Aug 2022 – Jul 2024 · 1 yr 11 mos · Kolkata, West Bengal, India · On-site

• Intrinsic Valuation | Relative valuation | Secondary Research
• Key Responsibilities contain:
• ▪ Preparing pitch books, investment memorandum and investment teasers for sale and fundraising transactions
• ▪ Preparing periodic industry trackers and white papers covering M&A transactions, fundraising mandates, valuation movements and recent trends and developments
• ▪ Identifying potential investors and buyers for the sale, fundraising and acquisition mandates
• ▪ Performing financial modelling and valuation of private companies across multiple industries using Discounted Cash Flow (DCF), market comparable and other techniques
• ▪ Maintaining client relationships through effective communication and project management
• ▪ Meet project timelines and quality of deliverables in a manner to ensure high client
• satisfaction
• ▪ Conducting quality control checks of the outgoing reports
• ▪ Other activities include structuring deliverables/teams and developing new capabilities /
• new research products
• ▪ Demonstrating strength and experience in client relationship building and management, information/knowledge needs assessment
• ▪ Investment Financial due diligence and reporting.
• ▪ Working on Investment memos and Portfolio company analysis for international PE/VC firms

Jan 2022 – Mar 2022 · 2 mos · Gurugram, Haryana, India · Remote

• As valuation Analyst my key deliverables were:
• ▪ Capability to multitask and priorities workflows
• ▪ Ability to apply FNMA guidelines and basic concepts of Mortgage
• ▪ Critical thinking and problem-solving skills
• ▪ Effective communication and presentation skills, focused & detail oriented to be
• able to handle multiple deliverables with closed deadlines
• ▪ Team player and an independent decision maker.
• ▪ Analytical bent for understanding the relevance and effectiveness of the Valuations
• under the Collateral process of the Loan.
• ▪ Focus on Why/ hows to deliver the accurate, effective and credible appraisal review.
• ▪ Initiate Payment on timely manner
• ▪ Processing the receipt of appraisals and invoices
• ▪ Track the payment made to the Appraisers
• ▪ Monthly Reconciliation of the payment made to appraiser
• ▪ Reducing errors and streamlining the process
• ▪ Initiate final payments to trigger within the payment portal
• ▪ Enter/mirroring Quality Rating of appraisal score within portal
• Reason for resignation: Companies workforce reduction with 8000+ lays in 3 months.

May 2019 – Dec 2021 · 2 yrs 7 mos · Gurgaon, Haryana, India

• Exposure to GL, AR & AP team with continuous process enhancement
• » Accountable for processing account receivable transactions, which includes entry and billing adjustments into the software.
• » Shared the system-driven report like AR aging/debtor listing to business line periodically.
• » Executed month-end closing reports, analyzed discrepancies and took preventive measures; updated process documents and captured the exceptions while processing them.
• » Administered the daily maintenance of help mailbox for AR-related queries and assisted in training new A/R employees.
• » Accumulated data on department’s processing metrics; communicated with internal/external customers and tenants.
• » Oversaw cash receipts and billing adjustments for the proper handling of month-end closing and billing.
• » Spearheaded intercompany billing and reconciliation; supported internal audit as per the assessor’s requirement and
• adherence with the GST team and assisted in automation of the process.

Apr 2018 – Jun 2018 · 2 mos · New Delhi, Delhi, India

Dec 2016 – Feb 2017 · 2 mos · Greater Indore Area