Leading the FP&A and business finance team,currently heading team of four young professionalsManage planning function for the entire organisation and entitiesDesigned the Business plan and Annual operating plan including department level KPIs and operating metricsConduct meetings with CXOs and other stakeholders to follow up on budget targets and provide insights to management for proactive action4. Designed accounting revenue model for book closures, reconciliation with lenders account and liaising with product team to automate the entire process

Workdone:Lead the 10-member finance team during due diligence for Series B1 funding, -From creating data room to building the financial model and spearheading financial due diligenceLed the finance team in developing and implementing financial strategies aligned with the company'sobjectivesOnboarded NBFC partners, negotiated terms of contracts for smooth business operationsManage Investor relations and investor communicationsAssisted in the audit process and collaborated with statutory auditorsImplemented the inaugural Annual Operating Plan for the company and drive cost optimization (reductionand control) across teamPrepare MIS reports, including budget vs actual analysis, periodic financial statements and ad hocfinancial analysisPrepared a sales register for recording B2C invoices and credit notes for revenue recognition, A/R anddeferral movementCollaborated with the business team to develop and maintain a financial planning and forecasting model, review commercials and evaluate ROI for critical investmentsDevelop and maintain financial KPIs and performance metrics dashboards, providing visibility into keyfinancial indicators

•To partner with all the operating teams (Sales, Operations, Support functions) for Planning / Financial Modelling• Preparation of annual budgets, monthly and quarterly rolling forecasts (IS,BS & Cash flows), scenario and Simulations•Work closely with the accounting group and perform deep dive analysis on sales, costs and profitability of all business units.•To prepare KPI deck, reports & presentation for management and outside distribution and covenant reporting for bank•Use Business Intelligence tools like Tableau to gather data and create and publish analysis •Developed Lifetime Value model for Sales channel analysis, contribution Margin model for Segment profitability analysis

To build detailed financial models for a hedge fund client across multiple sectors and geographies in a time bound environmentSpecial focus was on to model IPOs and valued the same using relative valuation technique. covered industries like SaaS, E-commerce andRetail extensively

•To independently build and update Financial Model for equity research on quarterly basis by identifying major drivers and develop sound revenue and cost model.•Identifying major Upstream and Downstream industries affecting the chemical sector and use the same in forecasting.•Projecting financial statements, free cash flows and ratios to build DCF and relative valuation models.•Using sensitivity analysis for DCF valuation.•Selecting relevant competitors based on various underlying factors.•Work on related Macro Elements required for forecasting.•Writing short research report and analyst report on the companies and sector report on chemical sector.•Coverage includes extensive list of companies from US, Germany and Japan.•Also worked on Indian IPO file for IPO price discovery and prepared analyst report on the same.