Find your path to Sumit
267 people in our graph share verified history with Sumit — schools, employers, funds. One of them is your warm intro.
Raghu MadabushiunlockedSumit: together at Harvard Business School Executive Education (2015)
×2Sumit: together at Harvard Business School Executive Education
×4Sumit: together at The Institute of Chartered Accountants of India
×5Sumit: together at Chartered Accountants Australia and New Zealand
About
Sumit Oza is a Family Officer and Prokurist at Münster Stegmaier Rombach (MSR) Family Office GmbH, a multi family office based in Bad Waldsee in Oberschwaben. The firm provides asset management, advisory, and controlling services to entrepreneurial families, along with support on wealth transfer, inheritance, succession planning, family strategy, and foundation management.
Experience
- Tauranga City CouncilStrategic Financial Analystcurrent2017 — presentBay of Plenty, New Zealand
- Tauranga City CouncilStrategic Financial Analyst2017 — 2020Tauranga
- Enterprise Angels GP LtdDirector2020 — 2025Tauranga
- Ampersand TechnologiesBoard Observer2022 — 2023New Zealand
- OnBoard NZOnBoard NZ- Candidate2022 — 2023Virtual
- BeanyDirector2019 — 2022New Zealand
- Jenkins Group LimitedChief Financial Officer2008 — 2017Bay of Plenty, New Zealand
- Lowe Corporation LtdPlant Accountant2007 — 2008Auckland, New Zealand
Skills & more
Trend AnalysisQuality ReportingInterpersonal SkillsFinancial PlanningFinancial PerformanceGeneral LedgersManufacturing Process ImprovementCost DriversFinancial Analysis21Strategy20Finance19Variance Analysis11
+12 more
BudgetsBusiness StrategyAuditingFinancial ReportingCost AccountingCash FlowAccountingManagerial FinanceInternal AuditForecastingMicrosoft ExcelStrategic PlanningLanguages English · Gujarati · Hindi
- Excel: Dashboards for Beginners — LinkedIn
- Company Directors Course — Institute of Directors in New Zealand
From Sumit's professional profile.
Colleagues at Enterprise Angels
Alan Bougen
Investor at Enterprise Angels
Alan Dick
Investor at Enterprise Angels
Andrew Knowles
Investor at Enterprise Angels
Beppie Holm
Investor at Enterprise Angels
Brian Bilas
Investor at Enterprise Angels
Brian Staunton
Investor at Enterprise Angels
Carolyn Culliney
Investor at Enterprise Angels
Colin Groves
Investor at Enterprise Angels
Frequently asked questions
- Who is Sumit Oza?
- Sumit Oza is a Family Officer and Prokurist at Münster Stegmaier Rombach (MSR) Family Office GmbH, a multi family office based in Bad Waldsee in Oberschwaben. The firm provides asset management, advisory, and controlling services to entrepreneurial families, along with support on wealth transfer, inheritance, succession planning, family strategy, and foundation management.
- Where does Sumit Oza work?
- Sumit Oza is at Enterprise Angels.
- Where did Sumit Oza go to school?
- Sumit Oza studied at Chartered Accountants Australia and New Zealand (Provisional Member of NZICA, Chartered Accountancy); Harvard Business School Executive Education (Driving Corporate Performance/ Big Data Analytics, Strategy planning and execution/ Data Analytics); The Institute of Chartered Accountants of India (Provisional Member of ICAI, Chartered Accountancy).
Same school
Also attended Chartered Accountants Australia and New Zealand131
Danny GilliganInvestor at Reinventure GroupMichelle SuttonFinancial Controller at Square Peg CapitalDave ParfettOperating Principal at AirTree VenturesRon LeviVenture Capital at Skip CapitalKirsten BernhardtPrincipal at ArtesianAndrew ClelandManaging Director at Comcast Ventures
+ 125 more
Also attended Harvard Business School Executive Education225
Konstantin DzhengozovCo-founder & CFO of PayhawkChris FeeneySenior Fellow, Bank Policy Institute at MissionOGRyan LaurinManaging Director at Marlin Equity PartnersPaul SlosarInvestor at FortySix Venture CapitalRaghu MadabushiInvestment Director at Samsung Catalyst FundTom KalinskeInvestor at Alsop Louie Partners
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+ 219 more
Also attended The Institute of Chartered Accountants of India331
Vivek KothariController at Sierra VenturesAnupama SrinivasInvestor at Powerhouse VenturesKshitij GolwalkarInvestor at Powerhouse VenturesDipanjan BasuCo-Founder & Partner at Fireside Ventures Advisory LlpAdarsh MenonPartner at Fireside Ventures Advisory LlpAmit KulkarniChief Financial Officer at Fireside Ventures Advisory Llp
+ 325 more
Also attended Gujarat University32
Mukesh SharmaCo-founder, Partner & Head-Investment Management at Menterra Venture AdvisorsShobhit GuptaPrincipal at Avataar Venture PartnersManthan KharaPrincipal Officer - GIFT City Branch at Anicut CapitalVihan DesaiAnalyst at Anicut CapitalNitin SavaliyaPartner at Dholakia VenturesNisarg LakhmaniMedia Director at TiE Toronto
+ 26 more
