Jobalia
CA · CFA (L1) — 2 decades spanning top-tier M&A advisory and CFO leadership in high-growth D2C companies.
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.
2 decades
of impact.
Academic
excellence.
Top-rank performance across every stage of academic and professional qualification.
Deep domain
expertise.
20+ years of specialised knowledge across finance leadership, capital markets, compliance, and emerging technology.
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.
Let's connect.
Open to conversations about finance leadership, M&A, fundraising, AI automation for finance teams, or advisory opportunities.