Saon Bhakta

SAON BHAKTA CONTACT Phone: - Email:- PROFESSIONAL SUMMARY Results-driven finance professional with 8 years of experience in financial strategy, corporate finance, risk management, and financial planning and analysis, investment banking. Proven expertise in financial modelling, valuation, fundraising, and regulatory compliance. Adept at leading cross-functional teams, driving business growth, and optimizing financial performance. Strong background in partnering with senior leadership to develop and execute long-term financial strategies. . ACADEMIC HISTORY Indian Institute of Technology Delhi |- Masters of Business Administration Major Finance Jadavpur University Bachelors of Engineering CERTIFICATION CFA Level 1 | 2022 Pursuing CFA Level 2 SKILLS Strategic Financial Management Financial Modeling & Valuation (DCF, LBO, Comparable Analysis) Budgeting, Forecasting & Treasury Management Regulatory Compliance (IFRS, GAAP, Tax Laws) Risk Assessment & Internal Controls Mergers & Acquisitions (M&A) Analysis Investor Relations & Fundraising Treasury & Cash Flow Management Data Analytics & KPI Reporting Cross-functional Leadership & Team Management WORK EXPERIENCE Manager | Sep 2024-Feb 2025 Sumedha Fiscal Services Ltd Developed and executed financial strategies aligned with organizational objectives to drive sustainable growth. Provided data-driven financial insights to support strategic decision-making and business planning. Worked with a cross-functional team to analyze acquisition targets for a multinational client, preparing detailed valuation reports. Identified revenue synergies and successfully facilitated the merger between a defense electronics manufacturer and an anti-drone system company. Led commercial and financial due diligence, established an operating model, and conducted financial assessments for the amalgamation of two renowned insurance companies. Freelancer | Mar 2023 - Aug 2025 Self-Employed Developed a 3-statement financial model (Income Statement, Balance Sheet, Cash Flow) that aligns with investor expectations. Applied valuation methods such as DCF, precedent transactions, and comparables to determine a fair valuation. Incorporated scenario analysis and sensitivity testing to assess risk factors. Manager, Business Finance & Strategy | Mar 2021 - Mar 2023 Capgemini Invent Supported financial reporting and budgeting processes for strategic initiatives. Developed KPI dashboards and data-driven insights to improve business performance. Conducted competitive benchmarking and industry analysis for corporate clients. Conducted an overall strategic planning effort to identify additional top line growth for a luxury skincare & beauty brand and eventually suggested a cross-border merger. Provided M&A deal structuring and built end-to-end financial model to encompass all of the firm’s existing thinking and research. Business Analyst, FP&A | Jan 2020 - Mar 2021 Hexaware Technology Pvt. Ltd. Played functional owner role of all FP&A deliverables for India. Delivered Standard Performance MI with actionable insights on current performance. Managed overall process of financial forecasting and planning, as well as other specific areas assigned to the team Managed overall design and outcome of the end-to-end process and own the process output in terms of client service, financial performance and risk where appointed as Process Owners. Provided financial analysis , financial due diligence for market entry strategy, strategic cost reduction and business expansion. Strategy Analyst | Aug 2016 - Dec 2019 Accenture Strategy & Consulting Designed and executed financial strategies for clients’ aligned with their organizational objectives to drive growth and profitability. Provided data-driven financial insights to support strategic decision-making and business planning. Led budgeting, forecasting, and long-term financial planning to optimize resource allocation. Analyzed financial performance, identifying key improvement areas and mitigating potential risks. Conducted financial due diligence, market research, industry analysis, and benchmarking for multiple M&A transactions across the USA, UK, and Africa.