Summary
Overview
Work History
Education
Skills
Projects
Timeline
Generic

Priyanshu Singh

CFA Level II Candidate | Corporate Finance & Valuation
Delhi NCR

Summary

Analytical Finance graduate and CFA Level II candidate with experience in Financial Planning & Analysis (FP&A), financial modeling, and business finance support. Skilled in budgeting, forecasting, variance analysis, and management reporting. Utilizes Excel, SQL, and Power BI for effective financial reporting and data-driven decision-making.

Overview

1
1
year of professional experience

Work History

Finance Intern

Thales
04.2024 - 08.2024
  • Delivered financial data accuracy by optimizing reporting processes for over 1,000 accounts, improving revenue tracking, and KPI monitoring.
  • Supported budgeting models and variance analysis, enhancing forecasting visibility for informed business finance decisions.
  • Implemented MIS dashboards and automation, reducing reporting inefficiencies, and accelerating management reporting cycles.
  • Reviewed expense reports for accuracy, ensuring compliance with company policies and procedures. Validated contract milestones and financial terms during commercial due diligence.

Field Research Analyst (Volunteer)

Centre for Social Change
12.2023 - 02.2024
  • Delivered actionable insights from data analysis, enhancing stakeholder decision making.
  • Designed KPI tracking frameworks, clarifying reporting for performance evaluation.
  • Fostered stakeholder engagement through collaboration and effective communication in dynamic environments.

Education

Bachelor of Commerce Hons. - Finance

Amity University
Noida, India
04.2001 -

CFA Level I Passed - CFA Level II Candidate -

CFA Institute
04.2001 -

Class XII - 88.2% -

The Shri Ram Millenium School
Faridabad, India
04.2001 -

Skills

FP&A & Business Finance: Financial Planning & Analysis, Budgeting, Forecasting, Variance Analysis, MIS Reporting, KPI Tracking

Financial Analysis: Financial Modeling, DCF Valuation, Comparable Analysis, Financial Statement Analysis, Working Capital Analysis

Tools: Microsoft Excel, SQL, Power BI, Salesforce, Data Visualization

Projects

Financial Modeling & Business Analysis – ONGC  

  • Developed a 3-statement model using FP&A and scenario planning techniques.
  • Conducted DCF valuation and variance analysis to identify asset mispricing.
  • Identified 15% upside through DCF valuation and variance analysis, supporting strategic decision-making.
  • Designed clean MIS dashboards to track core operational metrics. https://docs.google.com/spreadsheets/d/1Wl8JT8JXTtqfAeojSRqDgkbkNh9drDuX/edit?usp=sharing&ouid=114734283747566390240&rtpof=true&sd=true

Equity Research & Valuation – Larsen & Toubro 

  • Built an equity research model on Larsen & Toubro covering DCF valuation, peer analysis, and financial modelling. Analyzed financial statements, growth drivers, and capital allocation trends to assess investment potential.
  • Conducted FCFF-based valuation, WACC calculation, and beta analysis to estimate intrinsic value.
  • Researched industry and macroeconomic trends impacting the infrastructure and engineering sector.

 Equity Research - La Opala RG Ltd (NSE: LAOPALA) | Microcap BUY Thesis 

  • Identified cyclical revenue trough (3 qtrs YoY decline) vs. structural break; initiated BUY with ₹220 target (~28% upside)
  • Built 3-scenario earnings model (FY27E PAT: ₹92–128 Cr) based on P/E mean-reversion to historical 2227x.
  • Highlighted margin resilience (NPM 28–39%) and net-cash balance sheet (D/E-0x) as key downside cushions Link- https://drive.google.com/file/d/1lvvrkOlstHpJh7vnjSoFxftiyfdJgfRE/view?usp=drivesdk

Timeline

Finance Intern

Thales
04.2024 - 08.2024

Field Research Analyst (Volunteer)

Centre for Social Change
12.2023 - 02.2024

CFA Level I Passed - CFA Level II Candidate -

CFA Institute
04.2001 -

Bachelor of Commerce Hons. - Finance

Amity University
04.2001 -

Class XII - 88.2% -

The Shri Ram Millenium School
04.2001 -
Priyanshu SinghCFA Level II Candidate | Corporate Finance & Valuation