Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Saksham Patidar

Bengaluru

Summary

CA Final student with global certifications in Investment Banking (J.P. Morgan) and Private Equity (SDA Bocconi School of Management), skilled in financial analysis, valuation, and audit. Focused on investment banking, capital markets, and strategic finance roles.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Articleship

ASA & Associates LLP (member firm of Baker Tilly Internationals)
07.2024 - Current
  • Performed audit procedures for various private limited companies and contributed to the quarterly review of a listed public entity as part of the engagement team, handling key areas such as statutory liabilities, equity share capital, secretarial compliances, payroll, and other significant audit components.
  • Independently conducted tax audits under Section 44AB of the Income Tax Act.
  • Performed stock count for a private limited company with a topline of ₹14,000 crores, and conducted fixed asset verification for a leading multinational in the rail transportation sector, specializing in advanced mobility solutions with a multi-billion-dollar global presence.

Education

Bachelor of Commerce -

RKDF University
Bhopal
04-2027

CA-Intermediate -

Institute of Chartered Accountants of India
New Delhi
05.2024

CA-foundation -

Institute of Chartered Accountants of India
New Delhi
06-2022

Class XII -

Sahara Public School
Kalapipal
04-2022

Class X -

Sahara Public School
Kalapipal
04-2020

Skills

  • In-depth knowledge of financial concepts
  • Basic knowledge of financial valuation and industry norms
  • Objective-driven approach with solid communication and multitasking capabilities
  • Skilled in Excel data analysis and formula usage
  • Keen to bring, learn and adapt positive changes
  • Problem-solving skills

Certification


  • Completed Private Equity and Venture Capital Certification from Bocconi University (SDA Bocconi School of Management).
  • Completed J.P. Morgan Investment Banking Virtual Program with practical exposure to financial analysis, valuation, and M&A.
  • Volunteered for CA Student Council, organizing the Mega Conference and inaugural CA Students Got Talent (CGT); managed LinkedIn presence for the event.
  • Participated in the National Adventure Camp organized by Scout & Guide Association of India.
  • Pursuing 6 years diploma in Classical Music.
  • Served as School Discipline Captain, nominated by the Principal.

Timeline

Articleship

ASA & Associates LLP (member firm of Baker Tilly Internationals)
07.2024 - Current

Bachelor of Commerce -

RKDF University

CA-Intermediate -

Institute of Chartered Accountants of India

CA-foundation -

Institute of Chartered Accountants of India

Class XII -

Sahara Public School

Class X -

Sahara Public School
Saksham Patidar