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
References
References available upon request.
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