Summary
Overview
Work History
Education
Skills
sections.external_links.name
Accomplishments
Custom
Languages
Timeline
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Pratik Khurana

Pratik Khurana

Mumbai,India

Summary

Certified professional with expertise in project finance, financial modelling, and advanced IT systems and tools, complemented by certifications from esteemed institutions such as the Institute of Chartered Accountants of India and CRISIL. Demonstrates strong analytical writing skills and proficiency in leveraging technology to optimise financial processes. Committed to applying technical knowledge and analytical capabilities to drive impactful results in finance-focused roles while pursuing continuous professional development.

Overview

8
8
years of professional experience
2022
2022
years of post-secondary education

Work History

Debt Financing Specialist

Wise Energy India Private Limited
Hyderabad, India
09.2024 - Current
  • Ownership of responsibility for debt facility periodic reporting and covenant compliance. Updating lender financial models and calculating financial ratios to ensure compliance. Preparing waiver and consent requests, as well as event driven lender communications. Managing relationship with lenders, legal advisors as well as other relevant external parties.
  • Interpreting and mapping of complex financing documents (facility agreements, security documents, accounts agreements) and advising internal teams and clients on requirements and restrictions.
  • Analyzing and reporting potential risks and upsides for debt facilities under management. Participating in periodic meetings and providing status updates and analysis results to client.
  • Coordinating internal providers of inputs (e.g. financial controllers, engineers, PPA teams) to consolidate information on asset performance for timely lender reporting.
  • Providing support to investment teams on analysis of debt facility and ad-hoc requirements (i.e. facility amendments, renewal, refinancing) as and when necessary.
  • Work in conjunction with fund management teams on market reporting requirements.


Assistant Manager (Energy Finance)

India Infradebt Limited
Mumbai, India
02.2023 - 09.2024
  • Preparation of Appraisal Notes for presentation to the Approval Committee
  • Financial modelling & analysis
  • Analysis of financial reports
  • Negotiating & Finalizing term sheet/financing documents for the project
  • Liaising with Banks/Financial Institution
  • Helped in addressing client needs by responding to their queries within stipulated timelines
  • Identifying syndication opportunities and pitching to clients
  • Analyzed Financial model for preparing Appraisal note for clients
  • Resolved default issues, for multiple recurring banks and clients
  • Handled transactions amounting to Rs. 100 crore in FY 2024
  • Responsible for handling project issues and compliances raised at audit reviews

Article Assistant (as per ICAI mandate)

V S Shetty & Associates
09.2017 - 09.2020
  • Comprehensive theoretical and practical training about various types of audit conducted at different banks
  • Comprehending client’s business aspects, workflows together with their market-driving products, data sets
  • Developing an understanding of the different software used along with getting a grip of their set policies
  • Statutory Audits that included a blend of Inventory valuation, identification of related party transactions, verification of account receivables & payables, loan and cash balances, tax related items & compliances
  • Concurrent Audits comprised of activities like drafting monthly reports, physical verification of cash, verification of inventories & registers, verification of Loans, Advances, Payments, and RBI Tranche Points
  • Stock Audit that constitutes of Method of Preservation of Stock, Verification of Stock, keeping a track of the marketability and safety of Stock, Stock Insurance, Stock Tests, Cut-off and Cost Analysis

Education

CA Final – Group 2 -

Institute of Chartered Accountants of India

CA Final – Group 1 - undefined

Institute of Chartered Accountants of India

M.Com. - undefined

Ramanand Arya DAV College

B.Com. - undefined

Ramanand Arya DAV College

Class XII - undefined

Ramanand Arya DAV College

Class X - undefined

Pawar Public School

Skills

  • Project Finance Certificate Course with Institute of Chartered Accountants of India
  • Financial Modelling Certificate Course with CRISIL
  • Effective Analytical Writing with Crisil
  • Advance ITT Certificate Course with Institute of Chartered Accountants of India
  • ITT Certificate Course with Institute of Chartered Accountants of India

Accomplishments

  • Ranked First in the Institute during Post-Graduation & Topped in Financial Accounting, Costing and Economics, 12/22
  • Ranked First in the Institute during Graduation, & Topped in Accounting, Costing and Commerce, 12/19
  • Ranked First in Class XII and Topped in accounting, Mathematics and Organization of Commerce, 12/16

Custom

  • Live Projects, Completed an assignment in Reference to Port and Logistics Sector, 12/23
  • Live Projects, An investigative study on Dedicated Freight Corridor and future viability for it in India, 12/23
  • Graduation Project, Conducted a comprehensive study on Financial Reporting Analysis of Jubilant Food Works, 12/19
  • Graduation Project, Analysis of Vodafone-Idea’s intrinsic value using corporate valuation (DCF) Models, 12/19


Languages

English
Intermediate
Hindi
Intermediate

Timeline

Debt Financing Specialist

Wise Energy India Private Limited
09.2024 - Current

Assistant Manager (Energy Finance)

India Infradebt Limited
02.2023 - 09.2024

Article Assistant (as per ICAI mandate)

V S Shetty & Associates
09.2017 - 09.2020

CA Final – Group 1 - undefined

Institute of Chartered Accountants of India

M.Com. - undefined

Ramanand Arya DAV College

B.Com. - undefined

Ramanand Arya DAV College

Class XII - undefined

Ramanand Arya DAV College

Class X - undefined

Pawar Public School

CA Final – Group 2 -

Institute of Chartered Accountants of India

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