Hello, I'm Shaily Jain.I turn numbers into decisions that make sense.

CFA

Level 1 cleared

4+

Years experience

DEBT & EQUITY

FINANCIAL ADVISORY

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Shaily Jain
About

Finance that holds up under scrutiny.

I am a CFA Level I cleared finance professional with 4+ years of experience across the debt and equity capital markets. My expertise includes valuation, financial analysis, due diligence, credit assessment, and capital market advisory, helping businesses make informed financial decisions.

Currently, I work as an Assistant Manager at Beeline Capital Advisors, supporting SME and Mainboard IPO-bound companies through business valuation, financial due diligence, investor presentations, and Investor Relations (IR) & Public Relations (PR) activities. Previously, I worked with Egniol Services and Krishika Advisory Services, where I gained experience in financial modelling, business valuation, credit analysis, project reports, bank appraisal notes, and government scheme advisory, while supporting businesses in securing funding and driving strategic growth.

Professional Experience

Financial expertise spanning debt financing, equity capital markets, and business growth.

October 2024 - Present

Assistant Manager

Beeline Capital Advisors Pvt. Ltd.

Ahmedabad, Gujarat

  • Conduct financial analysis for private limited companies preparing for Initial Public Offerings.
  • Prepare valuations for SME and Mainboard IPO-bound companies.
  • Support financial due diligence, industry research, investor presentations, and exchange query responses.
  • Managed investor relations and public relations support for a Mainboard IPO listing on BSE and NSE.
August 2022 - September 2024

Senior Financial Analyst

Egniol Services Private Limited

Ahmedabad, Gujarat

  • Prepared financial models, CMA reports, and Detailed Project Reports (DPRs) for bank loan sanctions and disbursements.
  • Conducted financial statement analysis, credit assessments, and risk evaluationto determine borrowers' creditworthiness.
  • Coordinated with banks, financial institutions, and clients throughout the loan appraisal, documentation, and disbursement process.
  • Assisted businesses in securing funding by implementing government schemes, including AIF, BMF, NLM, and APEDA.
May 2022 - August 2022

Financial Analyst

Krishika Advisory Services

Ahmedabad, Gujarat

  • Created financial models and comprehensive project reports.
  • Supported clients in completing bank appraisal notes.
  • Generated business valuation work for client requirements.
Deals and Transaction

Capital raised and outcomes delivered.

Debt Financing

₹100+ Crore

in successful debt funding facilitated across multiple SME businesses.

Equity Financing

₹150.06 Crore | Mainboard IPO

  • Coordinated financial due diligence, investor relations, and public relations activities.

Government Grants & Subsidies

₹10 Crore | MOFPI Scheme

  • Successfully secured a government grant under the Ministry of Food Processing Industries (MOFPI) scheme for a listed company.
Skills

The finance toolkit behind the work.

Corporate Finance
Financial Modelling
Financial Statement Analysis
Equity Valuation
Initial Public Offerings
Investor Presentation
Due Diligence
Credit Analysis
Financial Forecasting
Financial Accounting
Project Finance
Industry research
Risk Analysis
Financial Planning
Financial Analysis
Financial Reporting
Financial Consulting
Certifications

Certification Highlights

Focus areas across valuation, modeling, investment banking, accounting, and emerging finance technology.

Profit Analysis Using Economic Value AddedValuation for Startups Using Discounted Cash Flow ApproachFinancial Modeling CertificationMaster Excel for Financial AnalysisStock Valuation with Dividend Discount ModelCredit Analysis in BankingInvestment Risk ManagementInvestment BankingAI in FinanceFinancial Business Accounting and MIS ReportsBusiness Research Methodology Project: Employee Satisfaction
Education

Academic Knowledge and Expertise

Shanti Business School

PGDM - Finance

2020 - 2022

Completed a Finance specialization, establishing a strong academic foundation in corporate finance, debt financing, equity capital markets, and financial analysis.

Sarojini Naidu Govt. Girls P.G. Autonomous College

Bachelor of Commerce, Economics

2017 - 2020

Gained a comprehensive foundation in commerce, economics, accounting, and business studies.

Begin the Conversation

Open to finance opportunities, IPO advisory roles, valuation work, research collaborations, and future consulting engagements.