Hire freelance Financial Forecasting

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Sunit Kalkoti
BASIC
India, Bengaluru
Remote Credit Analyst Sunit Kalkoti, Business, Accounting, Human Resources & Legal
Evaluating the financial status of potential customers, monitoring existing clients, performing risk assessments, writing detailed reports, and making informed decisions while extending credit. Credit analysis, due diligence, risk reporting basis profit and loss statement, balance sheet and cash flow statement of companies/firms Underwriter for working capital, term loans, export finance, mortgage loans for MSME & Corporate clients, covering both the qualitative and quantitative aspects of the economy, sectors and company being analyzed Broadly analyze companies based on their audited financials, ratios, debt service coverage ratio, cash flows, promoter expertise, collateral, asset coverage ratio and compare them with their peers in the industry Evaluating risk profiles of clients and provide credit ratings from time to time & structure products as per company profile to reduce risk for the stakeholders Keeping abreast with changing industry dynamics, global economic conditions to be better equipped at dealing with complex situations & follow RBI guidelines and be updated with the changes in policies and rates Well versed with break-even analysis, stress testing, SWOT, NPV, IRR, VaR, hedging strategies, forward, futures, options, capital asset pricing model, portfolio analysis, fixed income securities and capital market Adept at working with large volume of data in excel with an eye for detail. I have a strong analytical and problem solving skills with ability to perform data analysis. Client/site visit to understand the business model and working capital requirement (Cash credit, Overdraft, Term loan, FCTL, PCFC, EPC, Letter of credit, Bank guarantee etc) Expert at preparation of opinion based reports covering detailed analysis of promoter profile, business, industry,management, financial risk & mitigates and making recommendations to the Risk department head/ committee with appropriate covenants NPA & Potential NPA analysis and liaising along with the business and recovery team to formulate strategies to recover delinquent accounts Proactively monitoring the assigned portfolio by tracking the industry & economic conditions Delivered the best turn around time, and managed customer and internal queries with highest standards of ethics, including regulatory and business conduct, across the Bank
Business, Accounting, Human Resources & Legal
Account Receivables Management
Financial Forecasting
Business Analysis
Financial Markets
Financial Analysis
25 $
POOJA TANDEL
BASIC
Financial analyst, Credit analyst Pooja Tandel, Business, Accounting, Human Resources & Legal
Following are my skills:  SME Loan Analysis  FIG Case Analysis for Loan Processing  Capital Budgeting  DCF Modeling  Relative Valuation Modeling  Business Analytics  Modeling portfolio yield for bonds and yield curve  Financial Modeling  Financial Statement Analysis  Annual Report Analysis  Regression Analysis  NPV & IRR Modeling  Optimal Capital Structure Modeling  Building Harry Markowitz Model  Building Index  Building Forecasting Model  Building Multiple Role Analysis Model  Equity Research Analysis (Report making)  Financial Restructuring  NCFM Exam (Beginners module)  Credit Management Certification by NIBM  Capital Market Dealers module  Derivatives Market Dealers module Work Experience: 1. GIC Housing Finance Ltd as Credit Analyst from 28/03/2016 till 30/11/2017 - Credit Assessment for Salaries and Business cases of housing loan. 2. Suryoday Small Finance Bank Ltd as Assistant Manager Credit from 18/06/2018 till 11/01/2019 - Analysing SME & FIG cases for sanction (Fundamental analysis) 3. Finance Trainer at Bayside Media Pvt Ltd from 02/03/2020 till 12/10/2020 - Training People on personal finance, fundamental analysis, Technical analysis, research report preparation, valuation, investment and trading strategies, etc
Business, Accounting, Human Resources & Legal
Budgeting and Forecasting
Business Analysis
Financial Analysis
Financial Forecasting
Financial Modeling
52 $
UDAY KUMAR DEVA
BASIC
Credit Analyst Uday Kumar Deva, Business, Accounting, Human Resources & Legal
Dedicated professional with 6 years 8 months of experience in the Banking sector. Hoping to obtain a Credit underwriting/Credit Analyst/Credit Manager role in a Bank/FI to apply strong experience working in various departments including Credit department of banks for the benefit of the company. An experienced and competent professional with 6 years 8 months experience in Banking sector.  8 months of experience as Relationship Manager handling SME Clients with exposure upto Rs 75 Cr.  4 years of experience as Credit Analyst/Underwriter- Commercial loans with ticket size upto Rs 25 Crs.  2 years of experience as Branch Manager handling Assets-acquiring, processing and sanctioning of Retail loans like Housing loans, LAP, Personal Loans etc and handling liabilities of the bank (CASA, Fixed deposits etc) and Working capital/Business loans upto Rs 25 Crs. Organisational Experience Organization: ICICI Bank Ltd (From May’2019 till January’2020):  Relationship Manager handling SME clients with ticket size upto Rs 75 Cr.  Preparing appraisal notes for fresh and renewal proposals by Financial statement analysis, Bank statement analysis, conducting Dedupe (Verifying CIBIL, CRILC, AMLOCK, Defaulters list etc), legal & valuation of primary and collateral securities, ROC search for companies, pre-sanction visit, in compliance with credit policy of the Bank.  Vetting of the proposal by risk team and incorporating their observations with recommendations in the appraisal note and get the proposal sanctioned from respective sanctioning authorities.  Ensuring TAT is maintained for renewal and new proposals.  Issuing sanctioning letters ensuing all the terms and conditions of the sanction have been incorporated.  Completing documentation, ensuring disbursement and utilisation of the limits.  Monitoring the accounts in all aspects including collecting stock statement, updation of DP, ensuring good conduct of the account, complying with monthly, quarterly and half yearly compliances of the account, closing the internal audit queries in timely manner.  Interacting with the borrowers and their finance teams on regular basis and responding to their requests like enhancements, adhocs etc on time and obtaining the information required.  Periodic review of working capital and term loan accounts and interest reset in the accounts.  Achieving the income targets set for the individual and team. Organization: The Karur Vysya Bank Ltd As Branch Manager from April’2017 to April’ 2019:  Canvassing Current accounts, Savings accounts, Fixed deposits, parabanking products and ensuring the set targets are met.  Acquiring new business in commercial and retail loan segment.  Credit Role:  Acquiring quality proposals under working capital/business loan and retail loans segment.  Acquiring, processing, sanctioning of sourced Retail loans (Housing loans, LAP, Personal Loans etc) upto Rs 25 lacs and Business loans (Working capital loans, Vehicle loans, Term loans)  Acquiring, processing of commercial loans upto Rs 25 Crs and retail loans above Rs 25 lacs and get it sanctioned from higher sanctioning authority.  Ensure that TAT is maintained.  Documentation of the sanctioned loans and disbursement of the loans.  Maintaining quality of the portfolio by monitoring the accounts.  Leading a team of 12 members and motivating them to join hands to improve the business and achieve the income targets. As Credit Analyst from April’2013 to March’2017:  Underwriting Commercial/Business loans with ticket size upto Rs 25 Crs.  Preparing appraisal notes for fresh and renewal proposals, other requests like enhancement, adhoc, deviations in the sanctions etc and get it sanctioned from respective sanctioning authority.  Understanding the credit requirements of the borrower [fund-based/non-fund based limits], due diligence, verifying the past credit history of the borrower based on CIBIL/CRILC and ensuring that the firm/company/proprietor/partners/directors names are not appearing in the RBI defaulter’s list, wilful defaulter’s list, caution list.  Financial statement Analysis and Bank statement analysis of the borrower.  Ensuring that adequate marketable securities and legally cleared securities are obtained.  Assessing the credit limits based on the line of activity and limits required (MSME/Traders/Real Estate etc). Adopting different assessment methods based on the line of activity/industry.  Preparing appraisal notes in compliance with credit policy, incorporating RMD observations, deviations, concessions if any and recommending to sanctioning authorities for sanction.  Interacting with business teams and borrowers for information required in preparing appraisal note. Assisting business teams in achieving targets.  Minimising Turn Around Time and issue the sanction incorporating all the terms and conditions of the sanction.  Periodic review of term loan accounts and interest reset in the accounts.  Monitoring the account on regular basis and ensuring the conduct of the accounts are satisfactory.
Business, Accounting, Human Resources & Legal
Finance
Financial Analysis
Financial Forecasting
Financial Management/CFO
Financial Planning
50 $
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