Summary
Overview
Work History
Education
Certification
Languages
Accomplishments
Timeline
Work Preference
Hi, I’m

Santosh Patekari

Pune,Maharashtra
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Santosh Patekari

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

9
years of professional experience
1
Certification

Work History

Divine Consultancy Services
Pune

Investment Banking Analyst
4 2022 - Current

Job overview

  • 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.

Arihant Sugars Ltd

Financial Planning & Analyst
07.2018 - 03.2022

Job overview

  • 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.

CA Mahesh Gurav & Co
Kolhapur

Article Assistant
06.2015 - 06.2018

Job overview

  • 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

The Institute of Chartered Accountants of India

Chartered Accountant- Inter
06.2018

Shivaji University

Bachelor of Commerce

Certification

  • NISM Research Analyst
  • NISM Equity Derivatives
  • NISM Mutual Fund Distribution
  • PwC Audit
  • Bank of America Investment Banker

Languages

English
Marathi
Marathi
Marathi

Accomplishments

  • Supervised team of 40 staff members.
  • Secured first Rank in 12th Class.
  • Clear CA-Inter in 2 Attempts.

Timeline

Financial Planning & Analyst

Arihant Sugars Ltd
07.2018 - 03.2022

Article Assistant

CA Mahesh Gurav & Co
06.2015 - 06.2018

The Institute of Chartered Accountants of India

Chartered Accountant- Inter

Shivaji University

Bachelor of Commerce

Investment Banking Analyst

Divine Consultancy Services
4 2022 - Current

Work Preference

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid

Important To Me

Company CultureWork-life balanceCareer advancementPersonal development programs

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Santosh Patekari