Fund Accountant

• Jun 2023 - Present

Financial Planning Analyst

• Feb 2023 - May 2023

- Perform financial planning and analysis including budget optimization to reduce cost - Create a financial model template and do value addition by simplifying the existing one to pitch them to new clients - Assist in tracking the CLO quality by assessing the underlying covenants - Prepare cash flow models (incl. DCF and IRR calculations) and perform ratio analysis - Perform financial planning and analysis including budget optimization to reduce cost - Create a financial model template and do value addition by simplifying the existing one to pitch them to new clients - Assist in tracking the CLO quality by assessing the underlying covenants - Prepare cash flow models (incl. DCF and IRR calculations) and perform ratio analysis

Financial Analyst

• Mar 2021 - Jun 2022

- Worked on M&A deals for Investment Banking Client, as well as on projects for a Private Equity client - Performed Public and Transaction comparables and created company profiles for client presentation - Reviewed companies’ financial profiles to create pitchbook/CIM - Built excel based waterfall model to perform fee analysis for a private equity client - Updated financials in a secondaries model and provided potential targets for US-based private equity client - Worked on M&A deals for Investment Banking Client, as well as on projects for a Private Equity client - Performed Public and Transaction comparables and created company profiles for client presentation - Reviewed companies’ financial profiles to create pitchbook/CIM - Built excel based waterfall model to perform fee analysis for a private equity client - Updated financials in a secondaries model and provided potential targets for US-based private equity client

Consultant

• Oct 2020 - Feb 2021

- Scored multiple companies’ corporate governance pillar of ESG on the basis of 110 governance metrics - Conduct sustainability research & analysis of companies across multiple sectors on ESG companies - Analyze the Annual Reports, CSR Report, Proxy Statement and Articles of a company to fetch information with regards to Economic, Environmental, Social and Governance related data - Scored multiple companies’ corporate governance pillar of ESG on the basis of 110 governance metrics - Conduct sustainability research & analysis of companies across multiple sectors on ESG companies - Analyze the Annual Reports, CSR Report, Proxy Statement and Articles of a company to fetch information with regards to Economic, Environmental, Social and Governance related data