SHIVAM SHARMA

Consulting firm specializing in financial advisory

• Assisted a top US-based consultancy firm with buy side and sell side Due Diligence assignments, including preparing and updating databooks, roll-forward, report writing, and review
• Developed and prepared comprehensive financial models
• Developed collaterals, pitch decks, and Information memorandum

Education services provider

• Monitored operational activities and prepared detailed overviews to facilitate informed decision-making
• Monitored business verticals and analyzed key performance indicators (KPIs) to assess performance and drive improvements
• Coordinated month-end closing activities ensuring accuracy and timeliness in financial reporting
• Developed Financial Models for potential business partnerships
• Initiated cross-functional projects to improve efficiency, eliminating waste and reduce costs
• Prepared performance reports and budgets

Financial services firm specializing in investment banking

• Conducted valuations utilizing the Income, Market, and Asset approaches to support regulatory compliance, transaction advisory, and financial reporting requirements.
• Executed comprehensive portfolio valuations for Alternative Investment Funds (AIFs) and venture capital funds, ensuring accuracy and compliance with relevant standards.
• Applied advanced Valuation models, including the Black-Scholes model, to value Employee Stock Option Plans (ESOPs) and other derivative instruments.
• Developed detailed Financial models, valuation reports, presenting insights and financial analyses to stakeholders and clients.
• Proficient in leveraging financial databases and analytical tools to gather data, perform in-depth analyses, and support decision-making in valuation assignments.