Shota Dateshidze, 金融专家 in 第比利斯,格鲁吉亚
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Shota Dateshidze

验证专家  in 金融

金融专家

位置
第比利斯,格鲁吉亚
至今成员总数
2022年3月18日

Shota's professional experience is mainly built around working in audit, 企业, and investment banking industries at the leading financial institutions, 比如EY Georgia, TBC银行, TBC的资本, 和欧洲复兴开发银行. 在为这些公司工作时, he managed the portfolio valued at over $1 billion and structured financial products of up to $200 million for 企业 clients. Shota is passionate about leveraging his experience and analytical skills to achieve ground-breaking results for clients.

职业生涯突出

分析师
欧洲复兴开发银行

教育强调

学士学位
高加索地区大学

认证了

CFA一级
CFA协会

案例研究

工作经验

分析师

2021年至今
欧洲复兴开发银行
  • Participated in a sovereign 交易关闭 of major projects directly affecting the infrastructure of the Country in the transport sector. Additionally, managed to monitor the portfolio of around $300 million.
  • 执行任务, which included analyzing financial statements and preparing and updating economic models and financial projections for the sovereign projects with close communication with different government structures.
  • Worked as a project team member on transaction origination, 交易关闭, and monitoring in volume for over $50 million each. Contributed to all aspects of project structuring and execution.
  • Analyzed and evaluated potential risks related to the proposed projects, including performing comprehensive due diligence assisted with the designing and processing technical component assignments, such as preparation of terms of reference.
  • Prepared timely and comprehensive monitoring reports and included recommendations for corrective actions where required, assessing evolving risk factors and covenant compliance.
重点领域:会计, 企业融资, 基础设施, 财务管理, 信用风险, 预测, 预算, 盈利能力分析, 比率分析, 市场研究, Three-statement建模, P&L分析, 资产负债表, 流动性覆盖率(LCR), 债务分析, 收入预测, 收入 & 开支预测,公共部门

投资分析师

2020 - 2021
TBC的资本
  • 参与潜在卖方M&A projects and built detailed valuation and M&A models for companies operating in automotive and FMCG sectors with a total value of more than $100 million.
  • Prepared a plethora of complex financial models analyzing the profitability of investment projects, including client recommendations for purchasing companies, 筹集资金, and consulting regarding equity financing.
  • Constructed comprehensive financial models with projected forecasting for more than 10 clients with assets averaging between $10 to $200 million.
  • 准备建议, 评估材料, and statistical exhibits for pitches and investment deals with the addition of drafting and preparing client presentations.
重点领域:企业规划, 商业策略, 筹款, 股权资本, 金融建模, DCF估值, 股票估值, 合并 & 收购(M&A)财务规划 & 分析(FP&A),投资者陈述&A建模,M&A(买方),M&(卖方), 比率分析, 事务比较数据, 可比公司分析, 收入预测, 收入 & 费用预测

银团贷款和资金经理

2018 - 2020
TBC银行
  • Developed and implemented the guidelines and procedures for the syndication process and products for TBC银行 and ensured the continued growth of syndicated loans in the local market.
  • Managed the complete syndication process: origination, 交易, 交易关闭, 报告, and monitoring for more than 10 syndicated deals with IFIs and local banks.
  • Monitored and reported syndicated loans portfolio of up to $500 million with additional support to coordinate the use of credit products related to financing provided by IFIs to 企业 and investment banking departments.
  • Participated in software module implementation, which automatized the entire syndication process, 需要自动计算, 交易, 以及每个信贷产品的报告, decreasing the human error factor to 0.
  • Participated in structuring different types of credit instruments. 像联合, 平行贷款, and mezzanine and analyzed the creditworthiness of 企业 clients.
重点领域:联合, 债务分析, 债务结构, 融资策略, 筹集资本,, 球场上甲板, 节演讲, 监控, 筹款, 财务报表, 预估财务报表, 预算, 年度预算, 项贷款, 贷款, 夹层, 信用风险

高级分析师

2015 - 2018
EY
  • Audited the largest healthcare and pharmaceutical companies in Georgia, performing initial planning procedures, 风险评估, and ensuring compliance with the international financial 报告 standards (IFRS) 报告 guidelines.
  • Led a team of six in auditing Georgia's biggest market shareholder in the pharmaceutical sector with over $400 million in total assets and $300 million in revenues.
  • Applied expertise in analyzing and managing large-scale complex databases of specific accounts of BS and P&L and generating strategic reports and data analyses.
  • Worked with inter-company departments to build annual forecasts, document overall analytical review (OAR), and provide recommendations to the respective clients for 报告 improvements and enhancements.
  • Participated in the financial audit of Georgia's major player in the healthcare sector with over $250 million in total assets and more than $100 million in revenues.
重点领域:财务报表, 财务报告, 收入报表, 资产负债表, 财务分析, 微软办公软件, 财务报表编制, 预算, 预测, Microsoft Excel, 微软文字处理软件, 现金流量表, P&L分析, Balance Sheet Optimization, Healthcare Services
2012 - 2017

学士学位 in Business Administration

高加索地区大学 - 第比利斯,格鲁吉亚

2021年6月至今

项目融资模型

F1F9

2020年6月至今

金融建模

惠誉学习

2020年1月至今

FMVA 金融建模 and 估值 分析师

CFI公司金融研究所

2019年10月至今

CFA一级

CFA协会

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