Detail-oriented asset monitoring associate with expertise in cash flow analysis and financial modeling. Successfully identified stressed assets and presented findings that facilitated informed investment decisions. Committed to optimizing asset performance through rigorous analysis and reporting.
Overview
7
7
years of professional experience
Work History
Associate, Asset Monitoring
Truboard Partners
03.2023 - Current
Monitored 20+ real estate projects with an Asset Under Management (AUM) of INR 1500 Cr+, ensuring alignment with operational and financial investment objectives through in-depth financial, covenant, cashflow, and end-use analysis
Identified and assessed 2 stressed assets, presenting comprehensive due diligence findings to investors for informed decision-making
Prepared comprehensive LIE (Loan Information Exchange) Reports for Banks and NBFCs, contributing to effective communication with financial institutions
Developed and implemented complex financial models incorporating sensitivity and scenario analysis to optimize investment outcomes and minimize risks.
Independently prepared periodic cashflow projections and conducted detailed financial analysis for ongoing asset monitoring, identifying early warning signs for potential issues.
Articled Assistant - Financial and Tax Advisory
Incorp Advisory Services Private Limited
Mumbai
08.2018 - 01.2022
Assisted in the preparation of financial statements for a mobile-enabled technology company (offering solutions to large BFSI clients) under Indian GAAP and carried out workings for analyzing the critical financial ratios and advising the company on key financial concerns.
Drafted applications and prepared submissions under Section 197 of the Income Tax Act for a lower TDS certificate.
Prepared submissions under Section 131(1) of the Income Tax Act for summons pertaining to matters of GST mismatch and assisted in representation before the ITAT for matters of disallowance under Section 14A.
Prepared computations of income and tax liability thereon for high-net-worth individuals and various entities, and conducted tax audits for individuals and partnership firms.
Prepared submissions in response to refund status, penalty proceedings, outstanding tax demands, and adjustments under Section 143(1)(a).
Education
Chartered Accountant - Intermediate
Institute Of Chartered Accountants Of India
11-2020
Bachelor in Commerce
SIES College Of Commerce And Economics
03-2020
Skills
Financial modeling
Cash flow analysis
Project monitoring
Due diligence
Asset management
Loan reporting
Financial and MIS preparation
Microsoft Excel and PowerPoint
Affiliations
Teaching kids and conducting activities at Community Outreach Programme (Corp) orphanage.