Tarun Agrawal, Manager

Tarun Agrawal

Manager

CA Firm

Location
India - Mumbai
Education
Diploma,
Experience
2 years, 6 months

Share My Profile

Block User


Work Experience

Total years of experience :2 years, 6 months

Manager at CA Firm
  • India - Mumbai
  • November 2011 to July 2013

• Successfully completed 6 financial and operational due diligence of NBFCs for top PE funds (Intellecap, Aavishkar etc.) in sustainability sector.
• Forecasted financial statements to prepare business plan to present in front of different PE investors.
• Prepared different financial models to show different scenario in the business plan of startups.
• Valuated companies using DCF, DDM, Market multiples, NW methods to determine the equity and preference share price for investment.
• Analyzed company through SWOT analysis and its financial performance using ratio analysis, common size and comparative analysis techniques.
• Pursued RBI compliances for NBFCs and for FDI to provide assistance in investment decision.
• Mentored a startup company (bio organic manufacturer) in raising funds from PE investors.
• Prepared investment memorandum for a cancer hospital in Rajasthan state after analyzing risk and opportunities for the investor
• Researched data for the industry and prepared different analysis report as per the requirement of clients
• Assisted company in presenting The Budget 2013 in front of angel and PE investors of 6 different countries.
• Provided technical assistance in preparing flash report as per RBI norms for INR 8 billion CDR case of a Hotel client.
• Performed field visit to analyze the problem and risk involved in micro finance company’s portfolio.
• Performed management audit for the clients

Investment Analyst at East Central Ohio Techgrowth Angel Fund
  • United States
  • June 2011 to September 2011

• Analyzed industry of startup companies by considering its market size, recent trends, affecting macroeconomic factors and its structure to determine growth prospective of client
• Defined market segment and competitors of early stage company. Analyzed operation and marketing strategy for competitors to asses success potential of client
• Evaluated business plan for early stage company, its technology, operating, marketing and expansion plan to assess its competitive edge
• Estimated financial statements of start-up companies based on their budget and strategy to forecast rate of returns business will likely earn

Business Analyst at X-cite
  • India - Bengaluru
  • June 2009 to July 2009

• Coded problem in questionnaire terms & conducted market survey to investigate reasons for poor sales
• Defined client market segment, customers and competitors to target correct people
• Gathered required data through market survey and processed data using SAS software
• Analyzed data results and provided possible solutions to increase sales
• Interpreted results and company implemented most of the recommendations

Financial Analyst at Prime Capital Service Pvt. Ltd.
  • India - Delhi
  • March 2009 to May 2009

• Evaluated a FMCG sector emerging company ‘Marico’ based on EIC approach for investment decision
• Analyzed the industry using Porter five forces and PARETO analysis to understand the potential growth of company
• Critically evaluated competitors and their strategy to assess ‘Marico’ position in the market
• Prepared estimated financial statement and valuated ‘Marico’ based on ratio analysis, common size, comparative and technical analysis
• Provided recommendation to buy the stock at INR60 using DCF method, Current price around INR150

Education

Diploma,
  • at Massachusetts Institute of Technology
  • May 2013

Online Course from MITx

Master's degree, Financial Economics
  • at Ohio University
  • June 2011

100% Scholarship for Masters Financial Economics Authorized tutor for finance to assist undergraduates

Master's degree, Finance
  • at Ohio University
  • March 2010

Best Analytical Thinking award for Internship work Treasurer of student council Finalists for Inter College competition in finance

Diploma, Finance
  • at ICFAI University
  • October 2008
Bachelor's degree, Commerce
  • at University Of Rajasthan
  • June 2007

Specialties & Skills

Financial Modeling
Valuation
Forecasting Models
Investment Banking
Research
Advanced Excel
MS Access
Financial Modeling
Financial Analysis
Company Valuation

Languages

English
Expert
Hindi
Expert