Naina Narula, Cfa Email & Phone Number

Auckland, New Zealand

Auckland, New Zealand

Auckland, New Zealand

Auckland, New Zealand

Part time Job while on Student VisaHandling customer queries in person, on calls and emailsMaintaining customer documentation and setting up new accountsCash handling and reconciliations

Gurgaon, India

• Working on business valuations, purchase price allocations, valuation reviews of various private and public companies in Real estate, Energy and other Infrastructure sectors• Drafting business valuations using DCF, market approach and sum-of-the-parts valuation.• Working as part of Mergers & Acquisitions team in preparing pitch documents, buyer/seller profiles• Assisting on valuation audit projects (WACC assumptions, projections and valuation methodology)• Some of the major clients include Morgan Stanley, AviAlliance, John Laing and J.P. Morgan• Regularly communicating and coordinating with the onshore team in UK

Gurgaon, India

•Working on valuation of privately held company equity securities, required under Internal Revenue Code, section 409A.•Drafting initial valuation approach after understanding company background and performing financial statement analysis.•Preparing and reviewing complete valuation and allocation models with DCF analysis, market multiples and other AICPA approved methodologies for valuation. •Preparing valuation reports and drafting rationale for preliminary valuation conclusion. •Communicating and coordinating with the onshore team in US.•Responsible for overall project management and allocation for the team.•Received appreciation on no. of projects for maintaining high quality and completing projects under strict deadlines.

Gurgaon, India

• Working as Core member on major Banking and Investment management clients such as Bank of Tokyo Mitsubishi, LPL Financial, Arlon Group.• Coordinating with onshore teams in the US, and Hyderabad through remote platform.• Performing substantive audit testing by computing materiality, sampling, identifying significant accounts and documenting audit procedures.• Preparation of various management representation letters and Engagement Letters. • Analysing Financial Statements for accuracy and consistency. • Substantive testing of Balance Sheet and P&L items such as Investments, Stock based Compensation, Debt, Interest Expense/Income, Cash using Deloitte audit methodology and working on other key areas like Real Estate appraisal review and Debt contract summaries .• Coaching, mentoring and developing staff on testing and documentation standards of Deloitte

New Delhi Area, India

• Responsible for handling customer queries and complaints, library operations and admission process • Supporting Customer Services Team.

Master'S Degree, Professional Accounting

Education record

B.Com (H), Finance, General, First Division

Activities and Societies: Worked as a member of Commerce Core committee and National Service Scheme.