Yale MBA & Chartered Accountant; Top1% Elance;
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Expert in Custom Financial Forecast Modeling, Excel, Valuation;
M&A & Project Finance-GE Capital, AT&T, American Express, KPMG, SunTrust
Quant junkie - A Math Olympiad winner.
My highly advanced finance & accounting skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to highly professionally prepared financial statements. I make your data meaningful for you and for your investors. My Elance...
Feb 23, 2014|Financial Planning|Private|Working
Jan 28, 2014|Investment Analysis|Private|Completed
Dec 16, 2013|Investment Analysis|Private|Working
Nov 21, 2013|Financial Reporting|Private|Working
I am a seasoned financial analyst with15 years of robust corporate financial planning and investment banking experience providing consultancy to Venture Capital and Private Equity Firms, Asset Management Firms, Startup and Growth Companies. My clients describe me as a finance guru, and a result oriented, customer service driven analyst, who provides investment bank level premium service at the best value. I enjoy building complex financial models in Excel and analyzing financial data.
Driven by a desire to excel, I work with you to understand the needs of your business, and strive to provide you with solutions to help you make informed and sound business decisions. Providing robust and well thought through financial plans in conjunction with my client is my goal.
My proficiency range:
*Building and maintaining complex forecast models in Excel
* Valuation of businesses based on discounted cash flows using NPV/IRR, multiples and other financial tools
* Preparing financial statements and reports - P&L A/c, Balance Sheet, Cash Flows
* Capex & Depreciation, Loan Amortization, Payroll (FICA), Rolling 12 month
* Revenue/Cost Analysis
* Professional Grade Charts
* Accounting and Bookkeeping in QuickBooks
Microsoft Excel proficiency:
* What if Scenario Analysis
* Lookup, Match, Index, If and other combinations of complex functions to extract meaningful data
If you are looking for professionally prepared investment banking grade level financial forecast...
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MinniKS FinPro, Inc. Atlanta, GA,
Principal, Financial Consultant
2011 - Present
Created fully integrated forecasting models using complex Excel functions with detailed Revenue & Cost drivers leading to preparation of P&L, Balance Sheet and Cash Flow Statements.
SunTrust Equitable Securities
1996 - 1998
Created extensive models for valuation, and, equity and debt structuring. Actively participated in all phases of M&A.
Prepared offering Memorandum, conducted industry analysis, identified and...