Resourceful and detail-oriented Financial Analyst with over 4 years of experience in alternative investments, credit analysis, financial modeling, and due diligence. Proven expertise in handling high-value AIF transactions, debt refinancing, legal documentation, and end-to-end deal execution. Strong command over financial statement analysis, SEC reporting, and regulatory compliance, with advanced proficiency in Excel and financial tools.
Overview
4
4
years of professional experience
2
2
Languages
Work History
Financial Analyst
Dickey Assets Management Pvt. Ltd. (Dhfin Group)
09.2023 - Current
Spearhead end-to-end deal execution for Alternative Investment Fund (AIF) transactions across 30+ investee companies, including both performing and stressed assets.
Handled high-value debt deals up to ₹300 Crores involving refinancing, fresh debt raising, and acquisitions.
Conducted detailed financial and legal due diligence, financial statement analysis, and covenant testing before subscribing to debentures/equity instruments.
Created and managed key investment documentation: Term Sheets, Subscription Agreements, and detailed Pitch Books.
Drafted Investment Memos (Credit Notes and Investment Committee Notes based on in-depth company evaluation and financial projections.
Utilized Excel to build and maintain DCF models, calculate WACC, estimate Terminal Value, and conduct sensitivity analysis to test model robustness.
Performed fundamental analysis, company valuations, and prepared comprehensive financial health reports to support investment decisions.
Collaborated directly with investee companies throughout the transaction lifecycle and assisted external auditors to ensure SEBI compliance and internal policy alignment.
Financial Analyst
Acuity Knowledge Partners
02.2021 - 07.2023
Delivered end-to-end output and maintained direct client communication.
Conducted financial due diligence and maintained updated customer data.
Prepared company profiles capturing detailed market and industry insights.
Spread and analyzed historical financial statements using SEC filings (10K, 10Q, 8K), business tax returns, and press releases.
Performed key financial ratio analysis to evaluate liquidity, solvency, and profitability; reported covenant breaches.
Updated and tested financial/legal covenants in client-specific templates.
Reviewed peer team cases to ensure quality and compliance.