Operations and Finance analytics leader
Farmvaults Exports Private Limited
مجموع سنوات الخبرة :18 years, 3 أشهر
• Provided “behind the screen” freelancing Financial analytics service to a special purpose acquisition company (SPAC) in the US
• Screening private companies in consumer space - mostly in packaged food manufacturers, restaurants, and restaurant equipment manufacturers to filter out opportunities that suit investment criteria
• Profiling filtered private companies and analyse financials, margin, growth, liquidity for acquisition
• Prepared decks that covered, prospective targets for acquisition, financial analysis, investment rationale and how SPAC management could transform the business
• Provided consultation services to a Consumer Brand franchise in Bangalore on handling financial and operations data for analysis and streamlining the business and improve performance efficiency
• Built an analytics model for a Consumer Brand franchise on Ms access as database and UI for data input and Power BI for analytics
• Built interactive reports and dashboards on Microsoft Power BI covering revenue analytics and margin improvements, CRM, HR analytics, and inventory reporting
• Replicated the model on MS excel and salesforce
• Operationalised an integrated dairy and agri farming, and vertical integration of farm products exports business
• Prepared a financial blueprint with milestones and goals
• Prepared quarterly budgets
• Reviewed costs and margins for every business transactions, and fixed acceptable target price ranges
• Reviewed variance versus the budget and previous performance
• Built a complex financial model regularly used by core FP&A team
• Built complex discounted cash flow models to produce potential valuations of competitor companies in the global IT/BPM sector
• Developed a detailed investor holding tracker to analyse cross holding data and investor holding position changes
• Built a comprehensive relative valuation metrics table to tack daily stock price changes and changes to valuations in the comp group
• Benchmarked comp group financial estimates, financial return metrics and growth drivers
• Developed trackers to monitor and analyse analyst and consensus estimate changes
• Analysed variances versus Budgets and internal estimates and factors impacting the variance
• Analysed Return metrics - Return on Equity, Return on Capital Employed, Return on Invested Capital, Dividend impact for Genpact, comp group and major US indices
• Developed themes and ideas for road show and investor presentations for annual investor meets
• Prepared research report and presented analyst and street views on Genpact and competitor results & announcements to the management team and board of directors
• Streamlined multiple databases and processes to help the team focus on value add projects
• Trained & mentored 3 analysts while successfully handling transitions
• Built, maintained, and updated complex financial models as a part of top ranked sell side research team covering Pan European Retail stocks
• Built complex discounted cash flow models to produce potential valuations of companies in the European Retail sector
• Developed financial forecasts and evaluated operational performance for selected companies
• Prepared research reports and thematic marketing presentations, presented investment recommendations to directors in the Onshore team.
• Initiated coverage on two UK based retail companies.
• Update and check existing valuation metrics for companies covered
• Build client specific database for analysis
• Trained & mentored 3 analysts building a strong team that was consistently invited to be part of road shows in the united Kingdom
• Received attributions in multiple sector and stock specific reports published by Deutsche Bank
Analysed causes for overage or shortage in different accounts of the company.
* Reconciled Principal, interest, and escrow accounts.
* Analysed cash flows and notified the concerned department to recover or remit any shortage or overage of cash flows.