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Sudhir Singh Chaudhary

Associate, PGDM\MBA - Finance, 7 yrs exp, pursuing CFA

Jaipur, Rajasthan

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In a nutshell I come as a competent, adroit & detail-oriented PGDM/MBA (Finance), from Institute of Management Studies, Ghaziabad, India; pursuing CFA form CFA Institute, USA with proven expertise of 7 years as a Analyst; possess a very strong understanding of the specific business processes being addressed. 
 
Presently, exploring the horizon of Investment Banking Research & Financial Modeling as a Senior Associate at Copal Amba (formerly Copal Partners, part of Moodys Corp). Prior to it honed my skills of Finance at InSync Analytics as an Associate and at Deutsche Bank as an Analyst and has gained exposure to organisational environment while working for Infosys. 
 
Professionally I am looking for an opportunity that allows me to explore all the possibilities and make a difference by applying knowledge, skills & experience and the system that involves competitive, innovative, disciplined and challenging working environment and progression that evolves into MAKING THINGS HAPPEN.

Work Experience

Senior Associate

Copal Research India Pvt Ltd
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Gurgaon, Haryana
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June 2012 to Present

End to end management of financial and business research projects for investment banking clients. 
Client interaction & understanding the requirement, scoping analysis, ensuring quality and timely delivery of projects 
Co-coordinating with other team members and managing efficient utilization of resources. 
Key role in mentoring, cross training of junior members in the team. 
Conducting company/industry research by building simple/complex financial models based on financial statements, accounting notes other major operations of the company. 
Analyzing different sector/companys financial fundamentals like major revenue & growth drivers, expenses, calculating different financial ratios, NPV, IRR analysis, Enterprise Value estimation. 
Preparing trading comps (Comparative Company Analysis) and Peer Group identification and relative valuation 
Delivering transaction comps (Precedent Transaction Analysis ) and respective deal run as per client requirement 
Developed & supported on financial models like DCF, Accretion/dilution, LBO analysis, Financial Benchmarking analysis. 
Providing Financial & strategic dynamics, competitive landscape, historical models, debt schedule & credit statistics, ownership structure, stock performance review, short interest analysis, benchmarking analysis. 
Writing industry and company research reports, newsletters and publications covering various aspects like Company description, Financials, Funding history, Key management, Growth plans, Strategies and Ad hoc requests to provide a customized service. 
Databases used: Thomson Research, Thomson One Banker, Reuters knowledge and EIKON, Capital IQ, Bloomberg, FacSet, Hoovers, OneSource, 10K Wizard and Companies House. 
 
Accomplishments 
Recently involved in a pilot project and instrumental in converting the same with potential of increasing the FTE count to 5 from single FTE in 3 months. 
Gained appreciation on several occasions through Well Done certificates, given for outstanding performances.

Associate – Equity Research & Financial Modeling

InSync Analytics Pvt Ltd
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Mumbai, Maharashtra
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June 2011 to May 2012

Conducting company/industry research, majorly of U.S. markets, by building simple/complex Financial Models based on their P&L statement, Cash flow statement, Balance sheet and other major operations of the company. 
Analyzing different sector/companys financial fundamentals like major revenue & growth drivers, expenses, calculating different financial ratios, NPV, IRR analysis, Enterprise Value estimation and Advanced Valuations (DFC, COMPS, PPAIDS, SOTP and LBO). 
Consensus modeling, Key metrics preparation of different sectors, adjustments to financial statements as per different analyst models like Barclays, JP Morgan, Goldman Sachs, Deutsche Bank and many other. 
Providing Financial & strategic dynamics, competitive landscape, historical models, debt schedule & credit statistics, ownership structure, stock performance review, short interest analysis, benchmarking analysis. 
Writing industry and company research reports, newsletters and publications to provide a customized service.

Analyst - Financial Analytics

Deutsche Bank Group
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Jaipur, Rajasthan
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April 2010 to May 2011

Monthly Provider Forecast - coordination across Investment Banking Operations and Finance groups for monthly provider forecast updates. Forecasting and ensure accurate and timely updates across groups. 
Quarterly planning & forecasting - coordinate and monitor quarterly planning & forecasting process. Involves interactions across global business managers to ensure accurate and timely updates to planning systems. Analyze project trends and amounts for reasonableness. 
Manage/coordinate/consolidate ad hoc tasks across global group. This involves working with various Business Managers to gather/understand/validate information and details 
Liaison & controlling to understand financial position for Investment Banking Operations and Finance on an ongoing basis. This includes investigating various types of costs, gather backup for charges, and expense clean up 
Understand & update cost allocation business rules onto relevant planning systems after coordinating for updates with Finance & business managers onshore. 
 
Accomplishments 
Awarded the Spot of the month in June 2010, Star of the month in November 2010, Team of the Quarter in December 2010.

Senior Process Executive - Finance & Accounting

Infosys
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Bangalore, Karnataka
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May 2006 to July 2008

Bloomberg: Analysed and extracted information from the audited financial reports of several US companies on the basis of IFRS, IRS and US GAAP. This process enabled Bloomberg to conduct further analysis & research to maintain an advanced database as per the requirements of their clientele. 
 
MTV Networks: Managed travel expenses of the employees & freelancers of MTVN. The emphasis was to audit & verify the expenses, to check whether they are as per MTVN guidelines or not, to make corrections and to educate & facilitate employees. Above all suggesting MTVN, as per the expenses done by their employee, on what changes they need to bring in their Travel & Expense Policy to reduce their cost without affecting the efficiency. 
 
Accomplishments 
Awarded the Employee of the Year 2006-07. 
Got promoted as Senior Process Executive (Team Leader) in October 2007 and lead a team of 10 people there on. 
My team got the award of Best Team of the Year 2007-08 under my leadership. 
Active member of the performance excellence team - Sparsh. Did consultancy for a couple of unstable & unprofitable processes to find out the reasons, possible solutions and help them to attain stability & profitability.

Education

MBA in Finance

Institute of Management Studies -
Ghaziabad, Uttar Pradesh

January 2008 to January 2010

B. Sc in Bio Technology

Rajasthan University -
Jaipur, Rajasthan

January 2003 to January 2006

Skills

Financial Modeling, Quantitative Research, Equity Research & Valuation, Financial Controlling, Budgeting, Planning & Forecasting, Investment Banking Operations, Client & Team Management

Additional Information

Project & Trainings 
 
Title of the Project: An Equity Research Report on Infosys Technologies Ltd. 
Undertaken At: Gulf Bulls Securities Pvt. Ltd, Faridabad 
Duration: 3 months 
Title of the Dissertation: Research report on Risk Mitigation- Risk Analysis & Management for Projects 
:Research report on Pricing & Hedging Variance & Volatility Swaps 
Undertaken At: Institute of Management Studies, Ghaziabad 
Duration: 6 months 
Title of the Project: Asset & Fund Management as a Money Management Consultant 
Undertaken At: VOGUE Management Services Pvt Ltd 
Duration: 3 months 
This project essentially involved trainings & seminars at several Asset Management Companies like Birla SunLife, ICICI Prudential, DSP BlackRock, Franklin Templeton, Tata Mutual Fund & Reliance Mutual Fund. 
 
Beyond Curriculum 
 
* Six Sigma- Yellow Belt Certified. 
* 'A' Certificate NCC. 
* Participated in many Cultural activities, Debates, Extempore & Quizzes at School and College level.