Capital IQ
Sandeep Yadav
Bangalore
Summary
Dynamic and result oriented Principal Analysts with 7+ years of experience in Master Business Finance and Investor relations with Expertise in Financial Modelling | Valuation | Financial Analyst | MIS | Budgeting | Projection team management | stakeholder management and process automation. Passionate about employee engagement, achieving a 100% score in Manager Effectiveness, and fostering collaboration across multiple departments.
Overview
7
7
years of professional experience
Work History
Principal Analysts - Investor Relations
AB InBev
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.
- Europe,US & 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
Business Finance Manager and Investor Relations
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.
- Build MIS for Management for tracking and oversewing Business finance on monthly basis
- 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
Business Finance Analyst
TEXT MERCATO SOLUTIONS PRIVATE LIMITED
08.2019 - 12.2020
- 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).
- 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.
- 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.
- 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.
Investor Relations Associate
INNERWAVE ENDEAVOURS PRIVATE LIMITED
12.2017 - 09.2019
- 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 - Finance
Amity University
Mumbai, India03-2017
Skills
- Financial Analysis
- Financial Projections/Forecasting
- Budgeting
- Presentation skills Management reporting
- Cash flow management
- Valuations
Area of Expertise
Team Management | Client Relationship Management | Leadership | Team Building | Reporting | Data Quality Management | Data Governance | Employee Engagement | Stakeholder Management | Coaching/Mentoring | Employee Engagement
Software
Bloomberg
Power BI
Advanced Excel
PowerPoint Presentation
Awards
Leadership Award , AB-InBev Process Excellence, AB-InBev Transformation Award, AB-InBev GCC Tower Awards (Employee of the Month, Project Awards)
Certifications
- Business Valuation Certification by CFI (Corporate Finance Institute)
- Financial Modeling and Forecasting Financial Statement by Jim Stice and Earl Stice
- Excel in Financial Planning and Analysis by Carl Seidman
- Corporate Financial analysis by Jim Stice and Earl Stice
- Excel in finance - Building a three statement Operating Model by Chris Reilly on LinkedIn
- Business Valuation certification from NISM
Timeline
Principal Analysts - Investor Relations
AB InBev
12.2021 - Current
Business Finance Manager and Investor Relations
EDUKEMY SERVICES PRIVATE LIMITED
01.2021 - 12.2021
Business Finance Analyst
TEXT MERCATO SOLUTIONS PRIVATE LIMITED
08.2019 - 12.2020
Investor Relations Associate
INNERWAVE ENDEAVOURS PRIVATE LIMITED
12.2017 - 09.2019
MBA - Finance - Finance
Amity University
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