Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Experienced and dedicated professional with over eight years of experience in finance and accounting with background leveraging CFA and CA credentials. *Extensive hands-on experience in financial modeling for infrastructure and real estate projects; statutory and internal audit; due diligence for mergers and acquisitions. Worked for clients across industries and geographies, namely, USA, Germany, Japan, UAE, Vietnam and France. *Confident communicator, able to build strong working relationships with coworkers and clients. *Self-motivated professional and an astute learner. Adept at using MS Excel, MS Word and MS PowerPoint. Inquisitive financial modeler talented at applying new market research in unforeseeable ways. Financial Professional specializing in corporate development and financial due diligence.
  • Financial modelling
  • Financial due diligence
  • Investment banking
  • Audit
  •  FInancial statement analysis
  • Polished communication skills
Awarded K.V. Chandramouli Memorial Prize by the Institute of Chartered Accountants of India for the best paper Mathematics
Deputy Manager, 03/2011 to 11/2013
Mccoll's Retail GroupBrentwood, , India
  • Participated in more than 15 transactions involving acquisition and vendor due diligences.
  • Served both corporate and private equity clients across various industries particularly on transactions in the information technology, financial services, retail, logistics, oil & gas and manufacturing sectors.
  • Worked on several cross border transactions, both inbound and outbound.
  • Served clients from USA, Germany, Japan, UAE, Vietnam and France.
  • First point of contact within team for matters pertaining to engagement and client risk management.
  • Key assignments: a global provider of advanced analytics to Fortune 500 companies) in raising US$25 million in equity capital from TA Associates.
  • Led field work at the client's premises.
  • Analyzed operating performance of the entity with specific focus on: (i) customer dependency, (ii) customer churn analysis (iii) revenue analysis by type and geography (iv) profitability analysis by key customers (v) detailed analysis of un-billed revenue (vi) constant currency analysis.
  • Identified critical adjustments to reported EBITDA, working capital and net debt including those arising from discrepancies in accounting for forex hedging transactions and ESOP.
  • Independently prepared the cash flow statement and consolidated financial statements of group entities located in USA, UK, Singapore and India.
  • Highlighted accounting discrepancies and resultant adjustments to the reported EBITDA.
  • Prepared reference notes and compiled set of journal entries for forward contracts and ESOP to facilitate faster and complete understanding of the subject.
  • Assisted SunCoke Energy Inc.
  • largest independent producer of high-quality metallurgical coke in the Americas) in their acquisition plan in India.
  • SunCoke invested US $67 million to acquire 49% stake in the joint venture with Visa Steel.
  • Assisted Network International LLC, a leading payment solution provider in the Middle East and Africa owned by Abraaj Capital and Dubai's largest bank, in their acquisition of a majority stake in TimesofMoney Limited, an online remittance firm held by the Times Group.
  • Assisted Darby Asia Investor (India) Pvt.
  • Ltd.
  • in their US$ 13.6 million investment in Kimaya Fashions Private Limited, retailer of women's designer wear in India.
  • Assisted IL&FS Investments Advisors LLC in their US$ 8.8 million investment in JICS Logistics Limited which provides a wide range of services including warehousing, collateral management, commodity funding and export.
  • ONGC Videsh Limited's, proposed investment in oil & gas assets located offshore Vietnam.
Associate, 03/2008 to 02/2011
Korn/Ferry InternationalSan Francisco, , India
  • Prepared and presented financial models for real estate and infrastructure sector projects.
  • Conducted financial feasibility studies and evaluated funding options.
  • Structured infrastructure projects on Public Private Partnership (PPP) mode.
  • Performed quality assurance review of financial models prepared by team members across all locations in India.
  • Key assignments: National Highway Authority of India (NHAI) projects Prepared and presented financial models for various national highway projects under the National Highway Development Programme.
  • Structured most of the projects on BOT mode under Public Private Partnership (PPP).
  • Independently held discussions on financial models with key government ministers and officials of the Indian Administrative Services.
  • High Speed Railway (HSR) line Prepared financial model and pre-feasibility study report for the Pune-Mumbai-Ahmedabad HSR project submitted to the Ministry of Railways, India.
  • Analyzed various secondary financing options like commercial taxation and real estate revenues apart from the fare revenue and government grants.
  • Social sector projects for Department for International Development (DFID), UK Conducted financial feasibility studies for social sector projects in Orissa for building hospitals, schools and vocational training centers.
  • Prepared the proposal for a DFID funded landmark project in India titled: 'Design and Implementation of Orissa Development Policy Support Programme (ODPSP)'.
  • The multi-million dollar project was awarded to the team.
  • Prepared financial model and feasibility report for the Western Freeway Sea Link (WFSL) Phase-IIA project from Haji Ali to Nariman Point, Mumbai.
  • Conducted peer review of the financial model prepared for Passenger Water Transport Project (PWT) in Mumbai on BOT basis.
  • Prepared financial model and conducted financial feasibility study for the Development of a Traffic & Transit Management Centre in Bangalore, Karnataka Prepared financial model and feasibility report for the Elevated Ring-road project in Kolkata, WB under Viability Gap Funding Scheme on BOT (toll) basis.
  • Prepared financial models and conducted feasibility studies for various real estate projects for Lodha Group, AerenR Group, Arvind Mills Ltd.
  • and Horizon Infrastructure Ltd.
Articled Assistant, 02/2005 to 02/2008
Carlisle Companies Inc.Greenville, , India
  • Statutory audit; Risk based internal audit; GAAP compliance; Financial statement analysis.
  • Led field work in various assignments and held discussions with senior management team of the clients.
  • Developed expertise and prepared reference notes in areas like finance lease, securitization, amalgamation etc.
  • Was appointed as Assistant Manager, Audit & Assurance on completion of articleship.
  • Key assignments: Statutory audit of SREI Infrastructure Finance Limited - India's second largest infrastructure financing company Concurrent audit of Citibank N.A.
  • an eminent global financial services company Risk-based internal audit of Bharti Airtel Limited - India's largest GSM Mobile service provider Statutory audit of Ogilvy & Mather, JWT and Bates India Private Limited - WPP group companies, providing advertising services Statutory audit of Cadbury India Limited Statutory audit of Lucas Indian Services Private Limited.
: , Expected in June 2014
CFA Institute, US - New York,
Cleared CFA Level 3 exam
CPA track: , Expected in 2016
- ,
Studying for CPA. Appeared for FAR and REG exams in 2016.
: Chartered Accountant, Expected in Nov 2007
The Institute of Chartered Accountants of India - Kolkata,
Received the K.V. Chandramouli Memorial Prize awarded by the Institute of Chartered Accountants of India for the best paper Mathematics
Bachelors: Commerce(Honours), Expected in May 2005
Learning Python programming language *Hobbies: Skating, running, hiking.
accounting, Administrative, advertising, Assistant Manager, cash flow statement, contracts, client, clients, DFID, Department for International Development, equity, senior management, feasibility study, feasibility studies, Finance, financing, financial, financial statements, Financial statement analysis, focus, forex, government, grants, GSM, IIA, information technology, internal audit, Investments, Logistics, notes, MS Excel, MS PowerPoint, MS Word, Network, oil, peer review, PPP, producer, proposal, quality, quality assurance, real estate, retail, risk management, Scheme, Structured, type, vi, warehousing
Additional Information
  • ACTIVITIES *Learning Python programming language *Hobbies: Skating, running, hiking.

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  • The Institute of Chartered Accountants of India

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