Munindra Sehgal

MUNINDRA SEHGAL, CA (ICAI), MBA Vancouver, BC ●- ●-● linkedin.com/in/munindra-sehgal PROFESSIONAL SUMMARY  Finance Professional with 15+ years of strong understanding of fundamental investment analysis working at reputable global firms such as HSBC, Morgan Stanley, JM Financial Group  Expert interpersonal skills to build connections with senior level internal and external parties  Expertise with Finance transformations: strategic financial transactions worth over $15 bn across capital markets, private equity, Mergers/Acquisitions  Strategic Advisor on several Board committees for business process reviews, governance & finance strategy  Creative Leader known to streamline business processes and drive a continuous improvement team culture CORE COMPETENCIES  Financial Modeling  Business Strategy & Planning  Financial Statement Analysis  Business Valuation  Due diligence     Negotiation of Deal agreements Investor Presentations, Memorandums Capitaline, Pitchbook & Bloomberg Advanced MS Office Suite (Word, PPT, Excel) PROFESSIONAL EXPERIENCE NSS Infinite Capital/Maks Global Repairs Vancouver, Canada Group of experienced impact investment professionals focused on early and growth stage ESG companies Consultant (Freelance) April 2021 – Present  Leading 4 active integrated impact focused mandates for raising and investing capital in a green battery, electric bus, environmental de-carbonization and de-carbonization of fuels projects  Developing and building relationships with impact investment stakeholders  Performing & coordinating due-diligence, financial modeling, valuation analysis, creating & presenting investment recommendations  Providing ongoing post investment support through the monitoring and management of relationships HSBC Bank Vancouver, Canada HSBC Bank is a major international bank providing banking solutions across customer segments & geographies. Operations Specialist Feb 2020 – Mar 2021  Developed and Prepared training materials for 2 processes for migration and delivered follow-on trainings  Introduced new checks to automate human reviews and significantly reduce human errors resulting in 15% improved efficiencies, time savings and effectiveness in report compilation Hindustan Media Ventures Ltd. New Delhi, India Hindustan Media Ventures is a leading media Company in India having c.$ 400 million topline. Advisor, Strategic Investment Group (Freelance) Aug 2019 – July 2020  Identified, developed, and presented 12+ creative ideas to the investment and leadership teams  Developed investment thesis in collaboration with senior stakeholders in mature companies which leveraged the firm’s media enterprise  Recognized by CFO and other business leaders on proactively undertaking several process and performance improvement initiatives  Successfully supported business leaders on term sheets, deal agreements and portfolio reviews Mrs. Bectors Food Specialities Ltd. (MBFSL) Gurugram, India A CX and Gateway partners portfolio company, engaged in manufacturing and marketing of biscuits, breads and buns with a c. $500 million market cap. Head of Strategy and Investor Relations Apr 2018 – Aug 2019  Championed new initiatives – Joint Venture, New Overseas Operations, M&A and IPO process  Managed c. $100 million IPO – Documentation, the SEBI (securities regulator) review and international investor road shows – 198x subscription and 74% premium on listing  Periodic reporting and presentation to professional Board on business performance  Prepared financial plan & maintained rolling forecasts; laying down review cycle  Introduced new working capital financing options leading to c.$ 1 million growth in future profitability  Identified new credit management solutions in exports positively impacting c.$30 million exports revenue Wodehouse Capital Advisors P Ltd. New Delhi, India A boutique Investment Banking, multi family office and wealth management firm. Associate Director Dec 2016 – Apr 2018  Increased sector coverage to cover 2 new sectors – Education and Healthcare  Prepared and presented Vision document at Annual “Think Tank” Meeting; received accolades for it  Built and led a team of 5, including successful hiring, on-boarding, and training  Led projects focused on developing new capabilities within the team to capture new revenue streams  Introduced 10+ new business relationships and 50% revenue growth from new business initiatives JM Morgan Stanley/ JM Financial group New Delhi, India Erstwhile Morgan Stanley India partner, JM Financial, is a diversified financial services group with activities spanning over fund based and advisory services with over $1.5 bn in market cap. Vice President Jan 2005 – Dec 2016  Participated in pitching and execution of 100+ investment banking transactions  Led my team on $5.5 bn share sale program of Coal India, Govt. of India enterprise - received an appreciation letter  Presenting transactions for sponsorship committee approval, detailed due-diligence, financial modeling, regulatory & deal coordination  Presented Friday team learning events; regularly shared key environment updates within the organization  Presented to CXO, Board, regulatory staff on topics relating to capital markets, valuation methodologies etc.  Trainings on team mgmt., financial modeling, database management – Capitaline, Pitchbook & Bloomberg EDUCATION Chartered Professional Accountant (CPA) – cleared CFE Day 1 In Progress Chartered Accountant, Institute of Chartered Accountants of India May 2007 Post grad diploma in Business Administration (MBA), Institute of Management Technology May 2006 Bachelor of Commerce (Hons.), University of Delhi, India June 2002 Volunteer Experience  Set up a fund raising program raising over Rs. 50,000 helping the foundation in their teaching efforts for visually impaired children  Assisted foundation in setting up a fund raising team in the local community