Summary
Overview
Work History
Education
Skills
Websites
Projects
Certification
Timeline
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Ayush Jain

Bengaluru

Summary

Chartered Accountant (CA) and Certified Financial Planner (CFP) with 2+ years of experience in auditing, financial analysis, and reporting, currently at KPMG. Skilled in US GAAP audits, financial modeling, valuation (DCF, Comps), equity research, and due diligence.

Certified in AI tools (Be10x), Generative AI (upGrad), and Power BI (Office Masters), with a strong interest in leveraging AI and automation in finance. Seeking roles in investment banking, equity research, transaction advisory, or AI-driven finance and analytics.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Audit Associate

KPMG Global Delivery Centre
Bengaluru
05.2023 - Current
  • Led audit engagements for 5+ Fortune 500 clients in the healthcare and life sciences sector, covering portfolios valued at over $2 billion, ensuring adherence to US GAAP and PCAOB standards.
  • Performed financial analysis and reviewed 100+ account balances across income statements and balance sheets, identifying financial anomalies with an accuracy rate of over 95%.
  • Evaluated and tested 30+ internal controls under ICFR frameworks, contributing to a 20% improvement in audit turnaround time through streamlined risk-based procedures.
  • Managed 150+ external confirmations annually, achieving a 98% response rate and resolving 100% of material variances within audit deadlines.
  • Collaborated with cross-functional teams and client finance departments across 3 countries, enhancing audit quality and fostering smoother client communication.
  • Ensured audit documentation complied with internal and external regulatory standards, achieving zero non-compliance observations during quality reviews.
  • Tools Used: Excel (Pivot Tables, VLOOKUP, Power Query), IDEA, KPMG Clara

Article Assistant

M/s Sushil Maheshwari & Co.
Agra
03.2018 - 03.2021
  • Executed 25+ audits (statutory, internal, tax) for SMEs with annual turnovers ranging from ₹5 Cr to ₹100 Cr, ensuring compliance with the Companies Act, Income Tax Act, and GST laws.
  • Assisted in the preparation and finalization of 40+ financial statements, supporting accurate financial reporting and audit closure within prescribed deadlines.
  • Managed direct tax compliance for 50+ clients, including TDS calculation, ITR filings, and strategic tax planning that resulted in up to 15% tax savings for select clients.
  • Filed GST returns and E-Way Bills for 30+ clients monthly, and performed over 100+ reconciliations, ensuring accurate and timely indirect tax reporting.
  • Prepared MIS reports and financial summaries quarterly for major clients like Hind Lamps Ltd. and Manoram Autos, aiding in decision-making and financial forecasting.
  • Tools Used: Tally ERP 9, Excel (Advanced), GSTN Portal, TRACES

Education

Chartered Accountant (CA) -

ICAI
India

Certified Financial Planner (CFP) -

FPSB
India

Skills

  • Equity Research & Investment Analysis
  • Corporate Finance & Risk Analysis
  • Forecasting & Budgeting
  • Excel (Advanced)
  • Power Query
  • Pivot Tables
  • VBA Macros
  • Screenerin
  • TIKR
  • Comps
  • NAV-based
  • Risk Assessment
  • Control Testing
  • Audit Planning
  • Internal Control
  • Statutory Audit
  • Financial Statement Analysis
  • Generally Accepted Accounting Principles (GAAP)
  • International Financial Reporting Standards (IFRS)
  • Financial Modeling and Valuation
  • Due Diligence
  • Investment Banking
  • M&A and Due Diligence Support
  • Ratio Analysis
  • Portfolio Analysis
  • Capital Markets
  • Internal & Tax Audit
  • PCAOB Compliance
  • Audit Planning & Documentation
  • GST & Direct Tax Compliance
  • IDEA
  • KPMG Clara
  • Tally ERP 9
  • Analytical Thinking
  • Problem Solving
  • Communication Skills
  • Teamwork
  • Attention to Detail
  • Data Analytics
  • PowerBI
  • Data visualization
  • Data visualization and presentations

Projects

Built a detailed financial model (DCF & comparable company analysis) to value MRF Ltd., incorporating revenue drivers, margin projections, and sensitivity analysis. Created a one-page company profile featuring key financials, financial ratios, shareholding pattern, and managerial remuneration analysis.

Certification

  • Financial modeling and valuation
  • Financial due diligence
  • Ai tools and ChatGPT workshop
  • Power BI workshop
  • Generative AI Foundations

Timeline

Audit Associate

KPMG Global Delivery Centre
05.2023 - Current

Article Assistant

M/s Sushil Maheshwari & Co.
03.2018 - 03.2021

Chartered Accountant (CA) -

ICAI

Certified Financial Planner (CFP) -

FPSB
Ayush Jain