PRERNA SHARMA
Overview
8
8
years of post-secondary education
Work History
Delivery Lead – Credit Analysis
Acuity Knowledge Partners
- Analysis of financial statements including Income Statement, Balance Sheet and Cash Flow Statement (incl
- Free cash flow, funds from operations) of public and private companies
- Preparing Financial Models based on management guidance, company budget and consensus estimates
- This will include creating various scenarios like management case, sponsor case, upside and downside case etc
- Assessment using various Valuation Techniques like DCF, Peer multiple
- Going through the supplementary schedules, notes and MD&A for the detailed breakups and normalizing the financial statements for exceptional items to arrive at the true profitability figures
- Analyzing the operating metrics to project and prepare detailed news analysis on the major line items like Revenues, EBITDA, free cash flow, leverage etc
- Using key drivers for the company using the earnings call and company reports
- Preparing detailed capital structure and debt amortization schedules (tranche wise) including pro forma adjustment for the acquisition
- Analyzing various classes of debt (secured/unsecured/subordinated) and financing options used by the borrower for the deal
- Analyzing the pro forma credit metrics like total leverage, interest coverage, fixed charge coverage etc
- Analyzing the financial covenants applicable to the borrower along with analyzing private equity funds
- Conducting detailed Quality Checks and reviews for Analysts.
Manager - Financial Planning
BBW Business Services (Fully Owned Subsidiary of Viden Group, Australia)
- Investment Portfolio building and platform and equity research and analysis
- Fund analysis and research on different investment avenues
- Perform financial and valuation analysis by financial modeling/forecasts and competitive profiles on companies under coverage
- Preparing Pitchbook and Investor Presentations for the clients
- Financial statement analysis, Cash flow management, debt management, budgeting, forecasting and projections
- Preparing notes on company’s parameters – Revenue, cost, EBITA, free cash flow, covenant analysis
- Reviewing the work of the team and Mentoring juniors
- Sound people management skills with building a new team/pod in India.
Associate – Financial Planning
Ameriprise Financial Services
- Doing comprehensive financial planning & investment advice for clients of ‘Wealth Advisory Units’ of Ameriprise Financials, a Fortune 500 organization
- Developing investment recommendations report (Sell/Buy side) using Thompson One, Capital IQ, Factiva and Morningstar research platform along with tracking the portfolio performance for periodic rebalancing to mitigate risk
- Responsible for researching and providing investment options for mutual fund, ETF’s, stocks and fixed income to the financial advisors
- Building and maintaining effective business relationship with Ameriprise investment advisors (CFA, CFP, APMA, CIMA) as an end to end strategist in investment management process
- Mutual fund research and Qualitative industry research
- Write short periodic notes on portfolio performance for the clients.
Associate – Valuation & Advisory
Cushman & Wakefield
- Current
- Performing financial modeling, cash flow analysis, and investment feasibility studies to evaluate the performance and potential returns of real estate investments
- Assessments of real estate assets, including commercial, residential, industrial, and specialized properties, using established valuation methodologies such as income capitalization, sales comparison, and cost approach
- Report Generation: Preparing detailed valuation reports, market studies, and feasibility analyses that clearly articulate findings, assumptions, and recommendations in a concise and professional manner
- Preparing Cash Flow using industry-standard software tools, such as ARGUS Enterprise, Rockport, Microsoft Excel, and real estate databases (e.g., CoStar, RCA)
- Analyzing Real Estate Tax using ACRIS for Leasehold Condos
- Due Diligence and Underwriting of Third-Party Reports for Freddie Mac
- Worked on LIHTEC and Section 8 properties
- Preparing and analyzing ground rent schedules
- Interacting with clients to understand their specific needs, objectives, and investment criteria, and provide tailored advisory services to support their real estate strategies
- Team handling - Reviewing and Training the Team members including daily allocation of work.
Education
Master’s in Business Administration in Finance -
Jamia Millia Islamia, Central University
01.2013 - 04.2015
Master’s in Economics with Specialization in Econometrics - undefined
IGNOU
01.2016 - 04.2018
Australian Financial Planning Diploma RG146 - undefined
Bachelors in Arts-Business Economics - undefined
College of Vocational studies, Delhi University
01.2009 - 04.2012
Skills
Microsoft Office (Proficient in Word & Advanced Excel) and SPSS
Knowledge of Macros & VBA
Basic Understanding of Data Studio and Power Bi
Sources like FACTSET, Thomson Reuters’ Data-scope Select, FACTIVA, and various Stock Exchange Feeds
Professional Snapshot
Dynamic finance professional with over 8.5 years of experience in Financial Services Industry. A proactive team player having awareness of International Markets including US & Australia. Core skills include Financial Modeling & Company Valuation, equity research, Financial Statement Analysis, comprehensive knowledge of Core and Advance Excel, VBA, Valuation models (DCF, Relative valuation and M&A).
Timeline
Master’s in Economics with Specialization in Econometrics - undefined
IGNOU
01.2016 - 04.2018
Master’s in Business Administration in Finance -
Jamia Millia Islamia, Central University
01.2013 - 04.2015
Bachelors in Arts-Business Economics - undefined
College of Vocational studies, Delhi University
01.2009 - 04.2012
Delivery Lead – Credit Analysis
Acuity Knowledge Partners
Manager - Financial Planning
BBW Business Services (Fully Owned Subsidiary of Viden Group, Australia)
Associate – Financial Planning
Ameriprise Financial Services
Associate – Valuation & Advisory
Cushman & Wakefield
- Current
Australian Financial Planning Diploma RG146 - undefined
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PRIYADHARSHINI TALARIPRIYADHARSHINI TALARI
<ul> <li>Managed credit analysis team to ensure compliance with credit policies and efficient operations.</li> <li>Monitored and analyzed credit risk, recommending policy adjustments to mitigate potential risks.</li> <li>Collaborated with customer service to address credit-related issues and enhance customer satisfaction.</li> </ul> at HDFC BANK<ul> <li>Managed credit analysis team to ensure compliance with credit policies and efficient operations.</li> <li>Monitored and analyzed credit risk, recommending policy adjustments to mitigate potential risks.</li> <li>Collaborated with customer service to address credit-related issues and enhance customer satisfaction.</li> </ul> at HDFC BANK