Dheeraj Katyal

• Leading a 52-member team managing RiskAnalyst to CreditLens migration for legacy and new customers.
• Coordinating onshore-offshore projects and ensuring sprint goals are met through collaboration with product owners /stakeholders.
• Overseeing financial analysis, entity management, and other modules for client customization.
• Driving Business unit OKRs for the team.
• Simplified processes, enhanced team communication, and optimized workflows.
• Managed annual contractor budgets and resource planning based on project pipelines.
• Led initiatives for automation and process acceleration, achieving significant efficiency gains of 30% and thereby managing the work with 7 members as compared to 10.
• Managing the service transition, which involved redefining, documenting, and implementing integration process, including educating users spanning across multiple cross-functional teams.
• Developed India team for Financial Spreading and Analysis of Banks for Bureau van Dijk (BvD).
• Led strategic cost saving initiative for automation of Spreading of financial with the Look Back functionality. It led to ~$1m yearly saving to update the number of spreads for Banking sector.
• Managed multiple team for key Investment banks and Commercial banks. The support provided to client's was an extension to their existing teams for Valuation, Financial Modelling, Industry research, Financial Spreading and Credit Analysis assignments

• Built and scaled Global Valuations teams of 30+ members to prepare, review and update valuation models
• Transitioned lead advisory services from UK practice and supported global offices

Key Tasks

• Model Development, Model Validation, Model Documentation & Review.
• Identification of Buyers and targets, Buyer and target profiling

• Financial Spreading for Equipment finance and Capital finance division of a Retail bank based in US.
• Credit profiling: Analysis of more than 200 banks (Including Islamic Banks) across the world for a Middle East Bank.

• Worked for Investment banking process supporting TMT (Telecom, media and technology) coverage group based in UK and US.
• Formerly Adventity

• Prepared financial model from scratch devising DCF valuation, comparable companies and company profile.
• Formerly OfficeTiger

• Financial Spreading, Analysis & Appraisal of the financial status under the following categories.