Kuber Bindra, Finance Expert in Bucharest, Romania
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Kuber Bindra

Verified Expert  in Finance

Finance Expert

Location
Bucharest, Romania
Toptal Member Since
January 26, 2021

Kuber is an experienced VC and investment banking professional with expertise in business plan development, financial modeling, M&A, capital raising, due diligence, business valuation, and in-depth market research. With over five years of experience, including three as a BAML analyst, he has advised clients ranging from startups to large corporations across various industries and geographies. In addition to a CA, Kuber is CFA Level 1 cleared, and he enjoys long-term relationships with clients.

Career Highlights

Education Highlights

Bachelor's Degree
IGNOU University

Certification Highlights

CFA Level 1
CFA Institute
Chartered Accountant
Institute of Chartered Accounts of India

Case Studies

Work Experience

Investment Professional

2020 - PRESENT
Esya Capital
  • Played a key role in the LP funding phase and led the development of a complex fund model to showcase the fund's return distribution.
  • Spearheaded early-stage venture-building and capital-raising activities.
  • Led the group through financial modeling activities for portfolio companies and strategic business outlooks.
  • Assisted young entrepreneurs in their venture capital raises and business launches.
Focus areas: Cost Benchmarking, Financial Benchmarking, Benchmarking, Real Estate Modeling, Financial Analysis, Fundamental Analysis, Capital Raising, Private Equity, Microsoft Excel, Due Diligence, Relative Valuation, Equity Valuation, Precedent Transaction Analysis, Peer Group Analysis, Teasers, Client Presentations, Transaction Comparables, Financial Projection, Strategic Planning & Execution, Data Rooms, Deal Flow Origination, Investment Analysis, Capital Structure Analysis, Term Sheet Negotiations, Free Cash Flow (FCF), Waterfall Methodology, Valuation Multiples, Scenario Analysis, Equity Raises, Growth Equity, Equity Capital, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Market Opportunity Analysis, Strategy, Business Strategy, Business Models, Business Plan Consulting, Market Research Operations, Market Research, Company Profiles, Pitch Preparation, Pitch Decks, Financial Ratios, Leveraged Buyout Modeling, Three-statement Modeling, Revenue Modeling, Recurring Revenue Modeling, Funding Presentations, Seed Fundraising, Entrepreneurship, Board of Directors, Part-time CFO, Business Planning, Fintech, Startups, Venture Studio, Cash Multiples, Sensitivity Analysis, Investment Return Scenario Analysis, Return Analysis, Cash Flow Analysis, Cash Flow Modeling, Valuation, Early-stage Venture Capital, Early-stage Funding, Early-stage Startups, Growth Capital Raising, Equity Investment, Investment Funds, Tech Venture, Real Estate Venture, Funds Flow, Modeling, Financial Modeling, Venture Funding, Venture Capital, Forecasting, Fundraising, Financial Services, Data Analysis, Waterfall Modeling, Valuation Modeling, Excel 365, Excel Expert, Financing, Term Sheet Advisory, Investment Banking, Alternative Investments, DCF Valuation, Financial Planning & Analysis (FP&A), SQL, Real Estate, Solar, Europe, Digital, Incubator Management, Web3, Startup Accelerators, Blockchain, United States, Clean Energy, Green Energy, Energy, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Hospitality, Event Management, Agency, Turnaround Consultant, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consultant, SaaS, Marketplaces, PowerPoint Design, eCommerce, Budgeting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Modeling, United Kingdom, Accounts Receivable, Business to Business (B2B), Business Validation, Software as a Service (SaaS), Travel & Leisure, Business Process Outsourcing (BPO), Deal Sourcing, Negotiation, Non-fungible Tokens (NFT), Education Technology (Edtech), Edtech Design, Funding Strategy, Retail & Wholesale, Food & Beverage, B2C, B2B, Residential Real Estate, Equity Research Analysis, Metals & Mining, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Biofuels, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Asset Allocation, Data Analytics, Business Intelligence (BI), Tableau, Music, Renewable Energy, Cannabis, Medical Devices, Specialty Healthcare, Project Finance, Subscriptions, Online Media, Investment Committee Advisory, Employee Stock Options, Employee Benefits, Cryptocurrency Exchanges, CFO, Insurance, Net Debt Analysis, Impact Investing, Equity Markets, Research, Web 3.0, Statistics, Statistical Analysis, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consultant, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence Consultant, IT Services, Construction, Debt Raises, Cloud, Internet of Things (IoT), Technology, M&A Strategy, UK GAAP, Consolidation, M&A Due Diligence (Financial), Interim CFO, Information Memoranda, Structured Finance, Commercial Real Estate, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, FIG, For-profit Education, Education, Waste Management, Ecology, Environment, Apple Keynote, Policies & Procedures Compliance, Automation, Finance, Wealth Management, Auditing, Compliance, Economic Analysis, Infrastructure, Pricing Models, Legal Technology (Legaltech), Sales Forecasting, Financial Forecasting, South Africa, Fundraising Consultant, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity Consultant, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, Vacation Rental Management, IRR, Public Companies, Business Modeling, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market, Apps, Reporting, Competitive Analysis, Operations, Consumer Products, Startup Consulting, Capital, Artificial Intelligence (AI), Leadership, Private Credit, Board Reporting, Debt Financing, Business Development, QuickBooks Online, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Microsoft Power BI, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Comparable Company Analysis, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Delivery Management, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Fund Consultant, Trading, Anaplan, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Data Research, Search Fund, Search Fund Expert, Loans, Financial Statements, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication, Professional Services, Research Analysis, Energy Storage, Financial Reporting, Cash Management, Competitor Analysis & Profiling, Oracle HCM Cloud, Debt Analysis, Business Evaluation, Healthcare, Plastics, Food Delivery Services, India, Acquisitions, Value at Risk, Foreign Exchange, Regtech, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consulting, Market Research Analyst, Market Research, Enterprise SaaS, Hedge Funds, Key Performance Indicators (KPIs), Hotels & Lodging, Product Launch, Car Rental, Luxury Goods, Joint Ventures, Automotive, Joint Venture Development

Investment Banking Professional

2017 - 2021
Pegase Capital
  • Led the execution of several M&A transactions in Europe, focusing on financial institutions and real estate sectors.
  • Built complex financial models and valuation analyses to better assist clients during the negotiation phase and achieve a premium valuation of the sell-side.
  • Conducted due diligence and several negotiations around warranties to ensure best-favored terms, agreeable to everyone.
  • Engaged in negotiation for an earn-out agreement for a sell-side M&A mandate.
  • Developed and presented a strategic analysis to the corporate development, treasury, and executive teams.
  • Performed peer benchmarking and comparable valuation analyses on clients and acquisition targets.
  • Provided LBO models and strategic advisory support to clients in the insurance sector.
  • Developed financial models and presentations for 100+ pitches and discussions with potential clients.
Focus areas: Real Estate Modeling, Fundamental Analysis, Return Analysis, Microsoft Excel, Due Diligence, Valuation, Relative Valuation, Precedent Transaction Analysis, Funds Flow, Modeling, Real Estate Venture, Cash Multiples, Free Cash Flow (FCF), Waterfall Methodology, Valuation Multiples, Sensitivity Analysis, Scenario Analysis, Growth Equity, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Market Opportunity Analysis, Business Models, Business Plan Consulting, Market Research Operations, Market Research, Financial Markets, Market Research & Analysis, Capital Structuring, Term Sheet Negotiations, Factset, Bloomberg, Capital IQ, Capital Structure Analysis, Company Profiles, Cash Flow Analysis, Cash Flow Modeling, Investment Return Scenario Analysis, Investment Analysis, Deal Flow Origination, Business Strategy, Data Rooms, Strategic Planning & Execution, Strategy, Recurring Revenue Modeling, Revenue Modeling, Three-statement Modeling, Financial Projection, Business Planning, Business Modeling, M&A Reporting, M&A Pipeline Management, M&A Earn-out Agreements, Cross-border M&A, M&A (Sell-side), Transaction Comparables, Asset Valuation, DCF Valuation, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Reverse Mergers, Merger Benefits, Post-merger Integration, M&A Modeling, Financial Model Auditing, Financial Modeling, Financial Analysis, Financial Ratios, Peer Group Analysis, Benchmarking, Cost Benchmarking, Financial Benchmarking, Teasers, Funding Presentations, Client Presentations, Pitch Preparation, Pitch Decks, Equity Research, Equity Investment, Equity Raises, Equity Capital, Equity Valuation, Private Equity, Corporate Finance, Capital Raising, Mergers & Acquisitions (M&A), Special Purpose Acquisition Companies (SPAC), M&A (Buy-side), Financial Services, Microfinancing, Consumer Loans, Renewables, Data Analysis, Waterfall Modeling, Valuation Modeling, Excel 365, Excel Expert, Financing, Project Finance, Deal Structuring, Term Sheet Advisory, Investment Banking, Alternative Investments, Growth Capital Raising, Real Estate, Real Estate Development, Solar, Forecasting, Fundraising, Europe, Digital, Blockchain, Clean Energy, Green Energy, Energy, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Hospitality, Agency, Turnaround Consultant, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consultant, SaaS, Marketplaces, PowerPoint Design, eCommerce, Budgeting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Modeling, Accounts Receivable, Business to Business (B2B), Business Validation, Software as a Service (SaaS), Travel & Leisure, Business Process Outsourcing (BPO), Deal Sourcing, Negotiation, Education Technology (Edtech), Edtech Design, Funding Strategy, Food & Beverage, B2C, B2B, Residential Real Estate, Equity Research Analysis, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Data Analytics, Business Intelligence (BI), Renewable Energy, Medical Devices, Specialty Healthcare, Subscriptions, Online Media, Investment Committee Advisory, Insurance, Net Debt Analysis, Impact Investing, Commercial Real Estate Finance (CREF), Equity Markets, Research, Statistics, Statistical Analysis, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consultant, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence Consultant, IT Services, Construction, Debt Raises, Cloud, Internet of Things (IoT), Technology, M&A Strategy, UK GAAP, Consolidation, M&A Due Diligence (Financial), Interim CFO, US GAAP, Information Memoranda, Structured Finance, Commercial Real Estate, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, Fintech, Specialty Finance, FIG, For-profit Education, Education, Saudi Arabia, Middle East, Waste Management, Ecology, Environment, Apple Keynote, Policies & Procedures Compliance, Automation, Finance, Personal Finance, Wealth Management, Auditing, Compliance, Economic Analysis, Infrastructure, Pricing Models, Legal Technology (Legaltech), Sales Forecasting, Financial Forecasting, South Africa, Fundraising Consultant, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity Consultant, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, Vacation Rental Management, IRR, Public Companies, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market, Apps, Reporting, Competitive Analysis, Operations, Consumer Products, Capital, Artificial Intelligence (AI), Leadership, Private Credit, Board Reporting, Debt Financing, Business Development, QuickBooks Online, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Microsoft Power BI, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Business Consulting, Comparable Company Analysis, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Delivery Management, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Fund Consultant, Trading, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Retail & Wholesale, Data Research, Search Fund, Search Fund Expert, Loans, Financial Statements, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication, Professional Services, Research Analysis, Energy Storage, Financial Reporting, Cash Management, Competitor Analysis & Profiling, Debt Analysis, Business Evaluation, Healthcare, Plastics, Food Delivery Services, India, Acquisitions, Value at Risk, Foreign Exchange, CFO, Regtech, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consulting, Market Research Analyst, Market Research, Enterprise SaaS, Hedge Funds, Key Performance Indicators (KPIs), Hotels & Lodging, Product Launch, Car Rental, Luxury Goods, Joint Ventures, Automotive, Joint Venture Development

Investment Banking Analyst

2015 - 2017
Bank of America
  • Built 100+ sets of pitch materials, including company profiles, presentations, and discussion materials for various M&A and capital raising situations.
  • Played a key role in M&A sell-side mandates as a member of a sector-agnostic team. Assisted with IMs; conducted financial and operating benchmarking; and prepared financial models, projections, and DCF and relative valuation analyses.
  • Assisted in a $3 billion sale of a supermarket franchise business. Prepared the IM, conducted a deep-dive landscape and operation benchmarking analysis, and supported the valuation analysis.
  • Completed investment banking training from Adkins Matchett & Toy (AMT), covering financial modeling, valuation, financial analysis, and financial databases such as Bloomberg, Mergermarket, S&P Capital IQ, FactSet, Factiva, and Dealogic.
Focus areas: Real Estate Modeling, Financial Analysis, Three-statement Modeling, Fundamental Analysis, Return Analysis, Microsoft Excel, Funding Presentations, Peer Group Analysis, Teasers, Client Presentations, Leveraged Buyout (LBO), M&A Pipeline Management, Business Planning, Financial Projection, Revenue Modeling, Recurring Revenue Modeling, Strategic Planning & Execution, Data Rooms, Capital Structure Analysis, Term Sheet Negotiations, Funds Flow, Modeling, Cash Multiples, Free Cash Flow (FCF), Sensitivity Analysis, Scenario Analysis, Equity Capital, Financial Markets, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Market Opportunity Analysis, Strategy, Business Strategy, Business Modeling, Business Models, Business Plan Consulting, Market Research Operations, Market Research & Analysis, Market Research, Company Profiles, Pitch Preparation, Pitch Decks, Corporate Finance, Financial Model Auditing, Financial Modeling, Financial Ratios, Financials, M&A Reporting, M&A Earn-out Agreements, M&A Modeling, M&A (Sell-side), Cross-border M&A, Post-merger Integration, Merger Benefits, Reverse Mergers, Precedent Transaction Analysis, Transaction Comparables, Equity Valuation, Asset Valuation, Financial Benchmarking, Cost Benchmarking, Benchmarking, Relative Valuation, DCF Valuation, Valuation, Due Diligence, Capital Raising, Mergers & Acquisitions (M&A), Data Analysis, Waterfall Modeling, Valuation Modeling, Excel 365, Excel Expert, Financing, Deal Structuring, Term Sheet Advisory, Investment Banking, M&A (Buy-side), Telecommunications, Real Estate, Solar, Forecasting, Fundraising, Europe, United States, Clean Energy, Green Energy, Energy, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Turnaround Consultant, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consultant, SaaS, Marketplaces, PowerPoint Design, eCommerce, Budgeting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Modeling, Accounts Receivable, Business to Business (B2B), Business Validation, Software as a Service (SaaS), Business Process Outsourcing (BPO), Deal Sourcing, Negotiation, Education Technology (Edtech), Edtech Design, Funding Strategy, Retail & Wholesale, Food & Beverage, B2C, B2B, Residential Real Estate, Equity Research Analysis, Capital Markets, Metals & Mining, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Asset Allocation, Data Analytics, Business Intelligence (BI), Renewable Energy, Medical Devices, Specialty Healthcare, Project Finance, Subscriptions, Online Media, Investment Committee Advisory, Insurance, Net Debt Analysis, Impact Investing, Commercial Real Estate Finance (CREF), Equity Markets, Research, Statistics, Statistical Analysis, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consultant, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence Consultant, IT Services, Construction, Debt Raises, Cloud, Internet of Things (IoT), Technology, M&A Strategy, Consolidation, M&A Due Diligence (Financial), Leveraged Buyout Modeling, US GAAP, Information Memoranda, Structured Finance, Commercial Real Estate, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, Fintech, Specialty Finance, FIG, For-profit Education, Education, Saudi Arabia, Middle East, Waste Management, Ecology, Environment, Apple Keynote, Policies & Procedures Compliance, Automation, Finance, Personal Finance, Wealth Management, Auditing, Compliance, Economic Analysis, Infrastructure, Pricing Models, Sales Forecasting, Financial Forecasting, South Africa, Fundraising Consultant, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity Consultant, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, Vacation Rental Management, IRR, Public Companies, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market, Apps, Reporting, Competitive Analysis, Operations, Consumer Products, Startup Consulting, Capital, Artificial Intelligence (AI), Leadership, Private Credit, Board Reporting, Debt Financing, Business Development, QuickBooks Online, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Microsoft Power BI, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Business Consulting, Comparable Company Analysis, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Delivery Management, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Fund Consultant, Trading, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Data Research, Search Fund, Search Fund Expert, Loans, Financial Statements, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication, Professional Services, Research Analysis, Energy Storage, Financial Reporting, Cash Management, Competitor Analysis & Profiling, Debt Analysis, Business Evaluation, Healthcare, Plastics, Food Delivery Services, India, Bangladesh, Acquisitions, Value at Risk, Foreign Exchange, CFO, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consulting, Market Research Analyst, Market Research, Enterprise SaaS, Hedge Funds, Key Performance Indicators (KPIs), Hotels & Lodging, Product Launch, Car Rental, Luxury Goods, Joint Ventures, Automotive, Joint Venture Development

Investment Banking Analyst

2015 - 2015
BlackSoil Capital Pvt
  • Assisted with M&A transactions across industries, including preparation of pitch book materials and financial models.
  • Prepared restructuring materials for management and helped in the launch of an M&A sale process to assist the team working on a corporate finance situation for an Indian conglomerate.
  • Participated in due diligence activities on various projects, including site visits to various branches.
  • Developed knowledge, skills, and practical experience in financial analysis, financial modeling, corporate finance, and valuation analysis.
Focus areas: M&A Earn-out Agreements, M&A Reporting, Cost Benchmarking, Financial Benchmarking, Benchmarking, Three-statement Modeling, Fundamental Analysis, Return Analysis, Microsoft Excel, Valuation, Relative Valuation, Cross-border M&A, Reverse Mergers, Precedent Transaction Analysis, Funding Presentations, Peer Group Analysis, Teasers, Client Presentations, Transaction Comparables, Business Planning, Financial Projection, Revenue Modeling, Recurring Revenue Modeling, Strategic Planning & Execution, Data Rooms, Modeling, Cash Multiples, Free Cash Flow (FCF), Valuation Multiples, Sensitivity Analysis, Scenario Analysis, Five-year Projections, Revenue Projections, Revenue & Expense Projections, Strategy, Business Strategy, Business Models, Business Plan Consulting, Market Research Operations, Market Research, Company Profiles, Pitch Preparation, Pitch Decks, Financial Markets, Financial Ratios, Cash Flow Analysis, Due Diligence, DCF Valuation, M&A Modeling, M&A (Sell-side), Financial Model Auditing, Market Research & Analysis, Real Estate Modeling, Real Estate Development, Financial Modeling, Financial Analysis, Capital Structuring, Cash Flow Modeling, Management Consulting, Capital Raising, Corporate Finance, Mergers & Acquisitions (M&A), Financial Services, Microfinancing, Waterfall Modeling, Valuation Modeling, Excel 365, Excel Expert, Financing, Deal Structuring, Term Sheet Advisory, Investment Banking, Alternative Investments, M&A (Buy-side), Financial Planning & Analysis (FP&A), Real Estate, Solar, Forecasting, Travel, Cash Flow, Cash Flow Forecasting, Tourism, Turnaround Consultant, COGS Analysis, Gross Margins, Pricing, Pitch Deck Consultant, SaaS, Budgeting, DCF Modeling, Cap Tables, Pro Forma Analysis, Market Research Analyst, Excel Modeling, Accounts Receivable, Business to Business (B2B), Business Validation, Deal Sourcing, Negotiation, Food & Beverage, B2C, B2B, Equity Research Analysis, Capital Markets, Metals & Mining, Oil & Gas, Small & Medium-sized Enterprises (SME), Business Services, Discounted Cash Flow (DCF), RiskMetrics, Investments, Biofuels, Manufacturing, Bloomberg Terminal, Capital Asset Pricing Model (CAPM), Asset Allocation, Data Analytics, Music, Renewable Energy, Project Finance, Investment Committee Advisory, Insurance, Net Debt Analysis, Impact Investing, Equity Markets, Research, Statistics, Statistical Analysis, Exercise & Fitness, Wellness, Mobile Apps, Budgeting Consultant, Lifetime Value (LTV), LTV:CAC, Digital Video, Esports, Due Diligence Consultant, Construction, Debt Raises, Cloud, Internet of Things (IoT), Technology, M&A Strategy, Consolidation, M&A Due Diligence (Financial), Leveraged Buyout Modeling, Information Memoranda, Structured Finance, Commercial Real Estate, Debt, Credit/Debt, Accruals, Logistics & Supply Chain, Supply Chain, Business Analysis, Tracking, Revenue Strategy, M&A Due Diligence (Technology), Growth Strategy, Investor Presentations, Fintech, FIG, Saudi Arabia, Middle East, Finance, Personal Finance, Wealth Management, Auditing, Economic Analysis, Infrastructure, Pricing Models, Sales Forecasting, Financial Forecasting, Private Equity Secondaries, Private Placements, Private Placement Marketing, Private Equity Consultant, Institutional Investors, Fundraising Strategy, Portfolio Analysis, Dental Care, Short-term Investments, IRR, Public Companies, Business Modeling, Capitalization Tables, Stock Analysis, Stock Trading, Stock Price Analysis, Value Analysis, Stock Market, Competitive Analysis, Consumer Products, Startup Consulting, Capital, Artificial Intelligence (AI), Leadership, Debt Financing, Business Development, QuickBooks Online, Mobile Games, Gaming, Credit Investing, Commercial Mortgage-backed Securities (CMBS), VentureXpert, Microsoft Power BI, Industrial Value-add, Investment Research, Investment Cases, Investment Memoranda, Stress Testing, Underwriting, Business Consulting, Comparable Company Analysis, Pharmaceuticals, Controller, Profitability Analysis, Media, Advertising, Investment Capital Raising, Analysis, Health & Wellness, Luxury Industry, Fitness, Series B, Taxation, Legal, Business to Business to Consumer (B2B2C), NAV, Financial Controls & Processes, Process Design, Cash Flow Consultant, Consumer Lending, Inventory, Small Business Management, Small Business, Business Advisory, Business Reporting, Delivery Management, Stock Market Techinical Analysis, Public Speaking, Video Presentations, Hedge Fund Consultant, Trading, Models, Architecture, Revenue Analysis, Total Addressable Market (TAM), Software, Sports Facilities Development, Investor Relations, Planning, Data, Consumer Packaged Goods (CPG), Excel VBA, FMCG, Retail & Wholesale, Data Research, Search Fund, Search Fund Expert, Loans, Series A, Enterprise Software, Finance Reports, Restaurants & Dining, Building & Construction, Electricity, Communication, Professional Services, Accounts Payable, Financial Reporting, Payroll & Benefits, Tax Planning, Cash Management, Competitor Analysis & Profiling, Healthcare, Plastics, Food Delivery Services, India, Bangladesh, Acquisitions, ROI, Sales, Direct to Consumer (D2C), Machine Learning, Demand Planning, Data Modeling, Market Research & Analysis, Commercial Strategy, Management Consulting, Market Research Analyst, Market Research, Enterprise SaaS, Key Performance Indicators (KPIs)

Article Assistant

2012 - 2015
RSM India
  • Worked for two years as a tax assistant and one year as an audit assistant.
  • Advised several corporates and high-net-worth individuals on tax-related issues, covering income tax, capital gains tax, exemptions, and deductions.
  • Conducted internal and statutory audits of several listed companies, including VIP, Idea, Cipla, Sony, Standard Chartered Bank, and PNB Bank.
Focus areas: Microsoft Excel, Strategy, Internal Audits, Statutory Audits, Indirect Taxation, Law, Accounting, Direct Taxation, Audits, Small & Medium-sized Enterprises (SME), Tracking, Wealth Management, Auditing, Compliance, Risk & Compliance, Startup Consulting, Profitability Analysis, Legal, Cash Flow Consultant, Accounts Payable, Financial Reporting, Payroll & Benefits, Tax Planning, Cash Management, Key Performance Indicators (KPIs)
2013 - 2016

Bachelor's Degree in Accounts and Finance

IGNOU University - New Delhi, India

DECEMBER 2015 - PRESENT

CFA Level 1

CFA Institute

MAY 2014 - PRESENT

Chartered Accountant

Institute of Chartered Accounts of India

Finance

Corporate Finance, Accounting, Private Equity, Mergers & Acquisitions (M&A), Capital Raising, Capital Structuring, Return Analysis, Cash Flow Modeling, Financial Modeling, Fundamental Analysis, Three-statement Modeling, Financial Model Auditing, M&A (Sell-side), M&A Modeling, DCF Valuation, Due Diligence, Valuation, Cost Benchmarking, Financial Benchmarking, Equity Valuation, Cross-border M&A, M&A Earn-out Agreements, M&A Reporting, Market Research, Market Opportunity Analysis, Revenue & Expense Projections, Five-year Projections, Equity Capital, Growth Equity, Equity Raises, Equity Research, Leveraged Buyout Modeling, Revenue Modeling, Investment Return Scenario Analysis, Capital Structure Analysis, Funds Flow, Free Cash Flow (FCF), Valuation Multiples, M&A (Buy-side), Forecasting, Fundraising, Data Analysis, Valuation Modeling, Project Finance, Financial Planning & Analysis (FP&A), Cash Flow, Cash Flow Forecasting, Pricing, Budgeting, Chartered Financial Analyst (CFA), Equity Research Analysis, Discounted Cash Flow (DCF), RiskMetrics, Asset Allocation, Business Intelligence (BI), CFO, Net Debt Analysis, Lifetime Value (LTV), Debt Raises, UK GAAP, Debt, Credit/Debt, Specialty Finance, FIG, Personal Finance, Wealth Management, Private Equity Secondaries, Portfolio Analysis, Short-term Investments, Stock Trading, Stock Price Analysis, Capital, Private Credit, Credit Investing, Commercial Mortgage-backed Securities (CMBS), Investment Memoranda, Comparable Company Analysis, Controller, Profitability Analysis, Series B, Taxation, Consumer Lending, Business Advisory, Total Addressable Market (TAM), Series A, Financial Reporting, Tax Planning, Cash Management, Debt Analysis, CPA, ROI, Venture Funding, Investment Thesis, Reverse Mergers, Growth Capital Raising, Seed Fundraising, Microfinancing, Consumer Loans, Funding Strategy, Direct Taxation, Indirect Taxation, Financial Accounting, Investment Briefs, Startup Funding, Asset Valuation, Internal Audits, Blockchain

Output Software

Microsoft Excel, Apple Keynote, Microsoft Outlook

Data & Analysis Software

SQL, Tableau, QuickBooks Online, VentureXpert, Anaplan, Capital IQ, Bloomberg, Factset

Industry Expertise

Venture Capital, Real Estate Modeling, Financial Markets, Early-stage Startups, Financial Services, Energy, Hospitality, Travel & Leisure, Education Technology (Edtech), Food & Beverage, Residential Real Estate, Capital Markets, Oil & Gas, Music, Renewable Energy, Cannabis, Specialty Healthcare, Insurance, Exercise & Fitness, Construction, Technology, Commercial Real Estate, For-profit Education, Ecology, Institutional Investors, Dental Care, Public Companies, Consumer Products, Pharmaceuticals, Health & Wellness, Small Business, Architecture, Software, Restaurants & Dining, Building & Construction, Electricity, Professional Services, Healthcare, Plastics, Hotels & Lodging, Luxury Goods, Automotive, Asset Management, Real Estate, Real Estate Development, Retail & Wholesale, Biofuels, Law, Telecommunications, Startup Accelerators

Geographic Expertise

Europe, United Kingdom, Saudi Arabia, Middle East, South Africa, India, Bangladesh, United States

Other

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