ANUSHA KALIPRASAD PHADKE
St. Catharines,Canada
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Officer
Health Capital Investment, Ministry of Health, Ontario Public Service
05.2023 - 08.2023
- Developed a sophisticated Net Present Value (NPV) model for evaluating cost efficiency and financial viability of various financing methods for a C$ 2 billion P3 infrastructure project.
- Delivered NPV findings to senior leadership and key stakeholders, offering critical insights for selecting the best funding approach for a high-impact project.
- Executed precise payment calculations following hospital billing guidelines, ensuring seamless processing through coordinated efforts with the financial services team.
- Studied healthcare access barriers in Indigenous communities, employing metrics like FCI scores, ministry funding, and deferred expenditures for quantifying disparities.
- Researched healthcare equity best practices, leveraging analytics to shape strategic decisions. Offered actionable recommendations for positive change based on findings.
Financial Advisory Intern
Deloitte & Touche
06.2022 - 08.2022
- Participated in 3 business valuations & financial modelling to help clients understand the value of their business and its components.
- Conducted industry and market research on trends using S&P Capital IQ and other data sources.
- Supported the design and development of high-quality deliverables such as reports, competitive proposals, presentations and correspondence related to the valuation.
- Engaged in client meetings through documenting specific business needs and assisted with the development of project plans and coordinated project logistics with stakeholders.
- Utilized DCF, market comps, and precedent transaction analysis to determine the fair value of various assets.
Analyst
Arthamitra Financial Advisors
04.2020 - 10.2021
- Analyzed securities for short/medium term investment positions by conducting research to facilitate recommendations to clients
- Conducted periodic assessments of 25 client portfolios and proposed client-wise recommendations to management for strengthening and rebalancing the portfolio
- Partnered in preparing research reports by collating company and market data sources to present to the management
Credit Manager - Senior Officer
IDFC First Bank
07.2019 - 04.2020
- Executed credit underwriting of personal loans of up to C$16,000 while highlighting risks and structuring deals if required
- Collaborated with cross-functional teams such as Sales, Operations, Product team to gather necessary information and ensure accurate risk assessment
- Conducted user acceptance testing for new credit products, identified underwriting process gaps, and ensured alignment with policy in Salesforce system.
Management Trainee
Blacksoil Advisory LLP
05.2018 - 06.2018
- Assisted in the preparation of comprehensive MIS reports covering financial and non-financial information of portfolio companies
- Prepared a profile tracker of 45-50 potential Fintech companies to identify potential investment opportunities
- Developed preliminary presentations on the business forecasts of portfolio companies that received greater than C$ 310,000, in order to support subsequent rounds of funding.
Education
MBA - Finance
Brock University
St. Catharines, ON12.2023
BBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai, India07.2019
Skills
- Beginner: PowerBI, Python
- Intermediate: Salesforce
- Advanced: S&P Capital IQ, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Outlook
Certification
Passed CFA Exam Level III (November 2022) - Pxassed all three CFA exams consecutively on the first attempt
Additional Information
Finance Director, 10/2022 - 08/2023
Graduate Business Council, Brock University, Ontario
- Responsible for developing budgets, allocating funds effectively to support club activities, and maintaining and preparing financial reports.
- Responsible for ideating and collaborating with team members to execute various club events.
Volunteer, 09/2022
Niagara Grape and Wine Festival, Ontario
- Collaborated with organizers to plan and execute various aspects of the event, ensuring a seamless and fun experience for attendees.
- Maintained a keen eye for detail during set up and teardown, ensuring a clean and accessible environment throughout the festival.
Volunteer, 06/2020 – 10/2020
Society for People Action in Rural Service and Health (SPARSH), India
- Developed a funding proposal for undertaking research on impact of Covid-19 on education in the tribal district and identifying initiatives for reviving the learning process in over 20 schools.
- Created a proposal for developing menstrual hygiene awareness and setting-up low-cost reusable cloth sanitary pad making units positively impacting the lives of 100+ tribal women.
Timeline
Financial Officer
Health Capital Investment, Ministry of Health, Ontario Public Service
05.2023 - 08.2023
Financial Advisory Intern
Deloitte & Touche
06.2022 - 08.2022
Analyst
Arthamitra Financial Advisors
04.2020 - 10.2021
Credit Manager - Senior Officer
IDFC First Bank
07.2019 - 04.2020
Management Trainee
Blacksoil Advisory LLP
05.2018 - 06.2018
MBA - Finance
Brock University
BBA - Finance
Narsee Monjee Institute of Management Studies (NMIMS)
Passed CFA Exam Level III (November 2022) - Pxassed all three CFA exams consecutively on the first attempt
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