Sustainable Finance Analyst, PurePlanet Global Ventures LLC, RISE Ventures
Profile
Saatarth Bhalla is a finance professional specializing in sustainable finance, financial analysis, ESG/SDG-aligned impact frameworks, and data-driven reporting. He currently serves as a Sustainable Finance Analyst at PurePlanet Global Ventures LLC, where he supports RISE Ventures in evaluating sustainable, cleantech, and deep-tech opportunities through valuation, scenario analysis, Excel-based reporting automation, and impact-linked financial frameworks. His experience spans nonprofit impact finance, venture-focused sustainability projects, commercial real estate, industrial finance, and capital strategy. He combines financial modeling, forecasting, KPI design, and reporting automation to improve decision-making, strengthen transparency, and connect financial outcomes with measurable business and sustainability impact.
Professional Experience
Sustainable Finance Analyst — PurePlanet Global Ventures LLC, RISE Ventures, Flower Mound, Texas (March 2026 – Present) Supports the valuation and commercialization of sustainable, cleantech, and deep-tech venture opportunities through financial modeling, scenario analysis, and impact-focused investment evaluation. Applies DCF, 3-statement, scenario, and sensitivity analysis to assess venture potential, capital requirements, and commercialization pathways. Develops ESG/SDG-aligned financial and impact frameworks linking venture outcomes to measurable sustainability goals, and supports Excel-based reporting automation, dashboarding, and venture incubation in a fast-moving startup environment.
Financial Analyst — Changing The Present, Florida, NY (March 2025 – February 2026) Optimized fund allocation through financial modeling, increasing donor impact efficiency by 22% and improving reporting transparency. Designed KPI tracking and ROI frameworks aligned with the UN Sustainable Development Goals, and automated budgeting and reporting processes — reducing preparation time by 40% and improving grant forecasting accuracy by 25%.
Financial Advisor — Aditya Foundry and Engineering Works, Punjab, India (March 2023 – August 2023) Managed a $5M commercial property asset, implementing operational improvements that raised net profitability by 12% within six months. Contributed to capital strategy across manufacturing, real estate, and construction units, improving access to funding through better credit terms, and performed financial modeling and scenario analysis to evaluate ROI, risk exposure, and capital allocation efficiency.
Education
Master of Science in Financial Management — Boston University, Massachusetts, USA (January 2025)
Bachelor of Management Studies (Major in Finance) — Mithibai College, Mumbai, India (March 2023)
Technical Skills
- Financial Modeling
- 3-Statement Modeling
- DCF
- Comparable Company Analysis
- Precedent Transactions
- Scenario Analysis
- Variance Analysis
- Budgeting & Forecasting
- GAAP Compliance
- SEC Reporting
- Payroll Modeling
- G&A Reporting
- GL & Balance Sheet Reconciliation
- CapEx
- WIP
- Accrued Revenue
Tools & Software
- Hyperion
- QuickBooks
- B&F Budgeting & Forecasting
- Microsoft Excel
- Pivot Tables
- Index-Match
- Macros
- Tableau
- Power BI
- Google Sheets
- Dashboards
- Excel-Based Reporting Automation
Publications
The Study of Inflation Rate and Its Impact on the Indian Economy During COVID-19 — International Journal of Science, Technology and Management, 2023. Analyzed inflationary trends during the pandemic and identified key macroeconomic factors influencing India’s economic stability.
Risk-Taking Attitude of Global Banks: A Post-Crisis Analysis — International Journal of Enhanced Research in Management and Computer Applications, 2022. Examined shifts in global banking risk behavior following the 2008 financial crisis, offering insights into post-crisis regulatory and strategic adjustments.
Certifications & Professional Development
- Bloomberg Finance Fundamentals
- Status and Conflict in Organizations — The London School of Economics and Political Science
- Introduction to Corporate Finance — Wharton Online,University of Pennsylvania
- Fundamentals of Quantitative Modelling — Wharton Online, University of Pennsylvania
- Financial Markets — Yale University