Open to opportunities

ritveek garg

@ritveekgarg

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Strategic finance professional (CFA, MBA) driving M&A, financial due diligence, and investor-grade modelling.

India

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What I'm looking for

I seek a strategic finance role where I can lead financial due diligence, investor modelling, and capital allocation decisions within a scaling company or advisory team.

I am a strategic finance professional with 6+ years of experience across financial analysis, transaction advisory, and deal support. I hold the CFA designation and an MBA in Finance & IT, and I have worked across India, the US, and Singapore.

At Carpl.ai I led end-to-end financial due diligence with EY for Series A fundraising, delivered investor-grade 3-statement models, runway assessments, and scenario planning to support capital raising and strategic decisions.

In advisory roles at KPMG and TheSmartCube I developed and reviewed large-scale financial models (including £100mn+ infrastructure projects and a ~£400mn UK affordable housing model), performed credit and risk analysis, and produced actionable MIS packs, KPI dashboards, and consolidated financial reporting for leadership and boards.

I focus on strengthening internal controls, month-end close processes, cost optimisation and multi-entity reporting, and I partner with founders and stakeholders on fundraising strategy, market expansion, and capital allocation to drive sustainable growth.

Experience

Work history, roles, and key accomplishments

Current

Finance Associate

Current

Carpl.ai

Jun 2025 - Present (7 months)

Led end-to-end financial due diligence with EY for Carpl.ai’s Series A funding from B Capital, validated investor-grade models, and produced investor-ready projections and runway scenarios to support fundraising and strategic decisions.

Financial Modelling Due Diligence Investor Reporting Forecasting & Compliance

Associate Consultant

KPMG

Feb 2023 - Jun 2025 (2 years 4 months)

Aligned to Deal Advisory (UK market) performing financial modelling and credit analysis for infrastructure and housing transactions, supporting structuring and feasibility for £100m+ projects and a ~£400m affordable housing model.

Financial Modelling Credit Analysis Transaction Advisory Valuation Deal Structuring feasibility studies Risk Assessment Stakeholder Management

Senior Associate

TheSmartCube

Aug 2019 - Feb 2023 (3 years 6 months)

Conducted credit research and financial statement analysis for public and private firms, produced reports on creditworthiness and covenant testing, and led Fortune 500 client engagements to deliver timely stakeholder insights.

Credit Research Financial Statement Analysis Benchmarking Covenant Testing Reporting Excel Modeling Client Management Financial Planning Analysis

Intern

Ernst & Young India

May 2018 - Jun 2018 (1 month)

Performed comparative analysis of multinational companies to support advisory engagements and contributed to financial analyses used in client deliverables.

Advisory Data Analysis Reporting