Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shifali Garg

Summary

Analytical professional having 4 years of experience with strong background in financial modeling, Business Valuation and M&A Advisory.

Overview

6
6
years of professional experience

Work History

Senior Associate

PwC
08.2023 - Current
  • Conducted goodwill impairment testing , including detailed WACC computations to assess potential impairment.
  • Worked on complex Purchase Price Allocations (PPA) involving contingent considerations comprising 50% of the total value. Developed MATLAB and VBA-based contingent valuation models, including Black-Scholes-Merton and Monte Carlo simulations.
  • Implemented automated processes within Excel to expedite repetitive tasks and enhancing team productivity by 40.0%.
  • Conduct in-depth analysis of complex financial instruments including safe notes, convertible notes, structured products, debt valuation and total shareholder return.
  • Perform scenario analysis and stress testing to evaluate the sensitivity of valuations to market fluctuations.
  • Collaborated with cross-functional teams to integrate valuation findings into financial strategies, enhancing decision-making processes.

Consultant

Deloitte US
05.2021 - 08.2023
  • Conducted Purchase Price Allocation for acquisitions valued at over $ 200 million, identifying and valuing intangible assets and residual goodwill components per ASC 805.
  • Valued intagible assets including customer relationships, trademarks, non-compete agreements etc using the Multi-Period Excess Earnings Method (MEEM), Relief from Royalty method and With or Without method.
  • Spearheaded the creation of comprehensive Excel model template for private equity valuations (IRC 409A and ASC718), incorporating advanced option pricing methods, CVM and PWERM, reducing consultant time by 30%.
  • Proficient in enterprise valuation using income and market approaches, including comparable company and precedent transaction methods.
  • Application of business, industry and economic research to develop business roadmaps, provide strategic solution to clients and draft industry standard valuation reports and memos.

Analyst

Shiva Multi Biz Private Limited
01.2018 - 12.2019
  • Operating as the lead point of contact for any and all matters specific to accounts include preparing income statements and balance sheet.
  • Collaboration with sales team to track key account matrices and identify opportunities to maximize sale and profit
  • Developed financial models to analyze data and identify potential risks.

Education

MBA - Finance (CGPA : 7.68/10)

Lal Bahadur Shastri Institute of Management
05.2021

Bachelor of Engineering - ECE (CGPA : 7.96/10)

Thapar University
05.2017

Skills

  • Software Proficiency: Microsoft Excel VBA, MATLAB and Python
  • Databases : Bloomberg, Capital IQ, IBIS World
  • Certification: CFA Level 1 (Pursuing)

Timeline

Senior Associate

PwC
08.2023 - Current

Consultant

Deloitte US
05.2021 - 08.2023

Analyst

Shiva Multi Biz Private Limited
01.2018 - 12.2019

MBA - Finance (CGPA : 7.68/10)

Lal Bahadur Shastri Institute of Management

Bachelor of Engineering - ECE (CGPA : 7.96/10)

Thapar University
Shifali Garg