Nilam's Profound AI Rep
Her CA background and audit training gave her the financial rigor she later applied to investment research and modeling.

Nilam Saha
Experience

-Led CoA harmonization, reporting standardization, stakeholder management, change management and go-live support across EMEA entities -Worked on AI-driven process optimization, workflow automation, and digital transformation initiatives using Power Automate and Copilot Studio
-Worked on ERP transformation assessment, SAP integration strategy, and implementation planning for post-merger business and financial consolidation initiatives -Conducted location strategy, business case analysis, and operational assessment for a European Centre of Excellence setup -Supported business development, RFP creation, market research, and client proposal development for strategic consulting engagements

-Built integrated 3-statement financial models, DCF valuations and Trading Comparable analyses across ~50 listed companies in the hospitality, healthcare, chemicals, logistics and FMCG sectors. -Developed high-conviction investment theses by evaluating business models, competitive positioning, management quality, industry dynamics and key value drivers to support investment recommendations for institutional and HNI clients. -Authored 25+ investment memorandums and thematic research reports covering company fundamentals, valuation, industry trends, macroeconomic developments and geopolitical factors impacting investment decisions. -Attended 100+ quarterly earnings calls, analysed financial performance against investment assumptions, and engaged with management teams to refine investment views and valuation outlooks. -Conducted primary research through interactions with 20+ company management teams and industry experts to gain insights into competitive dynamics, growth strategies and long-term industry trends. -Screened investment opportunities using ROCE, Free Cash Flow, valuation multiples and profitability metrics, prioritising research coverage based on business quality and long-term value creation potential. Prepared initiation reports and sector outlook reports, performing peer benchmarking and comparative analysis to identify differentiated investment opportunities. -Led a team of five analysts in developing a chemicals sector intelligence dashboard integrating raw material price trends with downstream margin analysis, enabling forward-looking assessment of commodity cycles and their impact across the chemicals value chain.
-Responsible for organizing and managing various events like seminars with seasoned professionals of Industry, sports meet, camps and charity events, including a national level talent hunt for CA Students -As an Editor of student’s newsletter, edited 3 newsletters and led a team of 5 editors

-Worked on statutory audits, limited reviews, internal audits, and tax audits across corporates, trusts, non-profits, and PSU entities, ensuring regulatory and accounting compliance. -Performed financial analysis, fixed asset reconciliation, stock verification, and control assessments to identify discrepancies, strengthen internal controls, and support audit reporting. -Assisted in accounting adjustments, compliance reviews, risk assessment, and audit documentation across diverse industry sectors.

Nilam Saha
Skills
01
Investment Research
Equity Research and Coverage
Investment Thesis Construction
Sector Screening and Prioritization
Earnings Call Analysis
Thematic Research Reports
02
Financial Modeling and Valuation
Integrated Three-Statement Modeling
DCF Valuation
Trading Comparable Analysis
Financial Analysis and Forecasting
03
Primary Research
Management Team Interviews
Expert Network Research
Stakeholder Workshop Design
04
Strategy and Market Analysis
Market and Industry Research
Business Case Analysis
Competitive Positioning Analysis
Location Strategy Assessment
05
Reporting and Communication
Investment Memorandum Writing
Client Proposal Development
Research Report Writing

Nilam Saha
Education

Institute of Chartered Accountants of India
2018 - 2023
Business
North Odisha University
2018 - 2021
Accounting and Finance
MPC Junior College
2016 - 2018
Commerce

Kendriya Vidyalaya
2016