RAJAT GOEL

E-mail: adhsyn@r.postjobfree.com Address: Worcester, Massachusetts

LinkedIn: https://www.linkedin.com/in/rajat-goel-42a20b157/ Phone: 774-***-**** Areas of Expertise

Financial Modeling Forecasting Business Valuations Reporting & Analysis Financial Statement Analysis Process Improvement Skills:

• Financial skills: Bloomberg Market Concept(Certified), Financial modeling, Financial forecasting, Accounting, Data Analysis.

• Computer skills: MS Office Suite:[ MS Access, Excel (Macros),Outlook, Word, PowerPoint], SQL, Python, Power BI, Lucid Chart

• Project Management: Slack, Asana, Microsoft teams Professional Experience:

MASSACHUSETTS SMALL BUSINESS DEVELOPMENT CENTER (MSBDC), WORCESTER, MA May 2019 - Present MSBDC is a federally funded consulting firm that provides small business owners and entrepreneurs with the tools and guidance to grow their business.

Financial Specialist

• Consulted clients with their business startups and expansion, facilitated and boosted performance through Cash Flow optimization and reducing overheads and costs for profit growth.

• Prepared complex financial models to enhance forecasting and supported financial planning by formulating and assessing most efficient capital structure that maintains and enables the debt capacity and future funding requirements.

• Prepared and Analyzed client financial statements assuring compliance with U.S GAAP and improved reporting process with zero discrepancies.

• Prepared loan/equity packages and incorporated risk assessment reports reflecting more than $11 million in funding.

• Consulted clients on multi-million-dollar acquisition deals and created Excel Macro based business valuation models and increased efficiency by 40% and saved a client $400000.

• Prepared and conducted historical financial statement analyses for clients to better forecast finances to help internal expansion and acquisitions.

• Promoted from Finance Associate to Financial Specialist. VIKAS SACHIN & ASSOCIATES, MEERUT, INDIA

LLP accounting firm focused on manufacturing and banking clients. Financial Analyst Jan 2017 – Jan 2019

• Assisted management with external audits for complex Clients and challenged procedures used in the past by efficiently implementing GAAP which helped the clients avoid accounting errors and tax penalties.

• Conducted revenue and cost analysis to create ad-hoc reports.

• Improved daily accounts receivable/payable and helped increased efficiency in closing reporting activities.

• Worked directly with the Partners to support them and ensure compliance.

• Built expertise in improving client profitability and satisfaction by identifying gaps in the KPIs (Key Performance Indicators). TurboDNA, NEW DELHI, INDIA August 2013-July 2016

Co-founder

• Co-founded a startup specializing in custom build cars and catered to the needs of car enthusiast community.

• Raised $10,000 in funding to execute 15 orders within the first year making 20% average in profits. Monitored and analyzed Key Performance Indicators (KPIs) and market trends in the automobile industry. Education:

Clark University Graduate School of Management, Worcester, Massachusetts May 2020 Master’s in Business Administration (MBA) specializing in Finance Relevant Projects

Financial Consulting Project- Created a plan for a Wind Farm in Massachusetts, researched legal certification requirements, analyzed vendor proposals for mills, conducted renewable energy market analysis, created pro-forma statement and business plan, conducted sensitivity analysis, scenario analysis, capital structure formation considering equity/loan/tax sponsor packaging,.

Mergers & Acquisitions- Analyzed and evaluated the strategy of the CVS/AETNA acquisition against performance goals. Based on that, conducted a cost and benefit analysis. Following the acquisition, Analyzed and evaluated the operational and financial synergies of the combined business. Used Discounted Cash Flow(DCF), earnings multiplier to get to a fair valuation of the deal.

University of Delhi, New Delhi, India. June 2016

Bachelor of Commerce with Honors

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