surabhi jhalani

assistant manager

About

Valuation professional with experience in fair value analysis including IRC 409a, SFAS 123R, 141(R), 142, 157, 133 and ESOPs. Major experience includes valuation of privately held companies, VC portfolios, intangible assets, and other asset classes i.e. debt / equity instruments and derivative securities and M&A advisory being a SME. Specialties: Business Valuation, Financial Modeling, Valuation Analytics, M&A Advisory, and Business Advisory An effective communicator with excellent interpersonal and management skills coupled with the zeal to learn, adapt and grow in a dynamic business context.

Country

india

City

bengaluru

Industry

financial services

Skill

team management, financial modeling, business advisory, market research, business analysis

Experience

assistant manager - valuation and advisory services

exl

2016-5 - 2018-3 · 1 yr 11 mos

* Handling engagement partner accounts and managing client relationships * Managing a team of 10-12 members and involve in their training and mentoring * Responsible for ensuring productive and quality output from team members for any valuation engagement along with people manager role for employees satisfaction, keeping low attrition, appraisal and career path development. * Developing Subject Matter Expertise for advertising technology industry * Managing and reviewing various types of engagements including but not limited to 409a common & preferred stock valuations, convertible debt valuations, derivatives, warrants and options, business enterprise valuations for private equities, purchase price allocations (PPAs), and gift and estate tax valuations. * Role also includes budgeting & forecasting; responses to auditors, performing peer reviews, and preparation of the Company as well as competitor, industry and economic profiles.