Jan 2024 – Present · 2 yrs 4 mos · Hyderabad, Telangana, India

• Leading the FP&A team at DESRI, consisting of 10 analysts and reporting directly to the CFO of the organization.
• Carrying out quarterly valuation of our entire portfolio of projects including Contracted, Construction and Operational Projects
• Handling a portfolio of over 70+ projects with detailed financial model for each project
• Working directly with the C Suite level, involving walking them through the quarterly changes in each project and its effect on the overall portfolio NAV
• Carrying out NAV Forecasting exercise for the entire portfolio which is shared with internal and external parties
• Conducting EBITDA Backtesting and forecasting exercise and identifying the reasons behind major movements
• Reaching out to different deal team analyst to get an idea out the pipeline projects and its impact on our portfolio NAV
• Building out a Top-down and Bottoms-up view of the entire portfolio including match all the GAAP and corporate items to arrive at DESRI NAV
• Conducting 101 sessions for the entire organization to explain the movement in NAV quarter over quarter.
• Working on primary and secondary transactions for a stake sale in the organization

Feb 2023 – Jan 2024 · 11 mos · Hyderabad, Telangana, India

• Leading the FP&A team in the renewable business
• Developing and reviewing complex financial models for our Contracted, Construction and Operational projects in the renewable sector.
• Working on debt sizing, tax equity sizing and quarterly presentation to the senior management
• Explaining the quarterly changes in NAV for each of the projects and presenting them to MDs and CFO to help senior management make informed decisions

Sep 2022 – Feb 2023 · 5 mos · Gurugram, Haryana, India

• Working directly with the Portfolio Valuation and Reference team based out of Dallas, Texas, my responsibilities include
• Working closely with deal teams of major PE players, assisting them in conducting daily/monthly/quarterly valuations of respective positions
• Building out financial models using the Income Approach, Market Approach and equity allocation using OPM, CVM to calculate individual asset level and fund level positions
• Valuation of private credit using comparable loans/bonds/sector curves and evaluating the resultant cash flow using the YTM method
• Working on complex securities valuation such as Preferred Units, Seed Units, warrant, options etc.
• Working on pilot projects with prospective clients to understand their valuation requirements and delivering models/reports/presentations as per their preference and converting them into long-term accounts
• Building out a team in India to help the Dallas office with the increased workload

Nov 2021 – Sep 2022 · 10 mos · Gurugram, Haryana, India · On-site

• Working as a part of the Transaction Advisory - M&A practice specifically in the TMT sector, my responsibilities include
• Involved in business valuation analyses including purchase price allocation, goodwill impairment testing, intangible asset valuation and portfolio company valuation
• Independently handling IRC 409A, ASC 718, ASC 805 valuation projects using Discounted Cash flow, Guideline Public Companies, Guideline Transactions and Black and Scholes options pricing model.
• Handling cross-geography client engagements, including execution of financial models, review and communication with the US Teams
• Mentoring juniors to help them ramp up with valuation concepts through on-the-job trainings

Jun 2019 – Nov 2021 · 2 yrs 5 mos

• Leading on engagements involving building and reviewing full fledged financial models, conducting
• industry research, mapping out potential M&A opportunities
• Building out 3 Statement Models, DCF Models, M&A and LBO Models for Prospective Investments,
• existing Portfolio Companies as per the Client's requirements
• Building and reviewing valuation models using various approaches - Discounted Cash Flow, Trading
• Comps, Transaction Comps, SOTP, Net Present Value Analysis, and building out custom multiples as
• per industry standards
• Working on live deals, building out financial models of prospective target companies for LP roadshows
• and fundraising
• Building centralized database for portfolio tracking and performance analysis
• Conducting industrial research for base and precious metals companies, oil and natural gas
• Screening and evaluation of potential M&A targets and building strategic rationale regarding their
• Resources & Reserves from JORC and other technical reports

Jun 2019 – Jun 2019 · 0 mo

Sep 2016 – Jun 2019 · 2 yrs 9 mos · Hyderabad Area, India

• Primarily worked with Private Equity clients providing quality research into investment
• opportunities and financial trends.
• Front end consulting for major Private Equity firms from US, UK and EMEA regions
• Quarterly Valuations of Portfolio Companies using DCF, Relative Valuation and Guideline Transactions Valuation, SOTP, PPA Valuations advisory for VC clients using Backsolve and equity allocation thru the
• Options Pricing Model (OPM) and Current Value Method (CVM)
• Constructed Financial Models for Portfolio Companies, projecting company financials,
• building out 3 statement model, ratio analysis, valuation analysis and determining the
• Internal Rate of Return against the established Hurdle rates
• Coordinated with portfolio managers across the globe providing key input regarding
• prospective business opportunities and handled ad-hoc data requests

Oct 2010 – Sep 2014 · 3 yrs 11 mos · Pune Area, India

• Built out financial models and technical reports for health insurance sector
• Conducted quarterly valuation of public insurance companies through DCF, trading comps, transaction
• comps
• Generated intelligence reports for end users for targeted marketing
• Used SQL and DB2 to generate forecasting trends for prospective consumer groups
• Coordinated with fund managers to capture enhancements and redundancies in the transaction
• process
• Coordinating with IT and business teams to tackle high priority production issues
• Interacted with prospective clients to provide platform demonstrations and collected feedback of their
• requirements