Surbhi

About Surbhi

A B.COM (H) graduate and MBA (Finance & Marketing) with more than 10 years of experience in financial service industry which includes involvement in end to end (deal origination to deal close) M&A transaction, conducting business and financial research, preparing growth strategies, target identification, interacting with internal and external advisors including investment bankers, deal brokers, etc. Have done work for different industries like niche software (project management software, insurance software), eLearning, healthcare IT, collection, media, insurance, collectible, certification etc. across different geographies like US, Europe, Australia/NZ, Asia. Reviewing pitch book/valuations sheets (DCF & LBO models) to make sure that everything has been included in the findings. Directly interacting with Operating Leaders / Financial Controllers of Portfolio Business entities during periodic reviews to synthesize / analyze financial details and presenting summarized / relevant findings to Management Team.A reliable and hardworking professional with proven ability to manage multiple responsibilities in a fast-paced environment with critical deadlines. Able to collect and analyze information and quickly grasp what needs to be done. Well organized with attention to detail. Works well independently as well as collaboratively in a team setting. Proven ability to ‘think outside the box’ in identifying problems and implementing innovative solutions.

Experience

1. Assistant Manager - Deal Advisory Deal Analytics

   KPMG

   May 2023 — Present · IN

Education

• Amity University

  Master of Business Administration (M.B.A.), Finance and Marketing

  2010 — 2012

• Atma Ram Sanatan Dharma College

  Bachelor's Degree, B.COM (Hons.)

  2006 — 2009