Ankur

Senior management professional with 24 years of experience in financial services sector with career spanning Investment Banking (IndusInd Bank), International Banking (ICICI Bank), Business Consultancy (Infosys), Credit Risk Rating (CRISIL), Strategic consulting in fund-raising, tax, business advisory and compliance. Managing end-to-end finance operations for LSE-listed Alternate Investment Manager (Sep'22 - present). Solutions-focused, result-driven, team-oriented, good communication and negotiation skills with track-record in stakeholder management.

Area(s) of specialization: Capital Markets, PE finance operations management, Project appraisals, Credit risk evaluation, Business strategy, Financial modeling, Tax litigation(s) and Legal compliance(s).

Key skills include: Project management, Solutions designing, People management/development, PE fund operations management, Valuation and Advisory.

Senior Practice Lead at Infosys Consulting (2022-09 – Present)

Managing end-to-end finance operations for LSE-listed Alternate Investment Manager in UK

• Heading an engagement of 45 qualified professionals (CA/MBA), responsible for managing end-to-end finance operations for a UK-based firm having PE and Infrastructure investments (AUM - GBP 36bn)
• Responsible for managing yearly revenue targets for the engagement, planning, recruiting, managing, motivating, training and retaining team
• Actively involved in firm building activities, such as new client pursuits, participating in RFP process, pitching service offerings, pricing and project planning
• Exceeded efficiency gains target set for the client (6.3% vs. 5%) for past 2 years
• Consistently meeting/exceeding SLA(s) targets at an overall engagement level
• Successfully managed and delivered process improvement and transformation initiatives within the engagement

Managing consulting practice – Corporate Finance and Tax-Advisory at AJL& Associates, Chartered Accountants (2010-01 – 2022-12)

Managing consulting practice – Corporate Finance and Tax-Advisory

• Boot-strapped CA practice in Start-up consulting focused on formulating entry-strategies and business/tax advisory (domestic as well as international clients)
• Managed transactions of fund raising, in total c. INR 70mn; managed investment portfolios of INR150mn
• Consulted clients in pitch book preparation, business plans, transaction specific documentation, regulatory approvals and compliance related matters
• Achieved savings via successfully managing tax litigations of c. INR90mn for domestic and international clients; liaison with tax authorities (direct and indirect tax)
• Introduced new strategies in IT risk management and data protection policy for Banks and Technology clients
• Developed internal risk policies for the clients; conducted IS/cyber security and other audits
• Generating stable fee income since inception

Manager – Center of Excellence, Credit Ratings at CRISIL (subsidiary of S&P) (2008-01 – 2010-12)

Manager – Center of Excellence, Credit Ratings

• Mandated to evolve Credit risk rating principles and develop criteria to improve overall financial and business analyses across industries
• Responsible for developing risk rating-based financial models for multiple industries
• Lead team(s) in building various financial models for clients as well as regulators/government departments
• Proactively built and delivered multiple training sessions for different groups; developed and implemented countrywide certification test for analysts
• Led a team to come out with semi-annual publication (default analyses) consecutively for 2 years

Senior Associate – International assignments at Infosys Technologies Limited (2006-01 – 2008-12)

Worked on multiple assignments for clients in US, EU and Australia

• Worked on Germany-based global banks credit risk management project to achieve process improvements and business re-engineering (est. cost savings €1mn)
• Was part of the 6-member core team, leading the finance-track for UK-based PE client; successfully helped the client set up their key PE operations in India (est. cost savings of £500K)
• Received "Excellence in performance" award (2 consecutive years) for outstanding client service to foreign clients

Manager – International Banking Group at ICICI Bank Limited (2005-01 – 2006-12)

• Evaluated more than 30 credit appraisals totaling over US$120.0mn including legal documentation and internal liaison
• Managed financial due diligence and analyses, site-visit, credit appraisals, along with strict transaction deadlines, and supported legal documentation for disbursal, between clients and the bank

Junior Manager, Investment Banking (Capital Markets) at IndusInd Bank Limited (2002-01 – 2005-12)

• Member of the capital markets team responsible for managing credit portfolio and settlement transactions for major intermediaries
• Led a team of Associates for carrying out process improvements within the investment banking IT systems and CBS
• Chosen to be a part of the team that transitioned existing CBS to a better system
• Instrumental in canvassing lending products of the bank and helped mobilize c. INR50mn during major IPOs
• Worked closely with regulators and internal audit teams in implementing changes (e.g. Service tax/documentation)
• Building investor relationships for IPO funding i.e. Loan against shares (including marketing during investor meets)

Intern - Audit & Taxation at M/s. B B Lakdawala & M/s. P C Mehta & Co (1997-01 – 2000-12)

Mandatory Articleship

• Performed audit(s): statutory audit, tax audit of small and medium sized entities, Trust audit(s)
• Special assignments: aiding in drafting tax scrutiny responses and filing; liaison with Income-tax authorities

Masters of Commerce in Management – IDOL, Mumbai University (2016-12)

Chartered Accountant – Institute of Chartered Accountants of India (2001-12)

Bachelors of Commerce – Narsee Monjee College, Mumbai (1999-12)