Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
Srikanth Annamneni

Srikanth Annamneni

Bengaluru

Summary

Experienced Valuation Consultant with a strong background in Business Valuations and expertise in Financial modelling and Financial Statement Analysis. Proven ability in team building and collaboration. Seeking a challenging position where I can apply my expertise in financial analysis and investment strategies, honed through experience in equity research, investment analysis, and portfolio management, to drive business success across various sectors.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Valuation Consultant

Kroll (F.K.A: Duff & Phelps)
Bengaluru
03.2023 - Current
  • Developed comprehensive valuation models using discounted cash flow, comparable company, analysis, and precedent transactions methods to provide reliable valuation assessments
  • Performed regulatory-compliant valuation assessments for diverse VC funds, appraising a range of startup investments to ensure accuracy and adherence to industry standards
  • Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product
  • Led complex valuations, built financial models, analyzed target industries and provided market insights
  • Collaborated with cross-functional teams to gather relevant data, assess risk factors, and communicate valuation findings to clients clearly and concisely
  • Assisted in the preparation of valuation reports and presentations for regulatory compliance, financial reporting, and strategic decision-making purposes
  • Built intricate models for DCFs, comparable companies and intangible assets
  • Contributed as a key team member on a pioneering Celebrity Brand Valuation report 2022 in India, yielding unique insights and rankings for prominent personalities
  • Collaboratively played a vital role in delivering groundbreaking results that set the project apart in the industry
  • Collected and analyzed data on target industries, competitors, and market trends

Valuations analyst

Kroll (F.K.A: Duff & Phelps)
Bengaluru
06.2022 - 02.2023

Valuations analyst

Knowcraft Analytics
Bengaluru
05.2021 - 06.2022
  • Developed models using Option Pricing for 409A analysis for privately held companies in the Life Sciences Industry
  • Planning, organizing, conducting, and managing various valuation engagements through using DCF / Relative Valuation
  • Functionally managed a small engagement team while being accountable for the daily progression and reporting of the engagement to the senior members of the team
  • Assumed responsibility for quality control and accuracy of client deliverables
  • Worked with management in building and maintaining client relationships
  • Written valuation reports and summarizes analyses and conclusions

Investment Banking Intern

RA Advisors
Mumbai
01.2021 - 04.2021
  • Reviewed business requirements, project specifications, diagrams, and flow processes to document business rules and suggestions
  • Conducted industry research and analysis to assist in the identification and/or analysis of potential or actual business opportunities
  • Involved in daily project management and execution support
  • Prepared financial statement analysis, report, pitch books, IPO notes, Information Memos and market updates for senior bankers

Investment Banking Intern

SHS Advisory Services
Chennai
02.2020 - 07.2020

CA Articleship

Brahmayya & Co
Chennai
10.2014 - 10.2017
  • Worked as Article Trainee and conducted assignments in the capacity of team leader and participated as a team member in statutory audits, internal audit and stock audit of companies, partnership firms
  • Planned, executed, and documented audits with limited supervision in a risk-focused manner and to a high standard in accordance with department and professional standards

Education

Certified Valuation Analyst (CVA) - Business Valuations

National Association of Certified Valuators
UNITED STATES

Chartered Accountancy - Finance

Institute of Chartered Accountants of India
INDIA

B Com - Commerce

Acharya Nagarjuna University
GUNTUR, INDIA

Skills

  • Financial modeling
  • Business Valuations
  • Financial Statement Analysis
  • Team Building and Collaboration
  • Bloomberg terminal
  • Cap IQ
  • Private Circle
  • KT Mine
  • Mergermarket
  • Strategic thinker
  • Problem-solving abilities
  • Communication skills
  • Leadership skills
  • Financial acumen
  • Team player

Certification

Financial Modeling & Business Valuation, The WallStreet School, 08/01/19, Performed Company Valuations utilizing Markets Approach (Relative valuations Trade Comps & Deal Comps) and Income Approach (Future Cash Flows - DCF). Built fully integrated financial projection models including the ability to run sensitivities within models. Worked on company profiles, sector analysis, industry analysis etc.

Accomplishments

  • I enthusiastically seized the opportunity to contribute to Kroll's Celebrity Brand Valuation Report, a unique annual publication in India. My dedication and expertise were instrumental in shaping both the 2022 and 2023 editions. Last year's edition garnered widespread attention, with coverage on over 250 media articles and over 500 downloads, showcasing the impact of our work. It's a privilege to be among the select few entrusted with such a prestigious project.
  • As one of the key contributors to the valuation engagement of an investment fund with an AUM exceeding $10 billion, I was involved in the valuation of few investments within the fund. This provided me with deep insights into fintech and consumer technology sectors, enhancing my understanding of these dynamic industries.
  • Acted as the Single Point of Contact (SPOC) for a leading venture capital firm, coordinating and streamlining communication between various stakeholders. Additionally, played a pivotal role in the valuation engagement for few of the firm’s investments which honed my skills in stakeholder management, investment valuation, and strategic planning.
  • Co-authored a policy consulting white paper 'Revolutionizing Transportation: How is India making the switch to alternative energy sources?' as part of the research team at Global Governance Initiative, analyzing sustainable transportation policies and alternative energy implementation strategies
  • Achieved a rare fast-track promotion from Analyst to Consultant within a short span of 6 months, a testament to my exceptional performance and advanced skill set. This accelerated progression highlights my ability to surpass expectations and deliver outstanding results in a challenging and fast paced environment.

Timeline

Valuation Consultant

Kroll (F.K.A: Duff & Phelps)
03.2023 - Current

Valuations analyst

Kroll (F.K.A: Duff & Phelps)
06.2022 - 02.2023

Valuations analyst

Knowcraft Analytics
05.2021 - 06.2022

Investment Banking Intern

RA Advisors
01.2021 - 04.2021

Investment Banking Intern

SHS Advisory Services
02.2020 - 07.2020

CA Articleship

Brahmayya & Co
10.2014 - 10.2017

Certified Valuation Analyst (CVA) - Business Valuations

National Association of Certified Valuators

Chartered Accountancy - Finance

Institute of Chartered Accountants of India

B Com - Commerce

Acharya Nagarjuna University
Srikanth Annamneni