Oct 2024 – May 2025 · 7 mos · Mumbai, Maharashtra, India

• Fast Track Promotion to (Senior Associate / Senior Consultant)
• Key work deliverables involve Project Finance & Corporate Finance Model Builds
• Model Reviews for Investment Banking & Asset Management Clients
• Supported Listed clients, International Global Investors etc.
• Trained more than 2000+ EY Colleagues on Analytics & Financial Modelling using MS Excel

Oct 2022 – Nov 2024 · 2 yrs 1 mo · Mumbai, Maharashtra, India

• Promoted to Associate within 6 months of joining the firm
• Assisting the CFO office of a listed REIT in India with building/updating FP&A Financial Model & quarterly presentations presented to Investors (9+ quarters retainer)
• Performed model review for investment banking & asset management clients domestically and internationally
• Key Deals: INR 11,000 crore largest data center debt financing deal in India, Assisted Govt of J&K to evaluate bids for potential amusement park, automation of rent rolls for internal valuations & diligence teams, model review for Quant Based Hedge Fund in Mumbai.

Mar 2022 – Oct 2022 · 7 mos · Mumbai, Maharashtra, India

• As part of the Strategies & Transaction (SaT) service line the Business Modeling team is placed under the umbrella of Valuation, Modeling & Economics (VME) department of EY India
• We work directly with the company’s most senior executives as consultants to enhance our clients’ understanding of costs, benefits, uncertainties and risks to enable strategic decisions around capital allocation
• Key Focus / Result Areas:
• Transaction models (strategic, M&A, Private equity), bid pricing and bid evaluation models, project finance and restructuring models to support corporate finance decision
• MIS models, forecasting models, budget variance models, performance and KPI monitoring models for operational and strategic decision-making
• Detailed review of financial models for arithmetic and logical accuracy. Subject matter experts to provide comfort on accounting and tax assumptions in the model
• Assistance in enhancing models prepared by clients or their advisers to provide better functionality and to bring it in line with industry best practices
• Training workshops – hands on training on the prepared model as part of effective model handover

Jul 2021 – Mar 2022 · 8 mos · Powai, Mumbai

• M&G is a global asset management company with offices in 23 countries and $500 billions under AUM
• Member of the Catalyst Team, which is part of Quants (Actuarial Dept. of M&G Prudential)
• Catalyst is a 25 member global investment team that looks after deployment of catalyst mandate of up to £5 billion in private credit, real and financial assets and private equity
• The fund is Sector, Geography, and Asset class agnostic
• Responsibilities involve end-to-end deal execution involving financial modelling & investment research
• Tools used MS Excel, PPT, Power BI, VBA & databases like Bloomberg, Factiva etc.
• https://www.mandgplc.com/news-and-media/press-releases/mandg-plc/2021/04-02-2021

Dec 2019 – Jun 2021 · 1 yr 6 mos · Mumbai, Maharashtra, India

• As a part of the Transaction Diligence team (FDD) EY India, primary responsibility is to do buy-side due diligence, VDDs on targets generally private companies based out of India in the Banking & Financial Sector. Clientele includes private equity firms, sovereign funds & MNCs
• Scope of work involves assessing the sustainability of target’s growth and profitability, cash flow and asset quality analysis and identifying hidden liabilities and contingencies
• Deals/Transactions worked upon:
• 17% acquisition in Insurance Co. - AUM of 684bn by a Private Bank (Component of Bank Nifty)
• Fund raise by a Private Sector Bank in India (Component of Bank Nifty)
• Possible merger (turn around) of a bank with ~ 25% GNPA
• Assisted Chennai based NBFC - ₹ 1,700 cr fund raise. Now it is a Unicorn valued at $ 1.4 bn
• Day to Day tasks involves:
• Industry - peer benchmarking, analyzing credit history, financial statement analysis (adjusted EBITDA, adjusted Networth, NIM, Spread analysis, ROA, Related Party Transactions) check Basel & other regulatory norms, summarizing and deriving key insights from Internal Audits, Minutes, Investor Presentations, etc., Sector specific analysis: Co-incidental & lagged analysis, Flow rates analysis, Static Pool / Vintage Analysis etc.
• Single handedly introduced and taught 800+ participants (all levels - Partner to Analyst) dynamic array based Excel modelling/databooks & functional programming using LET & LAMBDA
• 1,500+ hours of learning (additional responsibility) as a trainer for L&D while being full time dedicated analyst in the current team

Dec 2018 – Jul 2019 · 7 mos · Mumbai, Maharashtra, India

• Closely worked with multiple Wallstreet based Investment Banks on various deals and advisory related projects
• Interacted with senior investment professionals and took ownership of client deliverables from start to end
• Day to day responsibilities involved:
• > Creating pitchbooks, company profiles, information memorandums, writing sector / industry reports
• > Performing financial benchmarking, trading and transaction comparables analysis
• > Conducting detailed research on identifying potential targets / buyers (strategic and financial)
• Contributed to CSR by working on multiple due diligence projects for Private Equity & Venture Capital partner firms
• Coordinated with Business Development team to comprehend analyst reports, conduct market research and target clients
• Underwent 3 weeks intensive training on IFRS / GAAP Accounting, Trading and Acquisition comparables analysis, Financial Modelling, DCF valuation, M&A consequences and LBO Modelling