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