Shankar Iyer

Provided CFO-level financial advisory and strategic finance support, translating financial and operational data into business insights and decision support. Performed financial performance analysis covering P&L, balance sheet, cash flow, revenue, gross margin, profitability, and cost structure.

Developed professional examination and assessment content for Chartered Accountancy candidates, including finance and accounting assessment material, question banks, scenario-based questions, calculation problems, solved examples, and answer rationales. Reviewed calculations, assumptions, supporting logic, and answer explanations for accuracy and consistency.

Completed six structured finance tasks involving commercial credit agreements, amendments, financial covenants, financial reporting, and lending provisions. Analyzed credit-agreement provisions covering Consolidated EBITDA, transaction-cost add-backs, GAAP/IFRS definitions, and financial-statement requirements.

Worked with AI startups and research initiatives on financial modeling, financial analysis, AI training, and evaluation. Contributed to AI model training and evaluation projects involving financial modeling, valuation analysis, and spreadsheet-based financial reasoning.

Conducted financial and economic research covering international financial systems, emerging markets, trade corridors, and investment-related themes. Developed analytical research and strategic insights based on financial and economic data.

Worked on financial and economic modeling for a startup-focused real-world asset tokenization initiative. Researched regulatory considerations surrounding virtual currencies and CBDCs.

Produced financial analysis and market-focused content for a US-based financial publication. Covered US commercial real estate and alternative investments.

Reviewed, edited, and published financial and cryptocurrency-related content. Verified factual accuracy and maintained content quality.

Created and published an empirical fee study covering 300+ cryptocurrency exchanges. Analyzed spot trading fees, contract fees, and withdrawal fees.

Developed content covering personal finance, investing, stock markets, and financial education. Created research-driven financial content for Canadian retail investors.

Conducted equity research, stock analysis, financial analysis, and industry research covering technology companies listed on NYSE and NASDAQ. Analyzed business models, financial developments, strategic positioning, and growth opportunities.

Provided subject-matter expertise in Financial Planning & Analysis (FP&A) and analytical reporting for institutional clients. Performed variance analysis, forecasting, budgeting, revenue-driver analysis, and accounting analysis.

Reviewed trade finance transactions, including import/export letters of credit and standby letters of credit. Applied bank policies, procedures, sanctions requirements, and established risk standards when reviewing transactions.

Supported credit underwriting and syndication for existing and new credit facilities. Prepared underwriting memoranda, information memoranda, bank presentations, and sell-down strategies.

Analyzed financial information to produce business forecasts, industry analysis, and economic analysis supporting strategic investment decisions. Evaluated investment risks, market trends, price and yield information, economic conditions, and investment-program data.

Completed training in Blockchain Technology, Digital Assets, Tokenization, and Financial Applications.

Cleared CFA Level I with focus on Research Methodology and Quantitative Methods.

Cleared CA Entrance (PE I) and CA Intermediate (PE II) examinations.

Bachelor of Commerce degree with a focus on Commerce and Economics.