Sumit Shah Email & Phone Number

Waterbeach, GB

Litlington, England, United Kingdom

Engaged in financial planning and analysis

Cambridge, England, United Kingdom

• Liaising with several departments in order to forecast financial performance and preparing budgets for P&L items.
• Assisting in preparing the month end management accounts.
• Taking care of fortnightly payment runs to ensure timely payments to the suppliers in compliance with financial policies and procedures.

Cambridge, England, United Kingdom

• Delivered timely and efficient posting/matching/approval of all purchase invoices, ensuring all queries have been followed up within appropriate time scale.
• Reconciled purchase ledger with supplier statements to validate that all invoices, expenses and payments are accounted for and accurately posted.
• Ensured all business expenses are authorised and overspends are challenged.

Gurgaon

-Delivered support in preparing thematic reports by assessing and analyzing financial markets and institutions (banks or non-banks) across geographies:-Achieved detailed credit quality assessment of banks by understanding capital management, funding sources, available liquidity and asset quality which added values in the sell-side reports. This involved.

Gurugram, Haryana, India

-Involved in writing credit research reports, data visualization, preparing pitch books, updating and forecasting models for a UK based Investment Bank:-Administered detailed trend analysis of companies’ segment-wise revenue, gross margin, EBITDA and Free cash flow across multiple sectors. Facilitated complex earnings analysis, peer analysis, SWOT.

Gurgaon, India

-Performed Debt Capital Market analysis of non-investment grade companies for a top investment bank in the US-Analyzed relative value performance of 40 USD bonds and term loans issuers to strengthen business decision making. Performed due-diligence reviews of leveraged loans and investment grade deals.

Gurugram, Haryana, India

Investigated bond indentures to evaluate covenants’ simultaneously assessing company’s financial performance in order to support client’s deliverables.

Jaipur Area, India

-Involved in project financing & budget forecasting of companies, balance sheet reconciliations, managing payroll operations and assisted in various audit programs such as Statutory Audits, Tax Audits, Vat Audits etc.-Advised clients on better bookkeeping practices by checking invoices, investigating discrepancies and reviewing profit levels.

Master'S Degree, Accounting, Taxtation, Audit , Budgeting, Financial Management

Equivalent to The Institute of Chartered Accountants in England and Wales (ICAEW)

Higher Secondary, Commerce