Adi Sethi
San Francisco
Summary
Analytical, results-driven finance professional with expertise in corporate strategy, valuation, and advanced financial modeling. Proven ability to translate complex data into strategic, high-impact decisions, influencing investments, market positioning, and growth initiatives. Experience across Tech (SaaS), Private Equity, Energy, and Financial Services with a track record of delivering data-driven insights to C-suite leaders, investors, and cross-functional teams.
Overview
4
4
years of professional experience
Work History
Valuation Analyst, Financial Advisory Group
KROLL LLC
San Francisco
07.2023 - Current
- Engineered 40+ advanced financial models (DCF, LBO, Comparable Analysis) for Fortune 500 firms, optimizing valuation methodologies for Tech (SaaS), Retail, Energy, and Aerospace & Defense
- Developed a real-time financial dashboard leveraging Bloomberg macroeconomic data-accelerated market trend analysis by 2x and improved risk assessment strategies
- Conducted valuation analyses for $500M+ in Private Equity acquisitions, integrating competitive benchmarking and SEC filings to enhance investment decisions by 50%
- Identified 50+ high-impact strategic opportunities per quarter using Bloomberg, Refinitiv, and Capital IQ-informing executive decision-making on M&A trends and fundraising strategies
- Collaborated cross-functionally to streamline financial reporting-reducing turnaround time and improving accuracy for investor presentations and board meetings
Investments Summer Analyst
BLACKSTONE | EQ OFFICE
Los Angeles
06.2022 - 08.2022
- Partnered directly with Blackstone's deal team, conducting due diligence and investment analysis for $100M+ in real estate acquisitions
- Built a 1,000+ data-point lease comps database, refining deal comparability and enhancing asset valuation models
- Modeled acquisition scenarios in ARGUS, strengthening investment theses for opportunistic and value-added real estate transactions
Financial Analyst Intern
CLEARWATER ANALYTICS
Boise
06.2021 - 08.2021
- Optimized financial data reconciliation processes, saving 3+ hours per client and improving operational efficiency
- Designed a real-time financial dashboard that streamlined reporting for a 400-person global finance team
- Created a client tracking heat map-enhancing visibility across 2,000+ accounts and improving data integrity
Education
Master of Science - Finance
University of Southern California
Los Angeles, CA05-2023
Bachelor of Science - Business Administration
University of Southern California
Los Angeles, CA05-2023
Skills
- Financial Modeling
- Valuation
- Python
- SQL
- Bloomberg
- Tableau
- R
- Capital IQ
- ARGUS
- Microsoft Office
Affiliations
- Marshall Undergraduate Merit Scholarship
- Wharton Online FP&A Certificate (in progress)
- Capstone Research Diploma
Why Me
I thrive at the intersection of finance, technology, and strategy-breaking down complexity, driving high-value decisions, and creating real impact. Whether it's optimizing $500M+ in investments, crafting data-driven insights, or influencing leadership, I bring a sharp, analytical mindset and a bias for action.
Hobbies and Interests
- Tennis - Training to compete in a Challenger event within 5 years
- Football - Arsenal FC fan through the highs & lows
- Global Perspective - Lived in 4 continents, bringing a diverse approach to finance & strategy
Timeline
Valuation Analyst, Financial Advisory Group
KROLL LLC
07.2023 - Current
Investments Summer Analyst
BLACKSTONE | EQ OFFICE
06.2022 - 08.2022
Financial Analyst Intern
CLEARWATER ANALYTICS
06.2021 - 08.2021
Master of Science - Finance
University of Southern California
Bachelor of Science - Business Administration
University of Southern California