Siddharth Satapathy

I help organizations unlock value through capital allocation, strategic finance, investment management and transformational leadership. A finance and investment leader, creating shareholders' value in corporate finance, M&A in Sovereign Wealth Fund, Manufacturing and Trading Sectors for over two decades. Managed portfolio AUM of over US$20B and has built a fund from the start to merger with the larger fund (full life cycle of fund) and a US$600M global bond and over US$100M corporate finance and restructuring transactions.

Early adopter of AI in automation and business models. Trusted advisor to boards, governments, and institutional investors on optimal capital allocation, portfolio management, governance, and Vision 2040-aligned diversification. Open to Board, CFO, Investment Director and Strategic Finance leadership opportunities across GCC and other key cities of the world.

Managing Partner, M&A & Investment Advisory - Integrated Edge LLC - Muscat, Oman

(2024-10)

Boutique corporate-finance and advisory firm serving GCC and South Asian corporates.

• Closed an US$80M restructuring across the hospitality and manufacturing sectors, restoring solvency and lender confidence.
• Advise boards and shareholders on debt and equity fundraising, capital structuring, and turnaround strategy under success-based fee models.
• Deliver fractional-CFO and transaction-structuring mandates spanning DCF valuation, credit modelling, and investor-pitch readiness, using AI and analytics tools to accelerate diligence.

Financial Advisor - Al Adrak Trading & Contracting - Muscat, Oman

(2024-02 - 2025-10)

Senior Relationship Manager, Corporate Banking - Oman Arab Bank - Muscat, Oman

(2023-02 - 2024-02)

• Syndicated a US$100M facility for a new-to-bank corporate client and structured a US$30M PPP refinancing in the utilities sector.
• Grew the deposit base by US$100M+ through corporate onboarding and risk-based portfolio strategies across 20+ relationships.

Head of Project Finance - Raysut Cement Company - Salalah, Oman

(2020-10 - 2023-02)

• Secured US$20M greenfield project financing and aligned cross-border lender timelines with capex delivery across African and Indian Ocean operations.
• Consolidated project cost control and established internal reporting frameworks for financial-health monitoring.

Head of Audit, Tax & Treasury - Oman Investment Fund / SGRF merged to Oman Investment Authority (OIA) - Muscat, Oman

(2008-02 - 2020-10)

Oman's sovereign wealth fund — liquidity, funding, and financial-risk leadership across a multibillion-dollar mandate. Promoted through Senior Finance Officer to department head.

• Managed a multibillion-dollar liquid portfolio, beating benchmarks for three consecutive years.
• Migrated the treasury systems of a US$20B AUM sovereign platform and coordinated risk controls to SWF best practice.
• Launched a US$2B fund from inception through to merger exit, building the platform's treasury, tax, and governance architecture.
• Issued a US$600M global bond to acquire a strategic infrastructure asset; led tax structuring and audit for a US$2B global fund platform.
• Served on tender and valuation committees; delivered MIS and regulatory reporting to the Ministry of Finance; achieved US$200K+ annual savings across four jurisdictions.

Finance Manager - Suhail Bahwan Automobiles - Muscat, Oman

(2005-11 - 2008-01)

Group reporting; Oracle-to-SAP ERP migration; 30% faster month-end close; FX hedging.

Audit & Finance roles - Tata Steel, Ashok Leyland Finance - Jamshedpur, India

(2001-07 - 2005-10)

Operational and commercial audits, controls, risk matrices, and financial due diligence for capital-intensive and listed entities; completed ICAI articleship.

Articles Trainee - PricewaterhouseCoopers - Kolkata, India

(1998-06 - 2001-06)

AI CA Level 1 Course - Prompt Engineering, AI-Powered Content Creation, and no-code/low-code AI automation - ICAI Muscat Chapter (2025)

Certified Public Accountant (CPA) - Financial Accounting and Reporting (FAR), Auditing and Attestation (AUD), Taxation and Regulation (REG), Business Analysis and Reporting (BAR) - AICPA, USA (2012)

Fellow Chartered Accountant (FCA) - Advanced Financial Management, Direct, Indirect & International Tax Laws, Advanced Auditing, Assurance & Professional Ethics and Advanced Financial Management - Institute of Chartered Accountants of India (2002)

Diploma in Business Finance (DBF) - ICFAI (2001)

Graduation (B. Com) - Utkal University (1997)