Bhooma Srinivasan

Professional Summary

Professional Overview
Bhooma Srinivasan is a seasoned finance and accounting professional with over 30 years of experience in the industry. She currently serves as a Member of Senior Management in the Accounting and CFO Services division at Frank, Rimerman + Co. LLP, a leading accounting and advisory firm. Bhooma's expertise spans financial reporting, strategic planning, and business advisory, with a focus on supporting the finance and operations of high-growth technology companies.

Experience Summary

Current Role
As a Member of Senior Management at Frank, Rimerman + Co. LLP, Bhooma is responsible for overseeing the delivery of accounting and CFO advisory services to the firm's clients. She provides strategic leadership and operational guidance to a team of finance professionals, ensuring the timely and accurate completion of client engagements. Additionally, Bhooma serves as the Philanthropy Committee Lead, where she spearheads the firm's charitable initiatives and community outreach programs.

Bhooma also holds the position of Chief Financial Officer at Agistix, a technology-driven logistics company, where she is responsible for managing the company's financial operations, including financial reporting, cash flow management, and strategic decision-making. She has been instrumental in Agistix's growth and success, leveraging her expertise to optimize financial processes and drive operational efficiency.

Career Progression
Prior to her current roles, Bhooma held several senior finance and accounting positions, including Learning & Development Lead in the Accounting and CFO Advisory Department at Frank, Rimerman + Co. LLP, Vice President of Finance at CloudSimple and Niara, Inc., and Member of Senior Management Finance at HCCC. Throughout her career, Bhooma has demonstrated a strong track record of driving organizational growth, implementing financial best practices, and delivering measurable results.

Academic Background
Bhooma holds a Bachelor of Commerce degree from the University of Madras and is a Certified Public Accountant (CPA) in the state of California. She has also completed various executive education programs, including a Leadership Development Program at the Stanford Graduate School of Business.

Areas of Expertise

• Financial reporting and analysis

• Strategic planning and budgeting

• Financial process optimization

• Financial system implementation and management

• Cash flow management and treasury operations

• Financial modeling and forecasting

• Mergers, acquisitions, and divestitures

• Compliance and risk management

Professional Impact
Throughout her career, Bhooma has made significant contributions to the finance and accounting profession. She has served on the Financial Literacy Committee of the California Society of CPAs/CalCPA Education Foundation, where she has played a pivotal role in developing and delivering financial literacy programs to the community.

Bhooma's leadership and dedication have been recognized within her firm, as evidenced by her promotion to the role of Philanthropy Committee Lead at Frank, Rimerman + Co. LLP. In this capacity, she has spearheaded various charitable initiatives, fostering a culture of giving and community engagement within the organization.

Conclusion
With her extensive experience, proven track record of success, and deep industry expertise, Bhooma Srinivasan is a respected finance and accounting professional who continues to drive positive change and impact within the organizations she serves. Her commitment to excellence, innovative problem-solving, and strong leadership skills make her a valuable asset to her clients and colleagues.