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I'm Shivam Kaushal, a dynamic finance professional with global experience in institutional sales, financial strategy, and digital banking innovation. As a leader across blockchain, fintech, and investment banking ecosystems, I help individuals and organizations build secure financial foundations, optimize cash flow, and make confident, goal-aligned financial decisions. With over 8 years of experience in financial analysis, budgeting, advisory, and investment strategy, I bring data-driven insights and a people-centered coaching approach. I am passionate about empowering clients to understand money management, plan for life goals, and achieve financial independence through structured, personalized guidance.…I'm Shivam Kaushal, a dynamic finance professional with global experience in institutional sales, financial strategy, and digital banking innovation. As a leader across blockchain, fintech, and investment banking ecosystems, I help individuals and organizations build secure financial foundations, optimize cash flow, and make confident, goal-aligned financial decisions. With over 8 years of experience in financial analysis, budgeting, advisory, and investment strategy, I bring data-driven insights and a people-centered coaching approach. I am passionate about empowering clients to understand money management, plan for life goals, and achieve financial independence through structured, personalized guidance.

Shivam Kaushal

AI Strategy Consultant, Blockchain Developer, Data Scientist, +2

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I'm Shivam Kaushal, a dynamic finance professional with global experience in institutional sales, financial strategy, and digital banking innovation. As a leader across blockchain, fintech, and investment banking ecosystems, I help individuals and organizations build secure financial foundations, optimize cash flow, and make confident, goal-aligned financial decisions. With over 8 years of experience in financial analysis, budgeting, advisory, and investment strategy, I bring data-driven insights and a people-centered coaching approach. I am passionate about empowering clients to understand money management, plan for life goals, and achieve financial independence through structured, personalized guidance.…I'm Shivam Kaushal, a dynamic finance professional with global experience in institutional sales, financial strategy, and digital banking innovation. As a leader across blockchain, fintech, and investment banking ecosystems, I help individuals and organizations build secure financial foundations, optimize cash flow, and make confident, goal-aligned financial decisions. With over 8 years of experience in financial analysis, budgeting, advisory, and investment strategy, I bring data-driven insights and a people-centered coaching approach. I am passionate about empowering clients to understand money management, plan for life goals, and achieve financial independence through structured, personalized guidance.

Available to hire

I’m Shivam Kaushal, a dynamic finance professional with global experience in institutional sales, financial strategy, and digital banking innovation. As a leader across blockchain, fintech, and investment banking ecosystems, I help individuals and organizations build secure financial foundations, optimize cash flow, and make confident, goal-aligned financial decisions.

With over 8 years of experience in financial analysis, budgeting, advisory, and investment strategy, I bring data-driven insights and a people-centered coaching approach. I am passionate about empowering clients to understand money management, plan for life goals, and achieve financial independence through structured, personalized guidance.

Skills

Experience Level

Expert

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Language

English

Fluent

Work Experience

Chief Financial Officer at Bright Health Alliance

July 1, 2025 - October 27, 2025

Oversee financial strategy and budgeting for AI-driven healthcare billing solutions. Coach internal teams on capital efficiency, resource planning, and investment allocation. Collaborate with leadership to streamline financial operations and improve transparency. Mentor finance staff and assist partner clinics with cost-optimized systems.

MD - Asia & Global Head, Institutional Sales & Trading at UBI Bank Indonesia

November 1, 2024 - October 27, 2025

Spearhead blockchain-based financial services growth across Asia. Advise clients on decentralized finance strategies and risk-managed investments. Conduct consultations to align liquidity management with long-term growth goals.

Financial Advisor at TRUEHN(G).ORG

May 1, 2023 - October 27, 2025

Provide personalized financial advisory and planning services to individuals and small enterprises. Design tailored financial plans focusing on budgeting, debt reduction, and goal tracking. Enhance client financial literacy by simplifying complex financial concepts.

Indian Director | QFS Designer at One Sky Pty Ltd

March 1, 2023 - October 27, 2025

Develop quantum-secure financial frameworks for long-term fund safety. Design verification systems ensuring transparent and traceable transactions.

Blockchain Architect at XUSDP

March 1, 2022 - March 1, 2022

Built stablecoin-based financial tools simplifying portfolio diversification. Contributed to smart contract frameworks for decentralized savings and lending.

Financial Associate at GoDaddy / Competent Exports India

June 1, 2018 - June 1, 2018

Assisted SMEs in digital financial operations setup and payment infrastructure. Conducted financial assessments to improve profitability and efficiency.