Priyansh Soni | Finance Portfolio

About Me

I am a Semi-Qualified CA and Investment Analytics professional who bridges the gap between historical accounting reality and forward-looking market value. Having led statutory audits for major public sector banks (including SBI and Union Bank), I don't just read financial statements—I know how they are engineered and where the structural risks hide.

Over the past year, I have aggressively translated this rigorous accounting foundation into institutional-grade corporate finance execution. My expertise spans building dynamic 3-statement valuation models, stress-testing complex LBO and Project Finance frameworks, and leveraging NLP-driven Python analytics to backtest quantitative trading strategies.

I am built for high-pressure environments where deep financial forensics meet sharp investment thesis development.

Experience

Zetheta Algorithms Pvt. Ltd.

Investment Banking Analyst — InvestTech Project

Apr 2025 – Present

Built sentiment-driven investment analytics and financial modelling workflows.

Worked on sentiment-driven investment analytics and financial modelling initiatives combining finance with NLP-based data analysis. Built structured workflows to process financial news data, classify sentiment, and generate simulated trading signals across multiple monitored stocks.

Designed Streamlit dashboards to track portfolio behaviour, drawdown metrics, signal attribution, and market sentiment trends. Performed backtesting across varying market conditions to evaluate strategy robustness and risk-adjusted performance.

Also contributed to finance-focused project deliverables involving forecasting outputs, investment analysis workflows, and deal-oriented analytical assignments within the broader InvestTech project ecosystem.

Python
NLP Analytics
Financial Modelling
Backtesting
Investment Analytics
Streamlit

Finsckool

Equity Research Intern

Jul 2025 – Aug 2025

Built Tata Motors valuation model with DCF and segment-level forecasting.

Built an integrated financial model for Tata Motors covering P&L, balance sheet, and cash flow projections with segment-level assumptions across Jaguar Land Rover and domestic operations.

Performed valuation using DCF and EV/EBITDA methodologies, analysed operating drivers, downside risks, and prepared a structured investment recommendation report.

Equity Research
DCF Valuation
3-Statement Modelling
Financial Analysis
Investment Thesis

Shrimal Bansal & Co.

CA Article Assistant

Feb 2019 – Mar 2022

Led PSU bank audit assignments covering RBI compliance and credit-risk review procedures.

Led and executed statutory audit assignments across major PSU banks including SBI, Union Bank, Central Bank of India, and Bank of India, covering loan book verification, NPA classification, provisioning norms, and RBI compliance procedures.

Reported audit observations involving credit risk exposure, provisioning gaps, and internal control weaknesses directly to senior partners across multiple engagements.

Also handled audit and compliance assignments across retail, manufacturing, and trading businesses including inventory verification, working capital assessment, analytical review procedures, and regulatory compliance testing.

Statutory Audit
PSU Banking
Credit Risk
Financial Reporting
RBI Compliance
Analytical Review

Projects & Research

Valuation & Financial Modelling

Tesla Financial Model

Built an integrated 3-statement financial model analysing Tesla’s segment-wise revenue growth, operating leverage, FCFF generation, capital intensity, and long-term valuation drivers.

3-Statement Modelling • FCFF • Forecasting • WACC • Equity Research View Case Study →

Healthcare IoT Financial Model

Built an integrated financial model and valuation framework for an IoT-enabled cattle healthcare startup analysing subscription scalability, recurring revenue economics, operating leverage, and long-term cash flow generation.

Financial Modelling • Startup Finance • DCF • SaaS Metrics • Forecasting View Case Study →

Express Fiji Project Finance Model

Built a long-term infrastructure project finance model for a Fiji toll-road concession analysing traffic growth, toll revenue sensitivity, non-recourse debt structuring, project IRR optimisation, and infrastructure valuation economics.

Project Finance • Infrastructure • Debt Modelling • IRR Analysis • Cash Flow Forecasting View Case Study →

LBO Acquisition Model

Built an end-to-end leveraged buyout model analysing acquisition financing, debt paydown, sponsor returns, IRR sensitivity, and exit valuation scenarios under multiple capital structures.

LBO • Private Equity • Debt Schedule • IRR Analysis • Financial Modelling View Case Study →

Equity Research & Market Intelligence

Zomato Investment Thesis

Developed an equity research thesis analysing Zomato’s transition from a pure food-delivery growth story into a structurally improving profitability and quick-commerce platform driven by Blinkit integration.

Equity Research • Consumer Tech • Profitability Analysis • Blinkit • Operating Leverage View Case Study →

India Urban Food Index — Eaglewood Capital

Worked as a Buy-Side Research Analyst at Eaglewood Capital (Mauritius-based FPI platform), developing fortnightly macro-consumer inflation reports tracking urban food inflation, supply-side risks, policy developments, and CPI-linked demand trends across India.

Buy-Side Research • Macro Research • Inflation Analysis • Consumer Trends • Policy Tracking View Case Study →

India’s Regional Economic Divide

Buy-side macroeconomic research analysing whether Northern India’s historical economic underperformance is structurally improving through infrastructure investment, manufacturing expansion, and policy-led industrial growth.

Macro Research • Economic Analysis • Policy Research • Infrastructure • Manufacturing Trends View Case Study →

Investment Banking & Strategic Advisory

Sun Pharma Investment Memo

Developed a healthcare-sector investment memo analysing Sun Pharmaceutical Industries through specialty pharma expansion, DCF valuation, profitability metrics, regulatory risks, and long-term global growth drivers.

Equity Research • Healthcare • DCF Valuation • Investment Memo • Financial Analysis View Case Study →

Project Orion — M&A Advisory Case Study

Developed an investment banking style sell-side advisory case analysing buyer screening, strategic acquisition fit, due diligence readiness, confidential teaser preparation, and outreach strategy for a digital transformation platform.

M&A • Investment Banking • Buyer Screening • Due Diligence • Strategic Advisory View Case Study →

EY FAAS IPO Readiness Advisory

Completed EY Financial Accounting Advisory Services (FAAS) Job Simulation focused on IPO readiness strategy, governance enhancement, ESG reporting, financial reporting alignment, and investor communication advisory for a global fintech company.

IPO Advisory • FAAS • ESG Reporting • Governance • Financial Reporting View Case Study →

Citi Buy-Side Acquisition Case Study

Completed Citi Investment Banking Job Simulation analysing a hypothetical retail acquisition for Big Box Retail including company profiling, financial forecasting, comparable company valuation, and investor communication analysis.

Investment Banking • Trading Comps • Financial Forecasting • Valuation View Case Study →

Bank of America DCF Valuation Case Study

Completed Bank of America Investment Banking virtual experience involving acquisition target screening, DCF valuation modelling, sensitivity analysis, SWOT analysis, and strategic M&A assessment.

DCF Valuation • M&A Analysis • SWOT • Financial Modeling View Case Study →

Quantitative Trading & FinTech

Sentiment-Driven Trading Strategy

Built an NLP-based quantitative trading system using Python and machine learning to analyse financial news sentiment, generate trading signals, backtest strategies, and visualize portfolio performance through an interactive dashboard.

Python • NLP • Quant Trading • Machine Learning • Backtesting • Streamlit View Case Study →

Featured Certifications

A curated collection of certifications focused on Investment Banking, Financial Modeling, Valuation, Excel, and Data Analytics.

Bank Of America Investment Banking

Investment Banking • Financial Modeling

Citi Investment Banking

M&A • Valuation • Comparable Analysis

Investment Banking Learning Path

Corporate Finance • Deal Process

Merger & Acquisitions

M&A • Selling a Company • Valuation

DCF Valuation Model

Discounted Cash Flow • Equity Valuation

LBO Valuation Model

Private Equity • Leveraged Buyouts

Project Finance & Excel

Project Finance • Financial Modeling

Financial Modelling for Startups

Startup Finance • Forecasting & Planning

Financial Modelling Workshop

Excel • Modeling Fundamentals

Advanced Excel

Excel • Financial Calculations

Excel for Financial Analysis

Financial Analysis • Advanced Excel

Quantium Data Analytics

Data Analytics • Commercial Insights

View More Certifications →

Blogs & Insights

Everyday Banking vs Big Finance

A finance career insight presentation explaining the difference between retail banking and high finance domains including investment banking, valuation, capital markets, and advisory.

Banking • Investment Banking • Career Insights • Finance Education Read Article →

Gold Prices in India: What Really Drives Them?

A macro-finance insight explaining how global gold prices, USD/INR movements, import duties, liquidity, and domestic demand influence Indian gold prices and the broader economy.

Macro • Gold • Indian Economy • Equity Research Read Article →

Valuation Doesn’t Fail in Excel — It Fails in Assumptions

A valuation insight explaining why financial models fail when assumptions ignore business reality, uncertainty, industry dynamics, and strategic intent.

Valuation • Financial Modelling • Business Strategy • Equity Research Read Article →

What is a Confidential Teaser in Investment Banking?

A simplified investment banking insight explaining how confidential teasers are used in M&A deals to attract potential buyers while protecting company identity.

Investment Banking • M&A • Deal Process • Corporate Finance Read Article →

A Story of a Glass of Water

A reflective piece about life, ambition, money, survival, and the endless cycle of human desires explained through the simple metaphor of a glass of water.

Personal Writing • Philosophy • Mindset • Life Perspective Read Article →