Open To Work
Romick Shah
Mumbai
Summary
Proven expertise at Quantum ProjectInfra Pvt Ltd in financial modeling and cash flow analysis, leveraging advanced SAP skills to drive successful debt syndication and business development. Adept at strategic communication and stakeholder engagement, consistently enhancing transaction execution and securing critical funding for real estate projects.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Assistant Manager
Quantum ProjectInfra Pvt Ltd
03.2024 - Current
- Financial Modeling: Develop sophisticated financial models and feasibility reports to structure real estate finance.
- Business Development: Empanel with Banks, NBFCs, and AIFs to pitch services and secure debt for clients.
- Transaction Execution: Actively involved in the execution of acquisition transactions and technical due diligence.
- Asset Monitoring: Manage monthly reconciliation of budgeted vs. actual cash flows for a premier lending institution.
- Data Oversight: Reconciled Sales MIS and inflow trackers with bank statements monthly, ensuring accuracy of financial reporting and cash flow management.
- Debt Syndication: Analyzed financial data for debt raising, preparing Information Memorandums (IM) that effectively communicated project viability to developers.
Associate
Backstage Solutions Pvt Ltd
10.2022 - 02.2024
- Regulatory Compliance: Facilitated resolution of open Bill of Entries (BOE) and advance payments between banks and Piramal Pharma with RBI.
- Operational Recovery: Eliminated documentation backlogs dating back to 2020, ensuring timely vendor payments.
- System Integration: Extensively utilized SAP modules for data management and financial reporting.
- Financial Support: Supported preparation of GST returns, bank summaries, and balance sheet computations.
Freelance Research Analyst
Romick Financial Services
07.2016 - 10.2022
- Capital Markets: Managed distribution of secondary market products and institutional placements, enhancing visibility for listed entities.
- Fundraising: Facilitated debt and equity raising for developers, while creating CMA databases that supported informed credit analysis.
- Certification: Successfully cleared NISM Series VA-MF Distribution Examination.
Audit Manager
Secmark Consultancy Pvt Ltd
07.2010 - 07.2016
- Led audit teams in reviewing financial statements for compliance and accuracy.
- Developed comprehensive audit plans based on regulatory requirements and industry standards.
- Reviewed internal controls to identify risks and recommend improvements.
- Ensured regulatory compliance and filed returns to stock exchanges for corporate clients, maintaining accuracy and timeliness.
- Prepared and filed income tax returns for diverse clients, ensuring adherence to current tax laws and regulations.
Education
Bachelor's Of Commerce -
University of Mumbai
Mumbai01-2012
HSC -
MK Valia College
Mumbai01-2008
SSC -
St. Anne’s High School
Mumbai01-2006
Skills
- Financial Reporting
- Budget Management
- Budget forecasting
- Cash Flow Analysis
- Financial modeling
- Excel expertise
- SAP (Advanced)
Languages
- English
- Hindi
- Gujarati
- Marathi
Hobbies and Interests
- Market Analysis
- Sports
- Traveling
- Reading
Core Competencies
- Business Development, Facilitating land transactions like Redevelopment of Societies, Outright vacant land transactions as well as deals for developers in plotted development and villas in and around Maharashtra
- Real Estate Finance, Debt Syndication, Debt Raising, & Capital Market Structuring.
- Asset Management, Monthly Cash Flow Reconciliation, Sales MIS, & Inflow Tracking.
- Analysis & Modeling, Feasibility Reports, CMA Database Creation, & Market Analysis.
- Compliance & Audit, IDPMS (RBI) Monitoring, GST Returns, & Technical Due Diligence.
Certification
NISM
Affiliations
Volunteer for a NGO
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
HybridRemoteOn-SiteSalary Range
₹900/hr - ₹1000/hrTimeline
Assistant Manager
Quantum ProjectInfra Pvt Ltd
03.2024 - Current
Associate
Backstage Solutions Pvt Ltd
10.2022 - 02.2024
Freelance Research Analyst
Romick Financial Services
07.2016 - 10.2022
Audit Manager
Secmark Consultancy Pvt Ltd
07.2010 - 07.2016
Bachelor's Of Commerce -
University of Mumbai
HSC -
MK Valia College
SSC -
St. Anne’s High School