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Business Research Analyst, CFA Level II candidate

Location:
Lake Forest, IL
Posted:
March 15, 2012

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Resume:

SHAGUN MEHNDIRATTA

***, ********** *****, ***********, ** 47408, United States

Ph: +1-703-***-**** Email: h9vu38@r.postjobfree.com

PROFESSIONAL EXPERIENCE: 4.5 Years

Nova Medico - Chicago, IL

Operates as a wound care company in Chicago

Business Research Analyst (2-month internship) (Mar’12 - Present)

• Perform industry and competitive market analysis in US

• Study demographic data and conduct surveys through various methods including cold-calling, email etc. to further identify market opportunities

• Make recommendations for business expansion

Genpact – India

Genpact, a former GE company, provides outsourced research and analytics services to clients worldwide

Sr. Business Analyst, Investment Banking, Mergers & Acquisitions (M&A) (Oct ’09 – Aug’11)

• Managed 5 member team providing strategic advisory support to Wells Fargo Investment Banking in US

• Worked on M&A Pitch book for a $3.5 billion deal in packaging industry; the business combination resulted in $150 million annualized synergies

• Persuaded Wells Fargo to retain outsourcing contract and showcasing cost advantages by working with senior management thereby preventing $2 million revenue loss and saving 50 jobs

• Recruited and trained 15 new analysts; convinced Genpact management to retain a low-performing employee; mentored and supervised the analyst who was later rewarded the “Best Employee” award

Business Analyst, Investment Banking, Mergers & Acquisitions (M&A) (Feb ’08 - Sep ’09)

• Managed offshore and International M&A teams and coordinated with client management to ensure timely delivery & execution of projects, improving capacity utilization by 20%

• Worked on various financial models including DCF, LBO, Comparable Company Analysis, Capital Structure, Merger Consequence Analysis (Accretion/Dilution Analysis)

DLF – India

DLF, a real estate developer, has a distinction in developing IT parks, SEZs and ITES

Management Trainee, Corporate Finance (Mar ’07 - Feb ’08)

• Performed expense and revenue analysis, forecasting & budgeting, and in depth analysis of key accounts

• Created an excel based template for recording company’s revenue collections, reducing the time to update a daily report by 60% and improving the reconciliation process

• Convinced senior management to adopt National Electronic Fund Transfer (NEFT) system by analyzing revenue collection trends in the industry, which reduced manual errors in the finance department by 80%

Genpact –India (Feb ’06 - May ’06)

Summer Trainee, Corporate FP&A (Financial Planning & Analysis)

Process Analysis and Gaps Identification – Project involved understanding, analyzing, and identifying the gaps in the company processes including Accounts Payables (AP), Accounts Receivables (AR), Fixed Asset Capitalization, Expense Billing and Sourcing

• Created end-to-end process maps which were later posted on company’s intranet to help new employees in understanding the business requirement

• Identified and reported unnecessary approval stages in AP process, helping company to reduce payables TAT by 2 days

Acharya Jugal Kishore Charitable Society – India

Primary Instructor (Jun ’04 - May ’05)

• Imparted the cultural values and worked towards the personality development of the unprivileged students; 15 slum students from the batch were given free admission in public school

ACADEMIC QUALIFICATION: f

• MBA Finance from ICFAI Business School, Gurgaon, India (’05 - ’07) CGPA: 7.11/10

o Awareded Silver Certificate for organizing Annual Fest “Blitzkrieg”; raised media sponsorship

• B.A. Honors (Mathematics) from Sri Venkateswara College Delhi University (’01 – ’04) Score: 74%

o Secured seventh rank in the Delhi University in 1st year

• CFA Level II candidate

ADDITIONAL: a

• Associated with NGO, Good Life Foundation, for providing a needy center to abandoned children, and orphans; raised $2000 for HIV affected children for an orphanage in Gurgaon, India

• Taught Corporate Finance and Valuations to MBA students as a visiting faculty at Institute of Planning & Management, Gurgaon, India

SKILLS: a

• Valuation Techniques: Discounted Cash Flow (DCF), Relative Valuation, Trading & transaction comparable, Sum of the Parts, Accretion/Dilution Model, Merger Modeling, LBO modeling, and Competitive Benchmarking

• Third-party Data Sources: Bloomberg, Capital IQ, Factset, Thomson One Banker, Thomson Research, One Source, Venture Source, Shark Repellent, Thomson SDC, and Merger Market



Contact this candidate