Shubhangi Khanna

- Compiled and inputted five years of historical financial data into standardized Excel templates, covering the Income Statement, Balance Sheet, and Cash Flow Statement.

- Calculated and analyzed key financial ratios (liquidity, profitability, efficiency, leverage) over five-year periods to identify trends.

- Designed and delivered dynamic charts, pivot tables, and dashboards summarizing financial performance for clients.

- Conducted detailed financial statement analysis to support budgeting, and strategic decision-making.

- Partnered with the CIO of a US-based asset management firm to build financial models and evaluate large corporate credits across multiple sectors.
- Conducted valuation, liquidity, maturity, and ratio analysis to assess creditworthiness and investment potential.
- Delivered capital structure breakdowns and covenant testing reports, enabling informed decision-making for high-value portfolios.
- Held bi-weekly calls with the CIO to present findings, scenario outcomes, and the impact of material events on credit profiles.

- Developed detailed investment profiles for UK and US-based asset managers, including SWOT analysis, transaction overviews, and detailed capital structure.
- Created relative valuation reports by monitoring loan comparables, leverage ratios, and security-level metrics.
- Delivered industry newsletters using Bloomberg & FactSet, summarizing key market developments and company-specific updates.
- Improved reporting accuracy by streamlining data extraction from financial statements and public filings.