Yojna Verma

Yojna Verma has a diverse and extensive work experience in finance and leadership roles. Currently, they hold the position of Corporate Controller at CircleUp, a financial technology company based in San Francisco. In this role, Yojna provides strategic and FP&A advice to the CEO in potential M&A transactions of specific funds, manages the transition of the in-house built software asset purchase agreement to a third-party buyer, and oversees monthly, quarterly, and year-end closings of 6 equity & credit funds. Additionally, they are responsible for managing HR, legal, and regulatory compliance related to accounting requirements and FINRA & SEC rules.

Yojna has also served as Treasurer (Volunteer Board of Directors) at California Women in Homeland Security (CA-WHS), a nonprofit organization dedicated to promoting the advancement of women in homeland security in both public and private sectors. In this role, they manage the finance functions of the organization.

Prior to their current roles, Yojna worked at Constellation Advisers, LLC, where they served as Director from January 2021 to April 2022, and as Associate Director from July 2020 to January 2021. Yojna was responsible for various finance-related functions during their tenure at the company.

Yojna also held the position of Volunteer Board of Directors - Treasurer at LWT: Advancing Women in Leadership, a nonprofit organization focused on promoting the advancement of women in technology. In this role, they directed treasury functions on behalf of the Board of Directors.

Before that, Yojna worked as Senior Vice President / Controller at BTIG, Interim Corporate Controller at ATEL Capital Group, and Fund Controller at Sunrun. Yojna also served as Fund Controller at Morgan Stanley and Assistant Vice President at Credit Suisse. Yojna'searlier experience includes the role of Financial and Operations Principal at Israel A. Englander & Company.

Overall, Yojna Verma has demonstrated expertise in finance, accounting, and leadership roles throughout their career, both in the for-profit and nonprofit sectors.

Yojna Verma attended Baruch College from 1993 to 1997, where they obtained a degree in Accounting. Other than their college education, no additional information is provided about their certifications or further studies.