SBSouvik Banerjee

Corporate Financial Analyst

Hi, I'm Souvik

“Every balance sheet tells a story if you read it closely enough.”

Corporate Financial Analyst turning four years of FP&A and Record-to-Report into interactive DCF models, real company case studies, and writing on markets that skips the jargon.

Souvik Banerjee
BCD Travels Pvt. Ltd.

4+

Years experience

CMA Candidate

Certification

29+

Core skills

SAP, Oracle, Tally, PeopleSoft

ERP systems

Blackline & ARCS

Reconciliation tools

Financial analysis and valuation workflow, from financial statements to intrinsic value via a DCF model

About me

Financial Analysis & Valuation

Corporate finance professional with over four years across FP&A, management reporting, and Record-to-Report for global organisations. Owns driver-based forecasting, budget-versus-actual and margin analysis for senior leadership, and rebuilds manual reporting into SQL, Python, and Power BI pipelines. Grounded in US GAAP, IFRS, and SAP and Oracle ERP environments. CMA candidate (IMA).

Skills & tools

Financial Planning & AnalysisDriver-Based ForecastingRolling ForecastsVariance & Flux AnalysisScenario ModellingClient ProfitabilityManagement ReportingMonth-End CloseRecord-to-Report (RTR)US GAAPIFRSSOX ControlsInternal ControlsDCF ValuationFinancial ModelingSQLPythonPower BITableauExcel VBASAP ERPOracle ERPBlackLine Reconciliation ToolPeopleSoftTally ERPARCS Reconciliation ToolBusiness PartneringExecutive CommunicationStakeholder Management

What I do

Skills

Valuation

DCF & Equity Models

Building interactive discounted cash flow models — projecting free cash flow, discounting at WACC, and stress-testing terminal value assumptions.

Analytics

Data Analytics & Reporting

Building dashboards and reports in Power BI, Tableau, and SQL — turning raw ledger data into variance analysis and decision-ready insights.

Controls

Financial Reporting & Controls

US GAAP and IFRS reporting, internal controls, and SOX analysis — reconciliation, audit support, and process improvement grounded in real RTR work.

Explore write-ups →

Have a company in mind you'd like modeled out?

Suggest a company for the next case study, or bring your own numbers to the DCF tool and see where the valuation lands.

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Portfolio

Case studies

All case studies →

Thoughts

From the Blogs

All posts →

Get in touch

Let's work
together

Have a question, an opportunity, or just want to talk markets? Send a message and I'll get back to you.

“Every balance sheet tells a story if you read it closely enough.” — Souvik Banerjee

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