Sanskar Maheshwari
Gurugram
Summary
As a CFA Charterholder and finance professional with over 3.5 years of experience, I specialize in valuations, financial modeling, and investment analysis. My expertise includes business valuation, intangible asset valuation, and providing financial advisory services for tax planning and financial reporting. I am proficient in various valuation methodologies—income, market, and cost-based—covering both equity and debt instruments. With a proven ability to thrive in fast-paced environments, I excel at managing stakeholder relationships and delivering high-quality valuation solutions. Recognized for my strong interpersonal skills and commitment to prioritizing client interests, I am dedicated to excelling as a trusted business advisor in client advisory roles.
Overview
5
5
years of professional experience
Work History
Senior Associate
Tall Oaks Partners
11.2024 - Current
- Developed analyses on Business Combination, Goodwill Impairment testing, and preferred equity valuation using various approaches such as Income Approach, Market Approach, and Cost Approach incorporating scenario and sensitivity analyses to enhance decision-making
- Used allocation methodologies such as Option Pricing Model (OPM) and Monte Carlo Simulation (MCS)
- Performed industry-level research and conducted valuations of business units, intangible assets, and debt/equity securities for financial reporting, tax planning, and strategic advisory purposes
- Authored and finalized valuation reports, clearly communicating findings, methodologies, and conclusions for client presentations and external auditors including Big4 audit teams
- Worked closely with client management and stakeholders to gather data, coordinate engagements, and ensure seamless execution of valuation processes
- Contributed to internal knowledge development, assisting in research and the enhancement of best practices in valuation methodologies
Lead Solution Advisor
Deloitte USI
05.2024 - 10.2024
- Conducted valuations for public & private equity, debt securities, and complex financial instruments, advising on fair value assessments
- Developed and maintained end-to-end valuation models, keeping them aligned with evolving market dynamics
- Utilized internationally recognized valuation methodologies including Market Approach, Income Approach, and Cost Approach, alongside allocation methodologies such as Current Value Method (CVM), Black Scholes Option Pricing Method (OPM), and Probability Weighted Expected Return Method (PWERM)
- Conducted in-depth analysis of intricate investments, including Convertible debt, SAFE notes, warrants, and tranche valuation utilizing a variety of methodologies such as Scenario-based analysis, MCS, Black-Scholes Method (BSM), Binomial Lattice Model, and OPM to ensure comprehensive and accurate evaluations
- Collaborated with Deloitte Audit team as an Internal Fair Value Specialist in Audit reviews on market offerings
- Leveraged extensive databases including Capital IQ, S&P Capital IQ Pro, Bloomberg, ICE, IBISWorld, and Economist Intelligence Unit, etc
- Effectively managed multiple concurrent engagements under tight deadlines and phased delivery
- Provided training and mentorship to new hires, fostering skill development in valuation methodologies and Excel-based financial modelling
- Actively engaged in business development activities
Senior
Ernst & Young
10.2019 - 10.2021
- Company Overview: GDS
- Prepared and implemented Purchase Price Allocation accounting models and group consolidation models on multiple clients, based on MS Excel which included various analyzing tools
- Collaborated with engagements teams across world including UAE, US, UK, etc
- Contributed to the creation of comprehensive training materials for the latest updates to the IFRS and ASC standards
- Active member in discussions of project lifecycle and documentation of project management and execution like planning memo, engagement requirements, client expectations, timeline and budgeting for deliverables
- GDS
Education
Bachelor of Business Administration - Finance & Accountancy
Christ University
Bengaluru, India05.2017
Skills
- Valuations and Modeling
- Investment Analysis
- Advanced Microsoft Excel
- Analytical skills
- Team work
- Project Management
- Stakeholder Management and Client Advisory
Affiliations
- CFA Charterholder, CFA Institute
- CFA Society India, Member
- ACCA (Association of Chartered Certified Accountants), UK - Member
Awards
- Outstanding Performance Award - Deloitte USI
- Spot Award - Deloitte USI
- Applause Award - Deloitte USI
- Bravo Awards - EY US team
- Excellent Client Service Award - EY India team
- Spot Award - EY India team
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Timeline
Senior Associate
Tall Oaks Partners
11.2024 - Current
Lead Solution Advisor
Deloitte USI
05.2024 - 10.2024
Senior
Ernst & Young
10.2019 - 10.2021
Bachelor of Business Administration - Finance & Accountancy
Christ University
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