Sreeya H.s

Finance professional with strong experience in corporate development (M&A), specializing in financial modeling, forecasting, performance analysis, and strategic planning. Proven ability to translate complex financial data into clear, board-ready presentations and actionable insights that support senior leadership decision-making. Track record of contributing to successful multi-million-dollar transactions and driving value creation initiatives.

Experienced in leveraging AI to enhance financial processes and strategic decisions.

Assistant Manager at Firstsource (2024-07 – Present)

Worked on corporate development and M&A activities including financial modeling, valuation, and transaction execution

• Worked with CXOs and business leaders to evaluate acquisition opportunities, focusing on financial modeling, valuation, forecasting, synergy assessment, and scenario analysis in Excel, and collaborated with cross-functional teams (finance, legal, operations) for due diligence to align transaction execution
• Contributed to transaction reporting by preparing and validating key financial metrics, including Net Debt and Net Working Capital calculations, to support valuation analysis and provide accurate insights for senior leadership
• Delivered 25+ board-ready presentations and financial summary reports directly utilized by the CFO and CEO for decision-making
• Researched and screened 300+ potential targets, conducted strategic and financial analysis of 150+ opportunities sourced via investment bankers, and executed 3 transactions worth ~USD 85M, managing the data room and deal documentation through closure to drive inorganic growth and market expansion
• Leveraged AI tools (Copilot, Claude) to enhance market research, strategic analysis, and project management, improving speed and depth of insights across deal evaluation and execution
• Extended support beyond core responsibilities by partnering with the strategy team to assess organizational capabilities and evaluate entry into new markets, contributing to organic growth initiatives and long-term strategic planning

Finance and Research Intern at ICICI Bank (2023-04 – 2023-06)

Evaluated client financials and prepared financial summaries for loan structuring and credit decisions

• Evaluated client financials using pivot tables, ratio analysis, and historical trend comparisons, focusing on working capital efficiency and profitability
• Reviewed annual reports and sector-specific insights to prepare financial summaries that informed loan structuring and credit decisions

PGDM in Finance and Analytics – Xavier Institute of Management and Entrepreneurship (2022-04 – 2024-04)

Bachelor of Commerce in Commerce – Seshadripuram Degree College (2019-02 – 2022-02)