Sakshi Chindaliya
Mumbai
Summary
Chartered Accountant and CFA Level 3 candidate with 6 years of experience (including 3 years of Articleship) in reporting, budgeting, accounting, and compliance. Background includes expertise in finance, accounting, budgeting, auditing, taxation, and compliance, supported by formal training in financial modeling. Seeking finance roles to apply analytical skills and valuation capabilities in investment analysis.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
Manager - Accounting & Compliance
Reliance Industries Limited
Navi Mumbai
09.2023 - Current
- Managed consolidated fixed expenses reporting for Reliance Industries Limited’s Refinery division and foreign subsidiaries. Coordinated with unit heads for actuals, performed variance analysis, and presented findings to senior management, aiding in monthly expense projections and financial planning.
- Supported annual fixed expenses budgeting, analyzing historical trends and collaborating with departments to set cost targets.
- Performed structured General Ledger review and ageing analysis for R&M business, identifying high-risk and long-pending items and driving clearance actions to improve quality of books.
- Supported month-end closing controls through data validation, exception tracking, and documentation of unresolved balances for management and audit review.
- Reviewed customer advances (>365 days), assessed compliance with Deposit Rules, and supported timely data collation for DPT-3 reporting.
- Prepared Trade Receivables and Trade Payables ageing as per Schedule III, reconciled balances with GL, and worked with business teams on resolution of overdue items.
- Compiled and analysed materials for GADC governance meetings covering receivables, payables, advances, and related-party balances; standardized formats for management review.
Advanced analyst - Transfer Pricing
ERNST & YOUNG GDS
Pune
04.2022 - 05.2023
- Prepared transfer pricing documentation for major clients, including benchmarking studies, industry analyses, and regulatory compliance.
- Conducted benchmarking studies by analyzing comparable transactions and financial metrics to determine arm's length pricing, using databases and market reports.
- Performed industry analysis for transfer pricing, assessing market conditions, competitive dynamics, and regulatory standards to support client transfer pricing strategies.
- Analyzed 10-K filings to extract financial and operational data, supporting compliant pricing strategies through financial metric and risk assessment.
- Trained junior staff on transfer pricing methodologies and compliance, enhancing team knowledge and service efficiency.
Accounts & Finance Associate
J S UBEROI & CO CHARTERED ACCOUNTANTS
Nagpur
03.2021 - 09.2021
- Prepared financial statements in compliance with GAAP and Ind AS, managed full accounting records, adjustment entries, and reconciliations.
- Assisted in projecting financial statements for clients by analyzing historical data and market trends for accurate forecasts.
- Prepared consolidated financial statements for clients, ensuring compliance and coordinating intercompany data collection.
Articled Assistant
VIJAYWARGI KHABIYA & SAOJI CA FIRM
Nagpur
02.2017 - 02.2020
- Conducted internal audits for IT companies, banks, and manufacturers, identifying control gaps and recommending improvements for compliance and efficiency.
- Performed GST, income tax, and statutory audits for diverse entities, ensuring regulatory compliance.
- Prepared financial statements and consolidated reports in accordance with accounting standards.
- Prepared and filed ITRs and GST returns for a variety of clients, ensuring tax compliance.
- Handled direct and indirect tax assessments and managed compliance-related matters.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
CFA Level III Candidate -
CFA Institute
Skills
- Financial Modelling (3-statement, DCF, sensitivity analysis)
- Valuation (Comps, DCF, scenario analysis)
- Advanced Excel
- Tally ERP, SAP, Power BI, SQL, Tableau
- Analytical skills and problem solving aptitude
Financial Modelling & Valuations Projects
- Three-Statement Model & DCF (Marico, Dr Pepper) - Built integrated P&L, Balance Sheet and Cash Flow; estimated WACC, terminal value, and performed sensitivity analysis.
- Relative Valuation (PepsiCo, Coca-Cola, Campbell, Conagra) - Prepared trading comps using EV/EBITDA, EV/Sales and P/E with normalized LTM financials.
- Transaction Comps & M&A Analytics (Dr Pepper case) - Analysed precedent transactions and performed pro-forma adjustments.
- LBO Model (Private Equity case study) Modelled leverage, debt schedule, cash flows, equity IRR and money multiple.
- Project Finance / Feasibility Model - Computed NPV, IRR, MIRR and used Goal Seek for target return analysis.
- Advanced Excel & Dashboards Used INDEX–MATCH, OFFSET, INDIRECT, data tables, dynamic charts, and conditional formatting.
Certification
Financial Modelling & Valuations - Wallstreet Prep
Timeline
Manager - Accounting & Compliance
Reliance Industries Limited
09.2023 - Current
Advanced analyst - Transfer Pricing
ERNST & YOUNG GDS
04.2022 - 05.2023
Accounts & Finance Associate
J S UBEROI & CO CHARTERED ACCOUNTANTS
03.2021 - 09.2021
Articled Assistant
VIJAYWARGI KHABIYA & SAOJI CA FIRM
02.2017 - 02.2020
Chartered Accountant -
Institute of Chartered Accountants of India
CFA Level III Candidate -
CFA Institute