Ankita Jain
@ankitajain4
I am a valuation and financial modelling professional specializing in cross-border M&A and valuations in healthcare and renewable energy space .
What I'm looking for
I am a results-driven finance professional and CFA Charterholder and Chartered Accountant with 7+ years of experience in fundamental equity analysis, business valuations, financial modelling, and strategic M&A support. I deliver fair market value analysis across the US healthcare and renewable energy sectors, combining regulatory compliance, financial reporting, and internal planning into practical decision support work for multi-million dollar transaction and compliance decisions for clients, including a $700 million project finance engagement for a US solar tax equity investment.
As Deputy Manager, Valuations at Windy Street Advisory LLP, I lead FMV valuation engagements for acute care hospitals, ambulatory surgery centers, urgent cares, physician practices, and other US healthcare providers - having completed 100+ valuations totaling over $100 million in enterprise value. I perform ASC 805 valuations, valuing intangible assets such as brands/trade names, Certificates of Need (CON), and non-compete agreements, and I handle gift tax and estate valuations for closely held businesses and equity interests, supporting compliance outcomes for 50+ closely held business clients.
Previously at KPMG Global Services, I supported high-stakes cross-border M&A transactions totaling $300 million, specializing in equity valuations, goodwill impairment testing, and purchase price allocations (PPA). I developed intrinsic valuation and fairness opinion models using DCF, WACC, and Comparable Company Analysis with Capital IQ, Reuters, Merger Market, and EIU, and collaborated with KPMG Germany on valuation reports and impairment assessments that supported successful deal closures - an approach reflected in the quality and momentum recognized through my performance awards.
Experience
Work history, roles, and key accomplishments
Deputy Manager, Valuations
Windy Street Advisory LLP
Mar 2024 - Present (2 years 4 months)
Delivered fair market value (FMV) valuations for US healthcare providers for regulatory compliance, financial reporting, and internal planning. Performed ASC 805-related intangible asset valuations and supported tax equity financial modelling for US solar projects, including IRR analysis for investor decision-making.
Consultant - Valuations
KPMG Global Services
Apr 2021 - Aug 2023 (2 years 4 months)
Led valuation analysis for cross-border M&A transactions, including equity valuations, goodwill impairment testing, and purchase price allocations (PPA). Built intrinsic valuation and fairness opinion models using DCF, WACC, and comparable company analysis with Capital IQ and other market databases.
Associate Consultant - Valuations
KPMG Global Services
Apr 2019 - Mar 2021 (1 year 11 months)
Supported valuation work for cross-border M&A engagements, including equity valuations and purchase price allocation (PPA) analysis. Contributed to DCF and comparable-company-based models using market data and valuation databases and supported goodwill impairment assessments in coordination with KPMG Germany.
Education
Degrees, certifications, and relevant coursework
CFA Institute
Chartered Financial Analyst (CFA) Charterholder, Finance
2017 - 2023
Completed the CFA program and became a CFA Charterholder. Covered advanced investment analysis and portfolio management concepts for real-world application.
Institute of Chartered Accountants of India (ICAI)
Chartered Accountant (CA Final), Accounting
2012 - 2017
Grade: 54.6%
Pursued CA Final studies and qualified as a Chartered Accountant. Achieved a CA Final score of 54.6%.
Nagpur University
Bachelor of Commerce, Commerce
2012 - 2015
Grade: 52.7%
Earned a Bachelor of Commerce degree from Nagpur University. Achieved a score of 52.7%.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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