Pankaj Kumar, Cfa Email & Phone Number

Mumbai, Maharashtra, India

Driving financial strategy, managing corporate finance operations, and spearheading business transformation initiatives for corporates. Proven track record of optimizing financial performance, implementing cost-saving measures, and enhancing profitability. Skilled in aligning financial goals with overall business objectives to drive sustainable growth. Adept at leading cross-functional teams and fostering a culture of innovation and accountability.

Mumbai, Maharashtra, India

Heading FP&A Team for formulating long term strategyBudgeting and forecasting; variance analysisMarket analysis and benchmarking with competitors

Mumbai, India

Management Reporting: :Updating management on key business aspects and helping them in taking strategic decisionsBoard Presentation and Investor update

Mumbai Area, India

Asset Management Firm: Major UK mid-cap stocks• Conducting sector analysis, analyzing the businesses across the industries considering various macro and micro economic factors as well utilizing various measures such as relative valuation, business momentum, management strength, financial stability etc.• Analyze fundamentals of the companies and their competitive advantage and to form a thesis on it• Evaluate business momentum and financial position for companies in the portfolio • Built valuation models (DCF and relative valuations) for the stocks and prepared investment thesis for the stocks under coverage • Developed smart tool for automating model building process and customized consensus tablePrivate Equity : Target valuation, Market mapping • Lead the team, responsible for execution of the projects, with a good track record of timely delivery and very high customer satisfaction• Responsible for interacting with clients to understand their need and to communicate the same to the team• Sector research, screening of potential target, valuation modelling, industry mapping and preparation of company profile

Chennai Area, India

https://www.linkedin.com/company/system-two-advisors-lp?trk=hb_tab_compy_id_2878906%22•Lead the team, responsible for execution of the pilot project, given by various clients with a good track record of timely delivery of project with very high customer satisfaction• Responsible for interacting with clients to understand their need and to communicate the team• Conducting sector analysis, analyzing the businesses across the industries considering various macro and micro economic factors as well utilizing various measures like relative valuation.• Built and maintained seven factor model, based on valuation, earning potential, sustainability, management quality, business momentum, earnings quality and financial strength to screen investable stocks.• Sensitivity analysis – Compute sensitivity of operating income relative to FX volatility and Oil price change.• M&A Analysis: Identify possible M&A targets and potential merger arbitrage and implication to peer companies (History of successfully anticipated potential bid for Goodrich, Zodiac (later on withdrawn) and VT Group etc).• Analyze fundamentals, global themes and competitive advantage.• Applying excel based financial modeling to predict the future earnings of the companies, also develop the DCF Model & other valuation (relative valuation) technique for evaluation of the stock

Chennai Area, India

https://www.linkedin.com/company/roc-capital-managementDevised the rating system (based on category, significance, impact of news flow on stock price) for daily reporting to portfolio managers according to the client’s mandate.Developed the consumer producer chart for the stocks under coverage to depict position of companies in the value chain and to estimate possible lead/lag time of the news flow on particular company to other stocks under coverage.Form a thesis on each company included in portfolio. Evaluate business momentum and financial position for companies under infrastructure and capital goods, using various models and recommend position to fund manager.Derived read across from earnings and management comments of the peer group companies.Preparation of earnings preview and earnings comments.Track industry data points (primary and secondary) and assess its implication on the stocks, under coverage.Built strong network among portfolio managers, sell side analysts (for the sector under coverage)Review of the rating, given by Sell side analysts based on rating rationales & industry trend.

Pgpm, Mba-Finance

Received Gold Medal for the best performance in Finance. for the year 2007-08.

Education record

Passed all the levels in first attempt.

B.E.