Utkarsh Srivastava

Utkarsh Srivastava

Finance trainee

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location of Utkarsh SrivastavaGurgaon, Haryana, India

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  • Timeline

  • Skills

    Financial modeling
    Equity valuation
    Financial analysis
    Financial accounting
    Equity research
    Microsoft excel
    Powerpoint
    Thomson reuters eikon
    Market research
    Portfolio management
    Competitive analysis
    Inventory control
    Stock market analysis
    Sensitivity analysis
    Bloomberg terminal
    Thomsonone
  • About me

    A PGPM in Finance, working as Research Associate for a sell side client at Evalueserve Gurgaon.

  • Education

    • ICFAI Bangalore

      2013 - 2015
      PGPM Finance and Financial Management Services

      Activities and Societies: Manthan'13, Tarkash'14, Manthan'14 Participated in Manthan 2013 in Finance domain and won 2nd prize.Conceptualized and organized Management Fest of Tarkash'14 and Manthan'14

    • PESIT, Bangalore

      2010 - 2013
      Bachelor of Business Management Fianance

      Activities and Societies: Vistas 2010- Management Fest

    • ONDIC, Kanpur

      2008 - 2010
      Intermediate Commerce

      Activities and Societies: House Captain Passed with honors in PUC with distinction in 3 subjects Computer, Business Organization and Mathematics and Elementary statistics

    • Saint Thomas Inter college

      2002 - 2008
      10 Science

      Activities and Societies: Cricket Team

  • Experience

    • SG Enterprise, Kanpur

      Dec 2010 - Dec 2010
      Finance trainee

      Analyzing financial health through Ratio Analysis

    • S.G Enterprises

      Dec 2011 - Dec 2011
      Finance Trainee

      Studied the credibility of company to obtain additional loans based on the FMCG line of the products.

    • Edusys Pvt. Ltd.

      Dec 2012 - Feb 2013
      Summer Intern

      - Estimating the inventory requirement in advance and placing order by following buffer in the inventory.- Regular follow up for maintaining the buffer inventory.- Coordinating with faculties across globe for shipping the materials.

    • Impressive 9

      Feb 2014 - May 2014
      Management Trainee

      The internship broadly involved:- Understanding and Evaluating Market Share of the company vis-à-vis to it's competitor and to identify areas and means of performance improvement. - Making proposition for the company to penetrate the market based on the Bench marking factors like Pricing, Product range, After sales service and etc.- Break-even analysis- Evaluating Contribution Margin Analysis.- Conducted Sensitivity Analysis for the company to understand the change in profit margin due to Variation of Exchange rates. Show less

    • CRISIL Global Research & Risk Solutions

      Jul 2015 - Jun 2017
      Research Analyst

      Worked with a buy side Equity research analyst covering US Automobile sectorBuilt financial models and updated the models of all covered companies with capital transactions, acquisitions and quarterly earning releaseAnalyzing US GAAP and IFRS reported data and making accounting adjustments to provide normalized data in order to make the analysis more efficient and robust

    • Evalueserve

      Jul 2017 - Jan 2020

      Sell side Equity Research AnalystAssisted sell side Lead analyst in company initiation which entailed model building as well as drafting Initiation Coverage Report (ICR)Developed/Maintained equity models incorporating DCF and relative valuation to compute target prices which helped in suggesting recommendations for companies under coverage Sell side Equity Research Associate

      • Senior Research Associate

        Jan 2019 - Jan 2020
      • Research Associate

        Jul 2017 - Jan 2019
    • EY

      Jan 2020 - now

      Part of Strategy and Transactions (SaT) team and working on Transactions and Corporate Finance (TCF) engagements focused on Valuation and financial diligence of business plansProvides comprehensive business enterprise value, debt, equity & intangible asset valuation for pre-deal analysis and financial due diligence for clientsValuation analysis for ASC 350 - Goodwill Impairment testing, ASC 805 - Purchase Price Allocation (PPA) for financial reporting and tax reporting purposesEvaluates private company values using different valuation techniques DCF, Comparable companies and Transaction multiple approach and uses Option Pricing model (OPM) to allocate values to different class of shares Show less

      • Associate Manager

        Jan 2022 - now
      • Assistant Manager

        Jan 2020 - Jan 2022
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Utkarsh Srivastava
      Participated in National Level College Fest at Christ University Bangalore Christ University Nov 2013
    • Awarded to Utkarsh Srivastava
      Awarded 2nd Prize in Finance domain ICFAI Aug 2013 Won 2nd Prize in "Manthan" college fest conducted by ICFAI Bangalore.