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Nihar Acharya, CFA

Nihar Acharya, CFA

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location of Nihar Acharya, CFAMumbai, Maharashtra, India

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  • Timeline

  • About me

    Investment Banker | Chartered Financial Analyst®

  • Education

    • CFA Institute

      -
      CFA Level III

    • CFA Institute

      -
      CFA Level II

      I cleared the CFA Level II exam with a rank of more than 90 percentile in the first attempt.

    • CFA Institute

      -
      CFA Level I

    • Shri Vardhman Vidhyalaya, Mehsana

      2015 - 2016
      High School Commerce

    • Ahmedabad University

      2016 - 2019
      Bachelor of Commerce Accounting and Finance

  • Experience

    • Ahmedabad University

      Dec 2017 - May 2018

      • Core Committee Member - The Literary Club

        Aug 2017 - May 2018

      • Content Writer - Independent Study Period (ISP) (Dec 2017), Ahmedabad University

        Dec 2017 - Dec 2017

    • Ahmedabad University

      Aug 2018 - May 2019
      Treasurer - The Literary Club

    • N Acharya & Co

      May 2019 - Nov 2019
      Tax Planning Advisor

      - Consulted clients on GST entity registration, tax return filings, and various notices- Consulted individuals on tax planning by counseling them on a range of tax saving instruments like NPS, tax saver mutual funds, insurance, Senior Citizen Savings Scheme, etc.

    • Summachar

      Nov 2019 - Mar 2022

      - Carried out the valuation for the second bootstrap round for internal usage, financial budgeting, capital budgeting for a new EdTech product, treasury management, and was involved with strategic decision making at the IIT-K alumnus led startup. - Managed the end-to-end operations for the MediaTech and the EdTech verticals, including devising innovative designing methods, while also handling Marketing as VP of Creative Content. I led the initiative of creating a detailed budgeting plan with a focus on timing the next funding round, besides managing the company's Cash Flows, P&L, and Balance Sheet.

      • Vice President - Finance and Creative Content

        Apr 2021 - Mar 2022

      • Finance Executive & Executive Editor

        Jan 2020 - Mar 2021

      • Content Writer

        Nov 2019 - Dec 2019

    • Sisir Radar

      Apr 2022 - Aug 2022
      VP of Finance & Strategy

      - Developed financial forecasts, industry outlook, and pitch decks, and executed the seed investment round. - Supported the former ISRO advisor-led startup in carving out the optimal capital structure, creating an innovative fundraising roadmap, structuring financial and strategic aspects of business deals, and client mining, while also managing treasury.- Developed a strategy around future M&A activity for vertical and horizontal integration.

    • Dexter Capital Advisors

      Nov 2022 - Aug 2023
      Investment Banker

    • Steer Advisors

      Sept 2023 - now
      Investment Banking Associate

  • Licenses & Certifications