Neha Rathod Email & Phone Number

Mumbai

Mumbai

 Responsible for conducting comprehensive secondary research across various industries and sectors ofthe economy. Tasks include evaluating sectoral trends, analyzing market size, assessing employmentgeneration, studying the landscape of MSMEs, industry clusters and startup ecosystem and stayingabreast of industry-specific developments. Performed analysis of financial statements of companies, KPI analysis, competitive landscape analysis,benchmarking with peer companies in… Show more  Responsible for conducting comprehensive secondary research across various industries and sectors ofthe economy. Tasks include evaluating sectoral trends, analyzing market size, assessing employmentgeneration, studying the landscape of MSMEs, industry clusters and startup ecosystem and stayingabreast of industry-specific developments. Performed analysis of financial statements of companies, KPI analysis, competitive landscape analysis,benchmarking with peer companies in the industry. Reviewing details of companies onboarded on the Wadhwani platform and managing the database totrack program development. Participating in webinars conducted by the Wadhwani Foundation for SMEs to gather insights onchallenges and opportunities across various industries and reporting findings to senior leadership. Prepared DIY tools that would help SMEs analyze problems or address growth opportunities better. Prepared analytical reports, dashboards, and presentation decks for senior leadership. Show less

Mumbai

Mumbai

 Prepared Information memorandum and financial models for companies. Conducted financial statement analysis, trend analysis, and ratio analysis for companies. Researched companies to generate prospective leads using the Venture Intelligence database. Supported management and team members in business development initiatives. Served as a point of contact for clients, providing clear explanations of lender procedural technicalitiesand requirement updates. Coordinated… Show more  Prepared Information memorandum and financial models for companies. Conducted financial statement analysis, trend analysis, and ratio analysis for companies. Researched companies to generate prospective leads using the Venture Intelligence database. Supported management and team members in business development initiatives. Served as a point of contact for clients, providing clear explanations of lender procedural technicalitiesand requirement updates. Coordinated with IFC and ADB bank officials regarding proposal updates and requirements. Show less

Mumbai

 Prepared teasers, executive summaries, CMA data, and projections for presentation to banks. Assisted in negotiating beneficial terms and conditions with bank/financial institution officials for clients,such as lower interest rates, reduced security cover, and extended debt tenure. Led and mentored a team of 5 members on multiple projects, ensuring timely completion throughcollaborative efforts. Participated in due diligence inspections conducted by bank authorities… Show more  Prepared teasers, executive summaries, CMA data, and projections for presentation to banks. Assisted in negotiating beneficial terms and conditions with bank/financial institution officials for clients,such as lower interest rates, reduced security cover, and extended debt tenure. Led and mentored a team of 5 members on multiple projects, ensuring timely completion throughcollaborative efforts. Participated in due diligence inspections conducted by bank authorities during onsite visits. Managed relationships with various banks/FIs, including Central Bank of India, Punjab National Bank,Union Bank of India, Oriental Bank of Commerce, Saraswat Co-op Bank, Indiabulls Housing Finance Ltd. etc. Show less

Mumbai

 Performed analysis of financial statements, Ratio Analysis, Sensitivity Analysis, and calculation of DebtService Coverage Ratio. Conducted SWOT and Trend analysis, prepared introductory proposals used by seniors to pitchproposals in banks. Liaised with clients, banks, and advocates in the documentation process. Managed accounts data entry in Tally, assisting auditors with finalization of accounts and filing TDS, ITR of the firm.

Cfa Level 2 Cleared

Chartered Accountant

Bachelor Of Commerce