I help boards and CEOs navigate high-stakes decisions with confidence, turning financial complexity into strategic clarity.

As a Chief Financial Officer with nearly two decades of expertise, I've worked across healthcare, aged care, NDIS, FMCG, mining, and global corporates. I've directly managed budgets exceeding $500M and led financial transformations that unlocked over $50M in savings.

My track record spans mergers, acquisitions, regulatory reform, and turnaround situations. I've secured $12M in government funding and built resilient, compliant organisations positioned for sustainable growth amid emerging regulatory and technological transformation.

Beyond the balance sheet, I translate financial expertise into action. I've authored five Amazon-published books, including Beyond the Numbers, NDIS Financial Management, Survive and Thrive - Cash Flow Strategies that Actually Work, The AI Playbook for the Practical CFO and Aged Care Reform 2025, that turn financial governance and strategy into practical executive playbooks. Through my blog (CFOInsights.blog) and speaking engagements, I share frameworks that bridge governance and growth, sparking industry conversations on resilience and innovation.

At the board level, I serve as Non-Executive Director and advisor, delivering financial governance, risk oversight, and strategic execution that empowers organisations to achieve their most ambitious goals.

What drives my approach:

1. Strategic partnership: I go beyond financial stewardship to unlock opportunity and co-create growth.
2. Clarity in complexity: I deliver actionable insights, even when uncertainty is high.
3. Governance with purpose: I fuse deep sector expertise with strategic leadership for lasting impact.

My focus now: partnering with boards and leadership teams that need transformative financial guidance where governance, growth, and purpose converge to create real value.

Let's connect if your organisation is ready for financial leadership that drives meaningful outcomes.

Steven Taylor

United Way Mumbai

Assistant Manager

Coordinator finance

Account Officer

The Akanksha Foundation

Finance

1) Experience:
	•	Six years of experience in accounts and finance within the social development sector.
	•	Proven track record in non-profit finance and compliance.

2) Passion and Commitment:
	•	Deepening passion for finance and a commitment to continuous learning via an MBA in finance and other resources available.
	•	Constant desire for expanding financial knowledge through (virtual) paper and real trading.

3) Diverse Interests:
	•	Enthusiastic about investing, trading, financial analysis, and investment strategy and plethora of finance related topics.
	•	Dedicated to exploring risk management and staying updated on stock market industry developments.

4) Broad Learning Approach:
	•	Actively engaged in reading and researching finance topics from multiple perspectives.
	•	Open to understanding various approaches to finance from different experts.

5) Equity Research, Technical/ Fundamentals analysis:
	•	Aspiring to excel in equity research with a focus on a deep dive into the stock market industry.

6) Engagement and Discussion:
	•	Enjoys participating in discussions about finance, investing, trading, and finance related subjects.
	•	Committed to continuous improvement 


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