Headline

MMS-Finance From JBIMS | Valuation Analyst | Financial Analyst | Project Coordinator

About

Finance and technology professional with expertise in Finance (Valuation Analysis) and in IT (Financial Software Implementation & Client Coordination). Currently working as a Valuation Analyst, skilled in DCF, CCM, and NAV for listed and unlisted companies, supporting M&A, and issue/transfer of shares, and preparing valuation reports. In IT, I progressed from Technical Support Executive to Project Coordinator within 10 months, managing client onboarding, requirement gathering, software implementation, training, UAT, and coordination between clients and development teams. Strong exposure to Fixed Asset Software customization and deployment, CRM usage, and Microsoft SQL queries for data extraction and reporting. Experienced in delivering customized Fixed Asset reports, supporting product improvements, and ensuring smooth client adoption of enterprise financial software.

Location

Mumbai Metropolitan Region

Work experience

Valuation Analyst at CA Bhavesh Rathod & Company, Jun 2024 - Present · 1 yr 11 mos, Mumbai, Maharashtra, India, 1. Conducted financial valuation and analysis for listed, unlisted, and foreign companies using DCF (FCFE, FCFF, WACC), NAV methods, and Comparable Companies Method (CCM) 2. Prepared comprehensive valuation reports for M&A transactions, Swap of Shares and regulatory compliance under SEBI ICDR and SAST for Issue of Shares and Transfer of Shares 3. Worked under Chartered Accountants, Registered Valuers, and Merchant Bankers on transaction advisory and deal execution 4. Maintain documentation and daily work reports ensuring audit-ready deliverables and accurate tracking of valuation projects

Project Coordinator at Sensys Technologies, Jan 2024 - Jun 2024 · 6 mos, 1. Managed implementation of Fixed Asset Management Software for multiple clients, ensuring on-time delivery and client satisfaction 2. Led client onboarding, requirement gathering, and software customization projects while coordinating with development teams and finance departments 3. Conducted User Acceptance Testing (UAT), documented software issues, and facilitated resolution with technical teams 4. Utilized CRM Software and Microsoft SQL to track client interactions and run basic queries for data extraction and reporting 5. Delivered training sessions to finance teams on asset depreciation reporting, compliance tracking, and software functionality 6. Developed SOPs and training documentation that streamlined client onboarding processes

Technical Support Executive at Sensys Technologies, Mar 2023 - Dec 2023 · 10 mos, 1. Provided technical and functional support to clients on Fixed Asset Software, resolving queries related to asset depreciation, compliance, and report generation 2. Generated customized financial reports for asset management and depreciation schedules aligned with client accounting requirements 3. Conducted product demonstrations and training workshops for client finance teams, enhancing user adoption and satisfaction

Financial Analyst Internship at Visudh Ajivam Pvt Ltd, Oct 2021 - Jan 2022 · 4 mos, Mumbai, Maharashtra, India, 1. Conducted financial and industry research to evaluate startup investment opportunities and prepared investor pitch decks for funding rounds 2. Engaged directly with venture capitalists and angel investors to present investment proposals and support fundraising efforts 3. Performed competitive analysis and market research to identify growth opportunities and investment risks

Education

Master of Management Studies (MMS), Finance, Jamnalal Bajaj Institute of Management Studies (JBIMS)

Certificate Program In Investment Banking Operations (CPIBO), Investment Banking Operations, FinX Institute Limited ( Formerly BSE Institute Limited)