Ajay Unninarayanan
Chartered Accountant, CFA Aspirant, B Com-Finance and Taxation
Kochi
Summary
Experienced in conducting statutory, internal, and tax audits across diverse industry sectors. Focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Well-versed in managing entire audit process from planning and risk assessment to finalization of audit.
Adept Financial Analyst at KAFCO Backwaters Advisors LLP, leveraging expertise in financial modeling and critical thinking to drive business growth. Assisted in identifying investment opportunities , Fund raising activities, Growth strategy, Mergers and Acquisitions, demonstrating exceptional problem-solving aptitude and interpersonal skills.
Overview
5
5
years of professional experience
11
11
years of post-secondary education
7
7
Certifications
Work History
Financial Analyst
KAFCO Backwaters Advisors LLP
2024.05 - Current
- Provided vital insights for business development initiatives through diligent market research and competitive analysis.
- Identified new investment opportunities through thorough due diligence and evaluation of growth potential.
- Evaluated proposed projects'' ROI using NPV, IRR, and other financial metrics like CAGR.
- Developed corporate investment strategies to drive growth and security and assisted in fund raising activities.
- Developed financial models to assess potential investments and identify potential risks.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Assisted in preparation of Teasers, data books, Deck and other documents for investor meetings.
Audit Assistant
Krishnamoorthy And Krishnamoorthy Chartered Accountants
2019.03 - 2022.03
- Managed multiple priorities effectively, ensuring timely completion of assigned tasks without compromising quality of work.
- Ensured compliance with regulatory requirements through diligent monitoring of client activities during the audit process.
- Strengthened internal controls through meticulous review and recommendations for improved processes.
- Provided various value additions to the clients during the auditing process.
- Demonstrated professionalism in all interactions with clients, maintaining confidentiality and adhering to ethical standards at all times.
Education
Bcom - Finance And Taxation-79.7%
Bharata Mata College, Mahatma Gandhi University
Kochi 2015.06 - 2018.05
10th - General Education -98%
Bhavans Varuna Vidhyalaya, CBSE
Kochi 2012.05 - 2013.04
12th - Commerce Maths-92%
Bhavans Varuna Vidhyalaya, CBSE
Kochi 2014.03 - 2015.04
Chartered Accountant - SFM,FR,Law,Tax,Costing,Elective-IFRS+US GAAP
Institute of Chartered Accountants of India
Delhi 2018.06 - Current
Skills
Tax law expertise
Fundamental Analysis
Microsoft Excel proficiency
IFRS Expertise
Critical Thinking
Problem-solving aptitude
Interpersonal Skills
Financial Modeling
Accomplishments
Has conducted various fruitful swing trades like E2E Networks, EMIL, Sobha ltd, Bharat dynamics, Ashoka buildcon, SPEL, GAIL Etc.
Worked in a challenging environment handling multiple engagements at the same time and completing the same within given timelines.
Certification
Financial Modelling and Valuation - In Progress
Timeline
Financial Modelling and Valuation - In Progress
2024-07
Data Analytics using Python - In Progress
2024-07
Data Analytics Using R - In Progress
2024-07
Investment Banking - In Progress
2024-07
Business Intelligence using Power BI & Tableau - In Progress
2024-07
Advance Excel - In Progress
2024-07
VBA Macros - In Progress
2024-07
Financial Analyst
KAFCO Backwaters Advisors LLP
2024.05 - Current
Audit Assistant
Krishnamoorthy And Krishnamoorthy Chartered Accountants
2019.03 - 2022.03
Chartered Accountant - SFM,FR,Law,Tax,Costing,Elective-IFRS+US GAAP
Institute of Chartered Accountants of India
2018.06 - Current
Bcom - Finance And Taxation-79.7%
Bharata Mata College, Mahatma Gandhi University
2015.06 - 2018.05
12th - Commerce Maths-92%
Bhavans Varuna Vidhyalaya, CBSE
2014.03 - 2015.04
10th - General Education -98%
Bhavans Varuna Vidhyalaya, CBSE
2012.05 - 2013.04