Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Accomplishments
Certification
Languages
References
Timeline
Generic

Milton Mavian Moras

Bengaluru

Summary

Dedicated individual with a track of driving results in a fast paced environment. Adept at collaborating within interdisciplinary teams to analyze trends, mitigate risk, and optimize strategies. Motivated and detail-oriented individual with a passion for delivering impactful solutions. Possessing strong communication skills and a commitment to continuous learning, I excel in contributing to the success of high-performing teams while delivering measurable value to clients and stakeholders.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Investment Associate

Tap Capital
Bengaluru
12.2021 - Current
  • Founding member and helped set up SOP's and processes for the Investments division along with strategy
  • Worked on the end to end process of sourcing deals for clients to negotiating terms involving business discussions with the CEO/CFO, financial statements due
    diligence, competition benchmarking, industry study and paperwork / negotiation of terms.
  • Developed financial models for investment products.
  • Analyzed financial statements, industry trends, and macroeconomic indicators to assess risks and opportunities of clients.
  • Conducted due diligence & presented investment proposals to risk committee.
  • Built relationships with clients and other professionals in the startup industry.
  • Negotiation of terms sheets.
  • Researched companies' competitive landscape and identified strategic advantages or disadvantages relative to peers.
  • Monitored portfolio performance against benchmarks.
  • Managed investor relations activities as a cross functional role.
  • Collaborated with colleagues across multiple departments to develop new strategies.
  • Identified cost saving opportunities within existing portfolios through restructuring initiatives.
  • Attended local gatherings and networking events representative to establish community relations and generate potential customer leads.
  • Onboarded and managed 25+ clients in a tenure of 2 years, raising an AUM of 100+ Cr via risk analysis for clients across industries such as Co-living, Equipment rental, Healthcare, Logistics, Communication, Wearables, Paper & Packaging and Agritech.
  • Led and managed an investment team of 5 members.

Senior Audit Associate

Deloitte Haskins & Sells LLP
Bengaluru
08.2017 - 08.2020
  • Articleship experience in Audit for Statutory Audits, Tax Audits, Indian Accounting Standards implementation and
    Company Law compliances.
  • Performed Audits for the Pharmaceutical, Software, Automobile and Cost Plus Industries.
  • Performed Audits in areas relating to testing of P&L transactions and Balance sheet items.
  • Proficient in the understanding & preparation of financials.
  • Conducted interviews with staff members to obtain an understanding of internal control systems.
  • Developed audit programs and test plans for financial, operational, compliance, and IT audits.
  • Participated in special projects such as fraud investigations or litigation support services.
  • Attended continuing education classes related to auditing principles and techniques.
  • Led and managed individuals on audit projects.

Education

Bachelors in Commerce - Accountancy & Finance

Indira Gandhi National Open University
Bengaluru
12-2020

PUC - Commerce

St. Joseph's Pre-Universtity College
Bengaluru
05-2016

SSLC - Commerce

St. Meera's High School
Bengaluru
05-2014

CA Final - Pursuing -

Institute of Chartered Accountants of India
Bengaluru

Skills

  • Due diligence
  • Proficient in financial statements
  • Meticulous attention to detail
  • Problem-solving skills
  • Team management
  • MS Office
  • Corporate finance

Affiliations

  • Football

Accomplishments

  • Earned a leadership role to lead and manage the investments team

Certification

  • Tally
  • MS Office

Languages

English
First Language
Hindi
Intermediate (B1)
B1
Kannada
Upper Intermediate (B2)
B2
Konkani
Upper Intermediate (B2)
B2
Tamil
Intermediate (B1)
B1

References

References available upon request.

Timeline

Investment Associate

Tap Capital
12.2021 - Current

Senior Audit Associate

Deloitte Haskins & Sells LLP
08.2017 - 08.2020

Bachelors in Commerce - Accountancy & Finance

Indira Gandhi National Open University

PUC - Commerce

St. Joseph's Pre-Universtity College

SSLC - Commerce

St. Meera's High School

CA Final - Pursuing -

Institute of Chartered Accountants of India

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Milton Mavian Moras