DHAVAL LUNAWAT

Boston, MA ***** • 781-***-**** • adg75f@r.postjobfree.com • https://www.linkedin.com/in/dhavallunawat/ SUMMARY

Finance and Accounting professional with expertise and experience in compiling and analyzing financial statements, financial modeling, audit, assurance and tax services PROFESSIONAL EXPERIENCE

Audit & Financial Analyst, Mahendra Gandhi and Co. (Chartered Accountants) Oct. 2016 – Dec. 2019

• Performed valuation of closely-held companies, helped to customize query packages. Recommended structured financing and investment alternatives to increase Modified IRR from 20 to 25%

• Evaluated financial performance, collaborated with stakeholders to forecast and monitor performance

(ROI, NPV) and support executive management decisions

• Interfaced with banks to negotiate leveraged finance, loan syndication and due diligence findings. Helped to improve credit rating and reduction of cost of debt by 20%

• Restructured intercompany transactions for a global client to improve transfer pricing effectiveness and save $20M in taxes

Sr. Associate – Audit and Tax, Vipin Gujarathi and Co. (Chartered Accountants) Aug. 2013 – Sep. 2016

• Led a team of six for statutory and tax audit of hospitality and real estate groups with $500M in revenues

• Spearheaded internal audit of an exchange-listed company, modified internal controls and streamlined ERP

• Streamlined business processes across several business functions, developed a dashboard for monitoring performance, reducing price discrepancies and data duplication

• Analyzed financial statements and reports, automation payroll in Workday environment, performed cost- benefit analysis for new projects, and centralized reporting platform to comply with internal policies ACADEMIC PROJECT EXPERIENCE

Financial Modelling of Walmart Inc.

• Financial statement analysis, forecasting and valuation using DCF techniques Financial Database Design and Analysis for Equity Research of Select Tech Companies in SQL

• Conceptualized a model, cleansed it, created Enhanced Entity Relation diagram, and performed SQL queries Employee Happiness and Churn - Correlation Analysis in Tableau

• Analyzed datasets, changed the context, performed regression analysis ANOVA and visualized output Financial Planning and Analysis (FP&A) in Excel

• Demonstrated tax savings of Roth IRA and reallocated investment proceeds using 1035 exchange provision ACHIEVEMENTS AND LEADERSHIP

• Best Performer at Vipin Gujarathi and Co. for a team player, critical thinker and problem solver for clients.

• Ambassador and Liaison Member, Bentley Analytics Society EDUCATION

Master of Science in Financial Analytics (STEM), Bentley University, MA GPA: 3.90 May 2021 Relevant coursework: Financial Modelling and Planning, Financial Strategy, Statistics, Computer Programming CFA Level 3 Candidate, Chartered Financial Analyst Institute May 2021 Relevant coursework: Wealth and Portfolio Management, Equity, Fixed Income, Alternate Investments Chartered Accountant (CPA Equivalent), Institute of Chartered Accountants of India May 2016 Relevant coursework: Audit, Taxation, Financial Reporting, Financial Management, Derivatives, Costing, Ethics TECHNICAL SKILLS

Computer: Advanced Excel (Macros, VBA); Programming in SQL, R, Python, and MATLAB; and SAP Statistics: Time Series, Optimization Analysis and Forecasting, Model Building and Diagnosis Data Analysis: Analytics and Visualization in Tableau and Power BI, Bloomberg Market Concepts, and FactSet