Pranav Mankumare
Sydney,NSW
Summary
Finance professional, recently completed the CFA Level II exam, with a strong foundation in financial analysis, valuation, and accounting. Passionate about private wealth management and committed to helping clients achieve their long-term goals through tailored strategies across investments, superannuation, retirement, insurance, and estate planning.. Skilled at simplifying complex financial concepts into clear, actionable advice. Recognized for attention to detail, and strong interpersonal skills, with a long-term goal of becoming a licensed Financial Adviser and building lasting client relationships..
Overview
5
5
years of professional experience
Work History
Credit Analyst
Pareto Capital
Sydney
03.2025 - Current
- Evaluated creditworthiness of 8+ SMEs, informing ~$5M in credit approvals through financial statement analysis and internal credit models.
- Monitor and enforce covenant compliance; identify early warning signals for credit risk.
- Analyzed financial statements and managed bookkeeping for SMEs using XERO accounting software, ensuring accurate reporting and compliance with accounting standards.
Junior Financial Analyst
AI Whispr
11.2024 - 03.2025
- Analysed financial disclosures from 50+ S&P 500 firms, assessing LLM performance against human benchmarks.
- Built valuation datasets using earnings transcripts and financials.
- Conducted benchmarking of AI vs. Human outputs across 200+ investment queries.
Lobby Ambassador
JW Marriot
Singapore
08.2022 - 04.2023
- Thrived in a fast-paced hospitality environment, balancing multiple requests while maintaining professionalism.
- Strengthened customer service, communication, and teamwork skills through daily interaction with guests and staff.
Yashodeep
Accountant
Mumbai
05.2021 - 05.2022
- Managed 50+ vendor and client accounts (AR/AP), ensuring timely billing and collections.
- Assisted with payroll and PF compliance for over 100 employees.
Community Volunteer
Arshadeep Foundation
Mumbai
01.2021 - 03.2022
- Participated in regular beach clean-up initiatives to improve local environmental sustainability.
- Collaborated with community members and organizations to coordinate clean-up activities.
Education
BBA (Finance) -
SP Jain School of Global Management
Sydney, NSW05-2025
Skills
- Wealth Management & Client Servicing
- Portfolio & Trade Administration
- Compliance & Documentation (SOA, KYC)
- Financial Modelling & Valuation (DCF, Relative)
- Financial Statement Analysis
- XPLAN (learning), Excel (Advanced), Python, Xero
- Communication & Stakeholder Management
PROJECTS AND COMPETITIONS
CFA Research Challenge — Sub-Regional Finalist
- Conducted DCF, Relative, Residual income and Dividend discount model (DDM) valuations for Origin Energy.
- Led football field analysis integrating multiple valuation methods for balanced target price and Scenario Analysis.
- Presented findings to senior finance professionals
TAMID Investment Banking Pitch Competition
- Analyzed Wix and Taboola LBO, designed capital-raising structures, and built debt schedules for IRR/MOIC analysis
- Built valuation datasets using earnings transcripts and industry data
TAMID Stock Pitch Competition
- Modeled Altshuler Shaham using FactSet and Python, conducted scenario stress testing
- Built buy-side recommendation supported by market and peer analysis
Timeline
Credit Analyst
Pareto Capital
03.2025 - Current
Junior Financial Analyst
AI Whispr
11.2024 - 03.2025
Lobby Ambassador
JW Marriot
08.2022 - 04.2023
Yashodeep
Accountant
05.2021 - 05.2022
Community Volunteer
Arshadeep Foundation
01.2021 - 03.2022
BBA (Finance) -
SP Jain School of Global Management