Shota Dateshidze
Verified Expert in Finance
Finance Expert
Tbilisi, Georgia
Toptal 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.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Valuation Report
Financial Modelling Case
DCF Valuation Calculation | $80 Million Company
Expertise
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Public Sector
- Ratio Analysis
- Three-statement Modeling
Work Experience
Analyst
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.
Investment Analyst
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.
Syndicated Loans and Funding Manager
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.
Senior Analyst
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.
Education
Bachelor's Degree in Business Administration
Caucasus University - Tbilisi, Georgia
Certifications
Project Finance Modelling
F1F9
Financial Modeling
Fitch Learning
FMVA Financial Modeling and Valuation Analyst
CFI Corporate Finance Institute
CFA Level I
CFA Institute
Skills
Finance
Financial Modeling, DCF Valuation, Financial Reporting, Three-statement Modeling, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), M&A Modeling, Ratio Analysis, Corporate Finance, Valuation, Revenue & Expense Projections, Balance Sheets, Budgeting, Forecasting, Statement of Cash Flows, Debt Analysis, Debt Structuring, Funding Strategy, Equity Raises, Fundraising, Equity Capital, Equity Valuation, M&A (Buy-side), M&A (Sell-side), Comparable Company Analysis, Accounting, Quantitative Risk Analysis, Portfolio Analysis, Credit Risk, Wealth Management, P&L Forecasting, Leveraged Buyout Modeling, Pro Forma Financial Statements, Term Loans, Lending, Mezzanine, Financial Management, Profitability Analysis, Market Research, Liquidity Coverage Ratio (LCR)
Output Software
Microsoft Excel, Microsoft Word
Other
Financial Analysis, Public Sector, IFRS Financial Reporting, Infrastructure, Revenue Projections, Healthcare Services, Financing, Financial Statements, Income Statements, Business Strategy, Microsoft Office, Financial Statement Preparation, P&L Analysis, Balance Sheet Optimization, Syndication, Pitch Decks, Pitch Presentations, Monitoring, Investor Presentations, Transaction Comparables, Marketing, Managerial Finance, GAAP, Equity Investment, Fixed Income, Derivatives, Excel Modeling, Accounting Principles, Scenario Analysis, Sensitivity Analysis, Leveraged Buyout (LBO), Company Strategy, Annual Budgets, Modeling, DCF Modeling, Corporate Planning
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