Headline

Manager @ Baker tilly x Moss Adams| Houlihan Lokey| EY| CFA L-3 candidate

Location

New Delhi

AI stack

claude

ChatGPT

Work experience

Manager Transaction Advisory Services at Baker Tilly, Jan 2024 - Present · 2 yrs 10 mos, India, Lead end-to-end investment and acquisition processes including origination, due diligence, financial modeling, IC presentations, and negotiations. Sourced and executed over 15 strategic transactions across [industries/technologies], contributing to over $185M in enterprise value. Assisted the private equity clients with their portfolio company boards, helping shape strategic direction and operational performance. Collaborated with global strategy, legal, tax, and engineering teams to deliver seamless execution across complex cross-border deals.

Associate at Houlihan Lokey, Sep 2022 - Dec 2023 · 1 yr 4 mos, New Delhi, Delhi, India, Manage multiple financial due diligence projects simultaneously for clients across various industries, including Business services, healthcare, and technology Setting up management agenda and Lead client meetings and communicate findings and recommendations effectively to clients and other stakeholders Manage and mentor junior team members, providing guidance on workstream management, client communication, and technical analysis Work closely with the engagement Director and/or Partner/Managing Director to help build relationships with clients Setting up project codes, preparing weekly industry Deck for integration, utilization and setting up project feedback calls

Senior Business Analyst at Evalueserve, Sep 2021 - Aug 2022 · 1 yr, Gurugram, Haryana, India, •Responsible for the initiation, planning, execution, and closure of a project. •Evaluate the operating trends, quality of earnings, maintainability of EBITDA, working capital & cash flows considerations etc. •Define key metrics to and align all stakeholders to set goals and track them to fruition. •Identifying key issues related to deal, assessing their impact on valuation/ price consideration and advising on ways to address the issues

Senior Analyst at EY, Jun 2020 - Aug 2021 · 1 yr 3 mos, Delhi, India, Advice in cross-border transactions for due diligence processes (buy-side & vendor) for both private equity and corporations in a wide range of sectors. - Analysis of recurring EBITDA, Net Debt, Working Capital or any other agreed parameter in scope - Analysis of the business and historical financial statements (Balance Sheet, P&L and Cash Flow) as well as financial forecasts in the framework of a transaction - Carve-out process: Planning and implementation. - Advice on Price adjustment mechanisms.

Senior Strategy Analyst at EY, Jun 2020 - Aug 2021 · 1 yr 3 mos

Summer Associate at Deloitte Consulting, Apr 2019 - Jun 2019 · 3 mos, Gurgaon, Haryana, India, Project 1: Performed ‘Economic-Industry-Company ‘(EIC) analysis for a leading tobacco MNC facing acute business challenges in one of its market due to geo-political conditions. Prepared a detailed report on the business challenges, market share impact and ‘path- to green’ strategy. Basis this, the client conceptualized its ‘bounce-back’ approach for the market. Project 2: Jointly authored a market report on ‘Dynamism is Indian retail industry’ alongside FICCI. Defined the framework catering to customer-shopping journey starting from product introduction to repeat purchases. Developed data driven model to ascertain factors defining ‘best customer experience’ in a retail set up.

Education

Master of Business Administration, Finance, General, Goa Institute of Management (GIM)

Product management (online course), Business, Management, Marketing, and Related Support Services, Duke University