Summary
Overview
Work History
Education
Skills
Accomplishments
Strengths
Languages
Hobbies and Interests
Personal Information
Websites
Timeline
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CA Sumit Mehta

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
Gurugram
01.2013

Class X - CBSE

S.D. Adarsh Vidyalaya
Gurugram
01.2011

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
CA Sumit Mehta