Sep 2023 – Present · 2 yrs 9 mos

Nov 2022 – Sep 2023 · 10 mos · Gurugram, Haryana, India

• Aircraft Financing
• Preparation of financial models for decision making
• Global macroeconomic analysis
• LIBOR to SOFR transition commercial negotiation and documentation
• Aircraft financing/leasing negotiations, legal documentation and management
• Prepared various investor presentations, management notes & marketing material

Jan 2022 – Apr 2022 · 3 mos

Aug 2019 – Jan 2022 · 2 yrs 5 mos

• Supporting clients operating in regions within India, US and Europe and different industries including technology, manufacturing, real estate, consulting, financial services, private equity and corporate finance
• Working on structured and unstructured research requests on diverse topics and proficient in executing primary and secondary research driven assignments
• Interacting with senior level client personnel including senior partners and company investor relations managers for project execution
• Built various client proposals, actively engaged in project scoping, participating in planning and staffing discussions and leading and managing projects with 3-4 junior resources
• Nature of assignments worked on include Investment and Financial Research and Business and Market Research
• o Investment and Financial Research: Company valuation and due diligence, financial modelling and forecasting, financial benchmarking, equity research, transaction multiples, trading multiples, ratios and financial analysis
• o Business and Market Research: Market studies, industry value chain mapping, competitive assessment and benchmarking, market entry assessment, strategic planning support, trends, drivers, challenges analysis, impact assessment, target and buyer identification

Apr 2019 – Aug 2019 · 4 mos

• Nature of assignments worked on include:
• o Tax due diligences
• o Advisory on the following type of domestic and overseas transactions from commercial, accounting, regulatory and tax perspective:
• Third-party deals, transactions and acquisitions
• Internal corporate restructuring
• ESOPs and related employee incentives
• Cash repatriation
• Mergers and Demergers
• Slump sale/asset sale
• Share transfers, buy back, bonus issue and various other business transactions
• o Cross border and domestic merger implementation and project management
• o Post-merger balance sheet preparation and M&A related Ind AS applications
• o Research and market study for charitable entities/NGOs to advise on structuring and setting up of a spiritual charitable entity
• Supported on business development initiatives of the firm including research on business models and group structures of targeted corporates, identification of relevant business opportunities, and preparation of proposals and presenting solutions to the targeted corporates
• Had been responsible for liaisoning with key senior level stakeholders including finance controllers, tax heads, senior legal counsel and senior partners for smooth execution of projects and achieve overall project goals within timelines and lead the project closure
• Contributed to an article published in CCH blog on the topic “Tax on fabulous Valuation” covering the enquiries by tax officers faced by start ups (u/s 56(2)(viia) of the Income Tax Act, 1961 ) on issuing preference shares at a premium
• Assisted in preparation of opinions on various tax issues and conducted miscellaneous research on various laws & regulations relevant to transactions
• Contributed to various internal knowledge-management sessions
• Was Awarded with “Dazzling Debut” title within 6 months of joining PwC and acknowledged with several awards on achieving various project milestones and client appreciations

Apr 2017 – Mar 2019 · 1 yr 11 mos

• M&A

Sep 2016 – Apr 2017 · 7 mos · New Delhi Area, India

• Worked on IGAAP and USGAAP audit engagements of public and private companies with focus on revenue and cost analysis, debtors and payables, inventory valuation, cash/bank and borrowings, asset capitalisation and depreciation re-computation and various complicated items including intangibles and goodwill
• Proficient in financial variance analysis of balance sheet and income statement line items

Feb 2015 – Sep 2016 · 1 yr 7 mos · New Delhi Area, India

Jan 2014 – Jan 2015 · 1 yr · New Delhi Area, India

Sep 2013 – Jan 2014 · 4 mos

• Worked under the guidance of ICAI Council Member, CA Sanjay Agarwal
• Worked on research and interpretation of case laws and preparation of case law digests for internal consumption and for circulation to external stakeholders through “VOICE of CA” Mailer
• Worked on reviewing accounting entries and financial books of various clients
• Assisted seniors in preparation of documents for submission at the Income Tax Office in matters of various assessments, search, seizure and investigations