Lokesh Balpandey

Associate Consultant

Pune, Maharashtra, India1 yr 1 mo experience

Key Highlights

  • Expert in financial modeling and valuation.
  • Passionate about making finance accessible.
  • Experience with top-tier investment clients.
Stackforce AI infers this person is a Fintech professional with expertise in financial analysis and modeling.

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Skills

Core Skills

Research SkillsFinancial AnalysisCorporate FinanceFinancial Modeling

Other Skills

Risk ResearchStrategic InsightsMarket ResearchClient RelationsDCF ValuationTeamworkTeam ManagementOperations ManagementCustomer Relationship Management (CRM)Cross-functional CoordinationValuationRelative ValuationDCF ForecastingForecastingCompany Analysis

About

I’m a finance researcher and storyteller—passionate about making valuation and financial concepts clear, relatable, and actionable. Currently, I’m building a finance community on LinkedIn, where I simplify markets, valuation, and business strategy for young professionals and students. Alongside that, I conduct sessions and create content that makes financial modeling easy to understand and apply. In the past, I’ve worked at Auquan supporting global investment clients like Goldman Sachs, HIG Capital and CVC through risk research and strategic insights. During college, I helped an edtech startup with its valuation and financial model to support fundraising, which sparked my deep interest in the space. My work today revolves around building valuation models and teaching finance in a way that blends clarity with real-world context. My goal is to make finance feel accessible, not intimidating. If you're someone who enjoys decoding businesses or simply wants to make better sense of finance, feel free to connect—I’d love to learn from your journey too.

Experience

1 yr 1 mo
Total Experience
6 mos
Average Tenure
--
Current Experience

Auquan

Associate Researcher

Sep 2024Jan 2025 · 4 mos · Remote

  • Led daily risk tracking of private companies across diverse sectors, identifying ESG and reputational risks for top-tier clients including Goldman Sachs, T. Rowe Price, Blue Owl, and CVC.
  • Built and maintained custom risk themes in Auquan’s PAM platform to classify, monitor, and escalate material events affecting portfolio companies.
  • Performed news-based risk assessments, tagging severity and relevance of global company-specific developments to support real-time decision-making.
  • Collaborated with the Reports team to deliver 12-month risk coverage summaries for high-priority companies, enhancing client visibility on emerging red flags.
  • Conducted industry and market research and supported over 20 investment banking and private equity clients, including HIG Capital, ERM, and Vitruvian, with timely, tailored strategic insights.
Risk ResearchStrategic InsightsMarket ResearchClient RelationsResearch SkillsFinancial Analysis

Aavishkri consultancy and services private limited

Financial Analyst

Jul 2023Apr 2024 · 9 mos · Mumbai, Maharashtra, India · Hybrid

  • Worked closely with founders and senior management of 3 early-stage startups, leading 15+ strategy and review discussions to support financial planning, growth decisions, and business clarity.
  • Collaborated with management teams of 2 companies to align financial planning with growth and go-to-market priorities, contributing to improved execution and overall business performance.
  • Built and refined startup-focused financial models, including revenue and pricing assumptions, helping identify margin improvement opportunities and supporting measurable revenue and profitability growth.
Financial AnalysisCorporate FinanceFinancial Modeling

Edbuddy

Financial Analyst

Apr 2021Jun 2021 · 2 mos · Indore, Madhya Pradesh, India · On-site

  • Developed and maintained complex financial models that accurately forecasted revenue and expenses, leading to improvement in budgeting accuracy and more effective resource allocation.
  • Analyzed user engagement data, user acquisition costs, and customer lifetime value.
  • Conducted a comprehensive analysis of subscription fees, course sales, and partnership agreements, resulting in data-driven pricing adjustments.
Financial ModelingDCF Valuation

Education

Narsee Monjee Institute of Management Studies (NMIMS) Navi Mumbai

Bachelor of Business Administration - BBA — Finance

Jan 2020Jan 2023

The Valuation School

Advanced Financial Modelling and Valuation — Finance

May 2025Oct 2025

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