- Sourcing and evaluating 20+ new investment opportunities on a weekly basis.- Scrutinizing financial statements, cash flow projections, and valuation metrics to assess the investment's financial stability and growth potential, accordingly making informed investment decisions aligning with client objectives & risk tolerance.- Preparing Investment memos, Presentations to onboard new Investors, manage pipeline of Potential Investors & stay aligned with interests of Existing Investors.- Make Detailed Financial Models to assess Investment merits and demerits, providing Investment guidance to Clients for suitable Debt Products aligned with their Revenue growth, Runway, Cash position, etc.- Assisting with fundraising materials and investor relations, helping all our clients achieve their funding goals & drive their long-term success.- Ad-hoc research and analysis to support the Marketing, Capital Consulting, Product team, etc.; thus acting as Powerhouse of entire startup.The lean startup environment often requires wearing multiple hats and assisting with other ad-hoc projects as required.

Delivered sessions to group of 80+ people on Finance & its potential, learnings of my corporate journey through engaging, articulate ice-breaking sessions.

- Assisting in working on quartely & year-end audits of about 50+ SEC & Private US Companies, majorly New York Based clients, with annual turnover like of approx $750 Million, by performing Substantive Procedures. (Cash, AR, AP, PP&E, Revenue etc.)- Mentored Advanced & Assurance Associates, aiding them to become aware with EY based applications and software.- Built strong community of finance driven people, who supported & encouraged unique intiatives.- Setting up meetings between pertinent decision makers & collaborating for well advocated solution.With my extensive experience, technical proficiency, and commitment to professional development, I am poised to continue making a meaningful impact in the audit and assurance field.

- Recognized as a top-performing financial advisor, consistently exceeding client satisfaction and retention targets.- Advised friends and family on 50+ trending stocks from 10+ industries of investments worth 5 lakhs , based on my risk-return assessment and standardized reports to understand real-time performance.- Provided personalized financial coaching and advisory services to individuals and families, guiding them in achieving their short-term and long-term financial goals.

- Analyzed emerging trends of 2.5 lakhs key value accounts in 3+ industries using Excel via identifying their consolidated financials and managing their portfolio.- Prepared Consolidated portfolio statement for 10+ clients, assisted their investment queries and looked after client engagement, to increase customer satisfaction with record response time under 15 minutes.

- Formulated Research Report on ‘The Changing face of hospitals-‘Yesterday, Today & Tomorrow’ which assisted in company’s decision making, business strategy, product pricing & policy making.

-Coordinated 3 Project Portfolios, delivered 20+ sessions on Team Standards & Coaching youth.-Employed advanced deal analysis, end user support including hands-on negotiations with 13 potential investors ethically.