Life Biography

Building AI-powered systems that replace manual workflows at scale.

Sunny is a Product Lead with 12+ years of experience designing and scaling technology solutions that drive operational efficiency and measurable business outcomes. At Occams Advisory, he leads product strategy and execution across ERC, Audit Assurance, and R&D Tax Credit initiatives, while driving a portfolio of AI-powered platforms including Occams AI, TaxVantage AI, CFOInsights AI, and Incubation AI.

His work centers on transforming fragmented, manual processes into intelligent, automated systems that enhance speed, accuracy, and decision-making. He has played a key role in reimagining user-facing platforms into intuitive, CRM-inspired ecosystems that bring structure, visibility, and control to complex financial and compliance workflows.

Sunny operates at the intersection of business and technology—bringing clarity to ambiguous problems, defining scalable product architectures, and ensuring execution aligns tightly with business objectives. He leads cross-functional teams across engineering, QA, business analysis, and operations, combining strategic direction with hands-on delivery.

He specializes in AI-led transformation, workflow automation, and product strategy, with a focus on building systems that eliminate inefficiencies and unlock scale.

Prior to Occams Advisory, Sunny led business process transformation at CODITRO and held leadership roles at FIS and American Express, where he drove operational improvements and built high-performing teams.