Aman Soni
Associate at Zephyr Peacock India
Aman Soni
Associate at Zephyr Peacock India
Bengaluru, Karnataka
Overview
Work Experience
Associate
2024 - Current
Investments
Associate
2023 - 2024
Portfolio Management and Finance: • Managed 30+ companies within 3one4 Portfolio across 6 funds, spanning diverse sectors such as NeoBanking, Enterprise SaaS, EV, and Fintech. • Orchestrated IPO roadmap for a key portfolio company, leveraging Excel-based strategies for revenue expansion, margin improvement, and EBITDA positivity. • Supported in the follow-on round Financial Due Diligence of an Agritech which led to a successful INR 100 Cr raise • Identified and addressed working capital issues and process gaps for a tech startup, crafting Excel models to refine pricing strategies and mitigate procurement risks. • Developed Excel models to forecast NPA growth and optimize write-off policies for a lending portfolio company, prompting policy reviews. • Crafted investment memos for B2B SaaS, Fintech, and Gaming companies, facilitating investment decisions. • Managed Banking and NBFC relations, ensuring ongoing support for portfolio companies and overseeing debt analysis. • Enhanced credit card product positioning for a NeoBank by analyzing global credit products. • Devised pricing strategies, increasing profitability by over 30% for a Robotics-as-a-Service company. • Designed models and roadmaps for SKU implementation and debt frameworks, driving revenue growth and credit evaluation innovation. • Conducted exit modeling for 5 exits, enabling informed investment decisions.
Senior Analyst
2022 - 2023
Portfolio Management and Finance Responsible to - Help portfolio startups scale up, setting up their finances, ops and strategy - Evaluate their financial plans, forecasts - Benchmark portfolio cos against competition and market leaders - Perform and review Due Diligence - Analyse and cut to the root of problems faced by founders in their business - Pricing Strategy and Product Positioning - Assist the founders in connecting with the right people - Exit modelling, Returns Evaluation and Exit scenario analysis for each fund and the overall portfolio of the firm
Deputy Manager
2021 - 2022
• Led teams of 3-5 members in analyzing financial transactions worth $500+ million, spanning Project Finance, Investment Valuation, Risk Analysis, and M&A. • Developed 10+ financial models for Valuation, Project Finance, and Buy-Side transactions. • Conducted research in the biotech sector, specifically the $103 billion cannabis (CBD) market, and built a risk-based NPV model for evaluating an Israeli startup's clinical trial costs totaling $76 million. • Advised on present value cost analysis for a Canadian University's relocation decision, identifying cost increases exceeding CAD 20 million and a total impact of CAD 6.45 million. • Reviewed and improved over 30 financial models, addressing commercial and mathematical accuracy. • Contributed to project finance and debt modeling for a publicly listed UK company within tight timelines. • Developed a SQL-based tool for a PE firm to analyze Co-Investment earnings and stakeholder profits. • Designed a rental cost and space management dashboard for a major retail store-chain. • Processed large datasets exceeding 1 million rows in SSMS, extracting actionable business insights. • Collaborated with over 10 Deloitte member firms globally, enhancing client relationships and engagement management. • Conducted training sessions on topics including Web-Scraping via Python, Medical Marijuana Industry Overview, and Financial Model inspection and assurance.
Assistant Manager
2020 - 2021
Business Modelling - Financial Advisory
Global Assurance Trainee
2017 - 2020
As the Global Assurance Trainee at KNAV Int., Ltd, Responsible for the Audit and Assurance assignments. Continuously trained in Indian Accounting standards, International Financial Reporting Framework and the US GAAP, the Companies Act, 2013 (India) and cater to clients from India, the US, Canada, Singapore and the like. Experience as the Global Assurance Trainee - Assurance engagement of a Private Canadian Company - Following International Auditing standards, research and implementation of IFRS, GST/HST/PST rules in Canada and major focus on Revenue Recognition following the media industry specific guidelines. Assurance engagement of a Private US Company - Following the US GAAS and US GAAP for financials assurance. Documentation of Audit planning and program/Caseware Carrying out In-depth analytical procedures on areas like Revenue, Purchases, Accounts Receivable/Accounts Payable, Inventory and Expenses. Observation and documentation of Internal Financial Control. Research Assignments - Insolvency and Bankruptcy Code, 2016 (India) Code of Ethics 2009 (ICAI) Code of Ethics - AICPA Code of Ethics - IFAC Company Re-domiciliation Created marketing presentations and write ups. Experience as an Indian assurance trainee till the month of December, 2017: 1) Statutory audit and limited review of a Listed Company. - Fixed Assets - Investments - Investment incomes - Trade Payable - Cost of Goods Sold and Indirect Expenses. - Companies act, 2013 and stock exchange compliance - Provisions, Pre payments and loans and advances 2) Statutory Audit of a Private Company. - Responsible for all the financial reporting areas except Payroll. 3) General Research - We at KNAV, research on all the aspects of assurance and accounting. Companies Act compliance, Labour Law Compliance, Ind AS implementations, etc. I have also been trained in using different software likes Caseware, sharefile for assurance purposes.
Company Guru
2018 - 2018
As a company Guru, I was responsible for providing contents for topics ranging from Global politics and economy to Technology and Society. BBN times is platform for enhanced learning and superlative content which intends to provide its readers with maximum information about different and topics that influence people's lives.
President, Students' Council
2017 - 2018
As the President of the Council, I was responsible for the following: 1) Leading and Managing the council, its affairs and concerns put up by the respective course representative. (NM has 6 courses - BCOM, BMS, BAF, BFM, BSc.IT and MCOM) 2) Student Grievance Management - All the students were given contact details and other communication modes to communicate their problems to us. We analysed the problems and draft reports which are submitted by a team member responsible for the same to the Admin Authorities of the college. 3) Conducting Events and Activities - At the council, we were entrusted with conducting events that improves the skill sets and knowledge of our students from a pragmatic stand point considering the corporate developments. I overviewed the same and ensured that all the processes are streamlined and as per the rules and guidelines which were to be followed. We celebrated Student's Week, and were responsible for Farewells, etc. 4) Link between the Students and College Authorities/Teaching Staff - The team collected all the problems, suggestions, opinions that our students had expressed to us and we made sure that the same reaches to the concerned people. 5) Team Development - It was my core responsibility to ensure that the entire council team performs well and learn to be leaders. They were trained and guided to lead their respective course students.
Vice President
2016 - 2016
As a Vice President, I had the following Obligations: 1) To control and manage the affairs of the club in the absence of the President 2) To manage Community Services Avenue, Professional Development Avenue, Partners-in-service Avenue and Digital and Web Communications Avenue of the club
Director, Professional Development
2014 - 2015
Major Projects Done: Management Fiesta - Chaired and Organized a management fest which had 7 events, a dedicated team of 50 members and entertained 400 participants. Model Indian Parliamentary Session
Education
Chartered Accountancy
2015 - 2019
Bachelor of Commerce (B.Com.)
2015 - 2018
Master's of Commerce
2018 - 2020
High School
2013 - 2015
10th
2008 - 2013