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Punesh Porwal

MBA Finance | Investment Banking & M&A | Financial Modeling & Valuation | Seeking Analyst Role

Pune/Pimpri-Chinchwad Area

2+ years of work experience

UNLOX
Feb 20265 mosPresent

• M&A Strategic Analysis: Applied decision-making frameworks to evaluate synergy potential and risks, delivering a final acquisition recommendation based on strategic rationale. • Investment Banking & Corporate Finance Training: Developing core competencies in valuation methodologies, financial statement analysis, and market research through active shadowing of senior team workflows.
J.P. Morgan (Forage)
Jul 20251 moJul 2025

› Conducted comparative financial analysis across five companies, evaluating valuation multiples and profitability to assess strategic fit. › Applied M&A decision-making frameworks to evaluate synergy potential, integration risk and deal economics. › Delivered a final acquisition recommendation with strategic rationale presented to a simulated client team.
Jan 20241 yr 2 mosFeb 2025

India

Jewellery retail firm specializing in high-value transactions and compliance-driven finance operations. Managed financial operations across daily reporting, customer account tracking, and bank reconciliations—processing over ₹2 Cr in monthly transactions with 99.9% accuracy. Prepared and filed GST & TDS returns on time, maintaining full compliance with Indian taxation laws and reducing risk of penalties by 100%. Led initiatives to automate financial reporting workflows, reducing reporting time by 30% and improving data accuracy for decision-making. Collaborated with operations and sales teams to align financial strategies with business goals, enhancing cost tracking and profitability analysis. Ensured robust internal controls and audit readiness, directly supporting statutory audits and minimizing discrepancies. Demonstrated deep understanding of Indian tax regulations, including GST, TDS, and other statutory compliances
Mohit badjatya and associates
Sep 20223 mosNov 2022

At an accounting firm focused on taxation and compliance, I gained practical exposure to bookkeeping, invoice verification, ledger posting, and basic bank reconciliations. I worked on GST data preparation, ITC reconciliation, and return-related tasks, strengthening my understanding of GST procedures. I also assisted with TDS calculations and compliance documentation, which improved my knowledge of statutory requirements. This experience helped me understand the role of taxation in financial operations and built a strong foundation for a career in accounting and compliance.

Education

DR. D. Y. Patil Vidyapeeth (DPU)

Master of Business Administration - MBA, Finance, General

DR. D. Y. Patil Vidyapeeth (DPU)

20232 yrs2025
Sir Parashurambhau College - India

Bachelor of Business Administration, Accounting and Finance

Sir Parashurambhau College - India

20203 yrs2023

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Headline

MBA Finance | Investment Banking & M&A | Financial Modeling & Valuation | Seeking Analyst Role

About

MBA Finance professional with hands-on experience in financial reporting, compliance, and investment banking simulations. At Dilip Sonigara Jewellers, I managed ₹2 Cr+ monthly transactions with 99.9% accuracy, automated reporting workflows (cutting time by 30%), and ensured flawless GST/TDS compliance—directly supporting statutory audits. Through J.P. Morgan’s Investment Banking Virtual Internship, I sharpened skills in financial modeling, M&A deal analysis, and pitch book creation. My background spans both corporate finance and taxation, giving me a holistic view of how numbers drive business strategy. I’m passionate about transforming complex financial data into clear insights that support decision-making, whether through valuation models, risk analysis, or market benchmarking. Currently seeking a junior analyst role in Financial Analysis, Corporate Finance, or Investment Banking where I can deliver accuracy, clarity, and strategic value.

Location

Pune/Pimpri-Chinchwad Area

Work experience

Investment Banking Intern at UNLOX, Feb 2026 - Present · 5 mos, • M&A Strategic Analysis: Applied decision-making frameworks to evaluate synergy potential and risks, delivering a final acquisition recommendation based on strategic rationale. • Investment Banking & Corporate Finance Training: Developing core competencies in valuation methodologies, financial statement analysis, and market research through active shadowing of senior team workflows.

Investment Banking Specialist at J.P. Morgan (Forage), Jul 2025 - Jul 2025 · 1 mo, › Conducted comparative financial analysis across five companies, evaluating valuation multiples and profitability to assess strategic fit. › Applied M&A decision-making frameworks to evaluate synergy potential, integration risk and deal economics. › Delivered a final acquisition recommendation with strategic rationale presented to a simulated client team.

Account Executive at Dilip Sonigara Jewellers - India, Jan 2024 - Feb 2025 · 1 yr 2 mos, India, Jewellery retail firm specializing in high-value transactions and compliance-driven finance operations. Managed financial operations across daily reporting, customer account tracking, and bank reconciliations—processing over ₹2 Cr in monthly transactions with 99.9% accuracy. Prepared and filed GST & TDS returns on time, maintaining full compliance with Indian taxation laws and reducing risk of penalties by 100%. Led initiatives to automate financial reporting workflows, reducing reporting time by 30% and improving data accuracy for decision-making. Collaborated with operations and sales teams to align financial strategies with business goals, enhancing cost tracking and profitability analysis. Ensured robust internal controls and audit readiness, directly supporting statutory audits and minimizing discrepancies. Demonstrated deep understanding of Indian tax regulations, including GST, TDS, and other statutory compliances

Finance Intern at Mohit badjatya and associates, Sep 2022 - Nov 2022 · 3 mos, At an accounting firm focused on taxation and compliance, I gained practical exposure to bookkeeping, invoice verification, ledger posting, and basic bank reconciliations. I worked on GST data preparation, ITC reconciliation, and return-related tasks, strengthening my understanding of GST procedures. I also assisted with TDS calculations and compliance documentation, which improved my knowledge of statutory requirements. This experience helped me understand the role of taxation in financial operations and built a strong foundation for a career in accounting and compliance.

Education

Master of Business Administration - MBA, Finance, General, DR. D. Y. Patil Vidyapeeth (DPU)

Bachelor of Business Administration, Accounting and Finance, Sir Parashurambhau College - India