Soumyajyoti is available for hire
Hire SoumyajyotiSoumyajyoti Basu
Verified Expert in Finance
Finance Expert
Location
Kolkata, West Bengal, India
Toptal Member Since
May 13, 2022
Soumyajyoti is a seasoned finance professional proficient in building projection models for valuation and risk analysis, covering operational, financial, and strategic aspects. With a background in engineering and an MBA, he managed over $4 billion in debt from around 100 companies while working in the Indian branch of Moody's and serving as a member of the Rating Committee. Soumyajyoti is willing to leverage his multifaceted experience in advising clients.
Career Highlights
Assistant Vice President | Sector Head
ICRA Limited (Indian operation of Moody's Rating Services)
Senior Analyst
ICRA Limited (Indian Operation of Moody's Rating Services)
Consultant
Frost & Sullivan
Education Highlights
Master's Degree
Indian Institute of Management Calcutta
Master of Technology Degree
Indian Institute of Technology Kharagpur
Expertise
Work Experience
Senior Data Scientist and Investigation Engineer
2021 - PRESENT
Trefis
- Developed a system that performs the work of a million analysts using a combination of data science, finance, and coding skills.
- Involved in the main product development, including automated portfolios and financial and economic analysis.
- Developed a stock price forecasting model based on a historical analysis framework that predicts the chance of rising on different time horizons.
Focus areas: Automation, Data, Fintech, Data Science, Quantitative Analysis, Quantitative Modeling, Data Analysis, Investment Return Scenario Analysis, IRR, Strategy, Cash Flow Forecasting, COGS Analysis, Gross Margins, Market Segmentation, Excel Expert, Investment Portfolio Management, Portfolio Management, Business Strategy, Financial Markets, Strategic Planning & Execution, Financial Forecasting, Equity Research, Equity Research Analysis, Capital Markets, Discounted Cash Flow (DCF), Data Analytics, Capital Asset Pricing Model (CAPM), Financial Products, Reporting, Excel 365, DCF Modeling, SaaS, Mathematics, Statistics, Statistical Analysis, Financials, Debt Analysis, Investment Analysis, Business Intelligence (BI), Tracking, Factor Analysis, Risk Management, Key Performance Metrics, Data Modeling, Machine Learning
Loyalty Program Development (Automotive/Loyalty Program/MENA)
2023 - 2023
Abdul Latif Jameel
- Developed the loyalty program for the client for customer relationship management with a focus on increasing mobile application transactions.
- Analyzed the commission system of the aggregator application and priced the loyalty program to ensure the profitability of the application/business.
- Performed scenario analysis on various situations of customer footfalls/transactions and customer behavior. The loyalty program provides an earn-and-burn mechanism as well as membership benefits.
Focus areas: Loyalty Programs, Loyalty Management, Reporting, Data Analysis, Business Strategy, Data Analytics, Forecasting, Scenario Analysis, Revenue Strategy, Financial Modeling, Microsoft Excel, Excel 2016, Microsoft PowerPoint, Key Performance Metrics, Investment Research, Data Modeling
Financial Forecasting (Tourism/Travel)
2022 - 2022
Sana Tourism LLC
- Developed monthly and quarterly forecasting models for the next three years, considering various business segments. Performed sensitivity analysis, accounting for multiple scenarios.
- Analyzed cash flow management and cash flow cycle in various business segments. Analyzed monthly gaps/funding requirements in a strong growth environment.
- Advised the client on fund requirements in the business, amounting to around half a million dollars. Prepared the cash flow section of the presentation to be presented to the board and trained the client on the material developed.
Focus areas: Financial Modeling, Travel, Tourism, Cash Flow, Cash Flow Forecasting, Financial Analysis, Hospitality, Agency, Event Management, Forecasting, Discounted Cash Flow (DCF), Excel VBA, Asia-Pacific (APAC), Middle East, Financials, Debt Analysis, Cash Management, Business Intelligence (BI), Microsoft Excel, Cash Flow Management, Excel 2016, Key Performance Metrics, Investment Research, Demand Planning, Data Modeling, Sales Forecasting
Assistant Vice President | Sector Head
2017 - 2021
ICRA Limited (Indian operation of Moody's Rating Services)
- Performed financial modeling, multi-year cash flow forecasting, and ratio analysis to ascertain companies' financial risks. Worked in companies various sectors, including renewable energy, energy storage, power, health care, logistics, and SaaS.
- Analyzed credit risks and debt serviceability and assigned credit ratings to around 1,000 companies with $40 billion in debt as a member of the Senate Rating Committee. Advised on financial restructuring under the prevailing banking code.
- Managed directly 100 large and small companies with $4 billion in debt. Maintained a relationship with the C-suite. Advised clients on fundraising strategy, corporate structure, and M&A, as well as organic expansion.
Focus areas: Credit Risk, Credit/Debt, Mergers & Acquisitions (M&A), Cash Flow, Revenue & Expense Projections, Cash Flow Modeling, Cash Flow Analysis, Projected Cash Flow, Funding Strategy, Sensitivity Analysis, Price Analysis, Cash Pooling, Financial Management, Forecasting, Budgeting, Financial Modeling, Business Models, Financial Planning & Analysis (FP&A), Manufacturing, Business Analysis, Finance, Data Analysis, Financial Reporting, Credit Analysis, Energy, Automation, Renewable Energy, Solar, Fundraising, Three-statement Modeling, Life Science, Investments, ROI, Key Performance Indicators (KPIs), Scenario Analysis, Accounting, Financial Restructuring, Debt Restructuring, Restructuring, Valuation, RiskMetrics, Business Planning, Risk Systems, Credit Modeling, Risk, Profitability Analysis, Growth Strategy, Financial Data Analytics, Higher Education, Food & Beverage, CAPEX Budgeting & Inventory Management, Break-even Analysis, Revenue Projections, Competitor Analysis & Profiling, Cap Tables, P&L Forecasting, Loans, Data Science, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Quantitative Analysis, Quantitative Modeling, Operating Models, DCF Valuation, Edtech Design, Education Technology (Edtech), Business Modeling, eCommerce, Joint Ventures, Project Finance, Term Sheet Advisory, Valuation Modeling, Investment Return Scenario Analysis, IRR, Strategy, Clean Energy, Green Energy, Cash Flow Forecasting, Travel, Tourism, Pitch Deck Consultant, Renewables, COGS Analysis, Gross Margins, Waterfall Modeling, Early-stage Startups, CleanTech, Excel Expert, Accounts Receivable, Business Validation, Market Research, Real Estate, Business Strategy, Financial Markets, Banking & Finance, Strategic Planning & Execution, Financial Forecasting, Subscriptions, Metals & Mining, Equity Research, Equity Research Analysis, Capital Markets, Discounted Cash Flow (DCF), Biofuels, Data Analytics, Pricing Plans, Capital Asset Pricing Model (CAPM), Excel VBA, Market Research & Analysis, Financial Products, Mezzanine, Debt, Reporting, Excel 365, DCF Modeling, Asset-based Finance, Consumer Lending, Inventory Management, Pricing Models, Financial Risk Management, SaaS, Pricing Strategy, Import/Export, Trade, Credit Ratings, Mathematics, Statistics, Statistical Analysis, Financial Risk Assessment, Risk & Compliance, Risk Modeling, Financials, Mining, Cost Reduction & Optimization, Retail & Wholesale, Logistics & Warehousing, Venture Capital, Structured Finance, Debt Analysis, Cash Management, Supply Chain, Logistics & Supply Chain, Accruals, Commercial Real Estate, Investment Analysis, Residential Real Estate, Risk Analysis, Business Intelligence (BI), Tracking, Revenue Strategy, Microsoft Excel, Due Diligence, M&A Due Diligence (Financial), Hospitals, Risk Management, Bloomberg, Cash Flow Management, Excel 2016, Logistics, Microsoft PowerPoint, Operational Finance, Energy Storage, Risk Scorecards, Key Performance Metrics, M&A (Buy-side), Stress Testing, Investment Research, Underwriting, Investment Memoranda, Financial Controls & Processes, Monte Carlo Simulations, Financial Benchmarking, Construction, Demand Planning, Data Modeling, Sales Forecasting
Senior Analyst
2012 - 2017
ICRA Limited (Indian Operation of Moody's Rating Services)
- Oversaw the process of credit analysis of large-cap public companies. Developed a sound process that minimized credit defaults of investment-grade ratings.
- Hired and trained new analysts who would perform the primary credit analysis of companies.
- Analyzed market trends of various industries in relation to the macroeconomic scenario to build financial projection models and minimize prediction errors.
Focus areas: Fundraising, Credit Risk, Credit Analysis, Return Analysis, Scenario Analysis, Financial Training, Cash Flow Analysis, Cash Flow Modeling, RiskMetrics, Risk Systems, Credit Modeling, Risk, Profitability Analysis, Pricing, Higher Education, Food & Beverage, CAPEX Budgeting & Inventory Management, Break-even Analysis, Revenue Projections, Competitor Analysis & Profiling, Financial Modeling, Financial Planning & Analysis (FP&A), P&L Forecasting, Loans, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Operating Models, DCF Valuation, Business Modeling, Joint Ventures, Project Finance, Term Sheet Advisory, Valuation Modeling, Investment Return Scenario Analysis, IRR, Strategy, Clean Energy, Green Energy, Cash Flow Forecasting, Renewables, COGS Analysis, Gross Margins, Waterfall Modeling, Early-stage Startups, CleanTech, Excel Expert, Accounts Receivable, Business Validation, Real Estate, Business Strategy, Financial Markets, Banking & Finance, Financial Forecasting, Metals & Mining, Equity Research, Equity Research Analysis, Discounted Cash Flow (DCF), Excel VBA, Mezzanine, Debt, Reporting, Excel 365, DCF Modeling, Asset-based Finance, Consumer Lending, Inventory Management, Pricing Models, Financial Risk Management, SaaS, Pricing Strategy, Import/Export, Trade, Credit Ratings, Financial Risk Assessment, Risk & Compliance, Risk Modeling, Financials, Mining, Cost Reduction & Optimization, Logistics & Warehousing, Venture Capital, Structured Finance, Debt Analysis, Cash Management, Supply Chain, Logistics & Supply Chain, Accruals, Commercial Real Estate, Investment Analysis, Residential Real Estate, Risk Analysis, Business Intelligence (BI), Tracking, Revenue Strategy, Microsoft Excel, Due Diligence, M&A Due Diligence (Financial), Hospitals, Risk Management, Cash Flow Management, Excel 2016, Logistics, Microsoft PowerPoint, Operational Finance, Energy Storage, Risk Scorecards, Key Performance Metrics, M&A (Buy-side), Stress Testing, Investment Research, Underwriting, Investment Memoranda, Monte Carlo Simulations, Financial Benchmarking, Demand Planning, Sales Forecasting
Analyst
2010 - 2012
ICRA Limited (Indian operation of Moody's Rating Services)
- Oversaw the credit risks of a portfolio of companies across multiple sectors.
- Performed credit analysis, cash flow projections, and sensitivity analysis on various parameters of these companies. Presented the findings to the senate (rating committee) and recommended credit ratings that could be assigned to the entity.
- Built relationships with the C-suite to minimize customer loss. Negotiated and explained the rationale behind arriving at a particular rating to the C-suite.
Focus areas: Credit Risk, Credit/Debt, Credit Analysis, Cash Flow Modeling, Projected Cash Flow, Free Cash Flow (FCF), Cash Flow, Forecasting, Project Review, Business Analysis, Business Loans, Contract Review, Key Performance Indicators (KPIs), Market Research, RiskMetrics, Profitability Analysis, Pricing, P&L Forecasting, Loans, Operating Models, DCF Valuation, Joint Ventures, Project Finance, Valuation Modeling, Investment Return Scenario Analysis, Renewables, Waterfall Modeling, Excel Expert, Business Validation, Financial Forecasting, Metals & Mining, Market Research Analyst, Mezzanine, Debt, Excel 365, Asset-based Finance, Consumer Lending, Inventory Management, Pricing Models, Financial Planning & Analysis (FP&A), Credit Ratings, Financial Risk Assessment, Financials, Mining, Debt Analysis, Supply Chain, Logistics & Supply Chain, Accruals, Risk Analysis, Excel 2016, Risk Scorecards, Key Performance Metrics, Stress Testing, Investment Research, Underwriting, Financial Benchmarking
Consultant
2009 - 2010
Frost & Sullivan
- Prepared information memorandum including the business plan and return to risk profiling to attract investment for a multimillion-dollar project. The job included investor scouting and preparation of the entire financial model to attract investors.
- Quoted frequently in Bloomberg, Business Week, and more as a subject matter expert.
- Presented papers during various industry conferences. A paper titled "Cost Reduction Strategy in Ground Handling" was presented at the International Ground Handling Conference.
- Promoted to the industry thought leader within a short period.
Focus areas: Market Research, Investment Ideas, Funding Strategy, Mergers & Acquisitions (M&A), Pitch Decks, Information Memoranda, Growth Strategy, Market Segmentation, Asia-Pacific (APAC), Singapore, Market Research & Analysis, Financial Products, Market Research Analyst, Cost Reduction & Optimization, Excel 2016, Management Consulting
Education
2007 - 2009
Master's Degree in Business Administration (MBA)
Indian Institute of Management Calcutta - Kolkata, Calcutta, India
2001 - 2006
Master of Technology Degree in Aerospace Engineering
Indian Institute of Technology Kharagpur - Kharagpur, West Bengal, India
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