Amit Rathi

Experience

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  D.B.Desai & co.

  Jun 2005 - Jun 2006

  Executive

  Worked in corporate advisory division of the company, profile included merger , acquisitions planning for client,

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  Irevna Research

  Jul 2006 - Sept 2010

  Senior Research Analyst

  Worked as an associate to rated Indian telecom & cement analyst. Work profile includes updating models, preview & review quarterly results, sensitivity analysis for sector related news, maintaining & updating databases, report writing.

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  Citigroup

  Sept 2010 - May 2011

  Associates, ASEAN telecom

  • Responsibilities included generating investment ideas and research reports, financial modelling and well-timed delivery of client requests. Active participation in vetting & marketing along with lead analyst.• Coverage companies include SingTel, Starhub, M1, Axiata, Maxis, Digi.com, TM, PLDT, Globe, AIS, DTAC, TRUE, PT Telkom, Indosat & XL-Axiata• Worked on thematic reports Appreciating peso impact on Phil Telcos, Regulatory issues & 3G Auction in Thailand, Dividend stocks vs. growth stocks, Earnings momentum & price changes, company initiation (XLAxiata, PLDT) & vetting (For a leading mobile distributor & retailer). Simultaneously, engaged in regular update & maintenance of financials models & data-bases and entertaining client requests Show less

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  Bank of America Merrill Lynch

  May 2011 - Apr 2014

  Associate

  • Demonstrated expertise in covering a wide range of companies:Telecom sector: Bharti, Idea Cellular, Reliance Comm, MTNL, Tata Comm.Cement sector: ACC, Ambuja, UltraTech, Grasim, Shree Cement, India Cements, and ABNL. Passive coverage of ASEAN telecommunications companies.• Produced investment insights and research reports, collaborated with cross-functional teams, diligently constructing and maintaining intricate financial models. Effectively marketed investment perspectives, valuation analyses, and comprehensive proprietary research to institutional investors .Delivered prompt responses to client inquiries and actively contributed to the evaluation of investment opportunities (such as TRUEGIF/Bharti Infratel) and marketing efforts alongside the lead analyst.• Conducted in-depth research and analysis of the telecom and cement industries, including market dynamics, competitive landscape, regulatory changes, and emerging trends Show less

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  Polymac Thermoformers Ltd

  Oct 2014 - Jul 2021

  Active partner

  Revitalized Unit to Profitability: Analytical Insight & Entrepreneurial Driveo Achieved 5x increase in sales/revenue over a span of 6 years.o As working partner, I handled daily operations, oversaw tasks such as raw material procurement, production scheduling, and dispatch. Implemented effective vendor and client management strategies to ensure profitability, while optimizing cash flow through debtor cycle management.o Expanded market reach by introducing new product categories and redefined our customer profile to enhance profitability.Sharpened profit focuso Swiftly restructured the product mix, maintaining in-house production of profitable items and outsourcing the rest to retain marketo Introduced trading-based new product categories that were shifted to in-house manufacturing for increased profits upon market validation.o Reduced customer dependency by diversifying our customer base, catering to wholesale, retail, and end-user segments.o Significantly improved asset utilizationExpertly managed a diverse workforce Show less

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  Annapurna Swadisht Ltd

  Jun 2022 - Oct 2023

  Head- MIS, Accounts, Tech

  o Orchestrated updates and executed production data maintenance for 7 manufacturing units, specializing in a diverse range of FMCG products.o Diligently monitored discrepancies and generated insightful MIS reports based on raw data, ensuring data accuracy.o Pioneered automation by seamlessly integrating the system with Google Sheets for fast processing, complemented by seamless integration with Power BI for enhanced reporting.o Seamlessly linked Tally with Power BI, PO tracking, EWaybill tracking, and MISo Oversaw and verified all company bank transactions, delivering dynamic payment insights on Power BI dashboard by categorizing payments based on employees, categories, and vendorso Prepared & using various auto reconciliations spreadsheets like GST reco, Bank reco, Ledger reco to enable faster accounting and complianceso As an integral decision-maker, conducted comprehensive cost-benefit analyses by evaluating in-house production costs versus job work alternatives to determine optimal manufacturing strategies for Noodle, Potato Chips, Soft Drinks launches. Achieved strategic alignment by considering scalability, quality control, and long-term financial implicationso My background as an equity research analyst equipped me with the skills for risk assessment, valuation analysis, and comprehensive financial analysis facilitated to the smooth and successful listing of company on the NSEo Utilized Tally-linked Power BI to compile and present sales data, offering in-depth location-based, category-based, and party-wise information. Analyzing current performance against previous months and target goals o Pivotal role in technology development initiatives like SAP, DMS, HRMS Show less

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  Tata Digital

  Dec 2023 - Mar 2024

  Independent Consultant

  Part of Financial Planning & Analysis (FP&A) team, working on automation of MIS, KPI reporting, other AdHoc reports

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  DHRUVA CAPITAL SERVICES LTD

  Oct 2024 - now

  Chief Financial Officer