Investment Banking Senior Analyst

• Aug 2022 - Present

Investment Banking Analyst

• Jun 2021 - Aug 2022

Prepared financial models and valuations of private and public companies using DCF, Precedent M&A Transactions, Comparable Public Companies, IRR analysis, LBO, earnings Accretion/Dilution, and Merger consequence analysis. Collaborated with senior bankers to draft materials used in the financing clients, including investment memoranda and management presentations, and performed client due diligence and industry research. Prepared financial models and valuations of private and public companies using DCF, Precedent M&A Transactions, Comparable Public Companies, IRR analysis, LBO, earnings Accretion/Dilution, and Merger consequence analysis. Collaborated with senior bankers to draft materials used in the financing clients, including investment memoranda and management presentations, and performed client due diligence and industry research.

Finance and Operations Consultant

• Nov 2020 - Jun 2021

TSM is an Education company and I contribute my ideas and efforts towards Business Strategy, Financials, Academics (Content or Curriculum Development), Digital Marketing, Database Management, and Tools and Technology upgrades from time to time. TSM is an Education company and I contribute my ideas and efforts towards Business Strategy, Financials, Academics (Content or Curriculum Development), Digital Marketing, Database Management, and Tools and Technology upgrades from time to time.

Tax Preparer - Volunteer

• Jan 2021 - May 2021

Certified through IRS for helping out New Yorkers file their Tax Return for 2020. Filed 25+ returns during my tenure. Certified through IRS for helping out New Yorkers file their Tax Return for 2020. Filed 25+ returns during my tenure.

Finance Operations Manager

• Feb 2019 - Sep 2020

Consulting for Finance and Operations Management of processes across the globe. Extensive research on tools, technologies and techniques in US business world. Explored digital marketing and consulting in strategy formulations in Financial Media space (US clients). Acquainted and avid user of tools for small to medium businesses Globally. Strategic planning with IT Teams on integrations with tool or enhancement of internal created ERP Content Planning and Media publication… Show more Consulting for Finance and Operations Management of processes across the globe. Extensive research on tools, technologies and techniques in US business world. Explored digital marketing and consulting in strategy formulations in Financial Media space (US clients). Acquainted and avid user of tools for small to medium businesses Globally. Strategic planning with IT Teams on integrations with tool or enhancement of internal created ERP Content Planning and Media publication roadmaps with SEO considerations Recruitment plans and handling Virtual teams Webpage and Email Management Show less Consulting for Finance and Operations Management of processes across the globe. Extensive research on tools, technologies and techniques in US business world. Explored digital marketing and consulting in strategy formulations in Financial Media space (US clients). Acquainted and avid user of tools for small to medium businesses Globally. Strategic planning with IT Teams on integrations with tool or enhancement of internal created ERP Content Planning and Media publication… Show more Consulting for Finance and Operations Management of processes across the globe. Extensive research on tools, technologies and techniques in US business world. Explored digital marketing and consulting in strategy formulations in Financial Media space (US clients). Acquainted and avid user of tools for small to medium businesses Globally. Strategic planning with IT Teams on integrations with tool or enhancement of internal created ERP Content Planning and Media publication roadmaps with SEO considerations Recruitment plans and handling Virtual teams Webpage and Email Management Show less

Sr. General Manager

• Nov 2015 - Dec 2018

Academic and operations head for an accounting and finance vocational education company. Lead a team of 40+ across nation which included resources from Research & Development, Learning & development and Quality Assurance • Research & Development included a continuous innovation and upgradation in courseware along with technological implementations with IT. Development of E-learning via Learning Management System of select content • Launched and Implemented SAP, GST, English… Show more Academic and operations head for an accounting and finance vocational education company. Lead a team of 40+ across nation which included resources from Research & Development, Learning & development and Quality Assurance • Research & Development included a continuous innovation and upgradation in courseware along with technological implementations with IT. Development of E-learning via Learning Management System of select content • Launched and Implemented SAP, GST, English Learning System, Microsoft Excel Test (MET) & Graduation Program for Universities in last 2 years Show less Academic and operations head for an accounting and finance vocational education company. Lead a team of 40+ across nation which included resources from Research & Development, Learning & development and Quality Assurance • Research & Development included a continuous innovation and upgradation in courseware along with technological implementations with IT. Development of E-learning via Learning Management System of select content • Launched and Implemented SAP, GST, English… Show more Academic and operations head for an accounting and finance vocational education company. Lead a team of 40+ across nation which included resources from Research & Development, Learning & development and Quality Assurance • Research & Development included a continuous innovation and upgradation in courseware along with technological implementations with IT. Development of E-learning via Learning Management System of select content • Launched and Implemented SAP, GST, English Learning System, Microsoft Excel Test (MET) & Graduation Program for Universities in last 2 years Show less

Finance Executive

• Sep 2014 - Nov 2015

• Emerging Markets financial results analysis and consolidation • Reconciled Trial balance (Statutory and Management books) - Initiated alignment of monthly process within finance teams for monthly reconciliation of Accounts receivables, Vendor accounts, VAT, closing entries and suspense accounts. • Ledger scrutiny of various management units Profit & Loss (Operating) statements • SAP Implementation - Assist on readiness assessment and various submissions for system setup • Emerging Markets financial results analysis and consolidation • Reconciled Trial balance (Statutory and Management books) - Initiated alignment of monthly process within finance teams for monthly reconciliation of Accounts receivables, Vendor accounts, VAT, closing entries and suspense accounts. • Ledger scrutiny of various management units Profit & Loss (Operating) statements • SAP Implementation - Assist on readiness assessment and various submissions for system setup

Manager - Research & Development and Institutional Training

• Aug 2012 - Sep 2014

Identifying and Analyzing (Market and Financial) Business Opportunities, Institutional Training, Course Creation and development of materials. E learning and Project manager for various competitive examinations. Team Handling and Reporting. Identifying and Analyzing (Market and Financial) Business Opportunities, Institutional Training, Course Creation and development of materials. E learning and Project manager for various competitive examinations. Team Handling and Reporting.

Teacher

• Jan 2013 - Mar 2014

Computerised accounting classes to higher secondary students Computerised accounting classes to higher secondary students

Trainee

• Jun 2012 - Aug 2012

Auditing and Finalisation of Accounts. • Statutory Audit (Finalization) of 9 Construction Company under Revised Schedule VI Auditing and Finalisation of Accounts. • Statutory Audit (Finalization) of 9 Construction Company under Revised Schedule VI

Article Assistant

• Jul 2008 - Mar 2012

• Prepared and filed 60 individual and corporate tax returns using automated tax preparation software • Performed due diligence of 4 companies • Investment research for preparation of 50+ weekly capital market summary reports • Conducted research on various audit and tax-related issues for banking, manufacturing and health industries • Prepared and filed 60 individual and corporate tax returns using automated tax preparation software • Performed due diligence of 4 companies • Investment research for preparation of 50+ weekly capital market summary reports • Conducted research on various audit and tax-related issues for banking, manufacturing and health industries

Freelancer

• May 2009 - May 2011

Preparing weekly Capital Market Summary reports Preparing weekly Capital Market Summary reports