Ca Shubham Bhatia Email and Phone Number
A Chartered Accountant by profession and a CFA level 3 candidate. I’m also a graduate in commerce from Dyal Singh College, Delhi University.I have a strong interest in transactions and business advisory and currently working as an Assistant Manager in Deal Advisory - Transactions diligence team at KPMG. In future, looking forward to work in a financial/business advisory role involving Valuations, Restructuring, Corporate Finance or Performance improvement. I am a diligent performer who is looking for an opportunity to generate and build relationships and assist in managing projects from concept to conclusion.
Alvarez & Marsal
View- Website:
- alvarezandmarsal.com
- Employees:
- 5289
-
ManagerAlvarez & Marsal Nov 2024 - PresentGurugram, Haryana, India -
Senior AssociateAlvarez & Marsal Nov 2023 - Nov 2024Gurugram, Haryana, India -
Assistant Manager - Deal AdvisoryKpmg Jan 2022 - Nov 2023Gurugram, Haryana, IndiaTransaction diligence team in KGS.- Participated in buy-side/sell-side investment banking engagements (FDD), involving preparation of Income Statement, Balance Sheet, quality of earnings, budgeting, account reconciliations, adjusted EBITDA, detailed financial analysis and compilation and preparation of financial data for analytical purposes for issue of reports & recommendations.- Conducted detailed review followed by variance analysis and prepared and interpreted complex data and documented key findings in summary reports/ presentation for respective stakeholders.- Preparing/evaluating pro forma financial information by building advanced detailed data books. - Proficient in financial reports and account analysis including quality of earnings, working capital, net debt, financial ratios, budgeting and scrutinizing sector specific KPI's & variances.- Assess data accuracy and reasonableness and follow up our teams resolve anomalies.- Worked closely with the onsite teams to ensure accuracy and completeness for financial results and procedures to be performed.- Prepared and refined budgets for variance analysis with actual results to ensure consistency.- Mentored associates within the practice, helped new employees in on-boarding and integration initiatives. -
Assistant Manager - Strategy And TransactionsEy Apr 2021 - Jan 2022Gurugram, Haryana, IndiaTransaction diligence team in EY GDS.- Participated in buy-side/sell-side investment banking engagements (FDD), involving preparation of Income Statement, Balance Sheet, quality of earnings, budgeting, account reconciliations, adjusted EBITDA, detailed financial analysis and compilation and preparation of financial data for analytical purposes for issue of reports & recommendations.- Conducted detailed review followed by variance analysis and prepared and interpreted complex data and documented key findings in summary reports/ presentation for respective stakeholders.- Preparing/evaluating pro forma financial information by building advanced detailed data books. - Proficient in financial reports and account analysis including quality of earnings, working capital, net debt, financial ratios, budgeting and scrutinizing sector specific KPI's & variances.- Assess data accuracy and reasonableness and follow up our teams resolve anomalies.- Worked closely with the onsite teams to ensure accuracy and completeness for financial results and procedures to be performed.- Prepared and refined budgets for variance analysis with actual results to ensure consistency.- Mentored associates within the practice, helped new employees in on-boarding and integration initiatives. -
ExecutiveEy Jan 2019 - Mar 2021Gurgaon, Haryana, IndiaAs a Audit Senior, I have assisted in the areas of -1. Audit2. Tax Audit and Transfer Pricing3. Accounts finalization- Handled various clients including listed clients, trusts and other private companies across industries. - Handled critical Balance Sheet and Profit and Loss Statement items like Fixed Asset and Depreciation, Accounts Receivables and Payables, Revenue, Loans and Advances, Cash and Bank Balances, Employee benefit expenses, Other Expenses etc. - Also conducted Transfer Pricing audits in which my role was involved audit of transactions with associated enterprises and ensuring that the amounts as per books is in line with the arm's length price.- Also a part of the initial planning and implementation team of Internal Control over Financial Reporting (ICFR) audit in companies, where my role involved understanding the processes, identifying what-could-go-wrongs in the processes and suggesting controls. My role also involved subsequent checking of the implementation of control and recommending changes to the same. -
InternEy Sep 2015 - Jan 2019Gurgaon, Haryana, IndiaDuring my articleship, I have assisted in the areas of -1. Audit2. Tax Audit and Transfer Pricing3. Accounts finalization- Handled various clients including listed clients, trusts and other private companies across industries. - Handled critical Balance Sheet and Profit and Loss Statement items like Fixed Asset and Depreciation, Accounts Receivables and Payables, Revenue, Loans and Advances, Cash and Bank Balances, Employee benefit expenses, Other Expenses etc. - Also conducted Transfer Pricing audits in which my role was involved audit of transactions with associated enterprises and ensuring that the amounts as per books is in line with the arm's length price.- Also a part of the initial planning and implementation team of Internal Control over Financial Reporting (ICFR) audit in companies, where my role involved understanding the processes, identifying what-could-go-wrongs in the processes and suggesting controls. My role also involved subsequent checking of the implementation of control and recommending changes to the same.
Ca Shubham Bhatia Education Details
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Cfa InstituteAccounting And Finance -
Cfa InstituteCfa Level 1 -
Accounting And Finance -
Business/Commerce, General
Frequently Asked Questions about Ca Shubham Bhatia
What company does Ca Shubham Bhatia work for?
Ca Shubham Bhatia works for Alvarez & Marsal
What is Ca Shubham Bhatia's role at the current company?
Ca Shubham Bhatia's current role is Chartered Accountant | Manager - Alvarez & Marsal | CFA Level 2 | Ex - KPMG and EY.
What schools did Ca Shubham Bhatia attend?
Ca Shubham Bhatia attended Cfa Institute, Cfa Institute, Institute Of Chartered Accountants Of India, Dyal Singh College.
Who are Ca Shubham Bhatia's colleagues?
Ca Shubham Bhatia's colleagues are Pablo Alonso, Emilie Miyake, Barbara Brito, Laura Teixeira, Ruth Turner, Manisha T., Giovanna Vera, Cfa.
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CA Shubham Bhatia
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