KARTHIK BEKNAL
Summary
Highly motivated and goal-driven Finance Professional skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, financial modelling and forecasting.
Overview
2
2
years of professional experience
Work History
Financial Analyst - Strategic Finance
Spice Route Finance
11.2022 - Current
- Successfully led over 30 projects for 18 clients across diverse industries within a single year
- Successfully advised a US$ 20 million M&A transaction
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation to over 5 clients.
- Developed comprehensive financial models for business planning, leading to better resource allocation decisions for over 10 clients
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Developed research reports, strategy playbooks, financial models and investment decks to help operations and fund-raising
Analyst - Advisory
KPMG Global Services
10.2020 - 03.2021
- Conducted comprehensive Customer Due Diligence (CDD) for a major UK bank mitigating AML risks
- Earned the "Rising Star Award", recognizing outstanding performance, contributions, and potential for future growth
- Forged strong cross-functional collaboration across time zones, seamlessly integrating with onsite colleagues in the UK and back-office teams in India to ensure project success
- Provided training to team members on KYC procedures, resulting in increased productivity and effectiveness.
Education
Post Graduate Diploma - Finance
University of Manchester
Manchester, UK09.2022
BBA - Financial Markets
Manipal University
Manipal, India07.2020
Skills
- Financial Modeling
- Investment Analysis
- Due diligence
- Investment Valuation
- Financial statement analysis
- Comparative analysis
Projects
- Active Portfolio Management using Macroeconomic and Industry Analysis
- Modeling American Options using Merton Jump Diffusion and Valuation using the Longstaff-Schwartz method
- Time Series Analysis and Forecasting of Intel Stock Prices
Timeline
Financial Analyst - Strategic Finance
Spice Route Finance
11.2022 - Current
Analyst - Advisory
KPMG Global Services
10.2020 - 03.2021
Post Graduate Diploma - Finance
University of Manchester
BBA - Financial Markets
Manipal University
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