Priyal Shah
Finance Professional
Mumbai
Summary
A finance professional with strong technical prowess and entrepreneurial experience. Sound knowledge of analyzing and evaluating financial information, experience in credit rating, strategic relationship management and organizational skills.
Overview
9
9
years of professional experience
10
10
years of post-secondary education
4
4
Languages
Work History
Senior Associate Research Analyst
Dun & Bradstreet India Private Limited
2024.04 - Current
- Produced credit report for companies in large & mid-sized and small businesses across various sectors such as pharmaceuticals, auto industry and IT & ITeS.
- Engaged with various stakeholders including senior management, banks and investors to gain insights about company’s performance.
- Led rating discussions across different rating committees in order to assign appropriate rating to companies.
- Mentored new joiners on to drive professional growth while enhancing team performance.
- Conducted training sessions for team members on rating process and credit report preparation.
- Improved customer satisfaction by quickly and effectively addressing issues raised.
Associate Research Analyst
Dun & Bradstreet India Private Limited
2022.02 - 2024.03
- Conducted detailed financial analysis of companies across various sectors and assisted senior analyst in preparation of credit reports.
- Closely monitored industry developments keeping abreast of changes that could impact customer's business and their credit rating.
- Successfully managed tight deadlines while maintaining high standards of accuracy across all projects undertaken.
- Assisted senior management in developing ESG framework for ESG report.
- Collaborated with various stakeholders such as senior management, bankers and investors to obtain specific insights about company's performance.
- Developed keen understanding of client-specific requirements which led to higher client satisfaction.
Director
Priyal Shah & Co
2018.07 - 2022.02
- Formed strategic partnerships and connected with potential clients to drive business development.
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements. Finalized audits of 40+ unlisted companies.
- Assisted 300+ startups in DPIIT applications and also conducted their due diligence during fund raising activity.
- Assisted 200+ companies with MCA registrations and filings.
- Assisted companies with cash flow preparations in order to help them understand utilization of cash in business.
Rating Analyst – MCG Bank Loan Ratings
CRISIL Limited
2015.11 - 2018.06
- Performed detailed analysis of companies across sectors by reviewing quantitative and qualitative factors affecting their creditworthiness.
- Led discussion on credit note across rating committee comprising of directors and functional heads.
- Collaborated with management of companies to obtain key insights on their business performance and future strategies.
- Analyze past financial and business performance of companies being rated and benchmarking their performance against peer’s performance and projecting future performance of companies being rated
- Conducted annual reviews of accounts to establish continued creditworthiness for existing account credit lines.
- Enhanced rating accuracy by conducting thorough research and analysis of financial data.
- Developed strong relationships with clients through clear communication and prompt responses, fostering repeat business opportunities.
- Delivered high quality reports by adhering to stringent deadlines.
- Monitored client's rating history and recommend appropriate rating based on their current performance and market conditions.
Articled Assistant
Paresh Vora & Associates (CA Firm)
- Assisted senior accountants with complex tax filings, ensuring accurate submissions and minimized liabilities.
- Prepared reports and materials to assist with audits.
- Ensured accuracy in computation and return filing of VAT and Sales Tax.
- Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with process.
- Collaborated with team members to complete audits in timely manner, improving overall department productivity.
- Prepared detailed journal entries to accurately record transactions, improving internal controls and transparency.
Articled Assistant
Phirodia Bafna & Associates (CA Firm)
- Assisted senior accountants with tax filings and planning for companies as well as individuals.
- Assisted in conducting statutory audit of companies
- Prepared reports and materials to assist with audits.
- Maintained records and files to furnish reliable documentation.
Education
Chartered Accountancy -
Institute of Chartered Accountants of India
Mumbai 2009.06 - 2015.05
Masters of Commerce Part 1 (Pass) -
Mumbai University
Mumbai 2012.04 - 2013.05
Bachelor of Commerce -
Mumbai University
Mumbai 2009.03 - 2012.05
Skills
Financial and Credit Risk Analysis
Financial Statements Review and Analysis
Quantitative and Qualitative Research
Workflow management and team training
Work Planning and Prioritization
Customer Interaction
Personal Information
Date of Birth: 08/12/91
Interests
Timeline
Senior Associate Research Analyst
Dun & Bradstreet India Private Limited
2024.04 - Current
Associate Research Analyst
Dun & Bradstreet India Private Limited
2022.02 - 2024.03
Director
Priyal Shah & Co
2018.07 - 2022.02
Rating Analyst – MCG Bank Loan Ratings
CRISIL Limited
2015.11 - 2018.06
Masters of Commerce Part 1 (Pass) -
Mumbai University
2012.04 - 2013.05
Chartered Accountancy -
Institute of Chartered Accountants of India
2009.06 - 2015.05
Bachelor of Commerce -
Mumbai University
2009.03 - 2012.05
Articled Assistant
Paresh Vora & Associates (CA Firm)
Articled Assistant
Phirodia Bafna & Associates (CA Firm)
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