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Payal Pathak Email & Phone Number

Analyst Debt Advisor - Investment Banking at Acquisory
Location: Paris, ÎLe-De-France, France 6 work roles 5 schools
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Role
Analyst Debt Advisor - Investment Banking
Location
Paris, ÎLe-De-France, France
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Who is Payal Pathak? Overview

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Payal Pathak is listed as Analyst Debt Advisor - Investment Banking at Acquisory, a with 170 employees, based in Paris, ÎLe-De-France, France. AeroLeads shows a matched LinkedIn profile for Payal Pathak.

Payal Pathak previously worked as International Audit Consultant at Leyton and Junior Consultant at Sopra Steria Consulting. Payal Pathak holds Postgraduate Degree, Us Public Accounting from All India Management Association (Aima).

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Acquisory

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Profile bio

About Payal Pathak

Excited to be on the journey towards earning my US CPA! Currently enrolled in a Post Graduate Certificate Management program specializing in US Public Accounting and Audit. I bring a wealth of knowledge in US and India GAAP, GAAS, and IFRS, coupled with expertise in financial analysis, business strategy, and audits. I possess strong expertise in maximizing tax credit benefits, driving growth, and achieving cost savings for clients. I am skilled in leading US tax audits, managing consulting projects, and fostering cross-functional collaboration. Seeking opportunities in Strategy Consulting, Audit, Tax, Finance, Accounting, Project Management, and Business Analysis. If you're into any of these areas, let's chat! My goal is to leverage my skills and experience to contribute to the success of organizations in the consulting and auditing domain. Recruiters, I am eager to discuss potential collaborations and job opportunities.

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Payal Pathak's current company

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Acquisory
Acquisory
Analyst Debt Advisor - Investment Banking
India
Website
Employees
170
AeroLeads page
6 roles

Payal Pathak work experience

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Analyst Debt Advisor - Investment Banking

India

International Audit Consultant

Issy-Les-Moulineaux, Île-De-France, France

As an International Audit Consultant at Leyton, I intensively assisted clients with complex ERC calculations, conducting independent analyses and navigating tax codes and qualification criteria. This required a deep understanding of the relative requirements of tax levers to ultimately benefit the client.I successfully tackled the complicated interplay between ERC and the PPP Loan, managing various points related to qualification and wage eligibility. My expertise in this area allowed me to provide valuable insights and guidance to clients, ensuring compliance and maximizing benefits.I independently analyzed financial statements and authored 26 IRS-compliant audit reports, delivering valuable insights. Additionally, I advised 22 clients on the Employee Retention Tax Credit, resulting in a 50% tax reduction for them.I also mentored trainees, boosting their proficiency in Salesforce, Excel, and complex tax levers. This role allowed me to contribute significantly to Leyton's growth while developing strong leadership and coaching skills.My tenure at Leyton equipped me with a deep understanding of US tax audits and the ability to drive substantial financial benefits for clients.

Jan 2022 - Jul 2022

Junior Consultant

France

As a Project Manager, I successfully led a team of 8 members in the creation and delivery of an innovative consulting project focused on a cross-platform application designed to provide users with an innovative solution to ethically and practically protect, manage, and monetize personal data per GDPR.My key activities included project planning, defining the functionalities of the solution, developing a sustainable business model, mapping out the customer journey, and strategizing for commercial success. Through effective leadership and strategic planning, we were able to deliver high-quality deliverables that met the needs of both our clients and end-users.Proactively anticipated future project performance to ensure we stayed within project constraints. Developed a comprehensive project management plan and successfully obtained agreement from all relevant functional managers and stakeholders.Spearheaded the creation of the Project Charter, conducted an extensive Environment Scan, and defined the critical functionalities of the solution. Oversaw the development of the Project Management Plan and led the Project Macro Planning process.Ensured seamless collaboration and communication among team members, stakeholders, and external partners to achieve project milestones and deliverables.Implemented risk management strategies and monitored project progress to adapt to any changes or challenges, ensuring timely and within-budget project completion.

Sep 2021 - Dec 2021

Strategy Analyst

Maritime Alps, Provence-Alpes-Côte D'Azur, France

Developed the core market of industrial solutions for HVAC engineering at OSMOSE, with a specific emphasis on smart industrial pollutant extractors. I meticulously assessed the competitive positioning of OSMOSE in these new segments, ensuring that internal resources were allocated effectively and aligned with strategic objectives.Conducted a comprehensive strategic diagnostic of potential Strategic Business Areas (SBAs), analyzing their portfolios to identify key success factors critical for market success. I provided strategic recommendations, evaluating how OSMOSE's existing strategic capabilities could be adapted and transferred to successfully enter these markets.Strategic & Portfolio Analysis: Conducted thorough evaluations of potential markets and business units, utilizing SWOT analysis, PESTLE analysis, and Porter’s Five Forces to understand the competitive landscape and identify growth opportunities. This included the examination of industry trends, competitor strategies, and market dynamics to formulate comprehensive portfolio strategies.Market Entry Strategies: Designed and recommended tailored market entry strategies based on the strategic diagnostics performed. This involved selecting the most viable entry modes and outlining key operational steps to ensure a successful market launch. I also identified potential risks and developed mitigation plans to navigate market entry challenges.Financial Analysis: Performed detailed financial analyses, including cost-benefit analyses, ROI assessments, and financial modelling, to evaluate the financial feasibility of entering new markets. This analysis supported decision-making on resource allocation, pricing strategies, and investment prioritization to ensure financial sustainability and profitability in the new segments.

Sep 2021 - Dec 2021

Junior Consultant

I collaborated with a 6-member team to develop an enterprise platform that incentivizes and enables sustainable actions through a comprehensive reward program. This project underscored the importance of integrating sustainability into digital platforms to drive meaningful environmental impact. An innovative digital solution that promotes the circular economy and supports a sustainable future through agile methodologies. My work focused on integrating digital tools that enhance sustainability while addressing critical environmental challenges. Key activities involved designing a go-to-market strategy for a successful product launch, implementing risk planning, conducting thorough risk assessments, and developing mitigation strategies to effectively manage risks throughout the project lifecycle.Additional activities included conducting market and customer segmentation, mapping the customer journey, developing the business model, crafting the commercial plan, and building a functional prototype to demonstrate the solution’s potential.

Jan 2021 - Apr 2021

Trainee Finance Officer

Mumbai, Maharashtra, India

Optimized working capital by strategically reconciling accounts, streamlining invoice processing, and establishing proactive vendor partnerships. These efforts ensured that cash flow was effectively managed to support operational needs.Enhanced financial accuracy by diligently managing daily transactions and meticulously verifying expenses against purchase orders and agreements using Tally software. This led to improved financial reporting and reduced discrepancies.Contributed to the development of robust finance processes by producing accurate and timely financial statements that aligned with the company’s requirements. These statements provided critical insights into financial performance and supported informed decision-making.Assisted in the strategic allocation of budgets to high ROI initiatives, driving profitability by aligning financial goals with the broader objectives of the organization. This involved analyzing potential returns and ensuring resources were directed toward the most impactful projects.Identified new business opportunities, leveraging financial insights to contribute to the company’s sustained growth. This included evaluating market trends and financial data to support strategic expansion efforts.

Jun 2018 - Aug 2019
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Colleagues at Acquisory

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5 education records

Payal Pathak education

Master Of Science - Ms, Business Consulting And Digital Transformation

Professional Consulting, Project Management, Change Management, Agile Methodologies, Business Analysis, Strategy & Organization Consulting.

Bachelor Of Commerce (Bcom), Business/Commerce, General, First Division

Major in – Management (Security Analysis and Portfolio, Financial, Production and Operations), Accountancy (Cost, Advanced, Corporate.

FAQ

Frequently asked questions about Payal Pathak

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What company does Payal Pathak work for?

Payal Pathak works for Acquisory.

What is Payal Pathak's role at Acquisory?

Payal Pathak is listed as Analyst Debt Advisor - Investment Banking at Acquisory.

Where is Payal Pathak based?

Payal Pathak is based in Paris, ÎLe-De-France, France while working with Acquisory.

What companies has Payal Pathak worked for?

Payal Pathak has worked for Acquisory, Leyton, Sopra Steria Consulting, Osmose, and Celogen Pharma Pvt Ltd.

Who are Payal Pathak's colleagues at Acquisory?

Payal Pathak's colleagues at Acquisory include Manan Tiwari, Radhika Chhag, Mayuresh Rane, Divya Vij, and Ca Simran Arora.

How can I contact Payal Pathak?

You can use AeroLeads to view verified contact signals for Payal Pathak at Acquisory, including work email, phone, and LinkedIn data when available.

What schools did Payal Pathak attend?

Payal Pathak holds Postgraduate Degree, Us Public Accounting from All India Management Association (Aima).

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