Monisha Khushalani

Observer
DISC Type : ic

Fractional CFO and Board Advisor at Self-employed

Hoboken, New Jersey, United States

Overview

Monisha is a seasoned CFO and Board Advisor with over 25 years of experience in the CPG industry, specializing in food and beverage. An alumna of New York University, she has a strong track record of guiding high-growth startups like OLIPOP, Hu, and Sir Kensingtons through scaling and successful acquisitions.

Her career choices reflect a passion for the consumer products sector, which she discovered after starting her career in audit at Deloitte. Monisha focuses on brands with a strong mission, particularly those in the natural and sustainable products space, and enjoys having an influential role in strategic decision-making.

She has successfully co-led three different CPG companies through strategic exits to major industry players like Unilever and Mondelez International.

Personality Overview

Assertive

Value Driven

Curious

They are generally good communicators and can be hard to convince.  They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

CPG Brand Scaling
As a fractional and full-time CFO, she has extensive experience guiding high-growth CPG brands like OLIPOP and Hu through crucial scaling phases.
Startup Financial Strategy
Her expertise involves financial modeling, cash flow management, and preparing startups for fundraising and acquisition, a topic she has discussed in podcast interviews.
Mergers & Acquisitions
She has successfully navigated three CPG companies, including Hu and Sir Kensington's, through strategic acquisitions by industry leaders like Mondelez and Unilever.

Media Appearances

Building Better Financials – In the Sauce (featuring Monisha Khushalani). Featured in Apple Podcasts

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Monisha Khushalani - Propeller Industries. Featured in Propeller Industries

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Work History

1-2023
Fractional CFO and Board Advisor at Self-employed
3-2022 - 12-2022
Chief Financial Officer at OLIPOP PBC
5-2020 - 3-2022
CFO at Hu
10-2019 - 5-2020
CFO at good culture
6-2019 - 10-2019
CFO at Sustain Natural

Education

M.B.A from New York University
Masters of Science from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 30 Location : Hoboken, New Jersey, United States Job Level : Leadership Designation : Fractional CFO and Board Advisor at Self-employed
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Insights For Selling To Monisha

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monisha is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Monisha

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Monisha move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Monisha take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Monisha

Personality Compatibility


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