Yale MBA & Chartered Accountant;
Expert Custom Finl Forecast Modeling, Excel, Valuation; Virtual CFO;
M&A & Project Finance-GE Capital, AT&T, American Express, KPMG, SunTrust
Seasoned financial analyst with 15 years of robust corporate financial planning and investment banking experience providing financial consulting services to Venture Capital, Private Equity, Asset Management Firms, Start-up and Growth Companies. My clients describe me as a finance guru, and a result oriented, customer service driven analyst, that provides investment bank level premium service at the best value. I enjoy building complex financial models in Excel and analyzing financial data.
Hard-working, honest, diligent and driven by a desire to excel, I work with you to understand the needs of your business, and strive to provide you with solutions to help you make informed and sound business decisions. Providing robust and well thought through financial plans in conjunction with my client is my goal.
My proficiency range:
*Building and maintaining complex scenario based forecast models in Excel
* Virtual CFO for Corporate Clients
* Valuation of businesses based on discounted cash flows using NPV/IRR, multiples and other financial tools
* Preparing financial statements and reports - P&L A/c, Balance Sheet, Cash Flows
* Capex & Depreciation, Loan Amortization, Payroll (FICA), Rolling 12 month
* Revenue/Cost Analysis
* Professional Grade Charts
* Accounting and Bookkeeping in QuickBooks
Microsoft Excel proficiency:
* What if Scenario Analysis
* Lookup, Match, Index, If, Offset and other combinations of complex functions to extract meaningful data
If you are looking for professionally prepared investment banking grade level financial forecast models and financial statements/reports for business expansion, capital raising, valuation etc., I am the answer to your search.
Along with using my proficiency in Finance & Accounting and MS Excel, I ensure prompt and clear communication with my clients, and deliver a high quality product each time.
Language skills: I am bilingual and have excellent command over the English language. I speak fluent English & Hindi. Basic German.
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