Roni Desai

About Roni Desai

As a Manager at GIST Impact, a leading sustainability and impact advisory firm, I leverage my 10+ years of experience and credentials in finance, valuation to deliver high-quality solutions for investor clients. I am passionate about applying my skills and knowledge to support the transition to a low-carbon and inclusive economy, and to measure and communicate the impact of investments on people and the planet. In my previous role as Assistant Vice President at InSync Analytics, I developed and executed financial models, valuation techniques, and equity research for US clients, including pre-IPO and SPAC merger analysis. I also completed an executive program in algo trading, where I learned how to design and implement quantitative strategies and algorithms for various asset classes and markets. I am always eager to learn new skills and explore new opportunities in the rapidly evolving field of finance.

Experience

1. Delivery Manager

   Acuity Analytics

   Mar 2024 — Present · Mumbai, IN

   Assisting clients in developing results-driven strategies, which include VC start-up modeling, scenario analysis, financial modeling and valuation, critical industry or market analyses, competitive benchmarking, and opportunity assessments through in-depth research.Aiding clients with complex financial modeling assignments in the private equity and private credit space, and working on a variety of models such as LBO, DCF, and portfolio investment models.Valuating a variety of securities such as equity, debt, and convertibles.Performing trading and transaction comparable analyses and financial statement analyses by applying experience in credit research, including debt analysis, covenant monitoring, cash flow conversion, and capital structure evaluation.Interacting with senior professionals at private equity firms and corporationCurrently involved in other responsibilities such as structuring deliverables/teams and developing efficient processes.Demonstrating strength and experience in client/requester relationship building and management and information/knowledge needs assessment.

Education

• CFA

  CFA, Finance

  2012 — 2015

• South Gujarat University

  BBA - Finance, Finance

  2004 — 2007

• Quantinsti

  EPAT - Executive Programme in Algo Trading, Algo Trading / Quant Trading

  2017 — 2017

• MIT School of Business

  Master of Business Administration - MBA, Finance, General

  2007 — 2009

Skills

• Equity Valuation
• Equities
• Dcf
• Financial Modeling
• Valuation
• Investment Banking
• Equity Research
• Lbo