Yogi Goel

Member, WSJ CFO Council

WSJ Leadership Institute

Apr 2026 - Current (3 months)

Co-founder, CEO & CFO

Maxima

Aug 2024 - Current (1 year 11 months)

Co-founder & CEO

Maxima

Aug 2024 - Current (1 year 11 months)

Senior Director, Finance & Accounting

Rubrik

Apr 2017 - Aug 2024 (7 years 5 months)

Supported the journey from Series B/C to IPO (NYSE: RBRK) • Founding member of finance & accounting team; grew ARR from ~$5M to $900M over 7 years • Managed 28 quarterly close cycle. Improved accuracy and efficiency with every close • Implemented several financial systems during the scaling journey Kicked off inaugural planning cycle to align company strategy with departmental operating plans and company’s financial plan • Launched company-wide quarterly rolling forecasts and quarterly business reviews to operationalize the financial plan; led 5 planning cycles, 15+ quarterly rolling forecasts, 15+ QBRs • Prepared quarterly and periodic board materials to provide updates on the business and gain alignment on company priorities and annual a

GTM @ LinkedIn Sales Solutions

Jun 2015 - Mar 2017 (1 year 10 months)

Part of the early team at LinkedIn Sales Navigator. In 2015, we told the market that there would be day when no sales person will join a company if they were not provided access to Sales Nav. 10 years, $1B ARR and several Gartner Magic quadrant leadership later, that vision has become a reality.

Vice President

Barclays Investment Bank

Nov 2013 - Jun 2015 (1 year 8 months)

Technology Investment Banking. Specialized in coverage of software, financial technology and IT services companies. Advised CxO and company boards on strategy and corporate finance challenges: Mergers and Acquisitions and Capital Raising. - Advised Fundtech on $1.25B sale to D+H Financial Technologies - Advised CDW on the purchase of Kelway, a $500M UK based IT Services provider - Lead-left bookrunner for ~$80M IPO of Kornit Digital on NASDAQ - Led IPO or Equity/Debt offerings for CDW, Infor, Interxion, Magic Software, Sapiens, Verint, Descartes Systems, Epicor, Norwegian Cruise Lines Staffer/manager for ~15 analysts in the team

Associate, Investment Banking

CITI

Aug 2010 - Oct 2013 (3 years 3 months)

Deal List: - Sale of CompuCom to TH Lee Partners for $1.2B - Sale of SRA to Providence Equity Partners for $1.88B - Buyout of Dell for SilverLake Partners for $24B - $440M IPO of Norwegian Cruise Lines - IPO of InterXion Holdings Global Technology, Media, Telecom Group Senior associate at a leading bulge bracket investment bank, advising technology companies across internet, enterprise software, hardware and IT services verticals. Select clients: Dell, IBM, EMC, SAP, Samsung, CompuCom, NTT. Expertise includes: Strong understanding of revenue and expense drivers; performance/valuation benchmarking against historical stats, competition and investor expectations; building financial models to evaluate cash flow/earnings/valuation impact of

Limited Partner

FOG Ventures

Feb 2008

Seed Investor

Mile Auto

Jan 2008 - Dec 2008 (1 year)

Audit Associate

ey

Jun 2005 - Apr 2008 (2 years 11 months)

Audit Associate and Staff at EY. Conducted audits for leading telecom, tech and industrial companies.

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