Gaurav Merchant, Finance Expert in Singapore, Singapore
Gaurav Merchant

Finance Expert in Singapore, Singapore

Member since February 22, 2020
A software developer turned financial professional, Gaurav has a 15+ year career spanning organizations, including Morgan Stanley, a $4 billion hedge fund, and a commodity trading SME. His interests lie in solving challenges for C-level executives and business heads in finance business partnering, forecasting, planning, and portfolio managers in security analysis and valuation.
Gaurav is now available for hire

Career Highlights

Select Certifications

  • CFA Institute

Case studies

Employment

  • Senior Finance Manager

    2016 - PRESENT
    Sudima International
    • Developed innovative metrics that enabled operations and sourcing staff to generate working capital improvements of 5% to 15% across various sourcing hubs through insights into the product mix.
    • Led the financial planning and analysis function for various global procurement and destination markets (spanning South East Asia, Latin America, and Australia); managed a staff of ten across various locations worldwide.
    • Managed financial reporting, forecasting, and other queries on business performance with banks and finance companies encompassing trade finance lines of over $50 million.
    • Pioneered the reporting of value-added metrics, such as KPI dashboards and mark-to-market templates, that empowered C-level executives to identify business performance drivers and assess market and counterparty risks.
    • Oversaw the month-end and quarter-end closing processes of overseas offices and partnered with other teams to assess the impact on corporate financial performance.
    Focus areas: Budgeting, Forecasting, Finance, Corporate Finance, Financial Planning & Analysis (FP&A), Accounting, Analysis, Cash Flow Modeling, Revenue & Expense Projections, Three Statement Operating Model, Fundraising, Profit & Loss (P&L), Profitability Analysis, Data Analysis, Financial Analysis, Pitch Decks, Pitch Deck Consultant, Business Modeling, Business Model Consultant, Capital Raising, Excel VBA, Excel Macros, Finance Strategy, Business Planning, Business Plan Consultant, Discounted Cash Flow (DCF), Business Models, Pricing Models
  • Freelancer

    2021 - 2021
    Freelance
    • Built a financial model with three statement projections for an entrepreneur looking to raise an initial investment round of $0.5 million for a new manufacturing venture, including advising on the business plan.
    • Developed a pitch deck for the investment, developed the company profile on various websites targeted for equity fundraising, and advised the entrepreneur on valuation options.
    • Formulated various non-GAAP performance metrics for business planning and growth, used for internal benchmarking as well as business projections.
    Focus areas: Three Statement Operating Model, Fundraising, Business Planning, Business Plan Consultant, Pitch Decks, Finance, Financial Modeling, Revenue & Expense Projections, Forecasting, Valuation, DCF Valuation, Valuation Modeling, Three-statement Modeling
  • VP - Finance

    2013 - 2016
    Clear Channel Mumbai, Pvt. Ltd.
    • Prepared financial models for fundraising. Oversaw the development of investor packs and 3-statement financial information for investors and lenders.
    • Created a unique database for measuring the efficiency of media assets worth in excess of $1 million and for media campaigns over $10 million that provided decision support, KPI and target setting for sales teams.
    • Analyzed revenue and cost projections, evaluated strategic plans, liaised between sales, client servicing, media buying, and firm management in developing systems and processes to streamline the finance function while balancing business constraints.
    Focus areas: Financial Modeling, Cash Flow, Budgeting, Fundraising, Financial Planning & Analysis (FP&A), Accounting, Pitch Decks, Business Planning, Business Plan Consultant, Startups, Analysis, Forecasting, Finance, Corporate Finance, Cash Flow Modeling, Revenue & Expense Projections, Three Statement Operating Model, Profit & Loss (P&L), Profitability Analysis, Data Analysis, Financial Analysis, Pitch Deck Consultant, Business Modeling, Business Model Consultant, Capital Raising, Key Performance Metrics, Key Performance Indicators (KPIs), Board Presentations, Excel VBA, Excel Macros, Finance Strategy, Discounted Cash Flow (DCF), Seed Fundraising, Startup Funding, Investor Reporting, Business Models, Valuation Modeling, Three-statement Modeling
  • Summer Intern

    2012 - 2012
    Morgan Stanley
    • Recommended investment strategies for Myanmar to the CEO and COO of Morgan Stanley Singapore via detailed analysis of the macroeconomic, social, legal, and banking environment within the country.
    • Co-wrote an economic research report on Myanmar that assessed feasibility and risks of investment options and developed insights on sector-specific growth areas in Myanmar through interviews with industry experts.
    • Assisted the equity research team in the development of research reports and financial models.
    Focus areas: Board Presentations, Macroeconomics, Research, Bloomberg
  • Associate, Corporate Finance

    2010 - 2011
    Rustomjee
    • Collaborated with a team that secured a term loan of $40 million (backed by collateral) for project expansion.
    • Developed financial models and business plans to evaluate real estate projects and presented this data to private equity investors for asset performance reporting.
    • Created valuation models for standalone real estate projects used in evaluating funding sources and options.
    Focus areas: Financial Modeling, Valuation, Management Information Systems (MIS), Board Presentations, Cash Flow, Cash Flow Modeling, Budgeting, Financial Planning & Analysis (FP&A), Fundraising, Pitch Decks, Business Planning, Forecasting, Finance, Corporate Finance, Three Statement Operating Model, Key Performance Metrics, Key Performance Indicators (KPIs), Capital Raising, Profitability Analysis, Revenue & Expense Projections, Data Analysis, Discounted Cash Flow (DCF), Investor Reporting, Business Models, Valuation Modeling, Three-statement Modeling
  • Senior Analyst

    2005 - 2010
    Aristeia Capital, LLC.
    • Designed programmatic solutions for traders that provided a breakthrough in decision-making turn-around time from 10%-80% for situations such as new issue modeling, market risk exposure analysis, M&A events, and hedge modifications.
    • Analyzed financial statements, assessed credit spreads, liquidity and leverage metrics, and capital structure analysis of over 200 bond issuers for traders and portfolio managers running a $1.8 billion book (last AUM).
    • Evaluated credit quality via research of bond indentures and prospectuses (seniority, covenants, and others) and quantitative metrics using a proprietary credit spread engine; identified opportunities in the mispricing of securities.
    • Priced and tracked a universe of over 1,500 convertible bonds across global issuers, on average, for data inconsistencies; incorporated this into business analysis and data modeling projects.
    Focus areas: Futures & Options, Credit Analysis, Bloomberg, Convertible Notes, Analysis, Data, Research, Equity Research, Credit/Debt, Private Credit, Cash Flow, Free Cash Flow (FCF), Credit Risk, Risk, Hedge Funds, Fixed Income, Fixed Income Analysis, Excel VBA, Excel Macros, Investor Reporting, Financial Modeling, Forecasting, Business Modeling, Valuation Modeling, Investment Analysis

Education

  • Master of Business Administration Degree (MBA) in Finance
    2011 - 2013
    National University of Singapore - Singapore
  • Bachelor's Degree in Computer Science
    1998 - 2002
    University of Pennsylvania - Philadelphia, Pennsylvania, USA

Certifications

  • CFA
    SEPTEMBER 2008 - PRESENT
    CFA Institute

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