stepupcfo.com

The Founder

Former CFO, COO and Business Leader with 30+ years of progressive finance and business leadership roles in North America and Asia. 15 years with GE in global & regional roles, including healthcare, services, energy, financial services and Corporate. Former VC Investor.

Entrepreneur, COO, CEO. Graduate of GE’s unique Experienced Finance Leadership Program. Executive programs at Harvard Business School. Certified Master Black Belt in Six Sigma quality methodology, CPA, Chartered Accountant, CWA. Experience in Investments, growth, strategy and operations in startups.

Operational and financial restructuring, crisis management. Extensive BPO / BPAAS / ITeS experience for Enterprises.

Delivering real business results, deploying a broad toolkit of efficient assessment, thought leadership, coaching, networking, optimization digitization and automation, risk management and customer focus.
Former CEO of a large Not-for-profit in education. Volunteer and Certified coach at the Art of Living Foundation, teaching techniques to fight stress, improve breathwork and meditate better which are proven to radically improve mental physical and social wellbeing.

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Please contact us if you have any questions or would like to contact a Stepup CFO Professional.

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Our Presence

Our team offers comprehensive on-site support across Ohio, Indiana, Kentucky, Pennsylvania, and Michigan, ensuring personalized, local expertise for businesses in these regions. For clients beyond these states or those who prefer remote assistance, we provide seamless virtual services, allowing us to effectively support businesses anywhere, ensuring flexibility and convenience without compromising quality.

Partners

Nilesh Sangoi CPA, CGMA, CMPE, CA, 
Senior Partner

With over two decades of experience in financial leadership and strategic management, Nilesh brings a wealth of expertise, and will be an exceptional CFO and COO to our clients. As the Chief Financial Officer for a very large multi-specialty physician practice in KY, Nilesh has expertly managed financial operations for a large organization, overseeing areas such as bank financing, cash flow management, vendor and physician contracts. 

Arup Mukherjee – Chartered Accountant and CWA, Six Sigma & LEAN certified

25+ years of Finance experience in multi-national companies in US, Asia Pacific, MENAT, India. Primary focus on Financial Services (Loans and Leases in Aviation, Real Estate, Energy sector, Commercial and Consumer products) manufacturing companies (Aviation, Healthcare, Automobile), supporting business growth, managing risk and building strong, diverse teams.

Stepup CFO provides thought leadership, execution support and enabling a faster journey to business milestones

How your business can benefit

  1. Optimizing Cash Flow
  2. Optimizing Profitability
  3. Transformation & Change management
  4. Setting / Following Operating Rhythms
  5. Performance management & Tracking, Reporting
  6. Strategic planning – LRFs, SROs, Planning cycles
  • Support banking, treasury operations, debt management
  • Investor mgmt.
  • Cross border activities
  • Tax planning and optimization
  • Right-scale operations

Stepup CFO provides thought leadership, execution support and enabling a faster journey to business milestones

How your business can benefit

  • Optimizing Cash Flow
  • Optimizing Profitability
  • Transformation & Change management
  • Setting / Following Operating Rhythms
  • Performance management & Tracking, Reporting
  • Strategic planning – LRFs, SROs, Planning cycles

Stepup CFO 5Es

Expertise

Excellence

Ethics

Experience

Execution

Stepup CFO 5Es