Osun Palihawadana
Maharagama
Summary
Dynamic financial analyst with expertise in credit analysis and investment banking. Proven track record of delivering high-quality credit reports, financial analysis and reports under tight deadlines, while leading teams to exceed expectations. Strong attention to detail and commitment to client satisfaction driving exceptional results in complex financial environments.
Overview
7
7
years of professional experience
Work History
Senior Associate (Investment Banking)
ACUITY KNOWLEDGE PARTNERS
04.2025 - Current
- Serving a U.S. investment bank covering the healthcare sector.
- Preparing detailed company profiles, presentations, and marketing materials for biotech, pharma, and other healthcare sector companies.
- Gathering data from public sources, Capital IQ, Evaluate Pharma, and Biomed Tracker to support financial analyses.
- Communicating effectively with clients to ensure that their needs are met in a timely fashion, with tight daily deadlines.
- Conducting industry research, competitive analysis, and market trends to assist with client presentations.
- Assisting senior bankers in developing financial models and valuations, specifically covering relative valuation (Transaction and Trading Comps).
- Analyzing company performance metrics, including cash flow, earnings growth, operating margins, and debt levels.
Associate (Financial Analyst)
ACUITY KNOWLEDGE PARTNERS
11.2022 - 03.2025
- Short-term project: Serving a U.S. multinational bank in a high-performing team extracted from the lending vertical of the company. Specialized in the dealer financing sector in the USA.
- Writing detailed credit reviews (25 to 30 pages).
- Carrying out in-depth financial analysis and industry analysis.
- Fixed charge coverage analysis (cash flow).
- Guarantor analysis through personal cash flow modeling.
- Financial spreading in nCino.
- Data validation and reconciliation in nCino.
- Delivered high-quality write-ups with the lowest TaT (turnaround time) under tight delivery deadlines.
Associate (Financial Analyst)
ACUITY KNOWLEDGE PARTNERS
11.2022 - 09.2024
- Serving a European multinational bank [Corporate Banking - specialized in financial institutional clients] overlooking three countries: Luxembourg, Hungary and Bulgaria.
- Leading a team of Junior analysts covering Luxembourg, Hungary and Bulgaria.
- Performing risk ratings of financial institutions (banks, mutual funds, pension funds, hedge funds, brokerage firms, and insurance companies).
- Generating credit approval packs in accordance with the bank's internal credit risk policies, as well as regulatory provisions.
- Carry out comprehensive credit reviews (mainly analyzing macroeconomic trends, creating financial status reports using CAMELS analysis, analyzing portfolio structure, net asset value movement, forecasting trends and outlook, and key risks) using complex Excel financial models.
- Undertake periodical credit analysis on borrowers' performance and outlook.
- Monitor and validate covenant compliance, and report overdue covenants to relevant stakeholders.
- Review financial spreading on internal platforms.
- Create covenant structures on the bank's covenant monitoring platform.
- Coordinated with team members, and senior management to ensure the quality of work, while managing deadlines and collaborating on workflows with analysts in the Colombo delivery center and front office.
Executive Assistant
COMMERCIAL BANK OF CEYLON PLC
Colombo 14 Branch
01.2021 - 11.2022
- Managing several corporate clients and their credit portfolios, while maximizing income generation.
- Expanding the branch's credit portfolio by identifying and onboarding new corporate clients.
- Carry out a detailed analysis of credit proposals and prepare reports for the approval pack.
- Financial analysis and cash flow projections for new facilities to verify creditworthiness.
- Cross-selling other bank products to the existing client base.
- Managing relationships with HNI clients and corporates to ensure effective and premier service throughout the year.
- Carry out trade finance transactions in compliance with CBSL guidelines.
- Preparing annual board papers for existing clients, assessing the risks, and new lending opportunities.
Banking Trainee
COMMERCIAL BANK OF CEYLON PLC
Colombo 14 Branch
01.2019 - 12.2020
- Handling all types of account opening procedures, ensuring smooth onboarding of clients.
- Managing cash flow effectively to optimize financial operations.
- Managing RTGS, CEFT, and SLIPS payments, ensuring timely and accurate transaction processing.
- Acquiring new clients through digital banking channels, driving business growth and expansion.
- Handling international Telegraphic Transfers.
- Managing branch cheque clearing activities, maintaining operational efficiency.
- Handling customer requests and inquiries, ensuring high levels of satisfaction.
- Account canvassing and attracting new clients, contributing to business development efforts.
- Strong in relationship management, fostering positive connections with clients to enhance loyalty and retention.
Intern
COMMERCIAL BANK OF CEYLON PLC
Colombo 01 (Corporate Banking Unit)
09.2018 - 12.2019
- Analyzing balance sheets to assess financial health and performance accurately.
- Managing client security documentation to safeguard confidential information and assets.
- Effectively managing calls from clients, ensuring prompt and professional communication.
- Accurately updating client data, and maintaining database integrity.
- Managing email correspondence, prioritizing, and responding to inquiries promptly.
- Documenting credit reports comprehensively, ensuring accuracy, and compliance with regulatory standards.
Education
BSc (Hons) - International Accounting
University of Northampton
UK11.2022
Higher National Diploma - Business Management
Scottish Qualification Authority
UK09.2020
Master of Science - Applied Finance (Reading)
University of Sri Jayawardenapura
Sri JayawardenapuraSkills
- Advanced Excel
- Financial modeling
- Credit analysis
- Market analysis
- Data validation
- Investment research
References
- Sanjeewa Wijesinghe, Manager, Commercial Bank Ceylon PLC, 0777313027
- Lahiru Piushan, Financial Analyst, Oceans, 0711908186
Accomplishments
- Awarded the best rookie in global lending team in 1Q '24 at Acuity Knowledge Partners
Languages
Sinhala
First Language
English
Proficient (C2)
C2
Timeline
Senior Associate (Investment Banking)
ACUITY KNOWLEDGE PARTNERS
04.2025 - Current
Associate (Financial Analyst)
ACUITY KNOWLEDGE PARTNERS
11.2022 - 03.2025
Associate (Financial Analyst)
ACUITY KNOWLEDGE PARTNERS
11.2022 - 09.2024
Executive Assistant
COMMERCIAL BANK OF CEYLON PLC
01.2021 - 11.2022
Banking Trainee
COMMERCIAL BANK OF CEYLON PLC
01.2019 - 12.2020
Intern
COMMERCIAL BANK OF CEYLON PLC
09.2018 - 12.2019
BSc (Hons) - International Accounting
University of Northampton
Higher National Diploma - Business Management
Scottish Qualification Authority
Master of Science - Applied Finance (Reading)
University of Sri Jayawardenapura
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