EYManager | Strategy & Transaction |Valuation, Modelling & Economics
Dec. 2021 - Oct. 2023New Delhi, Delhi, India• Spearheaded the establishment of the Financial Services Office (FSO) practice within the Decision Modeling & Analytics (DMA) service line, targeting the US & Canada Wealth & Asset Management (WAM) sector.
• Drove the FSO-DMA team to manage ~20,000 hours of client engagements, generating $10 million in revenue and achieving a 3X revenue growth over two years.
• Instrumental in securing seven major clients across FY 22-23 and FY 23-24 through strategic introductions of WAM solutions to Partners and Executive Directors.
• Established a Global Shared Services sub-team, enhancing operational efficiency and contributing 30% to FSO-DMA's revenue in FY 23-24
• Developed bespoke financial models and strategic solutions for top-tier US WAM clients, including PE firms, Hedge Funds, Banks, and Insurance companies.
• Utilized advanced valuation techniques such as DCF, Waterfall distribution, and Residual Income for high- stakes corporate finance transactions and strategic initiatives.
• Authored insightful industry reports for the WAM sector, serving as a key resource for Partners and Leaders in client engagement strategies.
• Fostered cross-service line collaboration with Complex Securities (XS) and Data Science (DS) teams, integrating EY's proprietary Generative AI tools to elevate client deliverables.
• Mentored and led a 17-member team of Managers, Associate Managers, and Seniors in business/valuation modeling and client management excellence.