Siddharth Jain, Cfa, Fmva®, Mba Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

Working on (Merger/Acquisition) target company valuation projects which required to work as per ASC 805 guidelines, Profit interest issued, and ESOP valuation projects which required to work as per ASC 718 guidelines and Private company’s share valuation process which required to value share for gifting, donation, estate planning, or internal share valuation purposes. Assisting the Fair Value team to perform valuations for financial reporting… Show more Working on (Merger/Acquisition) target company valuation projects which required to work as per ASC 805 guidelines, Profit interest issued, and ESOP valuation projects which required to work as per ASC 718 guidelines and Private company’s share valuation process which required to value share for gifting, donation, estate planning, or internal share valuation purposes. Assisting the Fair Value team to perform valuations for financial reporting purposes, Developing financial models to support valuation, planning, and forecasting, Conducting comparable analysis and market research to support internal financial analysis, Maintaining up-to-date technical knowledge of financial instruments, market conditions, and trends, Performing financial statement analysis and other quantitative and qualitative assessments, Working with complex financial models for discounted cash flow, market transaction multiples and intangible asset valuation Performing research on the economic, industry, and market trends affecting the subject entity Analyzing past results, perform variance analysis, and identify trends Performing market research, data mining, business intelligence, and valuation comps using Capital IQ and other cloud-based databases Performing other ad-hoc research, analytics, and support for the Fair Value Team as require Show less

India

I teach financial modeling & business valuation and investment banking courses to CFA aspirants, CA, MBA, finance, and commerce graduates, and experienced finance professionals.

Mumbai, Maharashtra, India

 Manage engagements for intangible business valuations for management planning; mergers and acquisitions (M&A); financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy. Manage a team of Valuation professionals. Working on (Merger/Acquisition) target company valuation projects which required to work as per ASC 805 guidelines (Purchase Price Allocation “PPA”), Profit interest issued and ESOP… Show more  Manage engagements for intangible business valuations for management planning; mergers and acquisitions (M&A); financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy. Manage a team of Valuation professionals. Working on (Merger/Acquisition) target company valuation projects which required to work as per ASC 805 guidelines (Purchase Price Allocation “PPA”), Profit interest issued and ESOP valuation projects which needed to work as per ASC 718 guidelines and Private company’s share valuation process which required to value share for gifting, donation, estate planning or internal share valuation purposes. Working on the preparation of investment value analysis for the Company in conjunction with business planning and potential acquisition projects. Developing financial models to support valuation, planning, and forecasting. Conducting comparable analysis and market research to support internal financial analysis. Maintaining up-to-date technical knowledge of financial instruments, market conditions, and trends. Performing financial statement analysis and other quantitative and qualitative assessments, Working with complex financial models for discounted cash flow, market transaction multiples, and intangible asset valuation. Performing research on the economic, industry, and market trends affecting the subject entity. Analyzing past results, performing variance analysis, and identifying trends. Performing market research, data mining, business intelligence, and valuation comps using Bloomberg, Capital IQ, and other cloud-based databases. Show less

Mumbai, Maharashtra, India

 Working on (Merger/Acquisition) target company valuation projects which required to work as per ASC 805 guidelines, Profit interest issued, and ESOP valuation projects which required to work as per ASC 718 guidelines and Private company’s share valuation process which required to value share for gifting, donation, estate planning, or internal share valuation purposes. Assisting the Fair Value team to perform valuations for financial… Show more  Working on (Merger/Acquisition) target company valuation projects which required to work as per ASC 805 guidelines, Profit interest issued, and ESOP valuation projects which required to work as per ASC 718 guidelines and Private company’s share valuation process which required to value share for gifting, donation, estate planning, or internal share valuation purposes. Assisting the Fair Value team to perform valuations for financial reporting purposes, Developing financial models to support valuation, planning, and forecasting, Conducting comparable analysis and market research to support internal financial analysis, Maintaining up-to-date technical knowledge of financial instruments, market conditions, and trends, Performing financial statement analysis and other quantitative and qualitative assessments, Working with complex financial models for discounted cash flow, market transaction multiples and intangible asset valuation Performing research on the economic, industry, and market trends affecting the subject entity Analyzing past results, perform variance analysis, and identify trends Performing market research, data mining, business intelligence, and valuation comps using Capital IQ and other cloud-based databases Performing other ad-hoc research, analytics, and support for the Fair Value Team as require Show less

Ahmedabad, Gujarat, India

 Prepare Financial Models to ascertain the Financial Feasibility of the Project, Analysis of budgeting and fund from operations of the project, Dealing with PE investor/approaching for new investors Submission of reports monthly to investors Overlooking Bank dealings and their compliances Approaching a bank for new funding requirement, preparation of project report, CMA, etc Regular Management MIS submission on weekly/fortnightly/monthly basis Monitoring… Show more  Prepare Financial Models to ascertain the Financial Feasibility of the Project, Analysis of budgeting and fund from operations of the project, Dealing with PE investor/approaching for new investors Submission of reports monthly to investors Overlooking Bank dealings and their compliances Approaching a bank for new funding requirement, preparation of project report, CMA, etc Regular Management MIS submission on weekly/fortnightly/monthly basis Monitoring Vendor advances and working towards the reduction of it. Participation in bid evaluation and award process Participation in vendor negotiations Preparation of Cash call statement and timely submission with Partners Reconciliation of Cash call with Partner on monthly basis Follow up with Partner for release of payments regularly. Efficient ERP working and new implementations. Dealing with Partner officials for all finance work Submission of high-value invoices along with all necessary supporting documents as per checklist to Partner after verification Show less

Gandhidham

 Prepare Financial Models to ascertain the Financial Feasibility of the Project, Analysis of budgeting and fund from operations of the project, Evaluation of bids on set parameters and doing complete work out of BG process through banks, Scrutiny of various policies/guidelines issued by statutory authorities, Assisting client (DPT officials) in arbitration and litigation matters, Preparation of Tariff Proposal and sustainable Royalty, Provide inputs regarding… Show more  Prepare Financial Models to ascertain the Financial Feasibility of the Project, Analysis of budgeting and fund from operations of the project, Evaluation of bids on set parameters and doing complete work out of BG process through banks, Scrutiny of various policies/guidelines issued by statutory authorities, Assisting client (DPT officials) in arbitration and litigation matters, Preparation of Tariff Proposal and sustainable Royalty, Provide inputs regarding financial aspects and also prepare the Concession Agreements and schedules, Furnish clarification to query from RFQ applicants/bidders, Ministry, TAMP, or any other statutory Authority, Frame proposals to take the approval of competent authority, Evaluation of RFP, Follow-up of compliance and scrutiny of conditions precedent and final closure. Show less

Ahmedabad Area, India

 Prepare Financial Models to ascertain the Financial Feasibility of the Project, To do analysis work of financial data of major banks and NBFCs of U.S, Canada, Middle East, European countries by working on U.S GAAP and IFRS reports.  To do mentorship of new hires and to develop growing analysts. To give training to new hires and other employees regarding new updates and functionalities. To handle meetings regarding accuracy updates and challenges.

Chartered Financial Analyst, Investments And Securities, Cfa® Charterholder

Activities and Societies: I am an active member of the CFA Institute and the CFA Society India. I am a CFA® Charterholder and Charter has.

Financial Modelling And Valuation Analyst (Fmva)®, Accounting And Finance, 75%

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Studied MBA in Finance and HR.

B Com, Accounts

Higher Secondary, Business/Commerce, General