Music: Amateur musician, currently learning guitar and proficient in piano having trained for 7 years; won numerous talent shows and music competitions at school and college levels
ANUJ PATEL
Investment Banker/Chartered Accountant
73 Vikram Building. 2nd Lane, Hindu Colony. Dadar. Mumbai,MH
Summary
Driven professional with a proven background in investment banking, with several years of experience in high pressure environments, working to successfully analyze financial records and identify promising investment opportunities and potential problems. Superior skills in auditing and accounting and the ability to effectively manage customer relationships and provide beneficial investment services. Eager to expand existing skill set and knowledge to elevate business and operational leadership capabilities
Overview
7
7
years of professional experience
13
13
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Associate - Investment Banking
Ernst & Young
10.2022 - Current
- Garnered extensive experience in the Technology, Media, Telecommunications, and Education sectors:
- $30Mn fundraise for a Series A Edtech company in the online degree space
- Buy-side mandate for an Indian maritime institute ($10Mn)
- Sell-side mandate of a prominent broadcasting & media solutions company ($100Mn)
- Sell-side mandate of a prominent exhibitions and events company ($50Mn)
- Stake sale for an established sports franchise in the premier Indian sports league (~$500Mn)
- Proficient in financial modelling, having prepared comprehensive models for 10+ companies, and in crafting Information Memorandums to present complex financial data effectively
- Conducted targeted market research to identify viable acquisition or fundraising prospects, successfully establishing a connection with universities, edtech companies and investors
Assistant Manager - International Valuations
Deloitte
04.2021 - 10.2022
- Played an integral role in business valuation projects for companies across industries such as Crypto, Financial services, Consumer and Healthcare
- Performed impairment analysis, loan valuation & debt yield benchmarking, and discount rate analysis projects increasing the hours of billable work per month by 200% within 6 months of joining
- Led the financial modeling and sensitivity analysis for an Australian valuation assignment to block a hostile takeover
- Led a team of 3 for a global PPA benchmarking assignment, creating a sector agnostic pitch deck and database of company and transaction comparables, saving 2-3 hours of billable work for subsequent projects
Articled Associate - Risk Advisory
Deloitte
08.2017 - 08.2020
- Led the audit of certifications and regulatory reports
- Identified critical gaps in controls and potential efficiency improvements of financial institutions, saving client monetary errors of $100,000+ across 12 core banking functions from clerical errors to crucial process gaps
- Streamlined and automated the auditing processes for several banking products using advanced Excel functionalities such as Macros and VBA, saving resources for the banking client by eliminating the need for 2-3 personnel to dedicate 3-4 hours daily to manually input and process data across ~10 certification reports
- Initiated and led a control testing project for the SWIFT messaging system for financial institutions to proactively fortify controls and prevent fraudulent activities in the wake of 2018's $1.4 billion banking fraud
Education
Chartered Accountant -
ICAI
06.2016 - 02.2021
Chartered Financial Analyst (CFA) - undefined
CFAI
06.2019 - Current
Bachelor of Commerce - undefined
R.A. Podar College of Commerce & Economics
06.2016 - 05.2019
Skills
Expert in Microsoft Office
Financial statement analysis
Investment strategies
Cash flow analysis
Capital raising
Problem-solving skills
Creative thinking
Verbal and written communication
Self-motivated nature
Customer Service-oriented
Competitive analysis
Valuation techniques
Accomplishments
$30Mn fundraise for a Series A Edtech company in the online degree space
▪
Buy-side mandate for an Indian maritime institute ($10Mn)
▪
Sell-side mandate of a prominent broadcasting & media solutions company ($100Mn)
▪
Sell-side mandate of a prominent exhibitions and events company ($50Mn)
▪
Stake sale for an established sports franchise in the premier Indian sports league (~$500Mn)
Certification
Chartered Accountant, ICAI
Interests
Sports:Avid follower and player of cricket, basketball, table tennis and badminton Captained the school basketball team during the prestigious MSSA tournament, leading the team to victory
Mixed martial Arts:Professionally trained in Mixed Martial Arts over the past 3 years
Air Rifle Shooting:Certified Air Rifle Shooter by Swatantryaveer Savarkar Air Rifle Academy
AWARDS AND VOLUNTEERING
AWARDS, EXTRACURRICULARS AND VOLUNTEERING
▪
School prefect for 7 consecutive years, representing 1,000 students across school activities 2007 - 2014
▪
Work Awards: Won the Deloitte Green Dot award for being the best performer of the team in May 2022
▪
Freelance Consulting: Provided financial and tax consulting to startups "Chance," an anonymous connection app, and "The Happy Place," a social media app, and individual income tax and GST consulting to ~20 individuals
▪
Volunteer, Akanksha Foundation and Bright Futures Foundation 2021 - 2022
▪
Taught classes for 50+ underprivileged children in association with the Akanksha Foundation
▪
Facilitated job placement, mock interviews, and career guidance for 5 underprivileged individuals in association with Bright Futures foundation
▪
Volunteer, EY Ripples foundation 2023
▪
Volunteered at Beach cleaning drives conducted at Mahim beach in Mumbai, India
▪
Facilitated a financial planning session for the housekeeping staff conducted by the firm
Timeline
Associate - Investment Banking
Ernst & Young
10.2022 - Current
Assistant Manager - International Valuations
Deloitte
04.2021 - 10.2022
Chartered Financial Analyst (CFA) - undefined
CFAI
06.2019 - Current
Articled Associate - Risk Advisory
Deloitte
08.2017 - 08.2020
Chartered Accountant -
ICAI
06.2016 - 02.2021
Bachelor of Commerce - undefined
R.A. Podar College of Commerce & Economics
06.2016 - 05.2019
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