EDUCATION:
Indian School of Business (ISB) PGP in Management (Planned majors: Finance & Strategy) Apr 14Apr 15
Winner among >100 teams at Sammantran 2014, a competition on an HBR-published business case, at IIM-Bs Consulting Conclave
- Devised a turnaround strategy to transform a loss making educational institution in rural India into a commercially viable venture
- 1,200 college students to benefit from the implementation; Collaborating with the founders of the institution to execute the strategy
Finalist among 19 teams in the mock financial budget competition Build Your Own Budget conducted across both ISB campuses
Collaborated in Global Analysis Project with ISB faculty to evaluate the macroeconomic setting of countries from investors standpoint
Conducted on-campus peer to peer learning sessions for 50+ students on Financial statement analysis & Financial management
Institute of Chartered Accountants of India (ICAI) Chartered Accountancy Aug 04Aug 09
Served on the panel of experts to assess the revisions to accounting & assurance standards
Awarded the most promising leader in a batch of 75 students at ICAIs General Management & Communication Skills course
University of Pune Master of Commerce & Bachelor of Commerce Jun 04Jul 09
Secured 1st class with distinction in the Bachelors degree and 1st class in the Masters degree
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PROFESSIONAL EXPERIENCE:
Chartered Accountant with hands on experience in the valuation & advisory services domain; extensive work done in stock selection,
fundamental analysis, assurance, financial reporting (US GAAP/IFRS), risk management, & process enhancements
CRISIL Ltd. (an S&P company) - Research Analyst, Global Research & Analytics (Hangzhou, China & Pune, India) Mar 11Apr 14
Leadership & analytical skills
Modified the DCF based stock valuation methodology by amending assumptions related to employee benefits & PPE write-offs
- Led the idea generation group in the modification; effected a resultant saving of 400 person hours every year
Lead editor of the market commentary team; Analyzed impact of various corporate actions on stock prices
- Handled a portfolio >1,000 stocks (combined market cap of >USD 2T) in Telecom, Industrials, & IT sectors across the APAC region
Critically evaluated stocks to arrive at potentially profitable investments, prepared in-depth stock analysis reports
- Pitched proposals directly to top management of the client; received the highest client satisfaction rating for 3 consecutive years
Key achievements
- Awarded CRISIL PUMA Path breaker (1 analyst among 250) for outstanding innovation & process improvements
- Awarded CRISIL CLAP (top 1%) for exceptional performance at work; sustained delivery of highest quality and timely output
- Awarded 2 attributes in the clients research reports (among 2 analysts out of 250 to receive such attributes every year)
Talent management skills
Structured a 5-member team of resident analysts in China to work on stock valuation; propelled the team to desired proficiency
- Responsible for commencing a recurring billing of USD 0.2M per year; the team continues to generate this revenue
Trained & mentored 25 new analysts in Pune and Buenos Aires while functioning as the Principal trainer & Subject Matter Expert
- Streamlined the new analyst selection process & conceptualized the structure of new joiners boot camp
Developed training & reference manuals and concept memos to bridge the gap between accounting & valuation
- These memos and reference manuals are now used globally by the client to train new analysts
Key achievements
- Rated Role Model (1 analyst among 250) for mentorship & knowledge-sharing for 2013
- Awarded CRISIL PUMA 'Champ (among top 5 analysts out of 250) for collaboration, interpersonal skills, and team-skills
- Awarded CRISIL 'Value Champion' (top 1%) for streamlining new hires training process
Ernst & Young LLP - Executive, Assurance & Advisory services (Pune, India) Aug 09Mar 11
Execution excellence
Boosted profitability by INR 7M of the global leader in telecom billing by identifying process inefficiencies
- Corrected process inefficiencies in accounting for leasehold improvements; SOx compliance procedures updated for all locations
Interpreted favorably the provisos in the term sheet of the royalty agreement for a leading ice-cream maker
- The re-interpretation saves INR 2.5M of royalty outgo every year
Identified risks & provided customized solutions for risk management within the business processes for UKs largest insurer
- Simplified the receivables matching process to reduce the turnaround time by 30%
Key achievements
- Received fast track promotion from articled trainee to Executive
Leadership & team development
Led a group of 5 trainees & managed a portfolio of INR 7M in fees for assurance and advisory services
- Managed and executed 25+ assignments on assurance & advisory services for clients across manufacturing, services, & IT sectors
Headed the team to certify the valuation (INR 880M) of a new manufacturing facility belonging to a Dutch conglomerate
- Expedited the completion of the assignment by achieving 200% utilization
Set up the finance team at the liaison office of a leading American software company
- Formulated SOPs for internal control & risk mitigation; the team now independently handles the finance and control functions
Key achievements
- Awarded EY Sparkle for outstanding performance at work (billing @ 96%)
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OTHER INITIATIVES & EXTRA-CURRICULAR ACTIVITIES:
Indian School of Business
Managing a fund of INR 0.7M generating current returns of 17% using long-term investment horizon as Lead Analyst iAlpha initiative
Organized & coordinated 100+ Career Advancement Council events & pre-placement talks as Regional coordinator for south India
Coached 28 members in grammar & language skills in completion of project speeches as the VP-Education, Toastmasters Club
Social welfare activities
Mentored 20+ underprivileged kids; organized community visits & family planning campaigns as Counselor at 'Akanksha' foundation
Served 200+ members at various camps & organized welfare programs as Instructor at Art of Living foundation
Other activities & sports
Led a platoon of 30 cadets as Lance Corporal in National Cadet Corps (Indias para-military force); green belt holder in martial arts
Certified bartender from the Indian Professional Bartending Academy (IPBA); worked as associate bartender at various events
Won the state-level once and zonal-level twice in badminton championships at the secondary school level
Captained CRISILs & EYs cricket teams to victory in corporate tournaments in 2013 & 2010; Captain of football & cricket teams at ISB