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Shota Dateshidze, Finance Expert in Tbilisi, Georgia
Shota Dateshidze

Finance Expert in Tbilisi, Georgia

Member since March 18, 2022
Shota's professional experience is mainly built around working in audit, corporate, and investment banking industries at the leading financial institutions, such as EY Georgia, TBC Bank, TBC Capital, and EBRD. While working for these companies, he managed the portfolio valued at over $1 billion and structured financial products of up to $200 million for corporate clients. Shota is passionate about leveraging his experience and analytical skills to achieve ground-breaking results for clients.
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Career Highlights

Education

Select Certifications

Case studies

Expertise

Employment

  • Analyst

    2021 - PRESENT
    EBRD
    • Participated in a sovereign deal closing of major projects directly affecting the infrastructure of the Country in the transport sector. Additionally, managed to monitor the portfolio of around $300 million.
    • Carried out tasks, which included analyzing financial statements and preparing and updating economic models and financial projections for the sovereign projects with close communication with different government structures.
    • Worked as a project team member on transaction origination, deal closing, and monitoring in volume for over $50 million each. Contributed to all aspects of project structuring and execution.
    • Analyzed and evaluated potential risks related to the proposed projects, including performing comprehensive due diligence assisted with the designing and processing technical component assignments, such as preparation of terms of reference.
    • Prepared timely and comprehensive monitoring reports and included recommendations for corrective actions where required, assessing evolving risk factors and covenant compliance.
    Focus areas: Accounting, Corporate Finance, Infrastructure, Sovereign Projects, Financial Management, Credit Risk, Forecasting, Budgeting, Profitability Analysis, Ratio Analysis, Market Research, Three-statement Modeling, P&L Analysis, Balance Sheets, Liquidity Coverage Ratio (LCR), Debt Analysis, Revenue Projections, Revenue & Expense Projections, Public Sector

  • Investment Analyst

    2020 - 2021
    TBC Capital
    • Participated in potential sell-side M&A projects and built detailed valuation and M&A models for companies operating in automotive and FMCG sectors with a total value of more than $100 million.
    • Prepared a plethora of complex financial models analyzing the profitability of investment projects, including client recommendations for purchasing companies, raising funds, and consulting regarding equity financing.
    • Constructed comprehensive financial models with projected forecasting for more than 10 clients with assets averaging between $10 to $200 million.
    • Prepared recommendations, valuation materials, and statistical exhibits for pitches and investment deals with the addition of drafting and preparing client presentations.
    Focus areas: Corporate Planning, Business Strategy, Fundraising, Equity Capital, Financial Modeling, DCF Valuation, Equity Valuation, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Investor Presentations, M&A Modeling, M&A (Buy-side), M&A (Sell-side), Ratio Analysis, Transaction Comparables, Comparable Company Analysis, Revenue Projections, Revenue & Expense Projections

  • Syndicated Loans and Funding Manager

    2018 - 2020
    TBC Bank
    • Developed and implemented the guidelines and procedures for the syndication process and products for TBC Bank and ensured the continued growth of syndicated loans in the local market.
    • Managed the complete syndication process: origination, transactions, deal closing, reporting, and monitoring for more than 10 syndicated deals with IFIs and local banks.
    • Monitored and reported syndicated loans portfolio of up to $500 million with additional support to coordinate the use of credit products related to financing provided by IFIs to corporate and investment banking departments.
    • Participated in software module implementation, which automatized the entire syndication process, entailing automatic calculations, transactions, and reporting for each credit product, decreasing the human error factor to 0.
    • Participated in structuring different types of credit instruments. like syndication, parallel lending, and mezzanine and analyzed the creditworthiness of corporate clients.
    Focus areas: Syndication, Debt Analysis, Debt Structuring, Funding Strategy, Equity Raises, Pitch Decks, Pitch Presentations, Monitoring, Fundraising, Financial Statements, Pro Forma Financial Statements, Budgeting, Annual Budgets, Term Loans, Lending, Mezzanine, Credit Risk

  • Senior Analyst

    2015 - 2018
    EY
    • Audited the largest healthcare and pharmaceutical companies in Georgia, performing initial planning procedures, risk assessments, and ensuring compliance with the international financial reporting standards (IFRS) reporting guidelines.
    • Led a team of six in auditing Georgia's biggest market shareholder in the pharmaceutical sector with over $400 million in total assets and $300 million in revenues.
    • Applied expertise in analyzing and managing large-scale complex databases of specific accounts of BS and P&L and generating strategic reports and data analyses.
    • Worked with inter-company departments to build annual forecasts, document overall analytical review (OAR), and provide recommendations to the respective clients for reporting improvements and enhancements.
    • Participated in the financial audit of Georgia's major player in the healthcare sector with over $250 million in total assets and more than $100 million in revenues.
    Focus areas: Financial Statements, IFRS Financial Reporting, Income Statements, Balance Sheets, Financial Analysis, Microsoft Office, Financial Statement Preparation, Budgeting, Forecasting, Microsoft Excel, Microsoft Word, Statement of Cash Flows, P&L Analysis, Balance Sheet Optimization, Healthcare Services

Education

  • Bachelor's Degree in Business Administration
    2012 - 2017
    Caucasus University - Tbilisi, Georgia

Certifications

  • Project Finance Modelling
    JUNE 2021 - PRESENT
    F1F9
  • Financial Modeling
    JUNE 2020 - PRESENT
    Fitch Learning
  • FMVA Financial Modeling and Valuation Analyst
    JANUARY 2020 - PRESENT
    CFI Corporate Finance Institute
  • CFA Level I
    OCTOBER 2019 - PRESENT
    CFA Institute

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