Harshil Mehta, CFA

Experience

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  J M Gada and Associates

  May 2006 - Apr 2007

  Accounts Executive

  -Managing Individual, firm and private limited companies accounts. Finalization of books of account and thereby preparing financial statements. On the basis of financial statements and other documents provided by the client, computing the income and tax liability for the client-Making society audit reports and also carrying out society audits

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  BASES

  Jan 2009 - Dec 2011

  -Handled P&G Account with a team of 14 research analyst reporting to me.-Worked for clients such as P&G, DANONE, J&J, and others.-Analyzed new product ideas in the FMCG sector and provided insights related to various dimensions of the concepts/products (drivers and limiters of appeal, consumers’ purchasing patterns, value optimization). Communicated the findings through concise, actionable recommendations to optimize the concept's market potential. Received a Simply Excellence Award for one of my projects Show less

  • Team Leader

    Mar 2011 - Dec 2011

  • Senior ARC Analyst

    Aug 2010 - Feb 2011

  • ARC Analyst

    Jan 2009 - Jul 2010
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  TresVista Financial Services

  Jan 2012 - Jun 2017

  -Leading a team of 15 analysts/associates to provide financial consulting to clients (majorly private equity firms)-Working closely with Partners/VPs who are involved in investment decision making-Involved in screening targets, deal evaluation, valuation, screening papers, and portfolio management-Determining the scope of engagements, delivering project plans to clients, managing timelines, and driving deliverables through plans-Involved in deal evaluation using valuation metrics, due diligence process and preparing investment proposals, financial & relative valuation using DCF, public, and transaction comparables, proficient in complex financial models for private equity investment, public equity investment, and M&A opportunities-Active client sourcing through direct engagement, recruiting, training and mentoring analysts Show less -Using the skills of Investment Banking, Private Equity, Public Equity, Fixed Income, and Research-Handling the following responsibilities: -Create market analysis and work efficiently in a highly challenging environment -Key tasks involve the building of complex financial models and valuations, conducting financial analysis, creating industry/equity research reports -Interacting directly with portfolio managers/investment decision makers at clients end -Managing a team of Analysts Show less

  • Assistant Vice President

    Jan 2015 - Jun 2017

  • Financial Associate

    Jan 2012 - Dec 2014
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  Bank of America

  Jul 2017 - now

  -Assisting in deal ideation and deal origination for Technology, Media and Telecom sector-Managing client expectations and turn around time along with project management-Performing deal evaluation and valuation exercises as a part of due diligence process-Preparing senior management level reports showcasing business performance and reviewing key business metrics on regular basis-Driving operational efficiencies through automation by leveraging tools like Tableau and Alteryx-Training and mentoring analysts, senior analysts and associates in the team Show less -Assisting in deal ideation and deal origination with investment bankers across European and MENA region-Managing client expectations and turn around time along with project management-Performing deal evaluation and valuation exercises as a part of due diligence process-Deep diving into industry metrics, and looking into trends, key drivers, risks, competitive landscape, etc.-Conducting company analysis, trading comparables, transaction comparables, benchmarking analysis, and operating metrics analysis-Training and mentoring analysts and senior analysts in the team Show less

  • Assistant Vice President

    Sept 2022 - now

  • Associate

    Jul 2017 - Aug 2022
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  Bank of America

  -

  Assistant Vice President