Mobile No.
: +91 8788279253
CA Viren R Somani
LinkedIn: linkedin.com/in/viren-somani-139921202
B. Com; ACA
Address: Shivalnagar Society, Pant- Nagar,
Ghatkopar(E), Mumbai
Date of Birth: 26-08-1997
Education Qualification
Examination Institution/ University Year Percentage
CA Final (Group I) Institute of Chartered Accountants of India May 2021 59.25%
CA Final (Group II) Institute of Chartered Accountants of India November 2020 55.25%
IPCC (Both Group) Institute of Chartered Accountants of India May 2017 53.85%
CPT Institute of Chartered Accountants of India June 2016 86.00%
Examination Institution/ University Year Percentage
B. Com IGNOU 2022 63.66%
HSC Maharashtra State Board 2016 87.38%
SSC Maharashtra State Board 2014 93.00%
Work Experience
Organization: Loylty Rewardz (Aug‘23 till Date)
Designation: Corporate Finance- Ass. Manager
Role Task Performed
Business Finance Spearheaded end-to-end preparation of the Business Plan, including 5-year projections for
revenue, costs, balance sheet, and cash flow. This comprehensive forecast was critical for
evaluating future performance during a strategic corporate event and was leveraged for credit
facilitation with financial institutions.
Facilitated in-depth responses to investor queries, primarily focused on unit economics, financial
metrics, and business performance, enhancing transparency and investor confidence.
Actively participated in the setup of international subsidiaries in Dubai and Singapore, managing
financial structuring, regulatory compliance, and operational planning in coordination with cross-
functional and global teams.
Contributed extensively to the valuation of the company, developing detailed financial models
(including DCF and comparable company analysis), conducting scenario testing, and supporting
investor discussions and due diligence exercises.
Maintained ongoing engagement with the Parent Company – BillDesk, addressing day-to-day
queries related to operations and finance, ensuring alignment and timely reporting across
entities.
Financial Spearheaded end-to-end preparation of Management Information Systems (MIS), including
Planning & forecasting, budgeting, and variance analysis. Delivered timely reports and strategic insights to
senior management, enabling informed, data-driven decision-making.
Analysis
Led the analysis of complex financial datasets, delivering actionable insights on key performance
indicators (KPIs). Conducted commercial profitability analysis at the product level, which led to a
revision in contractual terms and resulted in annual savings of aprox. ₹50 lakhs, directly
impacting the bottom line.
Established and monitored internal controls and process enhancements, ensuring compliance
and risk mitigation. Identified under-invoicing of ₹55 lakhs during routine reviews, which was
subsequently corrected, safeguarding revenue and improving financial accuracy.
Played a pivotal role in Treasury and Fund Management, optimizing cash flow, improving working
capital utilization, and identifying strategic avenues for short-term investments.
Liaised regularly with Statutory and Internal Auditors, ensuring timely audits, resolution of
queries, and compliance with audit recommendations to strengthen financial governance.
Organization: EY India LLP (Oct ‘21 till May’23)
Designation: Business Consulting-Consultant
Role Activities Performed
Business Consulting- Performed automation Risk assessment framework and KCI using predictive analysis,
BFSI which further includes: -
Performed end t o end RCM rationalization a n d review f r o m Compliance
and ICOFR perspective for two leading private Bank in India
Automated the Risk Assessment Framework around SOX and Compliance
testing for one of the leading private Bank in India which enables the Bank
to monitor the Residual Risk for each of the Department.
Involved in preparing the pursuit presentations in responses to various
RFPs which include Value proposition and Point of view Approach.
Performed the Compliance review for leading Indian e- commerce payment
system and digital wallet company.
Core Skills
Business Model Analysis, Financial Modelling, Equity Index Valuation, DCF Valuation, Relative Pricing, Financial Statement Analysis
Cohort and Virtual Experience Program (May’24 -July’24)
Advance Valuation Cohort (Industry Focused Valuation Cohort), The Valuation School
Detailed study on DCF approach covering Risk Free Rate, Equity Risk Premium, Beta, FCFF, FCFE, Growth Rate,
Cost of Debt, Cost of Equity and WACC
IN - depth study on Relative Pricing through Comps Approach and Transactions Approach
Valuation of Equity Index, M&A Deal Lifecycle
Financial Modelling which includes DCF Modelling, Relative Valuation, Modelling Ratios Analysis, Common Size
Statement, Sensitivity Analysis, Football Field Analysis, Du Point Analysis, Valuation of Risk calculations and
Altman's Z Score Modelling
Practical exposure to manoeuvre S&P Capital IQ to extract data for valuation and analysis purpose
Practical Undertaken during Cohort
Developed Financial Model for valuation of Varun Beverages Ltd.
Constructed NSE Nifty 50 Index Valuation model and prepared the Valuation Report of same.
Performed Business Analysis and prepared One Page Business Profile of 5 NSE listed companies.
Created a one-page PPT analyzing a target's business model, financial metrics, and valuation through
comparable company analysis during Citi Bank's Investment Banking Virtual Internship.
Screened and analyzed M&A targets, shortlisted one and created its business profile by performing DCF valuation
during JP Morgan's Investment Banking Virtual Experience Program.
Conducted market research, forecasted financials, identified target segments, and addressed departmental concerns
for a new business segment during BCG's Strategy Consulting Virtual Experience Program.
