Yogesh Sakunia Email & Phone Number

Hyderabad, In

Hyderabad, Telangana, India

Responsible for acquisition of clients, project scoping, planning, execution, coordination, and client management for the financial consulting division. Services include:• Financial Modelling • Research Report Writing • Budgeting Financial Planning and Analysis• Financial Consulting and Valuation• Business Plan Writing

Hyderabad, Telangana, India

Have trained 1000+ students and working professional for Financial Modelling, CFA (L1 & L2), CIMA and PG programs in investment banking; both offline and online.Conducted 100+ workshops, information sessions and career guidance session for students aspiring a career in Finance or Accounting; both offline and online.

As a financial consultant, carried out various projects related to budgeting, forecasting and financial planning; creating financial models and business plans for companies looking to raise funds through debt and equity and providing tailor-made financial advice.Worked on various investment banking assignment which required creating a pitch deck, building financial models and identifying buyers.Also worked on research requests on diverse topics including target identification… Show more As a financial consultant, carried out various projects related to budgeting, forecasting and financial planning; creating financial models and business plans for companies looking to raise funds through debt and equity and providing tailor-made financial advice.Worked on various investment banking assignment which required creating a pitch deck, building financial models and identifying buyers.Also worked on research requests on diverse topics including target identification, executing primary- and secondary-research which is critical for the management decision making, both for large organization and start-ups. Show less

Hyderabad, Telangana, India

As the Head of Products was responsible for the P&L of all the accounting and finance products, including CFP, CFA, Financial Modelling, PG program in Investment Banking, ACCA, and CIMA.Work involved lead generation for each product, maintaining and increasing the conversion rate, ensuring that delivery is happening according to the set standards and tracking and improving the outcomes.Was accountable for identifying and launching new products. The work required finding market… Show more As the Head of Products was responsible for the P&L of all the accounting and finance products, including CFP, CFA, Financial Modelling, PG program in Investment Banking, ACCA, and CIMA.Work involved lead generation for each product, maintaining and increasing the conversion rate, ensuring that delivery is happening according to the set standards and tracking and improving the outcomes.Was accountable for identifying and launching new products. The work required finding market opportunities, designing, and creating content, planning for launch and setting up the standard for delivery and outcomes.Worked on restructure and launch of three finance products to create products for specific target audience which had outcomes aligned to the market needs. Show less

Hyderabad Area, India

Was involved in conceptualizing, planning, and executing the marketing activities for the centre with a focus on quality lead generation and conversion.Responsible for ensuring delivery of the finance and accounting courses like CFA, Financial Modelling and CIMA. Work involved batch planning, identifying faculties, gathering feedback, motivating trainees and ensure outcomes.Training students and professionals for CFA (L1 and L2), financial modelling and CIMA (Operational and… Show more Was involved in conceptualizing, planning, and executing the marketing activities for the centre with a focus on quality lead generation and conversion.Responsible for ensuring delivery of the finance and accounting courses like CFA, Financial Modelling and CIMA. Work involved batch planning, identifying faculties, gathering feedback, motivating trainees and ensure outcomes.Training students and professionals for CFA (L1 and L2), financial modelling and CIMA (Operational and Management level including the case studies). Show less

Pune Area, India

As an offshore associate, was tracking the European Media sector for 3 years. The work involved preparing a daily news wrap, building and updating models, and helping the lead analyst on the various reports.Built financial models for companies across sectors including utilities, retail, food, airlines, processing, healthcare, media and telecom. The work involved understanding the business environment, identifying the revenue drivers, populating historical, forecasting and valuation… Show more As an offshore associate, was tracking the European Media sector for 3 years. The work involved preparing a daily news wrap, building and updating models, and helping the lead analyst on the various reports.Built financial models for companies across sectors including utilities, retail, food, airlines, processing, healthcare, media and telecom. The work involved understanding the business environment, identifying the revenue drivers, populating historical, forecasting and valuation using the discounted cash flow method and relative valuation methods.Work also required updating models during the earnings, analysing the results, preparing flash and quarterly earnings report to be published by the lead analyst. As a part of a team, was involved in preparation of various sector reports. The work involved collection of data, preparation of charts & tables and analysis of data collected to arrive at conclusions. During preparation of one of the reports was appreciated by the lead analyst for the coming out with themes. Show less

Chartered Accountant

Executive Programme In Leadership And Management

Level 2 (Candidate)

Strategic Level (Pursuing)

B.Com, Commerce