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Tara Nadkarni

Senior finance leader specializing in FP&A, strategic planning, and FinTech

FiservNYUNew York, NY11 Years ExperienceSenior LevelWorks On-Site

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About

Strategic finance leader with experience at Fiserv, American Express, Salesforce, and a fintech startup, combining enterprise-scale FP&A rigor with hands-on GTM and product economics work. Stands out for translating complex financial and market analysis into measurable outcomes, including a $20M product launch, 12% revenue growth from sales strategy insights, and process improvements that boosted planning productivity by 35%.

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Key Strengths

  • Led end-to-end financial planning for a $0.8B business segment
  • Managed forecasting across 10 profit centers and $250M in cloud technology expense
  • Built finance strategy for a $20M product launch that exceeded first-year revenue goals by 10%
  • Strong cross-functional leadership across legal, billing, treasury, accounting, product, sales, and technology
  • Advanced financial modeling with 1-year, 5-year, and 10-year outlooks
  • Turned market and brand analysis into GTM actions that drove 12% YoY revenue growth
  • Created scalable planning templates and processes that improved team productivity by 35%
  • Negotiated product economics from 2.5% to 4.5%, later 6.5%, improving operating margin by 5% YoY
  • Executive-facing analytics and decision support
  • Experience spanning enterprise finance, marketing strategy, and startup advisory

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Experience

Senior Finance Manager, Issuer ProcessingFiserv · Jan 2023 – Jan 2025
Senior Finance Manager, Corporate FunctionsFiserv · Jan 2023 – Jan 2023
Finance ManagerFiserv · Jan 2021 – Jan 2023
Summer Associate, Business Value ConsultingSalesforce · Jan 2019 – Jan 2019internship
Program ManagerAmerican Express · Jan 2017 – Jan 2018
Senior Marketing Strategy LeadAmerican Express · Jan 2016 – Jan 2017
Marketing Strategy LeadAmerican Express · Jan 2015 – Jan 2016
Senior Technology Account ExecutiveOracle · Jan 2013 – Jan 2015
Teaching Fellow, Technology Product Management II & Introduction to MarketingNew York University

Education

NYUmaster, Business Administration (2020)
Boston Collegebachelor, Finance and Marketing (2013)

Languages

English

Certifications

Lean Six Sigma Black Belt Certification

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Typically responds within 24 hours

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Tara NadkarniSenior finance leader specializing in FP&A, strategic planning, and FinTech