Finance Analyst, Finance Modelling, Forecasting, Presentation, Excel

Kunal Hitendra Mehta

Worcester, MA 864-***-**** *******@******.*** linkedin.com/in/kunal-mehta-a709aba6 Education

Master of Science in Finance, Clark University, Worcester, MA Dec 2022 Master of Business Administration: Concentration in Finance & Marketing, ICFAI University, 2007 Bachelors in management studies, Mumbai University, 2002 – 2005 WORK EXPERIENCE

Financial Analyst Intern – Magic Lamp Consulting, Inc, Leominster, MA, Sep 2022 – Till Date

Participate in developing nonprofit client financial budgets and projections, ensuring that all program budgets are accounted for and roll up to the total organization budget

Senior Manager – Corporate Finance, Fortpoint Automotive Group, Oct 2020 – Aug 2021

Negotiated & raised funds for the company by ways of both working capital loan and refinancing term loans

Prepared CMA for raising working capital facilities for the company

Coordinating with the stock auditor for monthly stock audit/inspection Senior Manager – Corporate Finance, BK Management Solutions Private Limited, Feb 2018 – Oct 2019

Information Memorandum and presentations for clients for their funding requirements from Finance Institution.

Co-coordinated with Banks/Financial Institution’s for raising funds for the client and assisted clients to prepare justification for the queries raised by the bank or financial institutions during the loan process.

Helping clients to prepare Term sheet for negotiation.

Financial Models & CMA as per the requirement of the proposal. Finance Manager - Nirmal Lifestyle Limited, Oct 2016 – Jan 2018

Raised short-term & LAP (Loan against Property) funding against commercial property

Maintaining monthly Management Information System of Company’s debt outstanding & Inventory for presenting it to the Management.

Co-coordinated with auditors for finalization purpose

Prepared projections & CMA as per the requirement of the proposal.

Working on documentation part before & after disbursement of funds. Financial Analyst - PRS Business Management Consultants, Dubai, Sep 2014 – Sep 2016

Business development & execution of debt syndication deals

Prepared business valuation & projections for clients

Raised funds from banks for clients

Understanding Business of clients to present it to banks

Prepared a presentation for investors for various projects Assistant Manager – Finance, Core Planet Group, Dec 2011 – Sep 2014

Coordinating with bankers for project financing

Worked with the consultant for getting DPR ready in stipulated time.

Ensured all the approvals are in place for the project

Worked in Tender process & evaluated bidders on basis of cost & technical requirements.

Skills: MS Office (Word, Excel, PowerPoint)

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