Arun Venkatesh, Finance Expert in Puducherry, India
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Arun Venkatesh

Verified Expert  in Finance

Finance Expert

Location
Puducherry, India
Toptal Member Since
December 8, 2022

Arun has been working as a freelance consultant since 2018 and gathers 15+ years of experience contributing as an analyst on both buy- and sell-side engagements across various industries. His key analytical strengths are a clear articulation of business fundamentals, financial modeling, enterprise and equity valuation of companies, and bespoke market research. Throughout his career, Arun has been part of fundraisings amounting to over $100 million of capital.

Career Highlights

Independent Consultant
Various Clients

Education Highlights

Postgraduate Diploma
Indian Institute of Management Bangalore (IIMB)
Bachelor's Degree
Birla Institute of Technology and Science, Pilani (BITS—Pilani)

Case Studies

Work Experience

Independent Consultant

2018 - PRESENT
Various Clients
  • Acted as an independent freelance analyst for clients across the USA, UK, Australia, Canada, Gulf Cooperation Council (GCC), Singapore, and India. Targeted clientele includes investors, consulting and research firms, corporates, and investment banks.
  • Developed an Excel-based model that optimized and simulated the daily logistics plans, including multiple legs of the inbound and outbound logistics, as a remote consultant to a niche Australian supply chain consultancy.
  • Performed industry-focused research and financial modeling on a selected microfinance company as a support to a boutique sell-side investment banker.
  • Conducted detailed procurement analytics, including should-be costing, in Excel to analyze and rank RFP responses from over 40 vendors across hundreds of SKUs. Acted as a remote RFP analyst for a global consultancy major.
  • Built detailed financial models for large real estate developments in Europe and helped identify potential investors.
  • Executed focused secondary research on B2C cash management solutions available in selected Asian countries for an East Asia-based emerging fintech venture.
Focus areas: Feasibility Studies, Fundamental Analysis, Valuation, Costing, Market Research, Pitch Deck Consultant, Business Plan Consulting, Financial Modeling, Credit Analysis, Industrials, Excel Modeling, Business Strategy, Strategy, Fundraising, Revenue & Expense Projections, Business Models, Forecasting, Construction, Debt Raises, Business to Business (B2B), Three-statement Modeling, Logistics & Supply Chain, Business Development, Sales, Competition Research, Competitive Analysis, Business Analysis, Logistics & Warehousing, Third-party Logistics, Logistics, Excel 2016, Supply Chain, Sourcing & Procurement, Operations, Sourcing, Procurement, Negotiation, Startups, Pitch Decks, M&A (Buy-side), Market Research Analyst, PowerPoint Design, Supply Chain Optimization, Key Performance Indicators (KPIs), Market Entry, Go-to-market Plans, Market Opportunity Analysis, Market Sizing, Market Research & Analysis, Target Profiles, Competitor Analysis & Profiling, Investment Briefs, Investment Research, Market Fit, Go-to-market Strategy

Associate Director, Customized Research

2011 - 2018
CRISIL
  • Delivered at least 15 financial feasibility assessment reports, supported by focused market research, for new projects in different sectors and industries. The reports were used to raise debt and equity, where applicable.
  • Worked with investment bankers and client organizations to put together specific sections of draft red herring prospectus (DRHP) for at least 12 companies seeking to get publicly listed.
  • Led the execution of six commercial due diligence assignments for private equity and strategic investors, involving deep analysis of the business fundamentals of the respective target company.
  • Collaborated with the owners of over 12 small and medium-sized enterprises to highlight their business fundamentals, articulated in the form of a fundamental grade and fair market valuation of the company, for consumption of institutional investors.
  • Participated as a speaker at five industry conferences in India.
Focus areas: Feasibility Studies, Market Research, Fundamental Analysis, Valuation, Investment Thesis, Pitch Deck Consultant, Business Plan Consulting, Financial Modeling, Credit Analysis, Credit Ratings, Industrials, Excel Modeling, Investment Analysis, Finance, Management Consulting, Data Analytics, Business Strategy, Strategy, Revenue & Expense Projections, Business Models, Forecasting, Construction, Debt Raises, Business to Business (B2B), Three-statement Modeling, Logistics & Supply Chain, Business Development, Sales, Competition Research, Competitive Analysis, Business Analysis, Logistics & Warehousing, Third-party Logistics, Logistics, Excel 2016, Supply Chain, Sourcing & Procurement, Operations, Sourcing, Procurement, Negotiation, Request for Proposal (RFP), Startups, Pitch Decks, M&A (Buy-side), Market Research Analyst, PowerPoint Design, Supply Chain Optimization, Key Performance Indicators (KPIs), Market Entry, Go-to-market Plans, Market Opportunity Analysis, Market Sizing, Market Research & Analysis, Target Profiles, Competitor Analysis & Profiling, Investment Briefs, Investment Research, Market Fit, Go-to-market Strategy

Consultant

2008 - 2010
Cognizant
  • Pitched to a shipping line based in North Europe and won a new application development project to upgrade their voyage claims systems.
  • Developed new business process maps in Microsoft Visio at L0, L1, and L2 of detailing to communicate process-level understanding to prospective clients in four specific sub-verticals.
  • Conducted six training programs to align technical project teams with the essential domain knowledge of specific industry areas.
Focus areas: Industry Analysis, Process Flows, Business Development, Industrials, Management Consulting, Business to Business (B2B), Logistics & Supply Chain, Sales, Competitive Analysis, Business Analysis, Logistics & Warehousing, Third-party Logistics, Logistics, Excel 2016, Supply Chain, Sourcing & Procurement, Operations, Procurement, Request for Proposal (RFP), PowerPoint Design, Supply Chain Optimization, Market Entry, Go-to-market Plans, Market Opportunity Analysis, Market Sizing, Market Research & Analysis, Competition Research, Competitor Analysis & Profiling, Market Fit, Go-to-market Strategy

Senior Consultant, Advisory

2006 - 2008
KPMG
  • Developed a detailed business plan for a new venture in bunkering and black oil storage, straddling the ocean shipping and energy sectors. The financial model allowed assumptions at a tank level and involved multiple stakeholders.
  • Built a new analytical service, liaising actively with the local chamber of commerce.
  • Created a flexible real estate financial model to address requirements from multiple mixed-use developers, which reduced the model-making time by 75%.
Focus areas: Feasibility Studies, Business Planning, Market Research, Fundraising, Pitch Deck Consultant, Business Plan Consulting, Financial Modeling, Credit Analysis, Industrials, Excel Modeling, Investment Analysis, Finance, Management Consulting, Data Analytics, Business Strategy, Strategy, Revenue & Expense Projections, Business Models, Forecasting, Construction, Debt Raises, Business to Business (B2B), Three-statement Modeling, Logistics & Supply Chain, Competition Research, Competitive Analysis, Business Analysis, Logistics & Warehousing, Third-party Logistics, Logistics, Excel 2016, Supply Chain, Operations, Procurement, Request for Proposal (RFP), Startups, Pitch Decks, M&A (Buy-side), Market Research Analyst, PowerPoint Design, Supply Chain Optimization, Key Performance Indicators (KPIs), Market Entry, Go-to-market Plans, Market Opportunity Analysis, Market Sizing, Market Research & Analysis, Target Profiles, Competitor Analysis & Profiling, Investment Briefs, Investment Research, Market Fit, Go-to-market Strategy
2003 - 2005

Postgraduate Diploma in Management with a Specialization in Finance and Operations

Indian Institute of Management Bangalore (IIMB) - Bangalore, India

1999 - 2003

Bachelor's Degree in Mechanical Engineering

Birla Institute of Technology and Science, Pilani (BITS—Pilani) - Pilani, India

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