Summary
Overview
Work History
Education
Skills
Personal Information
Dancing, Standup, motivational Comedy, Writing, poetry, Workout, Event planning, Cooking
Timeline
Generic
Anand Jat

Anand Jat

Finance Professional (Chartered Accountant)
Mumbai,Maharashtra

Summary

Highly skilled Chartered Accountant with extensive experience in investment banking, financial advisory, debt syndication, and project finance. Seeking to leverage my expertise in an international investment banking role to drive strategic financial decisions, optimize processes, and contribute to organizational growth.

Overview

9
9
years of professional experience
20
20
years of post-secondary education

Work History

AVP

Resurgent India Limited - Investment banking and Merchant Banking
11.2023 - Current

o Built and maintained key relationships with a diverse range of lenders, including PSUs, private institutions, and international DFIs like ADB, IFC, NDB, BII, and FMO.

o Specialized in NBFC funding and advisory, managing transactions such as ECBs, co-lending, term loans, pool buyouts, and DA deals for top-rated NBFCs.

o Currently executing large sovereign funding transactions with DFIs, valued up to USD 500M.

o Raised funds from impact investors aligned with SDG goals, focusing on financial inclusion, climate initiatives, and social/transport infrastructure for Indian NBFCs.

o Advised NBFCs on strategic planning and interpreting RBI regulations to guide effective decision-making.

Actively involved in green financing, collaborating with solar and wind energy companies, including EPC contractors.

Senior Manager

Kanchansobha Finance Private Limited
05.2022 - 10.2023

o Played a pivotal role in debt syndication, resolution, financial planning, enterprise valuations, and strategic decision-making.

o Managed debt restructuring under the June '19 RBI circular across various sectors, including real estate, EPC, healthcare, NBFC funding, steel, dairy, and infrastructure, with single transactions reaching up to INR 160 Cr.

o Developed and analyzed financial models for debt and equity financing, enterprise valuations, and debt restructuring in line with IBC guidelines.

o Proficient in debt resolution processes, including IBC, SARFAESI, OTS, and financial restructuring.


Associate CA

JNR Corporate Advisory Services Private Limited /PMG and Co.
01.2016 - 03.2022

o Managed end-to-end project finance for MSME manufacturing clients, including greenfield and brownfield projects, overseeing everything from company inception to disbursement and asset monitoring.

o Led investment planning and financial modeling initiatives, preparing detailed Information Memorandums (IM) to support strategic decision-making for clients.

o Provided expert accounting advisory services in line with IND AS and AS, and facilitated corporate ownership changes as well as working capital loans for trading and manufacturing units.

o Handled term loan, housing finance, and agricultural finance transactions while ensuring accurate finalization of company accounts.

o Conducted statutory audits, taxation services, company formation, and ROC compliance for a range of entities including proprietorships, partnerships, and corporate firms.

o Performed in-depth analysis of sanction letters, audited inventory records, conducted physical stock verification, and assessed internal controls.

o Prepared and finalized books of accounts, including drafting notes to accounts, and completed tax audits for multiple firms and companies.

Filed income tax returns (ITRs) for various business entities.

Education

B.Com - Finance And Accounting

DAVV
Indore
04.2001 - 01.2021

CA - Final -

ICAI
05.2019

CA- IPCC -

ICAI
01.2016

HSC -

MP - Board

SSC -

MP - Board

Skills

Advanced knowledge of financial software and ERP systems

Personal Information

  • Father's Name: Late Shri Gabbu Lal Jat
  • Mother's Name: Smt Gaytri Devi Jat
  • Date of Birth: 05/14/1996

Dancing, Standup, motivational Comedy, Writing, poetry, Workout, Event planning, Cooking

I enjoy a diverse range of activities that bring me joy and relaxation, including dancing, stand-up and motivational comedy, writing, and poetry. I also love working out, event planning, and cooking. Engaging in these pursuits allows me to express myself creatively and maintain a balanced lifestyle.

Timeline

AVP

Resurgent India Limited - Investment banking and Merchant Banking
11.2023 - Current

Senior Manager

Kanchansobha Finance Private Limited
05.2022 - 10.2023

Associate CA

JNR Corporate Advisory Services Private Limited /PMG and Co.
01.2016 - 03.2022

B.Com - Finance And Accounting

DAVV
04.2001 - 01.2021

CA - Final -

ICAI

CA- IPCC -

ICAI

HSC -

MP - Board

SSC -

MP - Board
Anand JatFinance Professional (Chartered Accountant)