Akash I am Qualified CFA. Investment banking, Excel
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Akash Porwal, CFA, is an accomplished finance professional with over 8 years of experience across investment banking, M&A strategies, corporate finance, restructuring, and accounting. His career spans leading roles at Acuity Knowledge Partners, MetLife, and Bharti Airtel, where he has delivered expertise in financial modeling, valuation, credit analysis, and due diligence for complex transactions.
He combines technical proficiency in Bloomberg, Capital IQ, Oracle, QuickBooks, and advanced Excel with hands-on experience in financial statement analysis, reconciliations, and capital structure optimization. Akash has successfully developed Islamic banking models, managed bond accounting, and supported distressed company evaluations, showcasing versatility across both advisory and accounting domains.
Beyond corporate achievements, I am deeply passionate about teaching accounting, finance, and Excel, leveraging his CFA background and certifications in financial modeling to mentor students and professionals. His ability to simplify complex financial concepts, build dynamic models, and instill practical problem-solving skills makes him a highly effective trainer and guide for aspiring finance professionals. I am good in Excel and financial statement analysis

Subjects

  • Finance Expert

  • Financial Accounting Expert

  • Accounting and Financial Reporting Expert

  • Accounting and financial statements Expert

  • Advanced Corporate Finance Expert


Experience

  • Delivery Manager (Apr, 2021Present) at Acuity Knowledge Partners
     Assisted in developing a comprehensive financial model for newly established Sharia
    compliant banks in Qatar, incorporating Islamic banking principles, market analysis, and
    regulatory compliance to forecast growth and profitability
     Delivered in-depth financial analysis and optimized capital structures for REITs and
    large-scale real estate portfolios
     Supporting clients across a wide spectrum of deliverables, including pitch decks, long and
    short company profiles, financial and covenant analysis, research notes, peer
    benchmarking, and identifying potential distress target
     Developing comprehensive target identification models & dashboards for distressed
    companies, and assess their potential for a restructuring or M&A opportunity
     Deep diving into the financial performance of the targets identified and supporting the
    distress research with financial commentary – identifying the cause behind distress and
    additionally maintaining & creating trackers for potential leads identifications
     Regularly carrying out the target company's credit and capital structure analysis
     Hands on experience in conducting market analysis, comparable company analysis,
    precedent transactions and high yield bonds and leverages loan analysis with a focus in
    primary & secondary markets
     Building models on assumptions, WACC and growth rates
     Recorded and managed journal entries for captives, including unearned premium, prepaid
    fees, and audit fee accruals, ensuring accurate financial reporting and compliance with
    accounting standards.
     Prepared and reconciled bond accounting journal entries, including unrealized
    gains/losses, amortization/accretion, and paydowns, while ensuring accuracy between
    the General Ledger and bond reports.
     Performed asset reconciliations of bonds by comparing Bond reports with General
    Ledger balances, investigating variances, and resolving discrepancies to ensure accurate
    financial reporting
  • Finance Specialist (Dec, 2018Apr, 2021) at MetLife GOSC NOIDA
    • Reporting and analytics of market value foreign exchange contracts and foreign currency
    denominated assets and liabilities of major market participants
    • Analysis of Financial statements and Cash flow statement of different public companies
  • Finance Executive (Oct, 2017Dec, 2018) at Bharti Airtel Gurgaon
    • Booked journal entries for projected revenue, debt provisions, and lease line revenue
    • Preparing and analyzing P&L, Balance sheet and Cash flow, revenue analysis, monthly bad
    debts, debtors’ creditors schedule
    • Monitoring and forecasting the revenue which has been gained by roaming and Interconnect
    services provided by airtel to different countries of the world
    • Preparing MAPA dashboard & analyze the variances on trending basis.
  • Teacher (Jan, 2014Jan, 2016) at SUNSHINE CLASSES
    Account, Business studies and Economics Teacher

Education

  • Chartered Financial Analyst (Jan, 2017Jan, 2023) from CFA institute, US
  • Bachelor Management Studies (Jun, 2013Jun, 2016) from bachelor of management studies (BMS)scored 80%

Fee details

    3,000/month (US$31.58/month)


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