SANMITA WALIMBE

Jersey City, NJ ***** 929-***-**** adxoym@r.postjobfree.com

Analytical and proactive financial consultant with strong expertise in providing expert advice and consulting by conducting primary and secondary research.

Profile

Certified CA with proven expertise in preparing financial models, conducting due diligence, and researching industries and comparable companies. Well-versed in optimizing capital structure, identifying risks, modeling project return, and presenting findings to stakeholders.

Proven background in creating and analyzing complex financial models and valuation analyses, providing structured finance advisory services, monetizing project assets, considering financial, tax, and legal perspectives, and offering optimal solutions to clients based on findings. Skilled communicator and negotiator with demonstrated quantitative and qualitative skills to drive progress and support decision-making at the leadership level.

Professional Background

SBI Capital Markets (Investment Banking arm of State Bank of India) 2021 to 2022

Associate

Provided consultancy services to public sector undertakings and government organizations by offering expert advice on financial matters. Developed and reviewed complex financial models and valuation analyses, including three-statement models, market comparisons, precedent transactions, and discounted cash flow analyses for companies. Offered structured finance advisory services with a focus on INVITs (Infrastructure Investment Trusts) to mobilize funds through debt issuance. Prepared and delivered pitch presentations to clients, and support investment banking transactions by raising credit and preparing information memorandum and RFP responses.

Acted as primary coverage and subject matter expert for infrastructure sectors, providing insights and recommendations to senior deal team and client management teams.

Led day-to-day execution of deals, including interacting with transaction counterparties and other advisors while ensuring compliance with all applicable regulations and policies.

Conducted periodic meetings with clients to discuss valuation models, business analysis, and other relevant topics.

Carried out evaluation and analysis of different options to monetize project assets from financial, tax, and legal perspectives, and recommend optimal solutions to clients.

Delivered management consulting services to Konkan Railways valued at INR 70K million.

Played a key role as part of the Lead Managers Team in the public issue of Non-Convertible Debentures valued at INR 15K million for National Highways Infra Trust (InvIT).

CRISIL Ltd. (S&P Global Company) 2018 to 2021

Rating Analyst

Initiated research, established models, and documented rating criteria for assigned sectors. Analyzed companies with operational renewable energy capacity exceeding five gigawatts.

Carried out fundamental credit research by analyzing financial statements, ratios, and future forecasts of corporates from different sectors to gather valuable insights for the credit analysis team and from external sources.

Formulated credit framework and rating criteria based on individual company analysis and peer comparison to achieve clear and objective rating recommendation process for credit analysts.

Streamlined risk assessment processes and developed standardized testing models to improve efficiency and consistency in risk evaluation.

Executed in-depth analysis of business, industry, and financial performance of large corporates based on three major risks, including industrial risk, business risk, and market risk to attain more accurate evaluation and recommendations.

Signed off on a public document for Ratings Criteria for CRISIL Ltd, with success.

Received the Award for Excellence in 2020 as well as the title of 'Analyst of the Month' for delivering successful performance analysis of a high-touch client.

Morningstar India Pvt. Ltd. 2017 to 2018

Data Research Analyst

Implemented internal risk management protocols based on qualitative and quantitative information for research teams to follow to enhance risk management and informed decision-making process. Served as an equity data specialist for companies and funds listed on global exchanges and conducted comprehensive research on financials, industrials, consumer discretionary, and technology sectors to provide accurate and relevant information.

Standardized financial statements to match proprietary templates, maintained financial models, and fed data into Morningstar® Direct & Cloud to streamline data processing and improve efficiency.

Generated summary of debt structures by evaluating guarantee structures and springing maturities, providing valuable input for proprietary models and ensuring accurate analysis of debt-related risks.

Educational Background

Chartered Accountant

Institute of Charted Accountants of India

Bachelor of Commerce

Mumbai University, India

Certification in Financial Modelling and Valuation Analyst (FMVA)

Corporate Finance Institute (CFI)

Company Secretary, Executive level, Institute of Company Secretaries of India (ICSI)

Technical Proficiencies

Bloomberg & Capital IQ Morningstar® Cloud Microsoft Office Suite (Excel, Word, and PowerPoint)

Contact this candidate