Summary
Overview
Work History
Education
Skills
Certification
Projects Undertaken
Timeline
Generic
Sunirban Maulick

Sunirban Maulick

New Delhi,New Delhi

Summary

Experienced Senior Analyst successful at managing high caseloads in fast-paced environments. Masters in finance highly capable of budgeting, financial forecasting and financial modelling tools. Looking for opportunities in Finance Roles.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Analyst - Policy Management and Technology

AXA XL
01.2019 - Current
  • Analyzing financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
  • Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position.
  • Performed budget analysis to control expenditures and predict future budget needs.
  • Quality checks and providing feedback and quality reports to trainees.
  • Working on organization's designed Accounting Tool “GENIUS”
  • Take care of monthly Broker - Commission & Co-Insurer payments
  • Reporting of Premium (Revenue) and categorizing them into different products.
  • Assisting with variance analysis by preparing schedules for business
    partners – an e.g., would be acquisition costs (gross written, earned,
    including/excluding non-brokerage elements) and other P&L elements and pointing out potential drivers based on some high-level views.
  • Pulling together UW unit information at a divisional and regional level for the lead business partners during the strategic planning or re-forecast processes.
  • Handling and determining financial outcomes by collecting operational data/reports,
    whilst conducting analysis and reconciling transactions of AXA XL.
  • Investigated system issues and implemented resolutions to reduce downtime.

Finance and Operations Executive

ERA Learning Skills Academy
New Delhi, New Delhi
03.2018 - 12.2018
  • Spearhead financial planning and analysis (FP&A) efforts to support data-driven decision-making.
  • Developing a plan and strategy to achieve its financial goal, maintain the capital budget, dispute solver in lower level
  • Oversee all financial and operational aspects of the organization, ensuring alignment with strategic goals. Handling all the revenue generating projects.
  • Led a team of 5 professionals in finance, accounting, and operations departments, fostering a collaborative and high-performance culture.
  • Reporting of Premium (Revenue) and categorizing them into different products.
  • Handling and determining financial outcomes by collecting operational data/reports

Education

Masters in Business Administration - Banking And Financial Management

NMIMS
07.2023

Graduation - B.A. Programme

University Of Delhi
06.2018

DIPLOMA - Office Management

Y.M.C.A., New Delhi
12.2015

Higher Secondary (XII) -

Pooja Inter College
05.2015

High School Diploma -

Campion School
04.2011

Skills

  • Valuations
  • Financial Analysis
  • Financial Modelling
  • Equity Research
  • Mergers & Acquisitions
    Analysis
  • Ratio Analysis
  • Company Profiling
  • Forecasting
  • Variance Analysis
  • Proficient in using applications such as WINS, GENIUS, UWS, MACROS
  • MS Excel, Power point, MS Office

Certification

Financial Modelling and Valuations
Investment Foundations Program
Microsoft Office Specialist

Projects Undertaken

Title: Financial and DCF Model of Kellogg's
Synopsis: Financial projection combined with valuation of stock & recommendation based
on Discounted Cash Flow (DCF), Financial Ratios.
Learning Outcome:

  • Projected the Quarterly Financial Statements with Schedules and assumptions drivers.
  • Calculated the intrinsic value of the company using DCF.
  • Prepared Schedules for Revenue Expenses, PP&E, Debt and Working Capital.


Title: Relative Valuation of ten Listed Companies worldwide
Synopsis: Derive the relative value of Target Company based on Multiples.
Learning Outcome:

  • Design the Relative Valuation model with Switches, output sheet, valuation sheets.
  • Calculated multiples of historic deals and premium paid to target companies in Transaction Combs.
  • Identified comparable companies, financials spreading in Model template and calculated
    Equity and Enterprise Multiples.


Title: Accretion and Dilution Analysis of P&G & Gillette
Synopsis: Analyze the merger impact on EPS of the combined company post merger.
Learning Outcome:

  • Combined two companies and analyzed pre and post merger Scenario.
  • Preparation of Performa Balance Sheet & Income Statement.
  • Calculated Diluted EPS for acquirer post merger and pre merger.
  • Sensitivity Analysis & Contribution Analysis.

Timeline

Senior Analyst - Policy Management and Technology

AXA XL
01.2019 - Current

Finance and Operations Executive

ERA Learning Skills Academy
03.2018 - 12.2018

Masters in Business Administration - Banking And Financial Management

NMIMS

Graduation - B.A. Programme

University Of Delhi

DIPLOMA - Office Management

Y.M.C.A., New Delhi

Higher Secondary (XII) -

Pooja Inter College

High School Diploma -

Campion School
Sunirban Maulick