Santosh Patekari
Investment Banking Analyst
Summary
Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
5
5
Certifications
Work History
Investment Banking Analyst
Divine Consultancy Services
4 2022
- Assisted in a family-owned firm in the investment banking domain, preparing comprehensive financial models for clients, and managing a portfolio of over 600 clients
- As a SEBI-certified Equity Research Analyst, prepared customized equity research reports for clients, leveraging expertise in macroeconomic and microeconomic analysis, including industry and economic analysis, company financials, corporate actions, and management discussions
- Utilized technical analysis techniques such as chart patterns and price action indicators to forecast movements in stock prices, indices, forex, commodity markets, and cryptocurrencies
- Prepared valuation reports for equities using DCF, multiplier, and dividend models
- Conducted valuations for real estate firms, startups, and private equity, and developed M&A and LBO models
- Possessed expertise in fund accounting, including waterfall distribution, journal entries, and ledger preparation for private equity funds and hedge funds
- Served as an Authorized Partner with Angel One Ltd and Motilal Oswal Limited, advising clients on mutual fund investments as a SEBI Certified Mutual Fund Distributor
- Operated the trading terminal for Angel One Ltd, backed by NISM certification in Equity Derivatives Analysis.
Financial Planning & Analyst
Arihant Sugars Ltd
07.2018 - 03.2022
- Served as a Financial Planning Analyst for a public limited sugar factory
- Finalized and consolidated financial statements, integrating subsidiary companies' accounts
- Led financial planning and analysis for three companies, delivering detailed budgets, revenue forecasts, expense projections, working capital management and profitability analyses
- Crafted comprehensive benchmarking reports
- Engineered advanced financial models and performed equity valuations utilizing DCF, DDM, Gordon's Growth Models, and multiplier methodologies
- Authored project reports, developed intricate project finance models, and successfully raised capital for various initiatives
- Skilled in leveraging technology to enhance business efficiency.
Article Assistant
CA Mahesh Gurav & Co
06.2015 - 06.2018
- During my 3-year tenure as an article assistant while pursuing CA in renowned CA Firm, I developed expertise in finalizing accounts and conducting various audits, including tax, internal, concurrent bank, and stock audits
- I was responsible for preparing and uploading income tax returns, handling GST registrations, and filing GST returns
- Additionally, I conducted comprehensive GST audits and prepared detailed project reports
- This role honed my skills in financial statement analysis, compliance, and regulatory reporting, providing a solid foundation for my career in finance and accounting
- Handled Audit team of 10 members
- Prepared financial statements using Ind AS, IFRS, Indian GAAP's.
Education
Chartered Accountant- Inter -
The Institute of Chartered Accountants of India
Pune, Maharashtra 04.2001 -
Bachelor of Commerce - undefined
Shivaji University
Kolhapur, Maharashtra 06.2010 - 05.2013
Skills
Investment Banking Analysis
Project Management
Financial Analysis
Equity Valuation
DCF Valuation
Client Relationship Management
Equity Research Report
Market Data Analysis
Advanced Ratio Analysis
GAAP/IFRS Compliance
Financial Modeling
Report Writing
Derivatives
Technical Analysis
Merger and Acquisition Model Preparation
NAV Calculations
Reconciliation
Financial Reporting
GST
Problem Solving
Project Finance
Valuation Report
Good Communication
MS Excel
Budgeting
Forecasting
Financial Planning
Fundamental Analysis
Scenario Analysis
Sensitivity Analysis
Investor Relations
Credit analysis
DCF Analysis
Microsoft Excel
Certification
NISM Research Analyst
Tools and software
- Microsoft Excel
- Power Points
- MS Word
- Trading View
- UI Path Automation
Languages
English
Marathi
Marathi
Marathi
Accomplishments
- Supervised team of 40 staff members.
- Secured first Rank in 12th Class.
- Clear CA-Inter in 2 Attempts.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations
- American Institute of Certified Public Accountants
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Company CultureCareer advancementWork-life balancePersonal development programsQuote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Interests
Music Lover
Share Market
Youtube Informative Video
Software
MS Excel
Trading View
UI Path Automation
Power Point
Timeline
Financial Planning & Analyst
Arihant Sugars Ltd
07.2018 - 03.2022
Article Assistant
CA Mahesh Gurav & Co
06.2015 - 06.2018
Bachelor of Commerce - undefined
Shivaji University
06.2010 - 05.2013
Chartered Accountant- Inter -
The Institute of Chartered Accountants of India
04.2001 -
Investment Banking Analyst
Divine Consultancy Services
4 2022