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Varun P. Balan

Automating three statement financial modeling
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Varun Balan is an accomplished and experienced CEO with a background in Investment Banking, Private Capital, and Software industries. He has expertise in Real Estate, Software, and Technology-Enabled Business Services, and is skilled in Financial Modeling, Executive/BoD Reporting, Corporate Development, Private Equity, Mergers and Acquisitions, Capital Raising, and Managing Diverse Teams.

Varun holds dual undergraduate degrees from the University of Pennsylvania, in Applied Mathematics and Political Economy, and has a 4.65 GPA from Rampart High School IB Programme. He has worked as a CEO at RMI Insights and Rocky Mountain Innovations LLC, COO at Jaan Health Inc., Associate at Equinox Holdings Inc., Analyst at J.P. Morgan Securities LLC, Summer Fellow at NASA, and Summer Analyst at Lenfest Media Group.

Varun is currently taking online courses and certification programs from Cornell and Harvard Business School to enhance his skills and remain updated in his field. He is an expert in Finance, Business Development/Sales, Product, Technology, Customer Success, Operations, Marketing/Branding, Design, Data Science, HR, and Administration.

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