Finance leader with $10B+ M&A, multi-billion-dollar commercial impact, and AI-driven decisioning expertise.
I help CEOs, CFOs, and boards build capital structures, products, and pricing engines that are AI-native—combining deep finance experience with practical AI, automation, and data science to make faster, better decisions across M&A, portfolio strategy, and commercial finance.
About Amit
Strategic finance and M&A leader operating where telecom, capital markets, and AI intersect.
Over my career, I’ve helped shape the capital structure, product economics, and commercial strategy of one of the world’s largest telecom operators. I’ve led multi-billion-dollar transactions, designed device financing programs, evaluated acquisitions, and partnered with senior executives to unlock new profit pools and customer value.
Today, my focus is on AI-augmented finance: using modern data stacks, machine learning, and large language models to build decision systems that continuously optimize pricing, promotions, portfolio allocation, and customer lifetime value—while still holding up in the boardroom and with rating agencies.
Credentials
- CFA Charterholder
- M.S. – Quantitative Finance
- M.S. – Technology Management
- B.S. – Computer Science
- 13+ years in Finance & Strategy at Verizon
What I Bring
- Track record of closing high-complexity, high-value deals.
- Ability to design models and AI tools that drive real decisions, not just dashboards.
- Comfort engaging directly with CEOs, CFOs, banks, and rating agencies.
- Hands-on with the numbers, the code, and the narrative.
Finance × AI Thought Leadership
How I combine finance, technology, and AI to build decision systems—not just slide decks.
AI Skills & Tooling
- Languages & Stack: Python, SQL, Excel/VBA, basic APIs & automation.
- AI & LLMs: Hands-on with GPT-style models, prompt design, and workflow orchestration.
- Analytics: Forecasting, cohort analysis, CLV, churn, promotion and pricing impact modeling.
- Decision Engines: Conceptual design of RL-style pricing engines and offer management systems.
Focus Areas
- AI-assisted pricing and promotion strategy in consumer markets.
- AI copilots for finance teams to compress analysis cycles.
- AI-native retirement and wealth-planning tools for U.S. professionals.
Example AI-Driven Initiatives
- AI for Telecom Promotions: Conceptualized “agent” architectures to analyze carrier promotions (Verizon, AT&T, T-Mobile), predict net adds, and recommend optimal promo strategies.
- Retirement Planning Engines: Designing an AI-powered backend (“RetireGPT”) to translate complex retirement math into intuitive guidance for U.S. professionals.
- AI Copilot for Finance: Frameworks for using LLMs to read filings, generate first-draft models, and surface risks & opportunities for finance leaders.
- Decision Intelligence: Architecting systems that loop data → model → recommendation → human oversight, rather than one-off static analysis.
Experience
A career built across finance leadership, commercial strategy, M&A, and now AI-enabled decisioning.
Signature Transactions & Value Creation
Examples of deals and initiatives I’ve helped structure, negotiate, and execute.
Consulting & Advisory Services
Available for executive roles, fractional leadership, and targeted consulting & AI advisory in finance, strategy, and decision intelligence.
Fractional / Interim CFO & Finance Leadership
Support CEOs and founders with strategic finance leadership: capital allocation, forecasting, investor narratives, and board-ready financials—augmented by AI where it makes sense.
- Strategic planning & budgeting
- Board & investor communications
- Cash-flow optimization & capital structure
- Introducing AI tools into finance workflows
M&A, Partnerships & Portfolio Strategy
End-to-end support on acquisitions, divestitures, and strategic partnerships—from screening and valuation to deal modeling and integration planning, with AI used to accelerate insights where appropriate.
- Target screening & thesis development
- Valuation, synergy & scenario modeling
- Executive & board materials
- AI-assisted research and diligence workflows
AI for Finance & Decision Intelligence
Design and evaluate AI use cases that make finance faster and smarter: pricing engines, promotion analytics, CLV models, and AI copilots built on LLMs and enterprise data.
- AI opportunity mapping across finance & commercial teams
- LLM-based research & analytics copilots
- Offer & pricing experimentation frameworks
- Governance so AI supports, not replaces, executive judgment
Video Insights (Coming Soon)
Short, focused videos on M&A, strategic finance, telecom economics, and how AI changes the finance playbook.
Future content will live here.
Planned topics include:
• How to structure a multi-billion-dollar tower deal
• Designing device financing programs that actually work
• How finance leaders can use AI for faster, better decisioning
• Moving from static models to AI-native decision systems
These videos will be embedded from YouTube/Vimeo or a private hosting platform.
Résumé & Downloads
Full résumé and deal catalogue available on request.
For a detailed view of my experience, education, transaction history, and AI/analytics work, you can download my résumé or request a full work catalogue.
Download Résumé (PDF)Detailed deal sheets, example models, and AI use-case frameworks are available upon request for serious opportunities and confidential discussions.
Contact & Availability
Open to executive finance roles, strategic consulting, AI advisory, and select board/advisory positions.
Let’s talk
If you’d like to discuss a role, consulting engagement, or collaboration at the intersection of finance and AI, please reach out directly or use the form.
- amit_bhatt@hotmail.com
- LinkedIn Profile
- Based in New Jersey · Flexible on location & remote work