Hitarth Mehta, Cfa Email & Phone Number

Ontario, Canada

Toronto, Ontario, Canada

Corporate finance and treasury lead, leading a team of 4 for project financing and treasury management activities for copper, cement, coal / iron ore mining projects• Credit Analysis, Project due diligence - Understanding the project / business and its key drivers, identifying and creating credit risk mitigation strategy, preparing financial models and performing financial analysis, Preparing Confidential Information / credit memorandums document which details business model, industry due diligence, and financial summary• Corporate Finance: Appraise and design appropriate structure to raise debt for the underlying project. Developing and negotiating Term Sheets, credit agreements, finance documents, managing credit rating activities, disbursement, timely service of debt obligations and ensuring compliance with the covenants • Managing advisors/ consultants: Interact and manage various advisors appointed by the lenders such as Lenders Legal Counsel (LLC), Lenders Insurance Advisor (LIA), Lenders Independent Engineer (LIE), Lenders Financial Advisors (LFA), etc.• Trade / Working Capital Management: Assist & Supervise the team to ensure that all the business requirement for trade products such as LC, BG are delivered timely and the cashflow is managed efficiently• Financing Strategy: Capital Management Strategy; Rolling Cashflow Projections. Manage and monitor the peak funding requirements and ensure sufficient limit availability for future requirements.

Ahmedabad, Gujarat, India

• Credit Analysis and Due Diligence: Understanding the business and its key drivers, reviewing credit request, analysis of historical performance, analyzing relevant market, identifying the associated credit risk, preparing and reviewing financial models and underlying assumptions, perform scenario analysis, preparing credit memorandums document, assigning risk rating, forming account management strategy and presentation to senior management for in-principle approval• Transaction processing: End to end transaction execution comprising of due diligence of the term sheet, coordinate with internal and external legal counsel for loan documentation, monitoring disbursements • Portfolio Monitoring: Regular monitoring of the asset by reviewing monthly / quarterly financial data, operational data, actuals vs projections, financial projection, ensuring finance covenant compliance, tracking industry & regulatory environment, identify early warning signals & suggest corrective steps. Ensured high quality of credit underwriting standards & maintained portfolio with nil delinquencies• Client Relationship & Stakeholder Management- Develop & maintain important client relationship and ensure service delivery. Deepen client engagement with various cross sell products. Extensively interact with product partners & coordinate with internal & external stakeholders to effectively monitor the asset, maintain credit hygiene, ensuring compliance with internal & external regulatory requirements

Ahmedabad Area, India

• Credit Analysis and Due Diligence: Understanding the business and its key drivers, reviewing credit request, analysis of historical performance, analyzing relevant market, identifying the associated credit risk, preparing and reviewing financial models and underlying assumptions, perform scenario analysis, preparing credit memorandums document, assigning risk rating, forming account management strategy and presentation to senior management for in-principle approval• Transaction processing: End to end transaction execution comprising of due diligence of the term sheet, coordinate with internal and external legal counsel for loan documentation, monitoring disbursements • Portfolio Monitoring: Regular monitoring of the asset by reviewing monthly / quarterly financial data, operational data, actuals vs projections, financial projection, ensuring finance covenant compliance, tracking industry & regulatory environment, identify early warning signals & suggest corrective steps. Ensured high quality of credit underwriting standards & maintained portfolio with nil delinquencies• Client Relationship & Stakeholder Management- Develop & maintain important client relationship and ensure service delivery. Deepen client engagement with various cross sell products. Extensively interact with product partners & coordinate with internal & external stakeholders to effectively monitor the asset, maintain credit hygiene, ensuring compliance with internal & external regulatory requirements

Mumbai, Maharashtra, India

• Industry Research: Monitor/ Track Pharmaceutical industry & publish white papers on latest pharma trends, attend quarterly reporting calls, publish written assessment and financial summary• Credit review: Conduct in-depth review of clients to understand growth strategy & identify current & future needs; auditing financial models, project appraisal with focus on product portfolio, revenue durability & market dynamics• Capital Markets Activities: Support investment banking team in valuation, design pitch presentation for Initial Public Offerings (IPOs) and Mergers & Acquisition (M&A)• Client Engagement: maintain relationship with clients, interact to understand business models, identify value chain gaps, Organized ‘Life Science Forum’ which attracted 200+ delegates

Gurgaon

• Associate solution advisor in Extended Enterprise Risk Management, Advisory Services• Co-ordinated with Deloitte – USA and Germany team for completion of various projects • Saved USD 4.5 million for client by efficiently shifting software license metrics & increasing utilization of software assets

Vadodara Area, India

• Managed sales and marketing including distributors and dealers for West region• Evaluated and implemented market entry strategies, successfully entered uncharted territory• Coordinated with national & international delegates to promote complex industrial products • Achieved Value Addition target of INR 1.5 MM by closing successful deal with leading clients • Awarded ‘Best Graduate Engineering Trainee’ from a batch of 30+ professionals

Cfa® Charterholder, Cfa Institute

Master Of Business Administration (M.B.A.), 3.66/4.0

Activities and Societies: MarClan - Marketing Club of IIM Udaipur Saksham - Enterpreneurship Cell of IIM Udaipur IRIS Team - Photography.

Post Graduate Diploma In Management, Business Administration And Management, General, German Grading System - 1.5

Bachelor'S Degree, Mechanical Engineer, 8.41/10

Activities and Societies: Energy and Environment Protection Club (E2PC) Gravitas'09 (International Level Knowledge Carnival) Riveira'11.