Aug 2020 – Jan 2022 · 1 yr 5 mos · Hyderabad, Telangana, India · Remote

• Analyze entity formation documents and capitalization tables for key terms and conditions for all series and tranches; accurately model capital structures utilizing proprietary software (Qval and iVal); consistently attain 95% or higher accuracy in all projects.
• Coordinate with Ipreo team members across departments (domestic and international) to gather all necessary documentation to ensure data meets client specifications and satisfaction; facilitate communication between international team members, local contact people, and clients to troubleshoot problems that may arise.
• Analyze and review financial data such as income statements, balance sheets, and statements of cash flows across a variety of software offerings.
• Review, analyze, and model all series and tranches of financing in order to capture current capital structures for international Venture Capital and Private Equity clients; develop creative ways to utilize proprietary software (Qval and iVal) when complex structures and securities with complex preferences require dynamic modeling.

May 2020 – Present · 6 yrs · Kolkata · On-site

• At M Bagaria Fincorp (MBFC), I combined my educational foundation from Lakshmipat Singhania Academy, St. Xavier’s College, and SVKM’s NMIMS with our robust back-office team to provide tailored financial guidance. We strive to craft personalised roadmaps for every client, focusing on long-term financial aspirations and effective wealth management. Beyond offering financial products, we're deeply committed to post-sale responsibility, ensuring that each investment aligns with our clients' risk appetite and drives them closer to financial freedom.
• At MBFC, we offer long term financial goals, financial planning, financial strategy consultation , risk profiling services, cash flow planning, investment horizon mapping and wealth management. Our goal is to identify any trends that render the desired result for both our investors and clients.

Apr 2019 – May 2019 · 1 mo · Kolkata, West Bengal, India

• Was responsible for the preparation and analysis of WCDL movement, interest sheet, stock statement, MIS, investment performance sheet, statement of profit and loss, cash flow statement, balance sheet and the necessary notes to accounts.
• Received letter of recommendation from the CFO for quick learning on job and taking initiatives for doing new tasks that were assigned.

Oct 2016 – Nov 2016 · 1 mo · Kolkata, West Bengal, India

• Was involved in identifying additional market segments and ways to reach out potential clients.

Jul 2014 – Aug 2014 · 1 mo · Kolkata, West Bengal, India

• Was responsible for invoicing, vouching and reconciliation of bank statements which lead to an organized way of accounting with the use of ERP.