• Understand client’s risk profile and pursue opportunities in listed companies to determine suitable equity investment options• Perform technical and fundamental analysis of companies for equity investments• Provide clients with equity investment recommendations• Ensure that the investments are in line with the client's expectations and risk profile with clear entry and exit strategies• Develop and implement effective investment processes and strategies• Prepare equity research reports and interact with management of companies for in-depth analysis of financial prospects• Perform financial valuation of companies based on modeling techniques• Help clients achieve financial freedom by maximizing return on investments• Have value-creating conversations with clients and advise them on their challenging journey toward long-term wealth creation

• Set and negotiated budget targets with business partners; understanding of how functional targets are consolidated to arrive at corporate target• Lead Sales planning cycle including the long-range planning process, annual operating plan and monthly/quarterly forecasting processes• Develop and understand complex financial models, including full financial statements and long-range plans• Accounting Operations – A/P, A/R, Payroll, Cash Management• Reduced books close time from 12 days to 6 days; Reduced time taken to finish Statutory and Tax audit by a month• Negotiated better purchase deals with vendors that reduced productions costs by approximately 8%• Supported Sales and Marketing by providing Finance support by reviewing customer deals with better financial terms• Managed a team of 8: Set Goals, Performance Reviews, Development plans, Rotational opportunities and Training programs• Ensured 100% compliance with GST/VAT, Income Taxes, Labor, RBI for Foreign trade items and Secretarial matters• Manage relationships with the lenders and bankers: Compliance with debt covenants as well as efficient banking operations• Collaborate with Sales leadership to design and implement Sales Incentive plans and other corporate bonus plans for non-commissioned employee base

•Managed “Worldwide Services” dashboard by forecasting and reporting on services revenues, fixed and variable costs and numerous performance and operational metrics on a weekly / bi-weekly basis•Managed “Customer-Revenue Mix” dashboard to target existing license customers for potential service revenues•Worked with the senior management and IT department to implement web-enabled reporting on sales & other key metrics•Analyzed existing management reporting and recommended new reporting ideas to better track the business •Worked with IT department to automate existing and new reports related to revenues, expenses, utilization rates, scheduling, etc.•Verified reports for data authenticity and report formatting and recommended necessary changes•Designed financial models and reports to estimate worldwide consultants’ utilization rates•Planned and designed consultants “Entertainment Rewards System”, data collection processes and financial model•Formulated a licenses sales report linking it with the number of training units sold to target customers perceived training needs•Performed revenues variance analysis by comparing actuals vis-à-vis forecasts to calculate revenue surplus or deficit•Created report to better track the hold revenue numbers and adjust them subsequently in the forecasting analysis•Designed report for analyzing the revenues trend by regions as well as billing cycles

•Assisted in the planning and development of 5-year financial plan by projecting balance sheet, capital expenditures numbers•Reviewed, analyzed and reported on monthly operating results, capital expenditures and cash flows•Projected operating and cash flows numbers on monthly and annual basis and revised projections based on actuals•Analyzed budgets to actuals reports, providing explanation to the senior management about variances•Designed and modeled the direct cash flow framework to generate reports to better track the liquidity position for planning purposes•Designed investment reserve models to assess cash requirements to help payoff debt servicing & capital expenditures of $575 million•Performed buy-versus-lease analysis of capital equipment expenditures•Presented bridge financing analysis of various projects totaling $175 million•Performed bond refunding analysis and generated debt service savings of $200 million•Performed ad hoc analyses and generated reports in support of strategic decision-making

•Assisted in the preparation of cash-flow statements, income statements and balance sheet•Created models to project financial statements for different expectations levels•Compared cost sheets with price-demand models for setting the price levels•Prepared and reported cash balance to the controller on a regular basis•Created pricing models with variable price structures and income statement effect•Reviewed and recommended measures to enhance monthly sales & profit targets •Achieved reduction in cash realization from 63 days to 45 days