Karan Luthra Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

Barrie, ON

• Conducted market research, financial and company analysis to evaluate and support investment proposals
• Completed due diligence for pending deals and subsequently prepared term sheets and comprehensive credit applications
• Developed cash flow model for a $55 million deal which was presented to the senior investment committee and was a key factor leading to successful deal closure
• Monitored existing portfolio to ensure conformity to terms and debt covenants, including review of interim statements to identify deteriorating credit quality, conducting site visits and participating in pitches for.

Toronto, Canada Area

• Analyzed financial statements of 15 private equity holdings and created valuation models to arrive at fair market equity value
• Modeled companies using DCF, DDM, Comparable Companies, Precedent Transactions, and other valuation approaches
• Researched market and financial data using Bloomberg and Capital IQ for use in valuation analyses and valuation reports
• Prepared detailed valuation reports (including bridge analyses) which outlined the target company’s operational data, financial results, market data, key value drivers, and methodologies applied to corroborate proposed.

Toronto, Canada Area

• Processed and booked transactions for public and private equities, including direct, infrastructure, and fund investments
• Facilitated efficiency improvements for repetitive processes by editing and expanding VBA codes and excel macros
• Completed month-end portfolio reconciliations to ensure accuracy of transactional activity and investment holding changes

Toronto, Canada Area

• Created financial statements for 56 subsidiary companies for analysis and presentation by tax directors, ensuring accurate transfer of numerical and historical information from the trial balance to the statements while.
• Coordinated with internal and external parties on accounts payable issues, ultimately streamlining the expense reporting processes by creating and presenting a detailed report highlighting unproductive practices that.
• Completed ad-hoc requests including preparation of PowerPoint presentations and consolidation of Excel spreadsheets

Toronto, Canada Area

• Processed 200+ AMEX statements and corporate invoices and analyzed supporting documentation on a weekly basis
• Initiated and presented process flow for AMEX statements to highlight inefficiencies and suggest process improvements
• Coordinated with different business units with respect to any queries regarding coding of invoices and related processes, thusminimizing preliminary coding issues for senior accountants and team members

Bachelor Of Business Administration (B.B.A.), Specialist In Finance, Graduating With High Distinction

Activities and Societies: Senior Mentor - Mentors in Co-op (MIC) Program Vice President - Circle K International Charitable Organization.

Education record

Passed Level I CFA Examination in December 2013

Financial Modeling Course

Completed 3-part financial modeling course