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Accomplished Investment Director and Portfolio Manager with progressive Financial Services and Wealth Management industry background with 16+ years experience and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.

Accomplished and motivated retired Sr. VP Tax and Treasurer, attorney and Certified public accountant for $20 Billion Revenue Company with responsibility for all of North America with career history in Area of mergers & acquisitions, all areas of finance, and corporate taxes , especially international taxes. Offering exceptional leadership and staff development skills proven to build trust and communicate effectively across all organizational levels. Coordinated with boards of directors and C-suite executives to initiate and execute strategic business plans that achieved key objectives.

 I am a highly determined, self-reliant and structured professional with 2.5 years of M&A Transaction Services experience including several buy- and sell-side Financial Due Diligence projects for financial and strategic investors. Through my academic and professional education I gathered a profound understanding and experience in the analysis of all three financial statements and in the preparation of bankable FDD reports. I already have personnel responsibility through the supervision of interns for the M&A TS department in Munich. In several projects I had direct contact with clients and C-level employees of target companies through Q&A sessions, expert sessions and on-site meetings. I am looking for the right next step in my career where I can further improve and expand my expertise and skills to be well equipped for the future of finance. 

Offering positive, upbeat demeanor with strong organizational and communication skills. Possesses foundational knowledge in strategic financial planning and designing organizational policies with proficiency in budgeting, forecasting, due diligence of funds utilization, whistle-blowing investigations and administrative tasks. Ready to contribute to create a positive workplace environment with the right policies.

MRIDULA RAGHAV

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MBA - Finance

B.Com -

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Senior Analyst

Associate Analyst

MBA - Finance

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