Financial Analyst Project Manager
Resume:
SOUVIK SAHU
A highly detail-oriented, self-motivated finance professional team with analytical and quantitative skills, and the ability in performing financial modeling, valuation, forecasting, planning, financial reporting, key metric reporting, and other projects. Have more than 11 years of experience in financial modeling, business & equity valuation, detailed project report (DPR), Financial Appraisal report, Investment Banking, and preparation of CMA.
Kolkata, India 700 096
*************@*****.***
www.linkedin.com/in/souvik-sahu-11b9681ab
SKILLS
Presently associated with Alchemy Research & Analytics as Associate Manager
Significant exposure in creating Financial Model to evaluate historical information, including front-end interaction with clients, and preparing pitching documents for the same
Significant exposure in the preparation of the Valuation Model by DCF, Trading & Transaction Comps.
Sound knowledge of prevalent economic/financial reforms in financial markets at the national & international level.
Efficient organizer, motivator, team player & decisive leader with the capability to motivate teams to excel and win.
Strong Financial modeling skills including experience building models from scratch.
Good communication, both written and oral (including report writing).
ACADEMIA
2011
MBA in Finance (Grade :– A+)
Calcutta University - Kolkata
2008
B.Sc: Chemistry (Hons.)
Calcutta University - Kolkata
CORE COMPETENCIES
Conducting an analytical review of financial operations; investigating & understanding critical business issues behind the numbers and providing clear, concise, and timely analysis/recommendations
Analysing the prevalent financial & economic environment; identifying business risks & accordingly implementing effective mechanisms to mitigate the same
Performing Valuation analyses using Discounted Cash Flow (DCF) Model, Comparable Company Analysis, and Precedent Transaction Analysis
Undertaking equity research analysis and modelling of financial data; handling the functions involving the determination of financial objectives as per defined norms
Preparing & presenting research/industry documents comprising of latest trends & company information; interpreting the result of studies to provide solutions
Building Financial Model, Preparing Detailed Project Report (DPR) and CMA.
Preparing Teaser, Information Memorandum, and Pitch Deck
Exposure of Databases like Refinitiv Eikon by Thomson Reuters and CrunchBase.
CERTIFICATIONS
Licentiate examination from the Insurance Institute of India (III)
Merchant Banking Certification Series IX from SEBI
Certified Financial Planner (CFP) examination
WORK EXPERIENCE
Since Feb’22 – Alchemy Research and Analytics, as Associate Manager
Key Role:
Preparing Financial Model, Valuation Model, and Information Memorandum.
Doing Company Valuation using different methods like DCF, Comparable Company Analysis, and Precedent Transaction Analysis
Trend analysis of historical data to make forecasts for future years for Companies across sectors
Attending client meetings, discussing observations, and effectively closing the loop with target companies/clients
Identifying quality issues in the assigned project; suggesting corrective actions in coordination with senior management
Preparing the Valuation Model and IM for foreign clients based in US, Canada, UK, Germany, Switzerland, Austria etc.
Apr’ 2015 – Jan’ 2022 – LSI Financial Services Pvt. Ltd, as Senior Financial Analyst
Worked as a Senior Financial Analyst (Financial Modeling, Techno-Economic Viability, DPR, IM Preparation and Valuation Services) with a focus on financial analysis and credit appraisal of different companies seeking credit from public sector banks and private banks for their upcoming projects and/or brown-field projects.
Key Role:
Preparing Financial Model, CMA, Valuation Model, and Information Memorandum.
Preparing a financial model for analysis.
Preparation of Detailed Project Report (DPR) and Techno-Economic Viability (TEV) Report.
Preparation of Information Memorandum (IM)
Preparation of valuation report with DCF, Transaction and Trading Comps, and other parameters
Valuation through trading multiples of comparable companies
Syndication of both new and expansion projects.
Equity and Enterprise Valuation of various firms/ companies as a Merchant Banker
Trend analysis of historical data to make forecasts for future years for Companies across sectors.
Preparation of debt restructuring and corporate debt restructuring project report on behalf of the public sector banks
Preparation of project report on equity valuation for the purpose of mergers & acquisitions and takeovers.
Hands-on the all the industry types and sectors including Manufacturing, FMCG, Real estate, Pharmaceutical, and Education.
Assist in the process of Delisting of Shares from the Calcutta Stock Exchange.
Provided distressed services which comprised reorganization of asset-liability mismatch,
Coordinating with both Banks as well as Clients to gather various information, analyze the future outlook of the projects and evaluate the project perspectives.
Assisted clients in developing a timely and transparent mechanism for restructuring their corporate debts.
Key Projects Handled:
Financial Appraisal report of Bharat Heavy Electricals Limited (BHEL)
Techno Economic Viability Report of Damodar Valley Corporation (DVC)
Financial Viability Report of Mcleod Russel India Ltd.
Preparation of Valuation Report of Veedol
Preparation of Valuation Report of Tide Water Oil
Financial Appraisal report of Indian Oil Corporation Ltd. (IOCL)
Oct’ 2011 – Apr’ 2015 – Sayantan Consultants Pvt. Ltd, as Project Manager
SCPL is one of the leading consultants in India specializing in assessing the Techno-Economic Viability of the project (s) proposed to be set up by companies either as a greenfield project or for expansion/ diversification/ up-gradation of technology.
Had been promoted from Project Appraisal Officer to Project Manager.
Key Role:
Presentation of the financial model to various lenders (PSU Banks, FIs, and NBFCs). Assisting in the preparation of Project Information Memorandum / Review Notes/ Board Memorandum to various Banks and Financial Institution.
Preparation of Detailed Project Report (DPR) and Techno-Economic Viability (TEV) Report.
Preparation of Information Memorandum (IM)
Preparation of valuation report with DCF, Transaction and Trading Comps, and other parameters
Meeting the clients to understand their financial requirements on a case-to-case basis, framing of Financial Model, and preparation of a Detailed Project Report that best suits the client’s needs within the limited security available.
Preparation of Project proposal in the system, sanction and disbursement of facilities.
Hands-on the all the industry types and sectors including Manufacturing, FMCG, Real estate, Pharmaceutical, and Education.
Working knowledge of financial statements and financial statement analysis
IT SKILLS
Operating System: Windows
Software Applications: MS Office (Word, Excel & PowerPoint)
PERSONAL DETAILS
Address
: Kolkata, India 700 096
Date of Birth
: 21st March 1987
Languages Known
: English, Bengali, Hindi,
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