SIDDHARTH KARN
Summary
Finance professional with 6+ years of experience in financial modeling, investment research, and team management. Delivered finance transformation through risk assessments, due diligence, and valuation for high-stakes investment banking and private equity projects. Skilled in U.S. finance regulations, SEC filings, and US GAAP, with proven expertise in stakeholder engagement and operational improvements across diverse financial environments.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Financial Domain Expert
Turing
04.2025 - Current
- Applied knowledge of U.S. finance regulations and SEC filings (10-K, 10-Q, 6-K) along with US GAAP to validate contextual accuracy in financial content
- Enhanced LLM performance by solving complex financial and logical reasoning problems, improving model accuracy by 15-20%, which contributed to more consistent financial evaluations.
- Designed and executed evaluation pipelines on 5,000+ financial documents to ensure consistency and reliability in complex financial reasoning tasks, supporting risk assessment processes.
- Collaborated with AI research and product teams to implement data-driven improvements, reducing error rates by ~12% and bolstering finance transformation initiatives.
Associate - Research & Investment Services
TresVista Analytics LLP
10.2023 - 03.2025
- Developed comprehensive company profiles for a private equity firm, providing in-depth financial, operational, and industry analysis to support investment decision-making and risk assessment.
- Led a team of 4-5 analysts in managing end-to-end project execution for private equity firms and investment banks, ensuring timely delivery and adherence to rigorous project management standards.
- Prepared and maintained an M&A tracker comprising 700+ transactions, updated bi-weekly, with trading comparables and in-depth deal research for renewable energy investments.
- Executed comprehensive financial modelling, due diligence, and valuation techniques (DCF, LBO) to produce high-quality investment analysis aligned with finance transformation objectives.
- Utilized FactSet, PitchBook, and Preqin to gather and analyze data, providing customized insights and supporting effective stakeholder management.
- Prepared and reviewed credit writing reports for over 50 companies, conducting detailed financial analysis, risk assessments, and due diligence for a firm managing AUM > $1B.
Manager
EdBuddy
08.2018 - 09.2022
- Led cross-functional teams of 10+ members to execute key projects and deliverables on schedule.
- Conducted market research and competitive analysis, identifying 5+ growth opportunities and shaping GTM strategies.
- Established and optimized operational workflows, improving team productivity and customer experience.
- Increased operational efficiency by ~20% through workflow optimization and directly contributed to a 15% rise in customer retention.
Education
MBA - Finance
K.J. Somaiya Institute of Management
01.2023
B.Tech - Electronics & Telecommunications
UPES Dehradun
01.2018
Skills
- Financial Analysis & Valuation: Financial Modelling, US finance regulations and SEC filings, Financial Analysis,
- Investment Research & Tools: Investment Research, FactSet, PitchBook, Preqin
- Consulting & Leadership: Team Leadership, Finance Transformation
Certification
Bloomberg Market Concepts
LEADERSHIP & EXTRA-CURRICULAR
Quantinuum-Analytics and Quantitative Techniques Club, K J Somaiya Institute of Management Head of Knowledge Sharing Sessions (KSS) The Finance Club Institute Secured 11th rank in National Finance & Marketing Quiz Consulting Club, LBSIM New Delhi Finalist in 'The Marvelous Pursuit' event organised by the Consulting Club, LBSIM New Delhi. NGO Mathematics Tutor Volunteered as a Mathematics Tutor at an NGO for 3 months.
Timeline
Financial Domain Expert
Turing
04.2025 - Current
Associate - Research & Investment Services
TresVista Analytics LLP
10.2023 - 03.2025
Manager
EdBuddy
08.2018 - 09.2022
B.Tech - Electronics & Telecommunications
UPES Dehradun
MBA - Finance
K.J. Somaiya Institute of Management