Hareesha Kakkera
Summary
Results-oriented finance professional with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic and analytical thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
10
10
years of professional experience
Work History
Finance Strategy and Transformation Consultant
Deloitte Consulting LLP
Houston, TX, USA
01.2022 - 07.2023
- Assisted clients' finance departments in achieving their strategic goals by conducting thorough assessments of current operations and providing actionable recommendations.
- Led workshops with key stakeholders to identify organizational pain points and develop targeted solutions for improvement initiatives.
- Enhanced organizational efficiency through the identification of process improvement opportunities and implementation of best practices.
- Managed cross-functional teams to ensure successful execution of complex transformation projects.
- Established strong relationships with clients by providing exceptional service, consistently exceeding expectations, and delivering tangible results from transformation initiatives.
Equity Research Associate – Pharmaceutical & Healthcare
Emkay Global Financial Services Ltd.
Mumbai, India
01.2019 - 06.2019
- Developed actionable recommendations for 25+ covered companies based on rigorous bottoms-up analyses that led to successful long-term investments.
- Supported the development of profitable investment ideas for top Institutional clients through detailed financial modeling and valuation techniques (DCF, NPV, Multiples Valuation, IRR and SOTP).
- Fostered strong relationships with C-Suite management of covered companies, gaining crucial insights into business operations and strategies.
- Promoted a culture of continuous learning within the team, staying updated on relevant industry news and developments.
Equity Research Associate - Pharmaceuticals
Batilwala & Karani Securities Pvt Ltd.
Mumbai, India
03.2017 - 12.2018
- Improved decision-making for portfolio managers by generating initiating coverages and earnings reports analysis for 11+ covered companies.
- Performed in-depth and thorough financial modelling and valuation analysis for top Institutional Clients.
- Specialized in providing valuation for companies working on Drug Discovery, Biopharmaceuticals and Contract Research and Manufacturing (CRAMS).
- Promoted a culture of continuous learning within the team, staying updated on relevant industry news and developments.
Asst. Manager- Equity Research (Pharmaceuticals and Healthcare)
BOB Capital Markets Ltd.
Mumbai, India
08.2015 - 02.2017
- Initiated coverages, conducted valuation analysis and provided timely BUY/SELL recommendations on 5 mid-cap companies.
- Developed bespoke financial models through liaison with the fund houses.
- Generated reports for clients outlining statistical data points.
- Conducted in-depth analysis for upcoming IPOs.
Business Development Officer
V ClinBio Labs Pvt Ltd.
Chennai, India
01.2014 - 03.2015
- Generated new business with marketing initiatives and strategic plans.
- Handled corporate sales across the country and identified potential long-term customers and novel business prospects.
- Executed strategic planning for company's market positioning and offering competitive prices to serve best interest of clients.
- Collaborated with cross-functional teams for the successful execution of business development initiatives.
Education
Master of Science - Finance
UNIVERSITY OF HOUSTON, C. T. Bauer College of Business
Houston, TX12.2021
Bachelor of Technology - Biotechnology
SRM INSTITUTE OF SCIENCE AND TECHNOLOGY
Kattankulathur, Tamil Nadu01.2010
Skills
- Financial Modelling
- Business Valuation
- Financial Forecasting
- Investment Analysis
- Financial Analytics
- Healthcare Finance
- Advanced Excel
- MS Office
- Advanced MS PowerPoint
Accomplishments
• Received the ‘Applause Award' from PPMDs for work excellence and high quality delivery.
• Ranked as ‘34th Best Healthcare Equity Research Analyst in India' in Asia money Brokers' Poll 2016.
• Ranked 27th among ‘Best Healthcare Equity Research Teams in India' in Asia money Brokers' Poll 2016.
• First person in the Indian Stock Market to provide valuation for an innovative drug molecule.
• Generated business worth $250k within first year of company's operations.
Language Proficiency
Fluent in English, Hindi, Tamil, Telugu
Timeline
Finance Strategy and Transformation Consultant
Deloitte Consulting LLP
01.2022 - 07.2023
Equity Research Associate – Pharmaceutical & Healthcare
Emkay Global Financial Services Ltd.
01.2019 - 06.2019
Equity Research Associate - Pharmaceuticals
Batilwala & Karani Securities Pvt Ltd.
03.2017 - 12.2018
Asst. Manager- Equity Research (Pharmaceuticals and Healthcare)
BOB Capital Markets Ltd.
08.2015 - 02.2017
Business Development Officer
V ClinBio Labs Pvt Ltd.
01.2014 - 03.2015
Master of Science - Finance
UNIVERSITY OF HOUSTON, C. T. Bauer College of Business
Bachelor of Technology - Biotechnology
SRM INSTITUTE OF SCIENCE AND TECHNOLOGY