused margin optimization framework for non-stock part sales, informing pricing-engine updates that were projected to increase pricing efficiency and gross margins by 10%.</p>

May 2025 – Sep 2025

<p>Built a $3M financial model and valuation analysis for a potential minority equity stake by constructing public comps and precedent OSAT transactions, running sensitivity analyses, and drafting the formal investment memo that informed the IC's go/no-go decision.<br>Executed customer retention and cross-selling initiatives that deepened relationships with existing portfolio clients, directly contributing to the acquisition of 5+ new accounts.<br>Prepared monthly management reports and GAAP financial statements (P&amp;L, balance sheet, cash flow) to track operating performance, highlighting trends that drove a $10K monthly sales increase.</p>

Mar 2025 – May 2025

<p>Evaluated customer acquisition economics (CAC/LTV) and go-to-market strategies; applied scenario modeling and forecasting to deliver actionable recommendations that improved marketing ROI and optimized the customer acquisition funnel.</p>

Sep 2020 – Aug 2024

<p>Utilized Agile (Scrum) to deliver B2B SaaS implementations for financial services clients, documenting product requirements, managing backlogs in Jira, and coordinating sprints with onshore/offshore engineering teams.<br>Drove post-M&amp;A and operating-model transformation projects on investment-management platforms, mapping front-to-back workflows into target SaaS architectures, identifying control gaps, and defining implementation roadmaps.<br>Reduced operational risk by 20% on a cloud hosted IBOR platform by redesigning multi asset trade execution workflows and building Tableau dashboards that monitored real time KPIs across $2B+ of AUM.<br>Managed end-to-end trade-flow configuration on a trading and risk SaaS stack (Front Office to Middle Office) for equities, fixed income, and repos, improving STP rates and ensuring accurate capital and risk reporting.<br>Wrote complex SQL queries in Snowflake to extract and aggregate 10K+ daily transactions and positions across multiple enterprise platforms, improving reconciliation accuracy and enhancing the reliability of capital-markets performance and risk reporting.<br>Led integration of third-party apps and vendor APIs with a core insurance SaaS platform, streamlining data flows and improving customer transaction processing speed by 20%.</p>

Master of Business Administration (MBA), Finance

Aug 2024 – May 2026