Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

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
05.2024 - 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
03.2019 - 03.2022
  • 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
06.2015 - 05.2018

10th - General Education -98%

Bhavans Varuna Vidhyalaya, CBSE
Kochi
05.2012 - 04.2013

12th - Commerce Maths-92%

Bhavans Varuna Vidhyalaya, CBSE
Kochi
03.2014 - 04.2015

Chartered Accountant - SFM,FR,Law,Tax,Costing,Elective-IFRS+US GAAP

Institute of Chartered Accountants of India
Delhi
06.2018 - 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

07-2024

Data Analytics using Python - In Progress

07-2024

Data Analytics Using R - In Progress

07-2024

Investment Banking - In Progress

07-2024

Business Intelligence using Power BI & Tableau - In Progress

07-2024

Advance Excel - In Progress

07-2024

VBA Macros - In Progress

07-2024

Financial Analyst

KAFCO Backwaters Advisors LLP
05.2024 - Current

Audit Assistant

Krishnamoorthy And Krishnamoorthy Chartered Accountants
03.2019 - 03.2022

Chartered Accountant - SFM,FR,Law,Tax,Costing,Elective-IFRS+US GAAP

Institute of Chartered Accountants of India
06.2018 - Current

Bcom - Finance And Taxation-79.7%

Bharata Mata College, Mahatma Gandhi University
06.2015 - 05.2018

12th - Commerce Maths-92%

Bhavans Varuna Vidhyalaya, CBSE
03.2014 - 04.2015

10th - General Education -98%

Bhavans Varuna Vidhyalaya, CBSE
05.2012 - 04.2013
Ajay UnninarayananChartered Accountant, CFA Aspirant, B Com-Finance and Taxation