Yale MBA & Chartered Accountant; Top1% Elance;
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Expert Custom Finl Forecast Modeling, Excel, Valuation; Virtual CFO;
M&A & Project Finance-GE Capital, AT&T, American Express, KPMG, SunTrust
Quant junkie - A Math Olympiad winner.
Highly advanced finance & accounting skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial statements. I make your data meaningful for you, and for your investors. My Elance Forecast...
Jul 22, 2015|Financial Planning|Private|Working
Jan 16, 2015|Financial Planning|Private|Working
Dec 10, 2014|Other - Finance & Mgmt|Private|Working
Sep 16, 2014|Other - Finance & Mgmt|Private|Working
Seasoned financial analyst with 15 years of robust corporate financial planning and investment banking experience providing financial consulting services to Venture Capital, Private Equity, Asset Management Firms, Start-up and Growth Companies. My clients describe me as a finance guru, and a result oriented, customer service driven analyst, that provides investment bank level premium service at the best value. I enjoy building complex financial models in Excel and analyzing financial data.
Hard-working, honest, diligent and 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 scenario based forecast models in Excel
* Virtual CFO for Corporate Clients
* 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, Offset and other combinations of complex functions to extract meaningful data...
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MKS FinPro, Inc. Atlanta, GA,
Principal, Financial Consultant
2011 - Present
Create customized, flexible and scenario based fully integrated forecast models using complex Excel functions with detailed Revenue & Cost drivers leading to preparation of P&L, Balance Sheets,...
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...