Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Shrishtee Jain

Chartered Accountant || CFA Level 1 Candidate || B.Com.
Mumbai,MH

Summary

A highly-motivated Investment Banking Analyst with nine months of training experience in Information Memorandum, Financial modelling, Due Diligence and Comparable analysis. Handled multiple projects at once and delivered results within tight deadlines. Possesses excellent communication skills and is a quick learner. Ready to put my knowledge and skills to support an Investment Banking firm in achieving its goals.

Overview

4
4
years of professional experience
12
12
years of post-secondary education
4
4
Certificates

Work History

Investment Banking - Associate Manager

Incorp Advisory Services Private Limited
Mumbai, Maharashtra
04.2022 - 12.2022

1. Assisted in financial due diligence of two prominent EdTech sectors
2. Helped in preparation of ESOP Agreement, Pre IPO Offer documents and Slump sale calculations.
3. Prepared Information Memorandum of various organizations operating under different sectors.
4. Performed equity valuation by analyzing comparable public companies.
5. Prepared valuation reports of companies operating under Electric vehicle, AgriTech, FoodTech, Home Furnishings, Animal Feed and specialty chemicals industry
6. Developed financial models for new business opportunities.
7. Conducted in-depth market research and created detailed financial projections.

Articled Assistant

Agrawal Sunil & Co
Raipur, Chhattisgarh
04.2018 - 04.2020

1. Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.

2. Computed GST liability and e-filing of GST return

3. Prepared working papers and supporting documentation for audit findings.

4. Prepared reports and materials to assist with audits.

5. Managed various accounting functions like bank reconciliation, analysis of trial balance and preparation of financial statements

Articled Audit Assistant

Bamb Taori & Co.
Raipur, Chhattisgarh
04.2017 - 03.2018

1. Developed audit scopes and audit programs.

2. Prepared year-end journal entries to prepare for annual audit.

3. Conducted audits of funds to meet proper accounting, reporting and disbursement requirements.

4. Created thorough audit reports with results, recommendations and conclusions.

5. Performed analysis and research to compile data to submit to auditor for special projects.


Education

Chartered Accountant -

The Institute of Chartered Accountants of India
Raipur, Chhattisgarh
12.2015 - 12.2021

Bachelor of Commerce -

Maharaja Agrasen International College
Raipur, Chhattisgarh
04.2016 - 04.2019

High School Diploma -

Krishna Public School
Raipur, Chhattisgarh
03.2012 - 03.2015

Skills

    Microsoft Office Applications

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Certification

"Financial Modelling and Valuation" by Internshala

Affiliations

  • Toastmasters
  • Taare Zameen Foundation
  • Muskurahat Foundation
  • Art of Living

Timeline

"Become Funding Ready" by Fundenable

11-2022

"Investment Banking Course" by Udemy

05-2022

Investment Banking - Associate Manager

Incorp Advisory Services Private Limited
04.2022 - 12.2022

"Advanced MS Excel" by Internshala

02-2022

"Financial Modelling and Valuation" by Internshala

01-2022

Articled Assistant

Agrawal Sunil & Co
04.2018 - 04.2020

Articled Audit Assistant

Bamb Taori & Co.
04.2017 - 03.2018

Bachelor of Commerce -

Maharaja Agrasen International College
04.2016 - 04.2019

Chartered Accountant -

The Institute of Chartered Accountants of India
12.2015 - 12.2021

High School Diploma -

Krishna Public School
03.2012 - 03.2015
Shrishtee JainChartered Accountant || CFA Level 1 Candidate || B.Com.