Sagar Garg
Senior Analyst - Financial Advisory @ ConsultGenics | CFA Level 3 Candidate | CA Finalist | Financial Modeling and Valuations | Investment Banking | Research Analyst
- Role
- Senior Analyst Financial Advisory at Consultgenics
- Location
- Faridabad, HR, IN
- LinkedIn followers
- 500 followers
About Sagar Garg
I’m a Financial Analyst with 5+ years of experience across Investment Banking, Financial…
Experience
Senior Analyst Financial Advisory
Nov 2024 — Present · New Delhi, IN
At ConsultGenics, I support high-impact corporate finance and transaction advisory projects by building data-driven financial tools and strategic documents. My focus is on modeling, planning, and delivering client-ready analysis for M&A, FP & A, and bidding assignments.• Developed and audited 30+ complex Financial Models from scratch to drive corporate decision-making for Valuations, M&A / Strategy Planning and Financial Forecasting.• Designed dynamic Dashboards that reduced manual reporting time by ~60% and improved executive decision-making.• Leveraged macroeconomic data and regression models to forecast company trends and inform investment recommendations.• Crafted 10+ high-impact presentations including Teasers, Memos and Business Plans for strategic pitches.• Ensured >98% model accuracy, minimizing rework and increasing review efficiency.• Acted as client liaison to align expectations, track progress and deliver results effectively.
Education
Arya Vidya Mandir Sr. Sec. School Ballabgarh
Accounts with Maths
Delhi University
Bachelor of Commerce - BCom, Accounting and Finance
2012 — 2015
The Institute of Chartered Accountants of India
CA, Accounting, Auditing, Taxation and Finance
2012 — 2026
CFA Institute
CFA, Investment Banking, Corporate Finance, Portfolio Management, Equity Research, Finance
2020 — 2026
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