Bala Puli
Finance executive — Head of FP&A and finance systems
Baltimore, Maryland, United States
Summary
Seasoned FP&A leader with multi-company experience across financial services and telecom; has held senior planning and analysis roles at E*TRADE, Legg Mason, and JSI. rocketreach+2
Current role combines finance and systems responsibilities — titled Vice President of Finance and Systems and identified as Head of FP&A, indicating a remit that spans financial planning and finance systems/operations. theofficialboard+1
Educational and professional credentials include an MBA (Management & Finance) from Columbia Business School and the CFA designation as reflected in public profiles. rocketreach
Engages with the CFO/finance community — listed as attending CFO Leadership Council events, suggesting active participation in finance leadership networks. site-ym