Chief Financial Officer  ·  Mumbai, India
Tejas Jobalia
Tejas
Jobalia
CA  ·  CFA (L1)

CA · CFA (L1) — 2 decades spanning top-tier M&A advisory and CFO leadership in high-growth D2C companies.

20+
Years
Experience
20+
Deals
Advised
₹125Cr
Funds
Raised
AIR 4
Rank Holder
CA
Background

Finance leader.
Strategic thinker.

2 decades of building financial systems, closing complex cross-border deals, and driving value in high-growth startups.

I am a Chartered Accountant and CFA (Level 1) with over 20 years spanning elite investment banking and senior CFO roles. My career bridges two worlds — the rigour of M&A advisory at institutions like Morgan Stanley, Daiwa Capital Markets, and ICICI Securities, and the hands-on impact of CFO leadership at Traya Health and HealthAssure.

At Traya Health, I lead the entire finance function — from restructuring reporting frameworks and building process-driven teams to closing a ₹75 crore fundraise. At HealthAssure, I steered a ₹50 crore round while building investor relations and compliance infrastructure across multiple business lines with 500+ employees.

I believe finance should be a growth engine, not just a support function. I combine deep financial expertise with a passion for technology and AI-powered automation — always looking for smarter ways to run leaner, more efficient finance teams.

Beyond the office, I am deeply fascinated by what AI can do when you point it at real-world problems. I spend a lot of time experimenting with AI tools — not just for finance, but to build things that make everyday life a little smarter and more fun. From predictive models to personal finance tools, I believe the best way to learn a technology is to build with it.

I love sharing what I build. If you are curious about what I am working on, head over to Check this out ↗ — a growing collection of web apps I have built and deployed.

🎯
Analytical Problem Solver
🤝
Investor Relations
AI & Automation
📊
Strategic Finance
🔗
Strong Networks
📋
Process & Compliance
Career

2 decades
of impact.

CFO & Finance Leadership
Traya Health
● Current Role
Head — Finance
Leading the complete finance function end-to-end for a high-growth D2C hair care & wellness company. Closed a ₹75 crore fundraise round. Restructured and built process-driven finance teams across multiple business lines, managing 500+ employees with razor-sharp focus on compliance, transparency and accuracy. Set up MIS and KPI-based reporting dashboards for investor visibility.
Jul 2023 — Present
HealthAssure
Chief Financial Officer
CFO for a preventive healthcare startup. Closed a ₹50 crore fundraise round end-to-end. Established MIS and KPI-based internal reporting for target-driven sales and spend optimisation. Managed investor reporting and liaised with external consultants across secretarial, legal, compliance, audit, taxation, and treasury functions.
Mar 2021 — May 2023
Investment Banking — M&A & Fund Raise Advisory
Merisis Advisors
Vice President
Jan 2019 — Mar 2021
ICICI Securities
Vice President
Feb 2018 — Dec 2018
IL&FS Financial Services
Associate Vice President
Aug 2015 — Feb 2018
Daiwa Capital Markets
Associate Director
Dec 2009 — Jul 2015
Morgan Stanley
Senior Associate
Nov 2005 — Dec 2009
Selected Marquee Transactions
BRPL → JSW Group ($150mn)Sale of Stemcor group steel assets · Dec 2016
Prime Focus Ltd ($79mn)Equity & NCD raise from Standard Chartered group · Nov 2012
Sumitomo Corp ($60mn)Buy-side advisory in Indian cable satellite & broadband · Mar 2014
Time Technoplast ($23mn)Sale of European polymer business to Polish buy-out fund · Jun 2015
Zenrin → MapMyIndia ($20mn)Buy-side advisory for Japan's largest map-maker · Aug 2011
150+ RelationshipsAcross 150 corporates and 50 financial investors over 20 years of IB
Credentials

Academic
excellence.

Top-rank performance across every stage of academic and professional qualification.

2007
CFA — Level 1
CFA Institute, USA
Chartered Financial Analyst Program
2005
Chartered Accountant
Institute of Chartered Accountants of India (ICAI)
🏆 All India 4th Rank — CA Foundation
2001
HSC
RA Podar College, Mumbai
🎍 12th State Merit Rank
1999
SSC
Mumbai
🏆 1st Rank in School
Expertise

Deep domain
expertise.

20+ years of specialised knowledge across finance leadership, capital markets, compliance, and emerging technology.

CFO & Finance Leadership
Financial Planning & AnalysisMIS & KPI Reporting Cash Flow ManagementTreasury Management Board PresentationsInvestor Relations ESOP ManagementMulti-brand Portfolio
M&A & Capital Markets
M&A AdvisoryFund Raise Advisory Deal StructuringValuation Due DiligenceEquity & NCD Raises Investor Deck CreationCross-border Transactions
Taxation & Compliance
Indian TaxationGST Compliance Companies ActSecretarial Functions Audit ManagementLegal & Regulatory
Technology & AI Tools
Zoho BooksLooker Studio NotionGoogle Workspace NotebookLMPerplexity ChatGPTClaude GeminiGamma Microsoft CopilotJulius AI RowsOtter.ai Fireflies.aiTome Beautiful.aiZapier MakeConsensus
Check this out

Apps I've
built.

A growing collection of web apps built with AI — from fun predictors to smart personal tools. Each lives at its own subdomain and is free to use.

🚀  More apps launching soon.  Each will live at its own subdomain — bookmark this page and check back.
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Get in Touch

Let's connect.

Open to conversations about finance leadership, M&A, fundraising, AI automation for finance teams, or advisory opportunities.