Private Equity Associate

Conducted financial due diligence, industry research and valuation analysis to drive strategic investment decisions within technology, healthcare and fintech sectors
Built financial models and highlighted KPIs based on expense drivers, contribution margins, cash burn analysis and potential risks

Led analysis of cost trends and recommended 3 strategic insights to automate activity-based marketing (ABM) tracking process
resulting in 25% time savings and 30% revenue growth
Performed SWOT analysis and presented cost reviews and recommendations to senior management, driving alignment on cost strategies and supply chain optimizations

Conducted due diligence and valuations (DCF, earnings multiples) for 4 private equity funds focused on climate solutions and
consumer tech, optimizing cost structures and ensuring compliance with US GAAP
Streamlined financial reporting processes, achieving a 20% increase in efficiency and analyzed term sheets and capital structure

Performed budget-to-actual variance analysis, built three statement models, P&l analysis and cashflow management for 10+
entities across India, US and EU
Led financial reporting, analyzed financial models (LBO, DCF, NPV, IRR, forecasting models) and presented key business drivers Led a team of 4 analysts in automating recurring financial processes, enhancing efficiency by over 40% across 5 engagements Reduced financial risk by 60% through analysis of a $50M revenue model for a unicorn valued at $15B

Consolidated budgets and forecasts for global clients, providing actionable insights on expense drivers and cost trends including India’s largest private bank with $47B+ corporate banking portfolio
Conducted variance analysis and developed financial forecasts for 30+ borrowers, reducing impairment losses by 25%
Identified process risk points to ensure compliance with SOX framework, implemented 20+ financial controls across key processes