Pallavi Sharma
Bangalore
Summary
Accomplished Learning & Development Manager with over 16 years of experience, specializing in professional certifications, curriculum design, and capability development. Proven success in transforming learning ecosystems and driving large-scale upskilling initiatives across corporate and academic domains. Adept at leveraging GenAI tools for innovation and efficiency in learning delivery. Recently expanded expertise into global mobility and compliance through freelance EB5 advisory, supporting investor documentation and source of funds verification aligned with USCIS standards.
Overview
16
16
years of professional experience
Work History
Freelance Consultant – EB5 Advisory
EB5 Consultancy (under MyRCBI.com)
05.2025 - Current
- Supporting high-net-worth clients and attorneys with EB-5 visa documentation, source of funds (SOF) analysis, and compliance verification.
- Conducting due diligence and fund tracing for global clients, ensuring robust documentation aligned with USCIS guidelines.
- Leveraging GenAI tools to streamline investor documentation and enhance reporting accuracy.
Manager – Learning & Development
KPMG Global Services
03.2023 - 05.2025
- Delivered 72,000+ audit-specific learning hours impacting 1,200+ professionals across India.
- Increased CPA registrations by 50% through a revamp of the Professional Certifications Policy.
- Processed and awarded CPE credits for over 3,000 professionals.
- Guided 500+ professionals toward CPA program enrollment and completion.
- Evaluated 200+ programs using the Kirkpatrick model.
- Promoted innovation by leading hackathon participation and GenAI adoption advocacy.
Senior Academic Manager
Miles Education
04.2017 - 02.2023
- Delivered CPA & CMA training sessions PAN India and supported university partnerships.
- Built strategic corporate and institutional relationships.
Finance Manager
Percept Web Solutions
06.2009 - 02.2017
- Managed P&L of INR 70M and secured INR 100M in financing through equity and debt.
- Strengthened internal controls and MIS reporting systems.
- Oversaw tax-related activities including VAT, service tax, and exemptions.
- Directed annual budget planning aligned with strategic goals.
Education
US CPA -
AICPA USA
01.2022
CMA - undefined
IMA USA
01.2016
M.Com - undefined
Nagpur University
01.2007
Skills
- Learning Strategy
- E-Learning Design
- GenAI for L&D
- Curriculum Planning
- Stakeholder Management
- Coaching & Mentoring
- Financial Compliance
- Cross-Functional Collaboration
- EB-5 Source of Funds Analysis
Section name
Last updated: October 2025
Timeline
Freelance Consultant – EB5 Advisory
EB5 Consultancy (under MyRCBI.com)
05.2025 - Current
Manager – Learning & Development
KPMG Global Services
03.2023 - 05.2025
Senior Academic Manager
Miles Education
04.2017 - 02.2023
Finance Manager
Percept Web Solutions
06.2009 - 02.2017
CMA - undefined
IMA USA
M.Com - undefined
Nagpur University
US CPA -
AICPA USA
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