Kavish Jalan Email & Phone Number

Mumbai, Maharashtra

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Mumbai Area, India

Mumbai

• Analyzing & monitoring business performance revenue channels with annual turnover of $1Bn; providing decision support system and financial intelligence to business initiatives and customer valuation deals.• Building annual budget projecting $1Bn revenues and costs across 5 channels and 600+ branches; synchronizing views of functions and outlining five year business strategy based on competitor benchmarking and forecast of macroeconomic variables.• Successfully implemented Customer centric business model across 9000+ employees by training and mentoring on re-aligned strategic goals; created an automated framework to track business performance on redesigned parameters.• Awarded for “Best Project” across Aditya Birla Financial Services for development and automation of Business KPIs and information sharing mechanism.• Received BSLI Arjun Award for best performance across Birla Sunlife Insurance in Year 2014 – 15.• Nominated for Chairman’s “Best Project” Award 2015 for Business Information Automation Project.

Mumbai Area, India

Participant of Prestigious Aditya Birla Group Leadership Program under Finance Specialisation.Projects Conducted :  Business Finance – Madura Fashion & Lifestyle, Bengaluru (Aug 2013 – Nov 2013)• Conducted Preliminary Study for SAP ERP Implementation across 1800+ stores of Louie Phillipe, Van Huesen and Allen Solly with revenues over $500 MN• Performed an Internal Audit Survey to monitor SOP adherence and re – alignment to changed business needs for 7 Business functions ranging from Shop Floor Operations to Retail Cash Management.Strategy & Planning – Birla Sunlife Insurance , Mumbai (May 2013 – Aug 2013)• Piloted a study on rationalizing costs and automating processes to improve customer satisfaction and lead times; reduced costs by $22Mn (12% of total costs) and increased business sustainability measures such as persistency, surrenders and lapsation by 5% to 9% ; decreased lead times by ~30% for major customer interactions like claims and surrenders payouts.

Greater Atlanta Area

• Developed a financial model projecting $1.5Bn working capital and impact on $2Bn asset based loan due to volatile LME & business KPIs. • Conducted WACC analysis and equity valuation for privately owned Novelis Inc. worth $3.5Bn based on industry comparatives; Integrated and streamlined financial processes.

Kolkata Area, India

 Assessed valuation and performed due diligence for $50Mn synthetic chemicals business prior to spin – off and restructuring. Administered all MIS and external reporting to stake holders and delivered strategic and financial intelligence on new initiatives like potential acquisitions and new business development opportunities for a business valued at $100Mn. Conceptualized and executed importation of raw materials saving $1Mn annually & improvising product quality by substituting indigenous materials. Solely responsible for liaising with Chinese suppliers and fulfilling all trade formalities for importation.

Master’S Degree, Accounting And Finance, All India Rank 2

Secured All India Merit in CA Final and CA PCC Examinations Recipient of Sultan Chand Memorial Silver Medal for Highest Score in 6 Papers.

Master’S Degree, Finance And Financial Management Services

Cleared CFA Level 2 with 70%+ Grade in 7/10 Disciplines

Master’S Degree, Banking, Corporate, Finance, And Securities Law, All India Rank 25

Secured All India Rank 9 in CS Executive and Rank 25 in CS Professional Examinations Company Secretary Scholarship for featuring in Top 10.

Bachelor’S Degree, Accounting And Finance

Class 12