Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Work History
Valuations/Private Equity
Deloitte USI
2 2023 - Current
409A audits and experience in preparation of findings memo’s and other supporting workpapers
Valued different privately held companies: Constructed models using various approaches such as Discounted Cash Flow method (DCF), Adjusted Net Asset Value, Guideline Public Companies, Guideline Transactions Method, backsolve method
Prepared comprehensive valuation reports and models which include Valuation analysis, industry analysis, business overview and economic overview based on independent analysis and a detailed discussion with the management and seniors
Experience is screening different databases for valuation purpose like CapIQ, IBIS report, Bloomberg etc
Performed 409A valuation, ASC 820(Investments Valuation), Gift and Estate Tax Valuation to determine the FMV of private company using financial modeling and S&P Capital IQ database and other databases
Experience in training and mentoring juniors and leading a team of 3-4 people and managing workflows and handling assignments independently.
Private Equity
Knowcraft Analytics Private Limited
3 2021 - 2 2023
Valued different privately held companies: Constructed models using various approaches such as Discounted Cash Flow method (DCF), Adjusted Net Asset Value, Guideline Public Companies, Guideline Transactions Method, backsolve method
Prepared comprehensive valuation reports and models which include Valuation analysis, industry analysis, business overview and economic overview based on independent analysis and a detailed discussion with the management and seniors
Experience is screening different databases for valuation purpose like CapIQ, Tagnifi, IBIS report, Deals Stats, Duff and Phelps etc
Performed 409A valuation, ASC 820(Investments Valuation) and few ASC 805(PPA Valuation) to determine the FMV of private company using financial modeling and S&P Capital IQ database and other databases
Relative Valuation(Use of public comparable companies, precedent transactions and recent financing round transactions(OPM backsolve) to calculate Enterprise Value and allocating the values of securities using OPM method
Experience in training and mentoring juniors and leading a team of 4-5 people and managing workflows and handling assignments independently
Experience in reviewing financial models and report at both intermediate and final level and ensuring delivery of error free high quality products to end client
Experience in handling complex assignments(like lattice distribution, capped participation rights etc) and deliver high quality work within high pressure environment.
Valuations/Private Equity
SPA Capital Advisors Private Limited
1 2020 - 3 2021
Done valuation of Equity shares, Preference shares, Intangibles, Debt and other financial instruments for the purpose of M&A, Investment, and Transfer of shares, Purchase price allocation (PPA), Income Tax, Companies Act and RBI as a valuation professional
Proficiency in doing valuation through Discounted cash Flow (DCF), Comparable company, Comparable transaction, Adjusted NAV as per Rule 11UA, 409A etc
Assisted seniors in building and researching complex financial models from scratch
Analyzing companies’ business, historical financials, industry trends and making future financial projections of companies
Calculating cost of equity & cost of capital for various companies from startups to mature companies, across various industries & in different geographies
Experience in Presenting analyses and conclusions including written reports, and handling valuation queries from clients directly and also experience of managing delivery of valuations to client directly
Experience in conducting research and Valuations of early stage startups
Experience in screening of comparable transactions and companies through Ace Equity
Did valuation for various privately held unicorns including known names like Nykka, Net Meds, Max Life, Zomato Etc.
Valuation Intern
EY GDS-TAS
Helped in performing valuation analysis with for verifying data for financial reporting and audit purposes
Real Estate Valuations through Income approach and sales comparison approach
Market testing of assumptions used for real estate valuation to assist auditors through various market reports like Pwc, REIS, C&W etc.
Analyst
Golden-Ailes logistics Pvt ltd
Preparing management reports and financial statements such as balance sheet profit and loss and cash flow statements
Perform detailed historical and projected comparative financial analysis
Performed ratio analysis for inventories and current assets and working capital.
CA Article Assistant
VK garg & co
Education
CFA Level 3 Candidate -
CFA Institute, USA
BCom Hons
Deshbandhu College
Skills
Excellent Excel/VBA skills
strong knowledge of the drivers of value and assumptions and experience in cash flow forecasting
DC Senior Consultant at Deloitte Consulting India Private Limited (Deloitte USI)DC Senior Consultant at Deloitte Consulting India Private Limited (Deloitte USI)
L&D Asst.Manager, Centre of Excellence at Deloitte USI (Payroll by Aston Carter India)L&D Asst.Manager, Centre of Excellence at Deloitte USI (Payroll by Aston Carter India)