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Shashikant Upadhyay

@shashikantupadhyay

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Financial analyst and CA candidate specializing in DCF, M&A, and LBO modeling.

India

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What I'm looking for

I’m looking to join a tier-1 advisory or investment banking environment where I can deliver zero-defect DCF, and LBO models with boardroom-ready financial storytelling, while strengthening stakeholder management in high-stakes decision work.

I’m a CA Intermediate candidate and independent financial analyst focused on zero-defect technical execution across DCF, and LBO. I bring uncompromising analytical rigor to high-stakes 3-statement modeling, capital allocation strategy, and variance analysis—then translate complex financial architecture into boardroom-ready narratives.

Since Jan 2025, I’ve independently engineered integrated 3-statement models under dynamic macro scenarios, built LBO models from scratch, and developed startup unit economics and real estate proformas for equity value and investment risk assessment. Alongside client-caliber output benchmarks, I mentor 50+ students in finance and economics, strengthening executive communication, stakeholder management, and curriculum design through a logic-driven approach grounded in Ind AS standards.

Experience

Work history, roles, and key accomplishments

Current

Lead Faculty — Finance & Economics

Current

Finance & Economics

Apr 2023 - Present (3 years 3 months)

→ Delivered structured instruction to 100+ students, helping learners build strong conceptual foundations in Accounting, Economics, and Business Studies.

→ Designed logic-driven teaching frameworks that simplified complex accounting concepts, financial statements, business principles, and economic theories into practical learning model.

Curriculum Design Cambridge International AS and A Level Accounting Economics Corporate Finance Financial Analysis Executive Communication Public Speaking Stakeholder Management Mentorship

Independent Financial Analyst

Financial Architecture

Jan 2025 - Mar 2026 (1 year 2 months)

Independently engineered integrated 3-statement models and performed DCF valuation with WACC sensitivity to derive equity value ranges for sector case studies. Built DCF, and LBO, model and conducted variance analysis and capital allocation reviews using advanced Excel automation and AI-augmented analytics.

DCF Valuations WACC Sensitivity Terminal Value Bridging MoM Returns Unit Economics CAC Sensitivity Analysis Capital Allocation Excel Automation Debt Waterfall Accretion Dilution Analysis Pro Forma'S

Education

Degrees, certifications, and relevant coursework

The Institute of Chartered Accountants of India (ICAI)

CA Intermediate, Accounting & Finance

2025 -

Activities and societies: Relevant coursework: Corporate Finance; Financial Reporting (Ind AS); Strategic Cost Management; Direct & Indirect Taxation; Corporate Law; Auditing & Assurance; Advanced Accounting.

CA Intermediate (Accounting & Finance) program. Coursework covers corporate finance, financial reporting (Ind AS), strategic cost management, taxation, corporate law, auditing & assurance, and advanced accounting.

Savitribai Phule Pune University

Bachelor of Commerce (B.Com), Accounting & Finance

2020 - 2023

Activities and societies: Relevant coursework: Financial Accounting; Business Economics; Management Accounting; Statistics.

Bachelor of Commerce (B.Com) in Accounting & Finance at Savitribai Phule Pune University (Aug 2020–Jul 2023). Coursework included financial accounting, business economics, management accounting, and statistics.