Bhaven Mehta
https://www.linkedin.com/in/mehtabhaven/
Summary
Detail-oriented CFA Level III candidate specializing in Private Markets with expertise in investment analysis, portfolio management, and financial reporting. Completed CFA Levels I and II and earned a B.Com from Savitribai Phule Pune University. Contributed significantly at PwC India, recognized through the PwC Star R&R program. Focused on advancing knowledge in AI, private markets, and alternative investments.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Senior Analyst
PwC India
Pune
01.2024 - Current
- Developed and implemented an automated Excel VBA macro solution that streamlined the reconciliation process and significantly improved accuracy and efficiency. The tool was rolled out across pan-India, and I conducted end-to-end training sessions to ensure smooth adoption and consistent usage nationwide.
- Delivered comprehensive transfer pricing solutions to domestic and multinational clients across various sectors.
- Assisted in preparing Transfer Pricing documentation in compliance with Indian regulations and OECD guidelines.
- Conducted benchmarking studies using global databases, including Capitaline, TP Catalyst, and RoyaltyStat, for arm's length pricing.
- Computed margins for Profit Level Indicator utilizing company financials to support thorough financial analysis.
- Performed beta-based economic risk adjustments to align tested-party margins with arm's length risk profiles.
- Executed detailed working capital adjustment computations, including receivable, payable, and inventory adjustments, to enhance economic analysis reliability.
- Provided litigation support and prepared submissions for transfer pricing audits and assessments.
- Conducted industry and economic analyses to support effective pricing strategies and compliance efforts.
Education
CFA Level II - Finance
CFA Institute
08.2023
CFA Level I - Finance
CFA Institute
11-2021
Bachelor of Commerce - BCom - Finance, General
Maharashtra Education Society's Garware College of Commerce
Pune, India01.2020
Skills
- Equity research and analysis
- Excel VBA automation
- Financial modeling and forecasting
- Problem solving strategies
- Investment banking expertise
- Private markets knowledge
Certification
• Chartered Financial Analyst (CFA) - Level I
• Chartered Financial Analyst (CFA) - Level II
• Financial Modelling
Languages
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Marathi
Native
Native
Gujarati
Elementary (A2)
A2
French
Beginner
A1
Timeline
Senior Analyst
PwC India
01.2024 - Current
CFA Level II - Finance
CFA Institute
CFA Level I - Finance
CFA Institute
Bachelor of Commerce - BCom - Finance, General
Maharashtra Education Society's Garware College of Commerce