Shamanta
Shammi
I lead finance transformation in payments, building the AI and automation that delivers it.
Finance Manager on Visa's Deal Excellence team, where I lead finance transformation and own the AI and automation roadmap for the North America deal organization. I ship LLM agents and internal tools that turn slow, manual financial work into systems people actually use, and I bring real depth in commercial payments from modeling and structuring incentive deals across the portfolio.
Where finance, product, and engineering overlap.
My path runs from electrical engineering to a Master of Management Analytics, and for the last several years it has lived right at the point where finance, product, and engineering meet. I like building the layer that sits on top of how large payments teams price, structure, and report on their deals.
What I optimize for is leverage. That means replacing repetitive manual work with tools that genuinely earn their place, and turning raw deal data into something a senior leader can act on in minutes. I write SQL and Python, build across Power BI and the Power Platform, and design and ship LLM agents from a first idea to a working product.
Experience
- Own the AI and automation roadmap for the North America deal team, replacing manual Excel workflows with standardized systems through stakeholder alignment and clear requirements.
- Lead adoption of AI and automation tools, designing enablement content and running weekly training on practical use cases such as AI agents, Copilot, and Power Automate, which lifted AI tool adoption by 18%.
- Built an AI agent that pulls deal data, client news, and web research, then applies senior leadership reasoning to turn raw numbers into talking points the team can take straight into client meetings.
- Automated data flows between the finance database and CRM, creating a single source of truth that improved accuracy and cut manual reconciliation by 40%.
- Partnered with North America Operations to build a deal impact calculator that quantifies client financial outcomes to support sales strategy and negotiation.
- Mentor teammates building automation skills through an internal upskilling program, and recognized internally for contributions to digital transformation.
- Automated ingestion of Excel pro forma data into the finance database, cutting deal processing time by roughly 99% and removing manual data entry.
- Replaced multistep manual reporting with live Power BI dashboards built on advanced DAX, Power Query, and multiple data sources, reducing review and processing time from 3 hours to 30 minutes.
- Built an AI agent that drafts scorecard commentary by reading KPI drivers, forecasts, and strategic context, giving senior leadership faster and more actionable insight.
- Built an interactive Power BI tool for deal benchmarking that takes deal metrics and generates visuals ready for approval, shortening approval cycles.
- Modernized financial reporting by extracting with SQL, transforming with Python, and visualizing in Power BI, improving accuracy and reducing manual effort by roughly 30%.
- Built an AI deal scoring agent at an internal innovation hackathon that blends financial metrics with qualitative factors to standardize how deals are evaluated, earning an honorable mention.
- Modeled and structured incentive deals for issuer clients, analyzing transaction and performance data to assess economics and inform pricing across the U.S. portfolio.
- Drove pricing strategy and deal execution across more than 1,800 B2B deals, reaching a 95% win rate by building financial models and delivering pricing recommendations grounded in data, and improving approval speed by 35%.
- Shaped pricing strategy through competitive analysis and KPI tracking, presenting to senior leadership and working with Product, Sales, and Legal to optimize deal structures, lifting pricing effectiveness by 28%.
- Led AI and automation work for pricing and sales enablement, including a generative AI pricing engine, Salesforce dashboards, and RPA workflows, which improved decisions and reduced manual effort by 40%.
- Led pricing and financial planning transformation, building segmentation based pricing models and forecasting tools with Finance and business stakeholders, driving a 15% margin improvement and 10% revenue growth.
- Built Power BI dashboards for executive reporting that improved visibility into performance and supported faster decisions across teams.
Things I have shipped
A few products and prototypes I have built on my own time, outside the day job.
M&A Valuation Agent
An agent that turns three years of company historicals into a full valuation model in seconds. The output is one Excel workbook, seven tabs, 601 live formulas, spanning pro forma statements, a debt schedule, a discounted cash flow valuation, and a color coded sensitivity table. Nothing is hardcoded, so every cell traces back to an input or an assumption.
IntelliXtract
An LLM application that turns messy, unstructured documents into clean, structured data you can actually use.
ClaraScribe AI
An AI assistant that listens to conversations and turns them into clear, structured notes and summaries.
SaveQuest
A gamified retirement coach powered by generative AI that turns saving into daily quests, with streaks, badges, a personalized plan it generates for you, and live guidance from an AI coach named Quoro. Built on design principles borrowed from Duolingo.
Deal Intelligence Agents
A family of AI agents that read deal data and KPIs, then draft commentary, scorecards, and client talking points for senior leaders.
Tools and craft
Education & recognition
- ★ Visa CFO MVP Award
- ★ Bell Excellence and Innovation Award
- ★ Finposium 2025 Hackathon, First Place