HARIL PATEL
85 Jefferson Blvd Edison, NJ 08817		732.648.7585 Haril@mlusa.us

 

EXPERIENCE

              Gemini Capital Consulting              New Jersey & New York

Senior Financial Analyst - (Citigroup, Goldman Sachs)              2012-Present

·         Work in a cross functional group to support sales, marketing, and portfolio management teams

·         Sourcing potential acquisitions, investments and partnerships

·         Creating, analyzing and managing various financial based cost and projection models across all industries

·         Ad-hoc analysis on business model activities and aligning financial projections

·         Monthly P&L reports to provide variance analysis and reconcile expenses w/ appropriate dept

·         Responsible for firm wide budgeting and forecasting using best view with department heads.

·         Working on several last minute deadlines to summarize statuses / issues / recommendations

·         Advanced use of Excel data functions (Macros, Add-Ins, etc.) and working with large pools of data

·         Responsible for cost analysis reporting in NAM, LATM, APAC, EMEA

 

              Infosys Consulting Ltd               New York, NY

Senior Financial Analyst- Private Equity, Capital Markets (Clients include Citigroup, PepsiCo)              2010 – 2012

·         Oversee developments and performance of Investments and Portfolios within different multi-strategy funds with respect to comprehensive valuation including NAV calculation

·         Prepare cash flow projections for all properties that are being considered for acquisition

·         Performed budgeting and variance objectives on quarterly and monthly statements

·         Audit and Risk review of Citi Audit, AML, Trade Surveillance (Options Capping & Pegging, Marking the close, Wash Sale Trades)

·         Budgeting for various departments, including trend analysis and key metrics

·         Cost and profitability models for new business growth including ratios and inventory turnover

·         Liquidity Analysis on various companies within multi-strategy fund

 

              Gemini Capital Credit Suisse, AG              New York, NY

Private Equity Analyst Consultant (CFIG Customized Fund Investment Group)              2009-2010

·         Preparing / Responding to RFPs, RFI, track records

·         Perform portfolio company valuations on over 120 direct investments including relative and absolute valuation including waterfall analysis, DCF, WACC.

·         Working with auditors and sponsors for valuation purposes determining Fair Market Value

·         Utilizing valuation metrics such as comparable company analysis & transaction multiple analysis

·         Comprehensive Bloomberg usage using Excel embedded with API formulas and Factset FDS calculations

             

             

              Citigroup Alternative Investments               New York, NY

Senior Financial Analyst- Private Equity, Capital Markets               2007 – 2009

·         Oversee developments and performance of Investments and Portfolios within different multi-strategy funds with respect to comprehensive valuation including NAV calculation

·         Work with third party asset managers, private equity sponsors, due diligence partners, and company management teams.

·         Ad-hoc analysis on business model activities and aligning financial projections

 

Valuation Research Corporation              Princeton, NJ

Financial Analyst (M&A, Valuations, Solvency & Fairness Opinions)              2006 -2007

·         Researched and evaluated over 80 acquisition targets worth over $1.9bn using Factset and internal databases and utilized financial analyses including EBITDA margin, revenue growth and market dynamics to select targets.

·         Valued over 150 investments including distressed firms for Blackstone and GSC, and Ares Captial.

·         Constructed multi-scenario financial models involving recapitalizations, acquisitions, financial ratio calculation, DCF analysis and debt scheduling (senior debt- mezzanine); leveraged analysis to define company’s ability to raise debt for acquisition under rating constraints and various capital structures.

·         Completed acquisition worth $10MM by Directed Electronics over 8 month period.

·         Worked in a 3 person team to complete WMC Multi-Family (22 properties) acquisition of $30MM using DCF, sales comp analysis, price per square footage.

 

 

 

 

 

Utendahl Capital Partners LLC              New York, NY

Investment Banking – Equity and Fixed Income Analyst              2004-2006

·         Underwrote IPO’s totaling $1billion including EMS ($120mm), WMG ($900mm), AURD ($100mm).

·         Lead-managed and co-managed public and private offerings of Debt and Equity.

·         Analysis included discounted cash flow, company comparables, internal rate of return and weighted average cost of capital. 

·         Assisted in publishing MDNA documents for potential bidders by performing full M&A valuation analysis including comparable trading and transaction multiples, discounted cash flow.

·         Elected Top Analyst to attend Super National Conference held by Lehman Brothers with MD.

 

INTERNSHIPS    Merrill Lynch (Global Markets & Investment Banking, Global Private Client)                          2002-2003 _______________________________________________________________________________________________

 

EDUCATION              Rutgers State University, School of Business              New Brunswick, NJ

Bachelor of Science & Arts - Dual Major Honors: B.S Finance & B.A Economics               May 2003

·         Edward J. Bloustein’s Distinguished Scholar

·         Dean’s Award Program Top (10% of class)- GPA 3.65 / 4.0

 

CFA Level 1

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SKILLS              Proficient with Excel, Financial Modeling (DCF, WACC, LBO), Macros & VBA, BRIDGE, Oracle GL & Hyperion ESSBASE, Bloomberg, SDC Platinum, Factset, Geneva, Citrix, IDC, SQL, MRPL, VaR, Sharepoint,  Vlookups, Pivot Tables.

 

PERSONAL              Coordinated and hosted 2009 Rutgers Basketball Championship dinner (260 people)

                               Captain- United Way Campaign, raising $150,000 for various United Way charities