supporting, mentoring and leading businesses through holistic growth transformations

Strategic Advisory, Planning, Governance, & Management of transformation programs for retail grocery clients

Located in 73 countries and employing 19,000 people, Bloomberg is a global business and financial information and news leader. Bloomberg’s enterprise solutions build on the company’s core strength, leveraging technology to allow customers to access, integrate, distribute and manage data and information across organizations more efficiently and effectively. Responsibilities:• Process Change Manager for the Global Equities and M & A Teams.• Responsible for the “End to End” Strategic Design and Project Implementation of Change Management Programs. • Business and Budget planning for Strategic and operational initiatives at vendor locations.• Develop standard processes and policies to maximize efficiency and effectiveness.• Resource allocation of vendors including planning and implementation.• Resource analysis (Human Resources- allocation of team members).• Establishment of Vendor Governance frameworks.• Development of Management Reporting structure to measure key KPI’s and Project status (timelines / project creep / risk mitigation and escalations).• Communication of Program status to key stakeholders.• Development of Contingency & Risk Planning strategies. • Managing Vendor Teams (based in India and China) to facilitate a successful operation and also ensure a smooth transfer process to vendors. • Daily performance monitoring of vendors to ensure framework criteria are met and potential issues are identified and resolved quickly.Key Achievements:• First member of the Bloomberg Asia Team and charged with building a brand new team across Asia (3 locations, 7 people).• Development and implementation of a robust system to share knowledge and best demonstrated practices between the vendors and employees in Asia (this initiative was subsequently replicated globally).• Partnered with North America, United Kingdom, North Asia, Japan, ASEAN, India and China to ensure a smooth transition of processes.

Responsibilities:• Maintaining the M&A, Equity offerings and Corporate Actions database on Bloomberg for Australia, New Zealand & India.• Supporting the Sales Team to present Bloomberg to prospect clients.• Provision of training for new and existing clients.• Management of Sydney Data Team (Human Resource management, recruitment, training).• Conducting Seminars and internal and external training sessions for the M&A, Equities and Corporate Actions products of Bloomberg.• Facilitating M&A Industry events and Roundtables to discuss Bloomberg’s policy procedures, outlook on the M&A Industry and gain knowledge through networking.• Quarterly Publication of “Advisor Rankings” (League Tables) for global distribution to various media outlets.• Maintenance of M&A Database through the development of strong communication network with the Legal and Financial advisors.• Process Reengineering and Design to continually improve the database management.• Business and Budget planning. Key Achievements:• Initiated inaugural “Round Table” events to share ideas within the Indian M&A industry.• Panelist alongside local industry M&A experts and bankers discussing future of M&A industry in Australia.• Increased revenues by launching a Process improvement program to dramatically reduce the delay between announcement and data availability to clients from days / hours to a matter of minutes.

PwC have a network of 208,000 team members across 157 countries providing quality assurance, advisory and tax services. In India PwC has offices in Ahmedabad, Bengaluru, Chennai, Delhi NCR, Hyderabad, Kolkata, Mumbai and Pune.Responsibilities and Achievements:• Conducting financial and tax due diligence reviews to evaluate the feasibility of corporate investments. • Presenting due diligence findings to the buyer along with recommendations for price adjustments and risk parameters.• Conducting mock due diligence reviews for prospective sellers and assisting in setting up data rooms. • Assisting with Share Valuations, Share Exchange Ratios, Profitability Analysis and Payback Periods for evaluating consolidation strategies and post-merger holdings.• Conducting Financial Analysis for clients to evaluate restructuring and consolidation options. • Conducting due diligence of “Financial Valuation Models”. • Designing and developing external and internal restructuring models including mergers, demergers and spin-offs for several large corporate houses.• Preparing structuring and restructuring presentations for the Board of Directors to review and evaluate.• Advising on inbound and outbound acquisitions and investments by large corporates and non-residents.• Advising on Joint Ventures including agreements and entry and exit strategies.• Reviewing Tax and Regulatory agreements.• Drafting Schemes of Arrangement and applications seeking permission to comply with regulatory requirements. • Advising on funding strategies for acquisitions and investments.

Founded in 1958, Bansi S. Mehta & Co has partners specialising in Taxation, Mergers & Acquisitions, Accounting & Assurance and Corporate Advisory. The company operates in Mumbai from two locations and also has a presence in Delhi through an associate firm (B.S.M. Associates).Responsibilities and Achievements:• Responsibility for the completion of Due Diligence Audits.• Tax Assessment– impact of taxes on commercial agreements, tax planning for mergers & acquisitions, de merger & corporate restructuring.• Financial Management- Accounts verification and auditing.• Valuation of shares based on various valuation models.• Manager for “Special Audits” (under the Income-tax Act 1961) into Public Limited Companies involved in the Indian stock market scam covering inter group transactions.• Conducting Internal and Statutory Audits for various corporate clients.• Draft Opinions and preparing Double Taxation Avoidance Agreement (DTAA) certificates for withholding tax.• Conduct Transfer Pricing audits and planning.• Internship (Sep 2002- August 2005).

Internal and Statutory Audits for various corporations