Sunny Mehta
Bengaluru
Summary
Dedicated and detail-oriented professional with a strong analytical background seeking a challenging position as an Analyst in New Initiatives and Third Party Risk Oversight. Eager to contribute expertise in risk management, compliance, and project evaluation to drive strategic initiatives and ensure regulatory compliance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Assistant Manager
Motilal Oswal Private Wealth
Bengaluru
08.2023 - Current
- Analysing start-ups for their Funding Requirement - Analysed 50+ start-ups using various metrics like cash conversion cycle management, gross margin vs leverage thresholds, banking, runway on basis of EBITDA burn, etc.
- Analysing Venture Capital organisations for their Funding Requirement - Analysed 10+ VCs using various metrics such as Internal Rate of Return (IRR), Multiple on Invested Capital (MOIC), Cash-on-Cash Return, Time-to-Liquidity. Used this data to showcase this as a viable investment opportunity to our existing network of UHNI and HNI relations.
- Regular Check - To increase project success rates, frequent risk assessments and analyses were carried out, with important risk indicators identified and mitigation techniques proposed.
- Private Wealth Management - 1) Conducting in-depth financial assessments to understand clients' goals, risk tolerance, and time horizons.
2) Developing comprehensive financial plans that encompass investment strategies, tax planning, estate planning, and retirement planning.
3) Identifying and assessing various risks, including market volatility, economic factors, and changes in financial regulations.
4) Implementing risk mitigation strategies to safeguard and grow clients' wealth.
5) Offering strategic advice on wealth preservation, wealth transfer, and philanthropic endeavors.
6) Staying abreast of market trends, economic developments, and legislative changes that may impact clients' financial situations.
Finance Executive
Klub Works Private Limited
Bangalore
08.2022 - 08.2023
- Revenue based financing
- Analysed financial statements against forecasts to prepare high-level variance analysis
- Ran comprehensive cost/benefit analyses before suggesting new business movements and decisions.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Strategically anticipated long-term business needs by analyzing revenue trends to inform process improvements.
- Designed and modified reporting procedures and controls to inform business development and growth.
- Enhanced internal control systems and procedures to mitigate risk and support opportunities
Finance Intern
Regal India Private Limited
Bangalore
06.2022 - 08.2022
- Researched accounting issues and proposed solutions to avoid repeat occurrences.
- Adhered to budgeting and accounting processes for cohesive records.
- Reviewed statements with staff accountants to inform corporate and individual financial planning.
- Analysed financial data and presented meaningful insights to senior management.
Education
Bachelor of Commerce (Honors) -
Sri Sathya Sai Institute of Higher Learning
11.2022
Chartered Accountancy -
Association of Chartered Certified Accountants
Skills
- Credit Analysis
- Data Interpretation
- Portfolio Management
- Quantitative Analysis
- Microsoft Excel
- Trend Analysis
- Pivot Tables
- Customer Communication
- Transaction Reviewing
- Performance Reporting
- Asset Allocation
- Estate Planning
- Investment Strategies
- Derivatives Trading
- Cash Flow Analysis
- Financial Planning
- Stock Market Expertise
- Mutual Funds
- Managing Wealth
- Client Relations
- Advising on Investments
- Making Insurance Decisions
- Mutual Funds Understanding
- Lead Generation
- Financial Advising
- Risk Assessment
- Business Development
Certification
Financial Risk Analytics from Great Learning (Currently ongoing)
- In this course, we study how Banks and other financial institutions use predictive analytics for modeling their risk
- The course objectives are to help develop a working proficiency of statistical concepts for decision making.
- The purpose is to course to develop a deep appreciation of Credit and Market Risk with a blend of theory and hands-on exercise with real data as class assignments
Timeline
Assistant Manager
Motilal Oswal Private Wealth
08.2023 - Current
Finance Executive
Klub Works Private Limited
08.2022 - 08.2023
Finance Intern
Regal India Private Limited
06.2022 - 08.2022
Bachelor of Commerce (Honors) -
Sri Sathya Sai Institute of Higher Learning
Chartered Accountancy -
Association of Chartered Certified Accountants
Financial Risk Analytics from Great Learning (Currently ongoing)
- In this course, we study how Banks and other financial institutions use predictive analytics for modeling their risk
- The course objectives are to help develop a working proficiency of statistical concepts for decision making.
- The purpose is to course to develop a deep appreciation of Credit and Market Risk with a blend of theory and hands-on exercise with real data as class assignments
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