Open To Work
CHARMI Mehta
Senior Associate
Mumbai
Summary
Finance professional specializing in strategic decision-making through detailed variance analysis and focused financial planning. Proven track record of enhancing profitability by evaluating revenue streams and operational KPIs. Develops effective management information systems and financial dashboards that provide cross-functional teams with actionable insights.
Overview
7
7
years of professional experience
Work History
Senior Associate – FP&A
BDO India Pvt Ltd
Lower Parel
08.2025 - Current
- Spearheaded financial planning, budgeting, and forecasting processes to support strategic business decisions.
- Conducted comprehensive variance analysis and financial performance evaluation to identify key business drivers.
- Developed and maintained management information system (MIS) reports and financial dashboards for senior leadership.
- Analyzed revenue streams, cost structures, and operational KPIs to enhance financial efficiency and profitability.
- Collaborated with cross-functional teams to optimize financial planning and drive data-driven decision-making.
Financial Analyst (Global Valuations)
Duff & Phelps Global LLP - Kroll
BKC
08.2022 - 08.2025
- Analysed several financial models & valuation reports to create an index of historical private equity transactions using resources such as S & P Capital IQ, Bloomberg & Pitchbook
- Evaluated SEC Filings of various business development companies based in the USA to extract key information regarding investments made in prior years to create a platform globally
- Financial statements & relevant disclosures as per US GAAP guidelines
- Financial statements & other deliverables as per IFRS framework and instructions
Investment Banking
SK Capital Advisors Pvt Ltd
BKC
10.2020 - 06.2022
- Calculating & Analysing credit data with pivot table & preparation of Financial Projections, Company Presentations, Bank proposal, Co-ordination with bank etc
- Syndication/ sanction of loans of value in excess of INR 15 crs for corporates/NBFC/Real estate etc
- Experience in handling Stressed assets transaction/One time settlement (OTS) & Restructuring.
- Procure the Budgeting & Forecasting techniques for various global companies also manage month end closures along with reconciliation of Working Capital.
- Assist the Global Finance team with regards to delivering the reports & to streamline the process in a proficient manner.
Assistant manager
Kotak Mahindra Bank
BKC
05.2019 - 09.2020
- Handling the Portfolios of the HNI Clients
- Annual review with CFO & Department head of deliverables
- Specialized in advanced Excel techniques
- Oversaw cash flow management
- Oversaw timely collection of outstanding payments
- Streamlined monthly accounts payable procedures
- Exhibited excellent communication abilities in presenting complex information clearly
- Led team to achieve project goals within deadlines
- Applied strategic business insights to achieve objectives
- Financial and operational reporting
- Applied corporate finance principles in project evaluations.
Education
Masters In Management Studies - MBA/MMS In Finance
Bachelors In Banking & Insurance - BBI
Skills
- Advanced Excel techniques
- SAP
- Cash flow management
- Data processes
- MIS
- Data visualisation
- Power BI
- Market research
- Bloomberg software
- Variance analysis
- Management reporting
- Forecasting accuracy
- Capital budgeting
- Revenue forecasting
- Cost analysis
- Leadership qualities
- Strategic business insights
- Financial reporting
- Corporate finance
- Budgeting techniques
- Financial management
- Accuracy in financial reporting
- Debt restructuring projects
Accomplishments
- Recognised by management for CSO projects delivering outstanding Outcomes
- Created and developed critical strategies to consistently exceed quality and production targets.
- Streamlined workflow by consolidating lengthy processes and redundant documentation that resulted in more effective and timely completion of deliverables.
Projects
Investors Perception Towards Stock Market Investments, 45 days, The project entitled 'Investors Perception Towards Stock Market Investments' is a study of various parameters of investment decisions, Investment process options, Research and Methodology, Motives of Investors, Data Analysis and Types of Investors. It also evolves briefing of various Long-Term financial options such as Public Provident Fund, Company, Fixed Deposits, Bonds, Mutual funds and Segregated Funds.
Hobbies and Interests
- Passionate about knowing innovative problem solving Financial techniques to enhance business efficiency.
- Keen to research about Emerging Technology Trends.
Personal Information
Date of Birth: 06/19/95
Work Preference
Job Search Status
Open to workWork Type
Full TimeSalary Range
₹73000/yr - ₹200000/yrTimeline
Senior Associate – FP&A
BDO India Pvt Ltd
08.2025 - Current
Financial Analyst (Global Valuations)
Duff & Phelps Global LLP - Kroll
08.2022 - 08.2025
Investment Banking
SK Capital Advisors Pvt Ltd
10.2020 - 06.2022
Assistant manager
Kotak Mahindra Bank
05.2019 - 09.2020