Preksha Surana
Intern at Synergy Consulting, Inc.- Claim this Profile
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Bio
Credentials
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Level 1 CFA
CFA InstituteJun, 2017- Nov, 2024
Experience
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Synergy Consulting, Inc.
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United States
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Financial Services
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200 - 300 Employee
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Intern
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Sep 2023 - Oct 2023
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ICICI Bank
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India
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Banking
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700 & Above Employee
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Deputy Manager
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Mar 2021 - Jun 2022
• Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee… Show more • Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee approval of transactions • Inter-team co-ordination within the bank for seamless execution from sanction to disbursement Show less • Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee… Show more • Analysis of Private Equity (PE) Funds, their investments, assets under management, organization structure • Establishing and maintaining communication with the key personnel of PE funds and investee companies • Scouting for opportunities within the PE ecosystem, suggesting and providing relevant bank offerings • Analyzing requirements of PE funds and investee companies to determine feasibility at bank level • Preparation of Term Sheets and Appraisal Notes required for committee approval of transactions • Inter-team co-ordination within the bank for seamless execution from sanction to disbursement Show less
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RSM India
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India
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Business Consulting and Services
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700 & Above Employee
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Articled Assistant
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Apr 2016 - Jan 2019
• Conducted Tax Audit of partnership firms involved in timber trading, jewellery stores and HNIs • Computation of income and corresponding tax liabilities of corporates, partnership firms and HNIs • Involvement in assessment proceedings before CIT, ITAT and other Income Tax officers • Filed revised TDS returns to reduce demand liability and generated Form 16 and 16A • Conducted Tax Audit of partnership firms involved in timber trading, jewellery stores and HNIs • Computation of income and corresponding tax liabilities of corporates, partnership firms and HNIs • Involvement in assessment proceedings before CIT, ITAT and other Income Tax officers • Filed revised TDS returns to reduce demand liability and generated Form 16 and 16A
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J.D.Jhaveri & Associates
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Mumbai, Maharashtra, India
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Articled Assistant
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Aug 2015 - Apr 2016
• Conducted Internal Audit of chemical trading company • Prepared and filed income tax returns of individuals • Conducted Internal Audit of chemical trading company • Prepared and filed income tax returns of individuals
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Education
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SPJIMR SP Jain Institute of Management & Research
PGDM, Finance -
The Institute of Chartered Accountants of India
Chartered Accountant -
Narsee Monjee College of Commerce and Economics
B.Com, 6.67/7.00 -
Narsee Monjee College of Commerce and Economics
12th, 87.69% -
Ryan International School
10th, 94.43%