Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Motivationalquote
Timeline
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SANDEEP YADAV

BANGALORE

Summary

Accomplished Principal Financial Analyst with a proven track record at AB INBEV, adept in financial reporting and problem-solving. Expert in driving strategic investment decisions and enhancing investor relations through comprehensive analysis and forecasting. Demonstrated success in financial planning and stakeholder engagement, elevating business growth and financial health.

Overview

7
7
years of professional experience

Work History

Principal Financial Analyst

AB INBEV
Banagalore
12.2021 - Current
  • Analyzed budgets and implemented action plans to rectify issues.
  • Participated in quarterly earnings calls and prepared materials for investor relations.
  • Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
  • Developed comprehensive company valuations to inform investment decisions.
  • Prepare the agenda for the Investor Day meeting, and follow up with the analysts.
  • Global & Hong Kong Investor Report - Prepare and closely monitor stock price movement for investor reports on a daily, weekly, monthly, and quarterly basis.
  • Preparing Quarterly Consensus reports.
  • Co-Variance analysis

Investor Relation and Business Finance Manager

EDUKEMY SERVICES PRIVATE LIMITED
01.2021 - 12.2021
  • Analyzed actual financial results vs budget to prepare variance reporting to functional groups.
  • Promoted finance products to customers and sales force to increase penetration.
  • Coordinated with external auditors to facilitate annual audits and improve financial processes.
  • Assisted in the preparation of budgets and forecasts, including forecast assumptions such as sales volume, pricing, costs and expenses.
  • Made estimates of funds required for short and long-term financial objectives of organization.
  • Analyzed competitors and market trends to facilitate business growth.
  • Analyzed competitive landscape and financial metrics to support strategic planning and market positioning.
  • Leading Fund Raising and Due Diligence

Investor Relations Specialist

TEXT MERCATO SOLUTIONS PRIVATE LIMITED
Bangalore
08.2019 - 12.2020
  • Prepared materials for board of director meetings related to shareholder engagement activities.
  • Developed comprehensive company valuations to inform investment decisions.
  • Guided stakeholder strategies with financial advice.
  • Analysis on the performance of the business (Organization Chart), Variance Tracker (tracking actuals with the projections), client-wise margin analysis, churn rate analysis, leave analysis, and shareholding pattern analysis.
  • Valuation (DCF method), financial analysis (balance sheet, P&L, and cash flow), pitch deck preparation, preparation of projections (monthly, quarterly, and annually), and management information system (MIS).
  • Managing legal compliance, including labor compliance and filings made to the MCA (including the preparation of company documents like agreements, board resolutions, and AGMs, etc.).
  • Investor Report Preparation (Monthly/Quarterly), handled complete legal due diligence, repaired PAS-4, acceptance letter/offer letter to the investors, and filing of all the allotment documents MGT-7, PAS-3, PAS-5, MGT-14, etc. On MCA.
  • Pitch Deck Preparation: Involving market research, competitor analysis, SWOT analysis, budgeting, fund analysis, exit opportunity, and business projections (5 years) for clients in the following industries.

Investor Relations Associate

INNERWAVE ENDEAVOURS PRIVATE LIMITED
Bangalore
12.2017 - 08.2019
  • Managed investor inquiries and responded to requests in a timely manner.
  • Drafted responses to shareholder letters addressing their queries or concerns.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Identified potential investors and developed relationships with them.
  • Engaged in pitching start-ups, financial modeling, prepared reports related to valuations, mergers and acquisitions, and prepared reports related to due diligence.
  • Coordinated analyst expectations surveys among institutional investors.
  • Formulated and actualized strategic financial plans across client investment portfolios.

Education

MBA - FINANCE

AMITY UNIVERSITY
Mumbai
03-2017

Skills

  • Financial reporting
  • PROBLEM-SOLVING
  • Financial Planner/Forecasting
  • Presentation skills
  • Management reporting
  • Financial statement analysis
  • Forecasting techniques
  • Project finance
  • Capital budgeting
  • Cash flow management

Accomplishments

  • 1st in Intra college Volleyball competition held in Amity in 2017
  • Captain of under 19 Mumbai cricket team of KV Sangathan
  • Event head at Ventura Entrepreneurship Competition in Aminova fest held Amity University, Mumbai

Motivationalquote

Waves are my inspiration because when they fall they rise again.

Timeline

Principal Financial Analyst

AB INBEV
12.2021 - Current

Investor Relation and Business Finance Manager

EDUKEMY SERVICES PRIVATE LIMITED
01.2021 - 12.2021

Investor Relations Specialist

TEXT MERCATO SOLUTIONS PRIVATE LIMITED
08.2019 - 12.2020

Investor Relations Associate

INNERWAVE ENDEAVOURS PRIVATE LIMITED
12.2017 - 08.2019

MBA - FINANCE

AMITY UNIVERSITY
SANDEEP YADAV