KALIPI TARAKESWAR
Hyderabad
Summary
A Consultant with 6 years of experience in benchmarking, market research, and strategic analysis across diverse industries. Proficient in utilizing Alteryx for data preparation and transformation, as well as Power BI for developing insightful and interactive dashboards and reports. Effective in communicating data-driven insights and solutions to stakeholders, facilitating informed decision-making and driving business growth.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
Work History
Associate 2
PwC SDC
2023.01 - Current
- Working on projects involving Client Due Diligence (CDD) and Vendor Due Diligence (VDD)
- Gathering information for stakeholders which ranges from M&A history, business segments, strategy, organization structure, challenges, recent developments, company news, industry news, key financial parameters
- Collect and synthesize business information from publicly available resources like press release, annual report, investor presentation and subscribed databases like CapIQ, Factset, Factiva, MergerMarket, Mozenda
- Working on projects including Company profile, Financial Benchmarking, SWOT analysis, competitive benchmarking
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Utilized Alteryx for efficient data cleaning and prepared dashboards and reports using Power BI
Data Management Specialist
JPMorgan Chase
2021.12 - 2023.01
- Formulated techniques for quality data collection to meet expected adequacy, accuracy and legitimacy targets.
- Conducting in-depth market research to identify the potencial target companies for M&A
- Preparing company profile where information includes company description, latest news, M&A, financials, management information, subsidiaries, industry classification, funding, SWOT
- Conducting financial benchmarking for peer companies. Metrics include Revenue, Gross Profit, EBITDA, EBIT, PAT, Depreciation Amortization, DSO, DPO, DIO, Net Working Capital, EV/EBITDA, EV/Sales
- Helped in building internal database named ComapnyIQ and MYIQ
- Hands on experience in using databases like CapIQ, LexisNexis, D&B, Pitchbook, Relpro
Business Analyst
Evalueserve
2020.03 - 2021.12
- Performing primary and secondary research and providing clients with information reports and data feeds relating to investments, financials, businesses, industries and other key events
- Well versed with databases such as Factiva, FactSet, Factiva, Capital IQ, Moody’s, Fitch, Thomson Research, Orbis, EMIS, Merger Market, AM Best
- Experience in using private registries includes Sai Global (LawPoint), Beta House, ACRA, ICRIS, among others
- Collecting information regarding company, industry, merger and acquisition, news, negative news, and company Executives and Directors
- Quality checking of the output and meeting the client requirements
- Interacting with clients on daily basis to provide quality output
Associate Analyst
GlobalData
2018.07 - 2020.03
- Experience in secondary research through collecting, analyzing and interpretation of the required data into useful information.
- Preparing reports on High Net Worth Individual (HNWI) and companies through sources like SEC, Baidu, Hoovers, Factiva, FactSet, ZoomInfo, Beta House, 990F, FEC, publicly available resources
- Conducting valuation of private companies using market approach like Guideline Public Company Valuation Method (GPCM) and Guideline Transaction Method (GTM)
- Maintaining and updating the profiles ensuring easy access to historical records for future reference
Education
MBA - Finance
Vignana Jyothi Institute of Management
Hyderabad, India 2016.04 - 2018.04
Bachelor of Commerce - Accounting
Ravenshaw University
Cuttack, India 2013.01 - 2016.04
Intermediate - undefined
ODM Public School
2011.01 - 2013.04
10th - undefined
Stewart School
2011.01 - undefined
Skills
Market Research
Financial Benchmarking
Marketing intelligence
MS Office (Excel, PowerPoint, and Word)
Alteryx
Power BI
Languages
English
Hindi
Telugu
Oriya
Timeline
Associate 2
PwC SDC
2023.01 - Current
Data Management Specialist
JPMorgan Chase
2021.12 - 2023.01
Business Analyst
Evalueserve
2020.03 - 2021.12
Associate Analyst
GlobalData
2018.07 - 2020.03
MBA - Finance
Vignana Jyothi Institute of Management
2016.04 - 2018.04
Bachelor of Commerce - Accounting
Ravenshaw University
2013.01 - 2016.04
Intermediate - undefined
ODM Public School
2011.01 - 2013.04
10th - undefined
Stewart School
2011.01 - undefined
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