Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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Kunvar Khanna

New Delhi,India

Summary

Experienced in strategic planning, project management, and stakeholder communication. Possessing the CFA and USA CMA certifications, assessed as equivalent to the Indian ICWA designation. Leveraging these skills to consistently enhance operational efficiency and drive team success. Demonstrating effective leadership in high-stakes environments.

Overview

20
20
years of professional experience

Work History

Financial planning and Analysis Associate Director

Johnson & Johnson, Inc.
05.2019 - 09.2024
  • Supervised five analysts to forecast financial statements and analyze variances for the supply chain division
  • Built financial databases to determine key operating KPI's metrics for products manufactured within the plant
  • Fostered a culture of continuous improvement by encouraging staff to share innovative ideas and providing resources for professional development.

Financial planning and Analysis Associate VP

Horizon North Logistics Inc., Inc.
05.2014 - 05.2019
  • Led three analysts to build merger and DCF models for internal M&A integration and synergies for entity growth purposes
  • Transaction worked: Create reserve valuation analysis for USD$200Mn acquisition of oilfield service company

Upstream Financial planning and Analysis Manager

Shell Plc.
05.2007 - 05.2014
  • Developed comprehensive financial models to support decision-making and drive business growth for internal M&A purposes as per US GAAP and IFRS rules
  • Enhanced financial reporting accuracy by streamlining data collection and analysis processes.

Investment Banking Summer Analyst

Allen & Co
05.2006 - 09.2006
  • Assisted team in preparing pitch books and drafting memorandums for company road shows and deal execution
  • Prepared comp table databases, and M&A merger models for the Yelp IPO worth USD $523 Mln

Financial Analyst Intern

Husky Energy Inc.
05.2005 - 09.2005
  • Assisted with due diligence efforts during potential mergers and acquisitions, mitigating risk and maximizing returns on investments.
  • Transaction worked: Built Net Asset Value models and decline analysis for sale of USD $700Mn producing assets

Private Wealth Management Intern

UBS Bank
05.2004 - 01.2005
  • Conducted comprehensive financial analyses to identify potential investment opportunities.
  • Prepared meeting materials for quarterly reviews, presenting a clear picture of portfolio performance against benchmarks that led to growth in clientele by over 2%.


Education

Master of Science - Mathematical Finance

Fordham University

Bachelor of Science - Biomedical engineering and economics

Brown University

Skills

  • Bloomberg, Capital IQ, FactSet, Hyperion, NetSuite, OneStream, Power BI, S4Hana, SAP, Tableau, Dealogic, Chat GPT, Analytical thinking, Strategic leadership

LANGUAGES

English (Native), German (Conversational), Hindi (Beginner)

Timeline

Financial planning and Analysis Associate Director

Johnson & Johnson, Inc.
05.2019 - 09.2024

Financial planning and Analysis Associate VP

Horizon North Logistics Inc., Inc.
05.2014 - 05.2019

Upstream Financial planning and Analysis Manager

Shell Plc.
05.2007 - 05.2014

Investment Banking Summer Analyst

Allen & Co
05.2006 - 09.2006

Financial Analyst Intern

Husky Energy Inc.
05.2005 - 09.2005

Private Wealth Management Intern

UBS Bank
05.2004 - 01.2005

Bachelor of Science - Biomedical engineering and economics

Brown University

Master of Science - Mathematical Finance

Fordham University
Kunvar Khanna