Data Research Specialist with 12+ Years of Analytical Experience

Sonali Jain

Secaucus, NJ *****

201-***-**** - **************@*****.***

Professional Summary

Dynamic professional with over 12 years of experience in driving M&A mapping, due diligence, and corporate advisory. Expertise in equity research, financial modeling, and client relationship management, consistently delivering actionable insights through data-driven analysis. Proven ability to lead high-performing teams to achieve operational excellence and foster sustainable growth. Work History

12/2024 to 10/2025 Team Leader

Acuity Analytics – Delhi, IN

Review detailed opportunity assessment, equity research, M&A mapping, due diligence reports, investment thesis, financial models and company reports

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• Perform industry research that include analyzing industry related trends Developed and maintained financial models including DCFs, comps, and scenario analyses for various companies providing actionable insights

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Work closely with clients to manage and improve performance through tools, such as benchmarking, value chain analysis, customer analysis, competitive assessment, cost management

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Experience in all types of secondary research (databases, industry/association websites), as well as, general research (company websites, SEC Filings, research reports, news articles etc.)

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Developed strategic initiatives that improved operational efficiency and reduced turnaround times.

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Facilitated training sessions to enhance team capabilities and performance standards.

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Mentored junior team members, fostering professional growth and skill development.

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09/2018 to 12/2024 Manager

DealPlexus

• Assist startups and MSMEs in fundraising through VCs and PEs

• Review and approve business decks, detailed financial models and valuation

• Provide financial and strategic advisory services to startups Assist Startups in providing latest industry trends for sustenance amid stiff competition

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Help clients in evaluating their business synergies and identifying suitable targets for acquisition or option for divestitures

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• Business development – Interacting and onboarding Clients 03/2015 to 03/2016 Senior Analyst

WNS

• Review research and analysis of industry reports

• Detailed company profiling including financial analysis and strategy analysis. Conduct competitive intelligence, studying competitors' strategies and business activities

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Leverage both internal & external research sources such as databases, industry journals, analyst reports to provide valuable insights to the client

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03/2014 to 03/2015 Senior Analyst

Deloitte

Conducted research and analysis for companies and executive profiles, financial analysis and competitor intelligence to assist US counterparts in identifying business opportunities.

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Performed analysis to develop stronger client relationships and more successful marketing programs, such as summary reports, weekly newsletters to track key client contact and relationship metrics.

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Performed information gathering and research tasks to develop key insights for clients

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Helped create/maintain standard protocols, materials, and tools to improve efficiency in servicing clients/stakeholders

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Managed projects to ensure agreed upon deadlines – following efficient workflow requirements – to meet stakeholders expectations.

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11/2011 to 11/2013 Associate

Copal Partners

Creating broad range of analyses including industry research, trading comps, M&A. transaction comps, target and peer screening, financial benchmarking analysis and company profiles

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• Creating Pitch books and Information Memorandum. Preparation of trading comps by analysing the financial statements of the company to give client accurate multiples

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Preparing transaction comps for various companies going for mergers and acquisitions to advise the client that a particular company is a suitable buy or not

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Preparing detailed profiles for various companies to assist client in understanding the key players in particular sector

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Well versed with Thomson, Factiva, IBIS World, OneSource, Hoover's, Capital IQ, Factset, Reuters and Merger market, BoardEx databases.

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Education

06/2009 MBA: Finance

Christ College - Bangalore

01/2007 B.A.: Honours - Literature

Miranda House - Delhi

Strengths

• Creative and Goal-Oriented • M&A Mapping

• Industry Research • Financial Modelling

• Competitive Analysis • Client Relationship Management

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