Meet Harsh

Harsh V. Chugh, CFA
Chief Financial Officer


As CFO of PlanSource, Harsh is responsible for leading the company’s financial strategy while PlanSource redefines the way that benefits are bought, sold and managed. Harsh has more than 20 years of extensive experience in finance, operations and management consulting. He has worked across several industries including technology, telecommunications and financial services.

Prior to joining PlanSource, Harsh was with IBM where he held several leadership positions including roles in management consulting, treasury, international business development, regional CFO, investor relations and finance & operations for digital group. In his most recent role, he was as the functional COO for IBM’s Global Markets. Prior to IBM, he worked for PwC as a management consultant and as an operations engineer with other companies. Harsh has lived and worked in the US, China, India and Singapore.

Harsh earned his MBA from Indiana University and also holds the Chartered Financial Analyst designation. In addition, he also earned an MS and BS in Engineering from IIT Delhi and Delhi College of Engineering respectively. Harsh and his wife have been married for twenty-five years and have two children.