Samarth Joshi
Corporate Finance Analyst @Sobeys
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WORK HISTORY
Corporate Finance Analyst @Sobeys
Toronto, ON, CA
EDUCATION
Institute of Management Accountants
Certified Management Accountant
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Master of Commerce, Advanced Accountancy
The Valuation School
Certificate, Advanced Valuation
SIES College of Management Studies - India
Bachelor of Commerce - BCom
ABOUT SAMARTH JOSHI
A highly analytical and driven finance professional transitioning from the rigorous demands of investment banking into a strategic Financial Planning & Analysis (FP & A) role. I leverage a strong foundation in M&A modeling, valuation, and complex financial analysis to drive robust budgeting, accurate forecasting, and insightful strategic planning within a corporate environment. Key Skills Industry Research | Capital Markets | Advanced Financial Modeling | Valuations (DCF, Comps, LBOs)| Financial Reporting | Planning & Budgeting | Forecasting | Strategic Planning | Credit Analysis | Financial Analysis | Risk Management | Financial Markets | Accounting Standards (US GAAP and IFRS)| Team Collaboration | Strong Attention to detail Skills and Achievements: Successfully delivered comprehensive integrated financial models (Income statement, Balance Sheet, Cash Flow) and performing rigorous valuation analyses using DCF, precedent transactions, and comparable company analysis to inform strategic investments and M&A opportunities Deep experience in conducting detailed industry research and market analysis, identifying key trends, risks, and opportunities to position clients effectively within competitive landscapes Skilled in developing compelling pitch materials, confidential information memorandums (CIMs), and management presentations, effectively communicating complex financial narratives and strategic rationalesSpearheading efforts in scenario planning (\"what-if\" analysis), robust forecasting, and variance analysis to drive fiscal discipline, enhance profitability, and optimize budgeting cycles across organizationDedicated to community empowerment, I balance my professional life with hands-on CSR leadership. I’ve spent my time outside work volunteering with Habitat for Humanity.Open to connect with industry peers and senior leadership within the financial services s••••••••@gmail.com
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