Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Mukund Kumar Jha

Finalcial Analyst
Kalyan Dombivali,Maharashtra

Summary

I am a Financial Analyst specializing in creating pitch decks, building detailed financial models, and conducting in-depth analysis. I am a results-driven professional with hands-on experience in investment banking support, financial modeling, valuation, and capital structure analysis across global clients. Proven ability to build DCF, comparable company, and transaction models, analyze equity and debt securities, and translate complex financial data into investment-ready insights and pitch decks. CFA Level II cleared with 90+ percentile with hands on experience over Bloomberg, PitchBook, and FactSet, seeking front office roles in investment banking, corporate finance, or strategic advisory. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

2
2
years of professional experience
5
5
Certifications

Work History

Financial Analyst

Tristone Strategic Partners
Mumbai
10.2023 - Current
  • Built and maintained 100+ integrated financial models to support strategic advisory and capital-raising mandates for global clients.
  • Performed comparable company and precedent transaction analysis across sectors to derive valuation benchmarks and support investment recommendations.
  • Conducted secondary research using Bloomberg, PitchBook, and FactSet to evaluate company performance, industry trends, and competitive positioning.
  • Supported preparation of client-facing pitch decks and investment memoranda, translating financial analysis into clear, decision-oriented narratives.

Investment Banking Trainer

Datatrained Education Pvt. Ltd.
New Delhi
10.2023 - 10.2024
  • Delivered 1000+ hrs of training on financial modeling, valuation (DCF, comps, precedent transactions), M&A, and LBO to finance professionals and aspiring analysts.
  • Designed case-study–based assignments, valuation models, and assessment frameworks aligned with real-world investment banking workflows.
  • Webinar Presentation: I am a frequent presenter in online webinars, addressing a wide range of financial concepts.
  • Developed and updated curriculum content incorporating live deal structures & market practices. Led webinars and technical sessions.
  • Mentored candidates on modeling accuracy, assumption building, and presentation of investment insights, strengthening analytical rigor and communication skills.
  • Data Trained stands as a premier EdTech enterprise, boasting a diverse student demographic spanning the globe.
  • Evaluated the effectiveness of training initiatives by tracking participant progress and gathering feedback for continuous improvement.

Education

Chartered Financial Analyst Level II -

CFA Institute
India
08.2024

BMS Finance - undefined

BK Birla College Kalyan
Kalyan
05.2023

Skills

Financial Statement Analysis

DCF Valuation

Comparable Company & Precedent Transactions

Sensitivity & Scenario Analysis

Capital Structure & Credit Analysis

Investor relations

Credit analysis

Microsoft Excel

DCF analysis

Pitch book creation

LBO modeling

Mergers and acquisitions

Precedent transaction analysis

Comparable company analysis

Financial statement analysis

Financial modeling

Accomplishments

  • Awarded Best Contributor at RCON, a national-level research conference organized by the Research Cell, B.K. Birla College.
  • Secured top ranks in competitive business and presentation competitions, demonstrating analytical thinking, structured communication, and problem-solving ability.
  • Secured Third Rank In Marketing Ninja Challenge Organized By Internshala.

Certification

Certified Financial Planner - All Papers Cleared (2024-01 - 2025-06) CFP Institute

Timeline

Financial Analyst

Tristone Strategic Partners
10.2023 - Current

Investment Banking Trainer

Datatrained Education Pvt. Ltd.
10.2023 - 10.2024

BMS Finance - undefined

BK Birla College Kalyan

Chartered Financial Analyst Level II -

CFA Institute
Mukund Kumar JhaFinalcial Analyst