Viswanathan is a Chartered Accountant with over 15 years of experience and has strong expertise in financial modeling. He is also one of the sought after trainer and consultant for financial modeling. He provides the following services (i) Training (ii) Financial modeling (iii) Spread sheet risk consulting.He is among the niche set of professionals who have strong command over all the suite of skills required to build great financial models (including mathematics, finance, spreadsheets and other software). His suite of skillset and his ability to solve complicated problems makes him provide financial modeling solutions and training that is leaps and bounds ahead of industry standards.You can check out some of his vlogs, videos and sample files in the featured section.In terms of training, he has conducted over 5,000 hours of training program and has trained professionals in India and abroad on various topics including analytics, financial modeling, GAAP, equity research, investment banking and financial markets. He is also a visiting faculty at various B-Schools and teaches courses on financial engineering, financial modeling and actuarial science.Some of the organisations where he has conducted training include ABN Amro, BNP Paribas, BSE, Citigroup, Deutsche Bank, Ernst & Young, HSBC, Indian School of Business, NSE, Piramal Group, Shapoorji Pallonji, Tata group, Tech Mahindra and VodafoneIn addition to being a CA, Viswanathan also holds the CFA, FRM and CIRA designations. He is someone who believes in continuous learning and staying ahead of the curve.
Profectus Knowledge Solutions
View- Website:
- profectusacademy.com
- Employees:
- 4
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Co-FounderProfectus Knowledge SolutionsMumbai, Mh, In -
Visiting FacultyNational Insurance Academy,Pune Jan 2018 - PresentNational Insurance Academy is an institution sponsored by several leading insurance companies. I teach Actuarial and accounting aspects of life insurance industry for the PGDM program at the institute.
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Visiting FacultyT.A.Pai Management Institute, Manipal Aug 2015 - PresentManipal, Karnataka, InServing as a visiting faculty for the BKFS program at TAPMI and teach Financial Engineering and Structured finance.In the past, have also taught the following courses:(i) Market Risk Management(ii) Credit Risk Management(iii) Interest Rate Risk Management -
Co-FounderProfectus Academy Aug 2015 - PresentChennai, Tamil Nadu, InProfectus Talent Management Solutions and Services is an integrated talent management company providing recruitment, training and knowledge management services. -
Chief Financial OfficerDecision Point Analytics Jan 2023 - Dec 2024Roswell, Georgia, UsAt Decision Point, I had an eventful two years in which I transformed the finance function, successfully took care of an overseas acquisition, helped the founder negotiate for a better deal for its own acquisition, ensured timely completion of CPs for M&A, and implemented IndAS and systems for complex multi-currency consolidation without any external support.I took charge as CFO when the company had a very weak O2C and P2P processes, going through cash flow issues because of huge growth, no process for month-end closures, struggling to provide data to due diligence agencies and no team members experienced or trained in MIS, account closures or consolidation. I began my task immediately focusing on improving the systems, process and training the team members. Within a short span, we started preparing periodic reports, gained visibility and control on cashflows and began closing the accounts on periodic basis.As I wind up my two-years stint, I have implemented IndAS from scratch, developed a trained set of team members and a system to handle complex account closure and consolidation procedures involving four different group entities reporting in four different currencies and getting it also closed and reviewed within 30 days from quarter end.Most importantly, all these transformations were brought internally without using the services of any consultants and with very little additional costs and while I was also working on two M&A transactions.When the company was getting acquired, I negotiated on behalf of the founder for a better financial deal, and also negotiated the terms in the share purchase agreement to get relatively favourable terms. I also ensured timely completion of the CPs to ensure closure of the deal.We also worked on a crossborder acquisition of an associated company where I negotiated the deal terms with the lawyers and took care of RBI compliances.Having completed the mission I signed up for, I bid adieu to the company. -
Visiting FacultyWelingkar Institute Of Management Jan 2017 - Mar 2021Mumbai, InAssociated with Welingkar Institute as a visiting faculty and have a taught the following courses:- Financial Modeling- Financial management -
Avp - TrainingCiti Aug 2012 - Jun 2015New York, New York, Us• Provided subject matter expertise to associates and analysts up to the rank of managing directors across the globe on financial modeling, valuation and IFRS• Provided guidance to analysts and associates on several proprietary applications and Microsoft Office products including MS Excel and VBA.• Developed rapid applications for the day-to-day use of the training team using VBA• Designed and delivered training sessions on various topics including the following: - Financial modeling - Valuations - Presentation skills and video presentations - Advanced MS Excel and - VBA• Coached the members of the global training to improve their competency on finance and MS office applications. -
ManagerThe Smart Cube Jul 2008 - Aug 2012London, Gb• Provided equity research coverage (as shadow analyst) of companies in the Paper & Packaging sector, taking complete ownership of initiation, valuation, recommendation and periodic updates• Provided strategic M&A consulting to a global opticals leader• Provided strategic consulting on new product features, product positioning, and 'Go to Market' strategy to a leading insurance asset manager• Managed various projects related to financia research, end-to-end, across diverse industries including consumers, telecommunication and pharmaceuticals- Defined the scope, devised the research program, and provided technical guidance to the team along with overall supervision to ensure adherence to timelines and quality• Conducted detailed study and prepared thematic research reports on various sectors including beverages, capital goods, and recruitment services• Led the training function within the financial research group since 2009- Role involved identifying the training needs of team members, developing training materials, identifying suitable trainers, scheduling the training and delivering training sessions- Domains covered include (i) financial modelling (ii) valuation (iii) financial analysis (iv) writing skills and (v) MS Office including MS Excel and VBA -
Senior Research AssociateThinkequity India Jul 2007 - Jul 2008• Supported the analysts covering Human Capital Management Solutions Sector• Built financial models from scratch deploying the best practices• Maintained and updated financial models based on new earnings release, analysts meeting or any significant news• Wrote initiation reports on companies discussing the industry and company fundamentals, valuations and risks to recommendation• Interacted with the management of companies under coverage and has attended analyst meeting conducted by companies• Served as subject matter expert for the business process services team helping them on financial analysis, valuation and in interpreting and forecasting financial statements• Mentored fresh IIT graduates who joined the company
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Research AssociateThinkequity India Jul 2006 - Jul 2007Worked as an associate covering the technology sector with specific focus on network solution providers.
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Financial AnalystFord India Private Limited Mar 2005 - Mar 2006Dearborn, Michigan, UsWorked as a financial analyst:- Maintained the budget for variable marketing expenses.- Managed one subordinate entrusted with the task of processing dealer claims.- Improvised month end account reconciliation process. Brought down the total cycle time from 2 days per month to just 2 hours per month.- Designed and improved processes related to variable marketing transactions. Strengthened the internal control and reduced the process cycle through such improvements.- Resolved various dealer disputes with regard to variable marketing claims. -
Research AnalystIrevna 2006 - 2006Built financial models for Shipping and Aviation companies
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Articled ClerkK. Ravi & Co Aug 2001 - Oct 2004K. Ravi & Co., was a mid-sized CA firm based in Chennai, which was subsequently acquired by BMR advisors.Worked on several key assignments in the fields of- Audit- Taxation- Project finance and- Consulting
Viswanathan M B Skills
Viswanathan M B Education Details
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Cfa InstituteInvestment Analysis -
Global Association Of Risk ProfessionalsInvestment Risk Management -
Institute Of Chartered Accountants Of IndiaAccounting And Taxation -
Loyola College, ChennaiCommerce -
Jaigopal Garodia National Higher Secondary School
Frequently Asked Questions about Viswanathan M B
What company does Viswanathan M B work for?
Viswanathan M B works for Profectus Knowledge Solutions
What is Viswanathan M B's role at the current company?
Viswanathan M B's current role is Co-Founder.
What schools did Viswanathan M B attend?
Viswanathan M B attended Cfa Institute, Global Association Of Risk Professionals, Institute Of Chartered Accountants Of India, Loyola College, Chennai, Jaigopal Garodia National Higher Secondary School.
What skills is Viswanathan M B known for?
Viswanathan M B has skills like Equity Valuation, Corporate Finance, Valuation, Financial Modeling, Capital Markets, Forecasting, Investments, Business Analysis, Market Research, Team Management, Finance, Investment Advisory.
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