Divjot Singh

Managed the IFP Data Strategy for a ~$20B insurance client, developing a common finance language model and KPI framework to inform future data architecture and FP&A tool selection. Led an EPM selection program and developed the Finance future state roadmap, refining process designs and ensuring alignment with cross-functional dependencies for EPM tool implementation.

Responsible for generating accurate forecasts, budgets, and strategic plans, analyzing trends for better decision making. Spearheaded the OneStream finance transformation project and designed an efficient What-if analysis model for HC and Comp expenses, achieving an 8% reduction in annual budget costs.

Led the India Corporate Loans 9-member team with yearly disbursements of more than $1 Bn and assessed and disbursed subsidies worth ~$100K for 200+ MSME clients. Implemented process changes to adhere with RBI’s Current account and Delivery of Bank Credit circulars, successfully driving Deloitte audits for regulatory reporting accuracy.

Responsible for reconciliations, cash flow analysis, corporate actions, accounting income/expenses, and NAV valuation for fund administration. Analyzed a $500MM LBO investment project by determining investment profitability through NPV and IRR metrics, and automated the 3-hour long process of manual index swaps processing.

Prepared an Information Memorandum for a Private Jewelry company seeking $25 MM equity, including industry overview, competitive landscape, business & financial benchmarking, and valuation. Scripted the MD&A for three listed companies with revenues over $200 MM.

Grade: Level 3 Cleared

Successfully cleared CFA Level 3, demonstrating advanced knowledge in investment tools and portfolio management. Relevant coursework included portfolio management, risk management, equity valuation, derivatives, and alternative investments.

Grade: 7.2/10.0

Activities and societies: Captain of the Cricket Team, leading the team to victory in 3 IIT/IIM tournaments and 2 intra-college tournaments. Successfully recruited over 10 new players and developed an alumni support network via campaigns.

Completed an MBA with a major in Finance, focusing on core financial principles and advanced analytical techniques. Relevant coursework included financial statement analysis, valuation, options, futures & derivatives, and economics.