Tushar Naik

Questioner
DISC Type : c

Managing Director - Finance Transformation - FP&A at CFGI UK

London, England, United Kingdom

Overview

Tushar Naik is a Managing Director at CFGI, specializing in Finance Transformation and FP&A. A Chartered Accountant and University of Nottingham graduate, he advises clients across the Energy, Utilities, and FMCG sectors on complex financial modelling, forecasting, and analytics to support major business decisions.

He is passionate about creating a "single source of truth" in financial reporting to eliminate data discrepancies between different systems and presentations.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Finance Transformation
His role is dedicated to helping organizations implement efficiency improvements and enhance their financial planning and analysis (FP&A) capabilities.
Complex Financial Modelling
He has extensive experience building bespoke models for transactions, bids, and funds to help drive significant business change and decisions.
Data Integrity
He highlights the common challenge companies face in maintaining a "single source of truth" to ensure consistency in financial reporting.

Media Appearances

Tushar has no verified media appearances

Work History

1-2026
Managing Director - Finance Transformation - FP&A at CFGI UK
7-2024 - 1-2026
Director - Business Transformation - FP&A at CFGI UK
1-2022 - 7-2024
Director at Numeritas
4-2021 - 1-2022
Associate Director at Numeritas
2-2019 - 4-2021
Senior Consultant at Numeritas

Education

2012 - 2015
Education details unavailable from ICAS - The Professional Body of CAs
2008 - 2011
BSc from University of Nottingham

More Information

Social Presence :

Prographics :

Exp : 13 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Managing Director - Finance Transformation - FP&A at CFGI UK
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Insights For Selling To Tushar

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tushar is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Tushar

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Tushar move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Tushar take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Tushar

Personality Compatibility


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