Summary
Overview
Work History
Education
Professional Skill Set
Attributes
Interests
Timeline
Generic
Srikanth Annamneni

Srikanth Annamneni

Valuation Consultant

Summary

Highly motivated finance professional with a strong commitment to excellence and a solid work ethic, possessing 2+ years of Valuations, 1 year of Investment Banking, and 3+ years of Audit and Accounts experience. Experienced in managing valuation risk, ensuring appropriateness of conclusions, and maintaining robust documentation. A key contributor to the growth and direction of the funds' Valuations team, fostering a positive team environment focused on continuous value creation. Skilled in monitoring unlisted asset performance and market trends, with strong technical, business, presentation, communication, and time management skills.

Overview

9
9
years of professional experience

Work History

Consultant, Valuation Services

Kroll Advisory Pvt Ltd (KROLL India)
03.2023 - Current
  • Performing valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
  • Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring
  • Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information
  • Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations
  • Independently gathering data pertinent to the engagement through client interactions, including face-to-face meetings and client site visits
  • Designing financial models for discounted cash flow, market multiple, market transaction and option pricing analysis
  • Reporting and presenting analyses and conclusions including written reports
  • Contributing directly to the development of proposals, presentations and publications
  • Working with management in building and maintaining client relationships
  • Identifying and communicating potential engagements to management and writing engagement letters
  • Managing administrative responsibilities towards the engagement such as code creation, reporting and invoicing.
  • Contributed as a key team member at Kroll on a pioneering Celebrity Brand Valuation project 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.

Analyst, Valuation Services

Kroll Advisory Pvt Ltd (KROLL India)
06.2022 - 02.2023
  • Perform valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches and theory
  • Design and work with financial models for discounted cash flow, market multiple, market transaction and option pricing analyses
  • Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations
  • Independently gather data pertinent to the engagement through direct client interaction and client site visits
  • Assist in preparing and presenting the results of our analysis in a clear and concise manner
  • Contribute directly to the development of proposals, presentations and publications communicated to current and prospective clients
  • Perform in-depth client, industry, market and competitor research.
  • Contributed as a key team member at Kroll on a pioneering Celebrity Brand Valuation project 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.

Valuations Analyst

Knowcraft Analytics Private Limited, India
05.2021 - 06.2021
  • Building Models using Option Pricing for 409A analysis in Life Sciences Industry
  • Planning, organizing, conducting, and managing various valuation engagements through using DCF / Relative Valuation / PPA / Pitch Book etc
  • Modules
  • Functionally managing a small engagement team while being accountable for the daily progression and reporting of the engagement to the senior members of the team
  • Assumes responsibility for quality control and accuracy of client deliverables
  • Oversees multiple valuation and consulting engagements simultaneously
  • Writes complex valuation reports and summarizes analyses and conclusions
  • Leads, trains, and mentors analysts and other associates within the team.

Investment Banking Intern

RA Advisors, India
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 statements analysis report, pitch books, IPO notes, Information Memos and market updates for senior bankers.

Investment Banking Intern

SHS Advisory Services, India
02.2020 - 07.2020
  • Developed detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures
  • Assisted senior bankers with research on potential acquisitions and potential buyers
  • Assisted senior bankers and client companies for SME IPO listing
  • Prepared financial statements analysis report, pitch books, Information Memos and market updates for senior bankers and clients
  • 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
  • Created and authored financial models, valuation analysis, debt capacity, capital adequacy, analyses and documents, as well as presentations for proposals and transactions.

Article Trainee

Brahmayya & Co
09.2014 - 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 and Proprietorship 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

Chartered Accountant -

Institute of Chartered Accountants of India (ICAI)
01.2020

Certified Valuation Analyst (CVA) - Valuations

NACVA
04.2001 -

Certified Financial Modelling & Valuations Analyst -

The WallStreet School
Gurgaon
08.2019

Bachelors of Commerce -

Acharya Nagarjuna University
Guntur, Hyderabad
11.2019

Professional Skill Set

  • Financial Modelling
  • Financial Analysis
  • Business Valuations
  • Financial Statement Analysis
  • Industry Knowledge
  • MS Office Package (Advanced Excel, Word, PowerPoint)
  • Technical tools like Bloomberg terminal, Capital IQ, Private Circle, KT Mine

Attributes

  • Analytical and Methodical Approach
  • Impeccable Communication Skills
  • Intellectual Curiosity
  • Team Player

Interests

Stock Market Research

Photography

Gaming

Reading

Timeline

Consultant, Valuation Services

Kroll Advisory Pvt Ltd (KROLL India)
03.2023 - Current

Analyst, Valuation Services

Kroll Advisory Pvt Ltd (KROLL India)
06.2022 - 02.2023

Valuations Analyst

Knowcraft Analytics Private Limited, India
05.2021 - 06.2021

Investment Banking Intern

RA Advisors, India
01.2021 - 04.2021

Investment Banking Intern

SHS Advisory Services, India
02.2020 - 07.2020

Article Trainee

Brahmayya & Co
09.2014 - 10.2017

Certified Valuation Analyst (CVA) - Valuations

NACVA
04.2001 -

Chartered Accountant -

Institute of Chartered Accountants of India (ICAI)

Certified Financial Modelling & Valuations Analyst -

The WallStreet School

Bachelors of Commerce -

Acharya Nagarjuna University

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