CA Sumit Mehta
Gurugram
Summary
To apply my financial expertise and teaching abilities in simplifying complex financial and strategic management concepts for students, fostering both academic excellence and real-world application.
Overview
9
9
years of professional experience
Work History
Instagram Influencer - CA Sumit Mehta
self employed
Gurgaon
10.2022 - Current
- 500k social media presence.
- Teach personal finance via short-form content on Instagram. on Instagram
- Help the audience make better financial decisions in their lives.
Teacher Taxation
one percent club
Mumbai
10.2024 - 05.2025
- Developed engaging lesson plans to enhance student learning experiences.
- Implemented innovative teaching strategies to accommodate diverse learning styles.
Youtube content and strategist
Classplus - Bunch Microtechnologies
Noida
12.2022 - 04.2025
- Made video lessons to help teachers use the company's platform to help them monetize their skills better.
- Strategized YouTube content plan.
- Developed engaging lesson plans for diverse student learning styles.
Financial Analyst
American Express
04.2020 - 12.2022
- Validation of assigned portfolios on-balance sheet and off-balance sheet exposures against the general ledger/external reported results to ensure the financial integrity of Basel results.
- Collaborate with stakeholders for the resolution of issues.
- Generate variance reports and identify or highlight out-of-balance items.
Article
Ashok Maheshwary & Associates
04.2016 - 04.2019
- Tax Advisory -
- Research and analysis of Case laws based on Income tax Act and Double Taxation Avoidance Agreements
- Tax advisories to MNCs having businesses in India or contemplating to enter into any transaction/business with/in India
- Forming opinions based on Permanent Establishment for the foreign companies in India
- Establishment of Liaison office, Branch office, and Project office in India
- Valuation Assignments -
- Valuation of companies using NAV methodology, DCF methodology and multiples approach
Education
CA -
Institute of Chartered Accountants of India
11-2019
B. Com (H) -
Ramlal Anand College, Delhi University
01.2016
Class XII - CBSE
S.D. Adarsh Vidyalaya
Gurugram01.2013
Class X - CBSE
S.D. Adarsh Vidyalaya
Gurugram01.2011
Skills
- Strong teaching abilities combined with effective communication skills
- Content creation with good social media presence - 500K
- Teaching strategies
- Proficient in MS-Office (Excel, Word, PowerPoint)
Accomplishments
- Have good social media presence
- Received emerging finance influencer of the year in finance category
- Received appreciation from seniors and clients on various assignments
- Received a memento for participating in the National Convention for CA students
- School ranked 1 in the Commerce Olympiad conducted by the Commerce Teacher Foundation
- I participated in the Modern United Nations (MUN) at various platforms
- Performed improv at various platforms like Rashtrapati Bhavan, Canvas Laugh Club, Kingdom of Dreams, etc., being an active member of Nautankibaaz Improv Comedy
- Won many prizes in debates, sports, skits, etc., during schooling
Strengths
- Adaptable to changes and enthusiastic to learn new things
- Ability to manage work under pressure
- Positive attitude
Languages
- Hindi
- English
Hobbies and Interests
- Public speaking
Personal Information
- Father's Name: Sunil Kumar
- Date of Birth: 09/24/95
Timeline
Teacher Taxation
one percent club
10.2024 - 05.2025
Youtube content and strategist
Classplus - Bunch Microtechnologies
12.2022 - 04.2025
Instagram Influencer - CA Sumit Mehta
self employed
10.2022 - Current
Financial Analyst
American Express
04.2020 - 12.2022
Article
Ashok Maheshwary & Associates
04.2016 - 04.2019
CA -
Institute of Chartered Accountants of India
B. Com (H) -
Ramlal Anand College, Delhi University
Class XII - CBSE
S.D. Adarsh Vidyalaya
Class X - CBSE
S.D. Adarsh Vidyalaya
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