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Yash ChhallaniYC
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Yash Chhallani

@yashchhallani

Financial Analyst at Sumeet Trans Logistics who built Power BI dashboards and converted ₹4.73 Cr in receivables to cash.

India
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At Sumeet Trans Logistics, I built and updated integrated three-statement models, conducted valuations, and prepared management presentations. I also designed an automated equipment database and Power BI dashboards to screen large universes and identify KPI outliers.

I systemized forecasting, converted ₹4.73 Cr in receivables to cash, and implemented cross-functional cost controls that reduced costs by 21%. I trained employees on Excel and delivered functional templates to improve consistency.

At Axria, I developed and maintained underwriting models using DCF, IRR calculations, and sensitivity analyses. I prepared teasers, offer memorandums, and investment presentations with model outputs and data visualizations.

Earlier, I prepared valuation analyses at SkillsOn and SDIL, assessed financial and reputational risks at ION Analytics, and participated in audit and tax work at Rakesh Sanklecha and Associates. I hold an MMS in Finance and have completed investment banking and NISM certifications.

Experience

Work history, roles, and key accomplishments

SL

Financial Analyst

Sumeet Trans Logistics

May 2025 - Oct 2025 (5 months)

Conducted DCF and company-wide asset valuations and prepared management presentations. Built and updated 3-statement financial models, performed comparables with scenario and sensitivity analysis, and managed data requests and reconciliations. Designed automated databases and Power BI dashboards, systemized forecasting, and implemented cost controls.

SD

Finance Associate Intern

SDIL

May 2024 - Jul 2024 (2 months)

Led a team to build DCF models for listed entities, validated forecasts, calculated WACC and terminal values, reconciled enterprise values to market caps, and prepared factsheets for business development.

Education

Degrees, certifications, and relevant coursework

TS

The Wall Street School

Investment Banking Certification, Investment Banking

2025 - 2026

Grade: 70%

Completed Investment Banking Certification, building integrated financial models and performing valuations.

Sydenham Institute of Management Studies logoSS

Sydenham Institute of Management Studies

MMS, Finance

2023 - 2025

Grade: 71.01%

Pursued MMS in Finance, achieving 71.01%.

SK

SkillsOn

Venture Capital School Cohort, Venture Capital

2024 - 2024

Participated in Venture Capital School Cohort.

SC

SIES College

B.Com., Commerce

2015 - 2018

Grade: 55.02%

Completed B.Com. with 55.02%.

SC

SIWS College

12th Std., General

2013 - 2015

Grade: 70.00%

Completed 12th standard with 70.00%.

SS

St. Xavier's School

10th Std., General

2013 - 2013

Grade: 76.36%

Completed 10th standard with 76.36%.

NISM logoNI

NISM

NISM Series XV: Research Analyst, Research Analyst

Holds NISM Series XV: Research Analyst and NISM Series VIII: Equity Derivatives certifications.

NISM logoNI

NISM

NISM Series VIII: Equity Derivatives, Equity Derivatives

Holds NISM Series VIII: Equity Derivatives certification.

Tech stack

Software and tools used professionally

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