Uma Maheshwari

I’m a finance professional specializing in equity research, financial modeling, and capital markets analysis, with hands-on experience across deal origination, valuation work, and investment research. I actively pursue CFA certification, and I’m committed to delivering precise, data-driven insights that support strategic decision-making and portfolio management. I’ve built DCF and comparable company valuation models, supported M&A/capital-raising modeling, and helped prepare pitch materials like pitchbooks and client presentations.

Through internships and projects, I produced equity research reports with financial forecasts, valuations, and entry/exit recommendations, and maintained live financial models based on real-time market/company updates. I also strengthened corporate strategy and operating insights through competitive benchmarking, market entry analysis, and end-to-end process mapping (Order-to-Cash and Procure-to-Pay). I bring advanced Excel, Power BI/financial modeling certifications, and clear research/report-writing skills to turn complex information into actionable recommendations.