Kunal Mehta
Financial Analyst at Magic Lamp Consulting Inc- Claim this Profile
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Bio
Credentials
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Bloomberg Market Concepts
Bloomberg LPSep, 2021- Sep, 2024
Experience
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Magic Lamp Consulting Inc
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United States
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Fundraising
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1 - 100 Employee
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Financial Analyst
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Sep 2022 - Present
• Manage nonprofit client financial budgets (~$1.49M), ensuring all program budgets are accurately accounted for in the total organizational budget. • Forecast future financial budget needs for nonprofit clients. • Prepared monthly, quarterly, and annual financial reports, including profit and loss statements, balance sheets, and cash flow statements. Presented findings and insights to senior management, highlighting key financial metrics and trends. • Created and maintained complex financial models to support business initiatives, such as mergers and acquisitions, capital budgeting, and scenario analysis. Utilized advanced Excel functions and financial modeling techniques. • Collaborated with internal stakeholders to gather and analyze financial data from various sources, ensuring data accuracy and integrity. Utilized data analysis tools and software to extract meaningful insights and support decision-making processes. • Stayed updated on relevant financial regulations and accounting standards, ensuring compliance in financial reporting and adhering to ethical practices. Show less
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Senior Manager Corporate Finance
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Nov 2019 - Aug 2021
• Negotiated & raised $2.8M USD for the company by way of working capital loan and refinancing term loans by working with some of India’s largest institutions: Indian Bank, ICICI, and Tata Capital. • Prepared Credit Monitoring Assessment for raising working capital facilities for the company. • Led efforts to ensure company’s monthly stock audit and inspection were conducted efficiently and accurately. • Collaborated with cross-functional teams to drive successful project outcomes and resolve issues. • Developed and maintained relationships with internal and external stakeholders, including vendors, suppliers, and regulatory bodies. • Identified opportunities for process improvement, streamlining workflows, and enhancing operational efficiency. • Oversaw the day-to-day operations of multiple departments, ensuring efficiency, productivity, and adherence to quality standards. • Contributed to the development and execution of the company's strategic plans, aligning departmental goals with organizational objectives. Show less
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Senior Manager Corporate Finance
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Feb 2018 - Oct 2019
• Developed Information Memorandum (CMA) and presentations for clients for their funding requirements from Financial Institutions. • Co-coordinated with Banks/Financial Institutions to raise funds for the client and assisted clients to prepare justification for the queries raised by the bank or financial institutions during the loan process. • Assisted clients in preparing term sheets for negotiations. • Developed Financial Models & CMA adhering to proposal requirements. • Coordinated with banks and financial institutions to raise funds for clients, providing support in preparing justifications for queries raised during the loan process. • Provided financial insights and recommendations to senior management and clients, supporting strategic decision-making. • Developed and implemented financial policies and procedures to improve operational efficiency and internal controls. • Prepared and presented financial reports and analysis to clients, stakeholders, and senior management, providing valuable insights and recommendations. Show less
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Nirmal Lifestyle Ltd
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Real Estate
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100 - 200 Employee
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Finance Manager
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Oct 2016 - Jan 2018
• Raised short-term & LAP (Loan against Property) funding against commercial property. • Maintained monthly Management Information System of Company’s debt outstanding & inventory for leadership presentations. • Co-coordinated with auditors for account finalization purposes. • Led projection & CMA preparations adhering to proposal requirements. • Developed documentation before & after disbursement of funds. • Conducted comprehensive financial analysis to support strategic decision-making and identify areas for cost reduction and revenue enhancement. • Coordinated with auditors during the financial statement audit process, providing necessary documentation and addressing audit queries. • Managed cash flow to optimize working capital and liquidity, monitoring cash positions and implementing cash flow forecasting techniques. • Monitored and analyzed market trends and external factors impacting financial performance, providing recommendations to senior management • Built and maintained relationships with key stakeholders, including banks, financial institutions, investors, and regulatory bodies. • Implemented financial systems and software to improve data accuracy, reporting capabilities, and overall financial management. Show less
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Financial Analyst
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Sep 2014 - Sep 2016
• Led business development & execution of debt syndication deals. • Prepared business valuation & projections for clients. • Raised ~ USD 15M from banks for various clients. • Represented the business model for a newly acquired school to secure funding from banks and outside investors. • Developed presentations for investors’ various projects • Led business development & execution of debt syndication deals. • Prepared business valuation & projections for clients. • Raised ~ USD 15M from banks for various clients. • Represented the business model for a newly acquired school to secure funding from banks and outside investors. • Developed presentations for investors’ various projects
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R-Financial
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Australia
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IT Services and IT Consulting
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1 - 100 Employee
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Financial Analyst
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Jan 2014 - Aug 2014
• Developed and executed financial strategies, resulting in a 15% increase in financial performance and efficiency • Spearheaded enhancements to financial forecasting and budgeting processes, resulting in a 10% increase in budget accuracy. Performed scenario analyses to optimize financial plans and identify potential areas of risk. • Produced and evaluated financial models to inform decision-making across the company, leading to a 24% reduction in risk exposure. Established financial KPIs, forecasting processes and trend analysis to support long-term growth objectives. • Streamlined forecasting process, reducing forecasting time by 20% and increasing accuracy by 18%. Show less
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Education
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2021 - 2023
Clark University
Master's degree, Finance, General
Community
