Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Piyush Solanki

Chartered Accountant, CFA Level 1
Mumbai

Summary

Seeking a challenging and bright career in field of Consulting and Advisory while aspiring to belong to an organization where ideas are grown, skills are nurtured and acquired, alongside contributing meaningfully to the organization.

Overview

5
5
years of professional experience

Work History

Analyst

Wodehouse Capital Advisors
12.2023 - Current

1. Tracking Consumer (Personal Care, Spices, Foods & Beverages), FinTech, Packaging and API sectors.

2. Job involves activities in relation to entire Investment Banking lifecycle
chain, initiating via BD till the deal closure:

  • BD: Setting up calls with promoters to understand their business and to
    understand their mindset and identifying the opportunity.
  • Follow up calls with promoters, multiple round of discussions and entering into a mandate.
  • Deal execution: Supporting end to end deal execution with my partner.
    Starting from preparation of Information request list, preparing collaterals (Teaser, IM and Financial Model), engaging with buyers/investors and post term sheet process (setting up Due Diligence process), and reviewing SHA/SPA.

Current Mandates:

Renewable Energy Company (Listed Entity):

  • PIPE Deal
  • In talks with investors
  • Deal value will be ~INR 150 crores
  • Role: Engaged in end to end execution of deal

Consumer: (Staples):

  • Sell side mandate
  • In process of setting up investor meeting with the management
  • Deal value INR 150 crores
  • Role: Engaged in end to end execution, from preparing pitch deck to financial model

Consumer (F&B):

  • Sell Side mandate
  • Have identified strategic buyers as well as in talks with Buy Out funds
  • Company is valued at around INR 1,500 crores
  • Role: Prepared a pitch deck to show how the revenue of the company and the ultimate valuation can be increased by selling the business to right strategic partner via earnout structure

Research Analyst

CRISIL
08.2022 - 12.2023
  • Preparing detailed counterparty credit assessment reports through thorough assessment of business and financial risk profile
  • Performing financial statement analysis and updating financial models on a timely basis for analysis
  • Drafting credit reports by drawing upon linkages between macro factors, regulations, and industry-specific nuances
  • Conducting regular surveillance of counerparts to identify material credit events and the impact on the counterpart's health
  • Within six months was put into a new project, which was conducted on a pilot run basis

Assistant Manager

FSN E Commerce Ventures Limited
04.2022 - 08.2022
  • Preparation of monthly and quarterly Financials
  • Preparation of Deck for Audit Committee and Board meetings
  • Calculating and analysing ratios and trends Quarter v/s Quarter and Year v/s Year
  • Computation of Current Tax and Deferred Tax
  • Complete review of LOR

Article Assistant

J Singh & Associates
04.2019 - 04.2022
  • Assisted in major areas of audit u/s 44AB of Income Tax Act, 1961 and Statutory Audit of Private Limited Companies
  • Strong Analytical Skills for the tax computation based on turnover
  • Filing of Income Tax Returns of Individuals; Partnership Firms and Companies
  • Preparing and Filing of Tax Audit Report
  • Preparation and Finalization of GST Audit report, GST Annual Return and monthly/quarterly GST returns of various Private Limited Companies.
  • Pitching clients the various options available to them and providing thorough due diligence of option available to them
  • Stock Audit of Pharmaceutical Company
  • Carried out Statutory Audit of Financial Statements leading a team of 2 articles for a Private Limited Company

Education

Financial Modelling & Valuations
The Wall Street School - India
11.2023

Chartered Accountant - Finance And Accounting

The Institute of Chartered Accountants of India
The Institute Of Chartered Accountants Of India
04.2001 -

CFA Level 1 - Finance

CFA
04.2001 -

HSC
Nagindas Khandwala
02.2016

Skills

    Ability to work under stringent deadlines

    Time Management

    Leadership

    Good control over MS Office

    Analytical skills

    Strategic skills

Languages

English
Marathi
Hindi

Timeline

Analyst

Wodehouse Capital Advisors
12.2023 - Current

Research Analyst

CRISIL
08.2022 - 12.2023

Assistant Manager

FSN E Commerce Ventures Limited
04.2022 - 08.2022

Article Assistant

J Singh & Associates
04.2019 - 04.2022

Chartered Accountant - Finance And Accounting

The Institute of Chartered Accountants of India
04.2001 -

CFA Level 1 - Finance

CFA
04.2001 -

Financial Modelling & Valuations

HSC
Piyush SolankiChartered Accountant, CFA Level 1