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Chicago, IL, USA

Anshuman Y.

Founder, StratiqAI | Building AI‑native CFO systems that turn finance into decisive, scalable advantage

Strategic finance leader and founder, focused on the intersection of Finance and AI. I build AI‑powered CFO systems and financial intelligence platforms that help founders and growth-stage companies translate complex data into clear decisions and scalable outcomes. With 12+ years across SaaS, financial services, and high‑growth businesses, I combine executive partnering, product vision, and hands‑on execution—leading cross‑functional initiatives from problem framing to measurable results in growth, efficiency, and capital strategy. Credentials: Kellogg MBA | Forbes Finance Council contributor | O‑1A. My work blends rigorous financial modeling, unit economics, and advanced analytics to drive capital allocation, liquidity/runway planning, FP&A, M&A diligence, and GTM operating models. I advise CEOs and finance leaders, build operator‑grade systems, and partner with product and GTM teams to embed finance as a strategic, AI‑native capability that compounds impact over time.

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Anshuman Y.

Experience

Dec 2025 — Present
StratiqAI

StratiqAI

Founder

StratiqAI is an AI-powered financial operating system built by NeuraCraft LLC. The platform uses a multi-agent architecture to provide founders with a virtual CFO that delivers real‑time runway, forecasting, reporting, and risk insights—designed to produce board‑ready outputs and investor‑grade clarity for early-stage startups.

  • Founded and launched StratiqAI—an AI-native financial brain for founders, defining product strategy and go‑to‑market roadmap.
  • Designed the multi‑agent architecture (specialized agents for runway, forecasting, reporting, risk) and prioritized founder workflows (runway, hiring impact, raise guidance).
  • Built and launched a suite of founder tools (Runway Calculator, Cash Flow Score, Working Capital Optimizer) to deliver instant, shareable CFO‑style insights without spreadsheets.
  • Drove early access and community growth: Product Hunt launch, founder surveys and benchmarking programs to gather product‑market fit signals and iterate rapidly.
  • Created investor‑grade outputs and board materials; ran scenario and stress tests to support fundraising and capital allocation conversations.
  • Published thought leadership (Medium, podcasts) and secured recognitions (F6S rankings), positioning StratiqAI as a category signal in AI‑driven startup finance.
Feb 2024 — Jul 2025

PAR Technology

Director- Strategic Finance | M&A

PAR Technology Corporation (NYSE: PAR) is a leading provider of unified foodservice technology—POS, digital ordering, loyalty, back‑office, payments and hardware—designed to scale with restaurants and retailers and to deliver operational and guest experience improvements.

  • Led strategic finance and M&A planning to evaluate growth opportunities, optimize capital allocation, and support ARR and enterprise value expansion.
  • Partnered with C‑suite and BUs to build financial models, scenario analyses and valuation workstreams to inform deal decisions and investment prioritization.
  • Directed cross‑functional diligence and integration planning for acquisitions and partnerships, supporting commercial, product and data integration roadmaps.
  • Owned board‑ready materials and investor communications: investment theses, sensitivity analyses, and post‑close performance tracking.
  • Shaped capital structure and fundraising approaches—stress‑testing outcomes across scenarios to preserve control while maximizing funding runway.
  • Implemented frameworks to quantify acquisition ROI, synergies, and risk—linking M&A activity to recurring revenue and long‑term margin improvement.
Feb 2022 — Feb 2024

PAR Technology

Director- Business Operations | Finance & Strategy

  • Led business operations initiatives spanning finance, marketing, product, customer success and sales operations to accelerate enterprise bookings and improve GTM efficiency.
  • Overhauled pricing and packaging strategies, aligning value metrics to customer ROI and unlocking improved win rates on large enterprise deals.
  • Developed and executed commercial playbooks and enterprise account motions that supported major partnerships and platform launches (OPS, inventory & Coach AI capabilities).
  • Built cross‑functional processes and KPIs—improving CAC efficiency, shortening sales cycles, and increasing attach rates for back‑office modules.
  • Implemented operational cost controls and process improvements that reduced friction between sales, delivery and customer success, improving retention and upsell performance.
  • Translated customer feedback and usage into prioritized product investments and marketing programs to drive pipeline and adoption.
Jul 2021 — Feb 2022

PAR Technology

General Development Leader | Rotations in Sales Operations, Finance, and Analytics

  • Rotational leader covering Sales Operations, Finance and Analytics—owned reporting, forecasting and process improvements across functions.
  • Built reporting & analytics dashboards to improve sales pipeline visibility, forecast accuracy and executive decision‑making.
  • Supported pricing and deal structuring for enterprise opportunities; modeled customer economics to align incentives across sales and finance.
  • Designed and automated recurring MIS and KPI packs used by regional and product leadership to drive performance management.
  • Led data‑driven pilots to optimize channel mix, reduce churn risk, and validate go‑to‑market hypotheses with quantifiable outcomes.
  • Coordinated cross‑functional projects to accelerate onboarding, improve conversion, and standardize playbooks.
Jun 2018 — Jul 2020
Altido Marketing Lab

Altido Marketing Lab

Co-Founder and Partner | Fractional CFO – Strategic Finance, Marketing, & Growth Advisory

AltiDo Marketing Lab is a Mumbai‑based creative and growth agency that helps SMEs and brands build identity, digital presence and performance marketing programs. Services include branding, website development, content, packaging and growth campaigns focused on measurable business outcomes.

  • Co‑founded and led Altido as a strategic advisor and fractional CFO—shaping the firm’s offering for financing, growth and GTM services for SMEs.
  • Advised clients on go‑to‑market strategies, pricing models and unit economics to improve CAC, LTV and fundraising readiness.
  • Developed capital‑raising frameworks and investor pitch materials; supported multiple clients in preparing for and securing funding.
  • Delivered data‑driven customer segmentation and channel investment plans to optimize marketing ROI and scale revenue.
  • Acted as fractional CFO for portfolio clients—implementing financial discipline, forecasting processes, and monthly performance reviews.
  • Combined creative & financial strategy to align branding initiatives with measurable business goals (revenue, conversion, retention).
Dec 2016 — Jun 2018
Standard Chartered Bank

Standard Chartered Bank

Associate Director

Standard Chartered is a leading international banking group with a network spanning Asia, Africa and the Middle East—offering retail, corporate and institutional banking services focused on enabling trade and investment across emerging markets.

  • Led strategic initiatives across finance, corporate development, sales and marketing to enhance operational efficiency and commercial outcomes.
  • Spearheaded projects to reduce customer acquisition costs and optimize channel investments for retail lending products.
  • Directed the design and implementation of a digital lending platform to streamline application processing and improve conversion rates.
  • Coordinated cross‑functional teams (risk, product, IT) to deploy the new lending system while ensuring regulatory and compliance readiness.
  • Performed market and financial analysis to refine campaign strategy, pricing, and distribution for retail loan portfolios.
  • Produced regular performance analytics and ROI assessments to inform senior management and support capital deployment decisions.
May 2015 — Dec 2016
Karvy Financial Services Limited

Karvy Financial Services Limited

Head: Marketing | Finance, Strategy & Operations

Karvy Financial Services Limited (KFSL) is an NBFC focused on providing financial support to Micro & Small Enterprises across India, delivering retail and SME lending solutions tailored to regional markets.

  • Led cross‑functional marketing and product initiatives to scale the retail loan book across Tier‑1 and Tier‑2 cities.
  • Architected direct‑to‑consumer campaigns and city‑level go‑to‑market plans—optimizing channel mix and creative to lower CAC and increase conversion.
  • Developed product and pricing strategies based on field research and segmented customer insights to improve affordability and uptake.
  • Introduced process improvements and MIS to enhance branch throughput and reduce time‑to‑disbursal.
  • Coordinated with operations, risk and legal teams to ensure campaign compliance and smooth execution across multiple regions.
  • Measured campaign ROI and iterated on creative, offers and partner incentives to sustain cost‑efficient growth.
Jan 2014 — May 2015
Karvy Financial Services Limited

Karvy Financial Services Limited

Marketing Manager

  • Planned and executed multi‑city marketing activations to support retail lending origination and channel engagement.
  • Managed campaign operations, vendor relationships, and regional rollouts to ensure consistent brand execution.
  • Analyzed campaign performance and produced weekly/monthly MIS to inform budget allocation and creative optimization.
  • Collaborated with product and sales teams to design offers, onboarding journeys and collateral that reduced friction in the sales funnel.
  • Supported branch enablement programs and agent incentives to improve lead quality and conversion.
  • Contributed to customer segmentation and audience targeting to refine media and channel investment decisions.
Apr 2012 — Apr 2013
Lodha Group

Lodha Group

Associate General Manager

Lodha is India’s leading real estate developer, known for premium residential, commercial and mixed‑use projects. The group emphasizes design excellence, service and long‑term impact—developing landmark projects across India and internationally.

  • Supported project marketing and product positioning for large‑scale residential and mixed‑use developments.
  • Coordinated cross‑functional launch campaigns, aligning design, sales, PR and digital channels to drive demand.
  • Developed creative briefs and customer journeys to target premium buyers, focusing on experiential engagements and site tours.
  • Managed stakeholder communications for project launches and awards submissions, reinforcing brand positioning in luxury segments.
  • Implemented data capture and lead‑nurture flows to convert high‑value prospects and support sales velocity.
  • Worked with internal teams and external agencies to ensure consistent brand presentation across collateral, show flats and digital experiences.
Apr 2011 — Jun 2011
Reckitt Benckiser

Reckitt Benckiser

Summer Intern

Reckitt is a global consumer goods company specializing in health, hygiene and nutrition products. The company builds, markets and distributes trusted brands that improve everyday health and well‑being.

  • Supported the marketing team as a summer intern—conducting market research and competitive analysis to inform campaign planning.
  • Prepared consumer insights and presentation materials to assist brand and channel planning discussions.
  • Collaborated with cross‑functional stakeholders (sales, trade marketing, digital) to execute small pilots and promotional activations.
  • Analyzed campaign performance data and contributed to weekly reporting to measure engagement and inform optimizations.
  • Assisted in preparing creative briefs and coordinating with external agencies for content production.
  • Gained hands‑on exposure to consumer marketing workflows, brand positioning and FMCG go‑to‑market operations.