Naman Bhardwaj

Energizer
DISC Type : I

Senior Manager, FP&A at Meltwater

Toronto, Ontario, Canada

Overview

Naman Bhardwaj is a Senior Manager of FP&A at Meltwater, specializing in strategic finance. A graduate of Trent University with a recent CPA designation, he has deep expertise in forecasting, scenario analysis, and board-level reporting, showing a clear progression from analyst to senior management.


He successfully passed the Common Final Examination in Fall 2024 to earn his designation as a Chartered Professional Accountant (CPA).

Personality Overview

Relationship Oriented

Informal

Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Strategic Finance
His experience at Meltwater and TouchBistro involves budgeting, forecasting, and scenario analysis to support high-level corporate decision-making.
SaaS Business Models
[Predicted] His career has been focused within SaaS companies like Meltwater and TouchBistro, indicating a strong understanding of their unique financial metrics.
Board-Level Reporting
He has direct experience preparing and packaging financial documents, including income and cash flow statements, for board review.

Media Appearances

Naman has no verified media appearances

Work History

10-2025
Senior Manager, FP&A at Meltwater
3-2024 - 11-2025
Senior Financial Analyst, FP&A at Meltwater
3-2023 - 2-2024
Senior Financial Analyst, FP&A at TouchBistro
2-2022 - 2-2023
Financial Analyst, FP&A at TouchBistro
2-2021 - 12-2021
Financial Analyst at No Fixed Address Inc.

Education

1-2021 - 9-2024
Successful CFE Writer Fall 2024 from Chartered Professional Accountants of Canada (CPA Canada)
2015 - 2019
Bachelor of Business Administration - BBA from Trent University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Toronto, Ontario, Canada Job Level : Middle Designation : Senior Manager, FP&A at Meltwater
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Insights For Selling To Naman

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Naman is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Naman

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Naman move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Naman take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Naman

Personality Compatibility


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