At Gallagher and Mohan Pvt. Ltd., I manage two US clients end to end, delivering valuations and monthly cash flow reports. I also review about 20 models each month across three other client accounts, checking seven analysts’ inputs, formulas, and outputs.
After spotting recurring errors in reviewed models, I introduced a shared checklist and training that cut average turnaround by about a day and reduced rework. Earlier at Gallagher and Mohan, I built Excel and Argus models from scratch for 60–70 deals and maintained models for more than 25 properties.
As an Equity Analyst at Rameshwar Agrawal Insurance and Investment, I analyzed more than 50 listed companies and made recommendations that guided a ₹2.5 Cr portfolio strategy, which outperformed its benchmark by 3% over 12 months. I’ve passed all three levels of the CFA Program and use financial reporting, modeling, and automation to support analysis.
