PUNEET K.

GULATI
Windsor, New Jersey 08520
Home: (609) 371-7401, Cell (609) 598-2027
PunGulati@gmail.com
EXPERIENCE:
VGS GROUP INC,
East Brunswick, NJ
Chief Financial Officer
April 13 to date
Indo-American Energy focused company developing an offshore natural gas regasification terminal on east coast of India
Working with CEO and President to raise seed capital for Projects in pipeline
Negotiated a Joint Development Agreement with Exmar Group, Belgium to arrange financing of Floating Regasification Barge
Participated in negotiation for long-term fixed price natural gas supply agreement with Texas GLO
Streamlined back office and operational areas of the firm
Developed strategic corporate plans for the next five years

QUADRANGLE GROUP LLC

New York, NY

Private Equity Group with $3.12 billion of commitment with communication, media and technology focused investment strategy

Chief Financial Officer

April 11 April 13
Managed staff of five including two Controllers
Oversaw the preparation of deadline driven quarterly and year end reporting process for Funds and Group, including (a) review of
work papers, partner allocations, and financial statements for accuracy and completeness; (b) coordinated with other department
groups to ensure all deliverables are met on time
Coordinated fund level transaction execution with deal professionals and finance group
Budgeting: maintained management company budget and worked closely with President on same
Oversaw transition of a funds accounting to a 3rd party administrator and reviewed all NAVs, allocations and investor statements
Reviewed Fund "waterfall" calculations to ensure accurate allocation of GP and LP income/loss and distributions
Assisted with preparation/review of partner allocations for quarterly tax estimates, withholding calculations, and year-end K-1s
Liaised across the firm's finance group in providing necessary management reporting and analysis
Oversaw investor capital calls and distributions
Led an RFP process for Audit and Tax services. The process resulted in annual savings of $1.4 million
Assisted investor relations on all investor questions and limited partner communications
Streamlined Investment Valuation process

EVERCORE PARTNERS

New York, NY

Boutique investment bank. Private Equity Group had $1.5 billion in commitments with middle market focused investment strategy

Full time Consultant

Oct. 09 March 11
CFO Investment Management
April 05 Sept, 09
Responsible for Accounting and financial reporting of Investment Management Business
Oversaw fund accounting and fund administration
Managed staff of six accountants responsible for capital calls, distributions, carry, management fees, financials, and tax allocations.
Designed Investment valuation process to facilitate timely reporting at Evercore level
Reporting responsibilities for US and Mexico Asset Management Business

Participated in Investment Committee meetings

Evaluated various Private Equity accounting software packages and decided to purchase Investran (Sungard/FTI product in
August 05). Investran Implementation completed in less than a year
Worked with SunGard to develop an automated carry waterfall in Investran
Launched LP Investor portal and achieved 98% acceptance from the Limited Partners. Distributed General Partner individualized
statements with LTD and YTD information thru the web portal
Recruited 5 new Fund Managers and stabilized the Private Equity support model
Worked on compiling, drafting investment management related disclosures for the S-1 filing resulting in a successful IPO for the firm.
Promoted to CFO in 2006
Participated in underwriter meetings with the CFO of the firm and the underwriters to obtain appropriate insurance coverage
Took over additional responsibilities of Treasurer in May 2008. Moved the bank relationship from JP Morgan Chase to First
Republic bank resulting in a reduction in bank charges and improvement in customer service

JP MORGAN PARTNERS
New York, NY
Fund Management Group CFO JPM LA
Aug. 99 March 05
Instrumental in the planning and formation of JPMorgan partners Latin America Fund ($892M fund commitment)
Developed the Fund Waterfall models and ran multiple cross functional projects related to Fund Management Group
Instrumental in the review and finalization of the partnership agreements and related structures with various legal counsels
(Davis Polk & Wardwell, Proskauer Rose LLP and OMelveny & Myers etc.)
Oversaw capital calls and distributions, financial and tax reporting to constituents for Latin Fund related entities
Coordinated execution of deal documents and tax structuring with fund legal and tax counsel
Promoted to Chief Financial Officer JPMorgan Partners, Latin America Fund in 2001
Worked with Controller and Managing Partner of India Private Equity Fund on various investments and served as a Finance
Liaison for the teams in India, Singapore and Mauritius
Managed 4 other funds (JPM Fleming US Discovery Fund, CPEPS I & II and Octagon) with a total commitment of $900 million.
Ensured compliance with each Funds governing documents and ensured proper carry allocation
Oversaw and finalized financial and tax reporting
Assisted investor relations with investor questions and limited partner communications
Responsible for coordination of year-end audits and tax reporting for all third party funds
Played a key role in setting up Partnership Accounting policies and procedures with a SOX project team from PwC

WARBURG DILLON READ LLC

Senior Financial Analyst
Managed the accounting for PE funds with over $450MM in corporate buyouts, energy and venture capital
Prepared interim and annual financial statements, tax preparations; serve as a liaison with external auditors

New York, NY
May 97 July 99

EDUCATION:
INSTITUTE OF CHARTERED ACCOUNTANTS
Chartered Accountancy (Intermediate)

New Delhi, India

DELHI UNIVERSITY
Bachelor of Arts, Accounting Major

New Delhi, India

CITIZENSHIP:

United States

AFFILIATIONS: Board Member, New York Chapter of Financial Executive Alliance (a First Republic Bank sponsored alliance of
CFOs from Private Equity firms) for last seven years.