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Bio

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Credentials

  • Financial Modeling and Forecasting Financial Statements
    LinkedIn
    Aug, 2023
    - Apr, 2026
  • Python 1: Core Data Analysis
    The Marquee Group
    Feb, 2023
    - Apr, 2026
  • Building a Financial Model (of a Company)
    The Marquee Group
    Nov, 2022
    - Apr, 2026
  • Valuation 1: DCF
    The Marquee Group
    Nov, 2022
    - Apr, 2026
  • Excel 1: Core Data Analysis
    The Marquee Group
    Oct, 2022
    - Apr, 2026
  • J.P. Morgan Investment Banking Virtual Experience
    J.P. Morgan
    Mar, 2022
    - Apr, 2026
  • CFA Level 1
    CFA Institute
    Sep, 2021
    - Apr, 2026
  • Behavioural Finance
    Coursera
    Jul, 2021
    - Apr, 2026
  • Analysing Company Performance using Ratios
    Coursera
    Jun, 2021
    - Apr, 2026
  • Business Analysis using R and Excel
    Microsoft
    May, 2019
    - Apr, 2026
  • CFA level 2
    CFA Institute

Experience

  • Angel One Investor Network
    • Burlington, Ontario, Canada
    • Volunteer Analyst
      • May 2024 - Present
      • Burlington, Ontario, Canada

      Angel One Network Inc. is a leading member-based, not-for-profit organization in Southern Ontario, bringing together high net worth investors with a deep interest in the regions of Toronto, Mississauga, Oakville, Burlington, Hamilton, and surrounding areas.- Performed due diligence on potential investments, providing detailed analysis to support decision-making processes- Managed member onboarding and maintained records using dealum, ensuring data accessibility and organization

  • Varsity Tutors, a Nerdy Company
    • Toronto, Ontario, Canada
    • CFA Tutor
      • Mar 2024 - Present
      • Toronto, Ontario, Canada

  • Pycap
    • Toronto, Ontario, Canada
    • Senior Business Analyst
      • Oct 2023 - Dec 2023
      • Toronto, Ontario, Canada

      Pycap Venture Partners is a Venture Capital and Private Equity investment entity with $20M in Assets Under Management spread out over a number of Investment Vehicles.- Conducted in-depth analysis of over 200 start-ups utilizing DCF models and various start-up valuation methodologies- Collaborated with portfolio companies to identify operational inefficiencies and suggest tailored solutions

  • Reefers Technologies
    • Toronto, Ontario, Canada
    • Financial Planning and Analysis Consultant
      • Feb 2023 - Sep 2023
      • Toronto, Ontario, Canada

      Reefers is an early-stage clean-tech startup focused on creating sustainable energy solutions for the heavy-duty transportation industry.- Crafted a comprehensive financing plan for the start-up, utilizing a strategic steppingstone and milestone system. This approach positioned the company to access a potential investment pool exceeding $5 million- Aided in securing funds for the initial product prototype by developing three-statement long range financial models in excel and crafting marketing materials

  • GoStudent
    • Toronto, Ontario, Canada
    • Private Tutor
      • Oct 2022 - Sep 2023
      • Toronto, Ontario, Canada

      - Taught students from various universities including those from Rotman & SDA Bocconi Global Executive MBA program- Offering specialized tutoring in Accounting, Finance, Economics and Business

  • Elko Surgical and Allied Products
    • New Delhi, Delhi, India
    • Finance Associate
      • Aug 2020 - Jul 2022
      • New Delhi, Delhi, India

      Elko Surgical and Allied Products is one of the largest medical equipment and mobility aids manufacturers in India. - Identified and recommended process improvements for working capital management through advanced excel-based financial models. Achieved a 4-day reduction in the cash conversion cycle, optimizing cash flow, and increasing liquidity.- Collaborated with cross-functional teams within the Covid-19 response task force to analyze financial data and develop accurate projections for short-term and long-term capital expenditures, aligning with company objectives- Developed comprehensive financial models to assess the potential impact of various scenarios on the company's liquidity position during uncertain times, leading to an increase of available funding by ~20% and mitigating potential liquidity risks- Performed comprehensive analysis of financial statements using excel to support strategic financial planning, leading to effective resource allocation for expansion. This included successfully expanding the product line from 5 SKUs to 9 SKUs, resulting in a ~40% increase in revenue within the first year

    • Finance Intern
      • Jun 2019 - Jun 2019
      • Gurgaon, India

      India Shelter Finance Corporation is a small housing finance company, with the aim of providing housing credit to middle and low income households- Assisted in evaluating small housing finance and credit applications, focusing on real estate valuations for low-income housing projects- Assisted in building an Impact Report estimating carbon footprint; benchmarked with socio-economic metrics published by the Global Impact Investing Network. Instrumental in strategically positioning the company for engagement with prospective impact investors- Utilized advanced data visualizations to showcase the firm's exceptional performance, revealing superiority over 46 industry competitors with a notable NPA rate consistently below 3%

Education

  • 2022 - 2023
    Schulich School of Business - York University
    Master's degree, Finance
  • 2018 - 2021
    Delhi University
    Bachelor of Arts (Honours), Economics
  • 2004 - 2018
    Springdales School, Pusa Road

Suggested Services

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Industry Focus. “Venture Capital and Private Equity Principals”

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