Summary
Overview
Work History
Education
Skills
Software
Certification
Interests
Timeline
Generic
Shiv Bhushan Upadhyay

Shiv Bhushan Upadhyay

Chartered Accountant

Summary

Results-driven individual excelling in converting prospects to clients through captivating presentations. Highly skilled in milestone management and delivering exceptional service. A persuasive communicator with the ability to collaborate effectively at all organizational levels, consistently generating positive NPV for the organization.

Overview

10
10
years of professional experience
1
1
Certification
2
2
Languages

Work History

Financial Analyst & consultant

INVENTYA Ltd(Technovedge P. Ltd.)
Warrington
2022.01 - Current
  • Acting as the finance business partner to multiple teams, ensuring performance insights are provided to management
  • Interpreting the financial, taxation laws and regulations and ensuring the compliance thereof
  • Financial valuation, costs analysis, provide FP&A support and financial analysis & control
  • Run simulations on various “what-if” scenarios using insight to make business decisions
  • Working with the IPR team in financial complexities, preparing DCF models, financial forecast models
  • Assisting marketing team in devising the pricing policies and digital marketing campaigns
  • Preparing and running training sessions for team.
  • Researching similar markets, analysing, and interpreting financial data
  • Preparation and submission of CT600 returns and research and development claims to HMRC
  • Tracked cost and expenses to compare with forecasted budget, identify variances and failure points and work to resolve those
  • Developing financial plans and future targets, monthly budgets, cash flow forecast and strategies
  • Develop, and maintain relationships with clients

Chartered Accountant

KPND And Associates, Sanelac Consultants Pvt
Agra
2017.03 - 2021.11
  • Managed revenue forecasting, process flows
  • Preparation of budgets
  • Prepare timely and accurate variance reports
  • Authored detailed work plans to meet business priorities and deadlines
  • Conducted tax Audits and Internal Audits of Partnership Firms, Corporates and NGOs including the following clients - Ravi Offset Printers and Publishers Pvt, Preparation of Financial Statements and as per IFRS/Ind-AS
  • Accounting and Auditing of client companies
  • Providing investment-related consultancy
  • Saas Accounting and KRP analysis
  • Preparation and filing of Income Tax and GST Return and giving tax advisory.

Article and audit assistant

Jain Sushi Kumar And Co
Agra
2013.10 - 2016.10
  • Resolved financial and tax issues
  • Reviewed general ledger entries and assessed accuracy
  • Performed advanced reviews of business operational trends and expected obligations to prepare forecasts
  • Reconciled all company accounts
  • Led statutory Audit of public sector Bank

Pairt Time Remote Consultant

Study.com Inc.
California
2019.03 - 2020.09

Hh

  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Self-motivated, with a strong sense of personal responsibility.

Education

Chartered Accountant: Auditing And Taxation - Accounting And Finance

The Institute Of Chartered Accountants Of India
2011.06 - 2017.01

Actuarial Sciences - Mathematical Finance, Statistics And Risk Management

The Institute Of Actuaries Of India
2017.07 - Current

Bachelor Of Commerce - Accounting And Business Management

Dr. B.R Ambedkar University
2012.07 - 2015.06

Skills

Strategic Planning & Management

Budgeting /Financial Planning, forecasting, financial control, analysis and reportingClient RelationshipsReporting capabilitiesAnalysis & Evaluation, Processes and proceduresProblem resolutionData analysis(excel and python)Digital Marketing

Software

Advanced Excel, VBA, power bi, data presentation and forecasting

MS office suite and google workspace

Tally ERP, QuickBooks and Xero

Wordpress, Blogspot, zoho, Azana, huddle etc

Certification

Bussiness risk and growth drives analysis, corporate finance Institute

Interests

Singing, painting, Reading & Research, blogging at financetincom

Timeline

Financial Analyst & consultant

INVENTYA Ltd(Technovedge P. Ltd.)
2022.01 - Current

Pairt Time Remote Consultant

Study.com Inc.
2019.03 - 2020.09

Actuarial Sciences - Mathematical Finance, Statistics And Risk Management

The Institute Of Actuaries Of India
2017.07 - Current

Chartered Accountant

KPND And Associates, Sanelac Consultants Pvt
2017.03 - 2021.11

Article and audit assistant

Jain Sushi Kumar And Co
2013.10 - 2016.10

Bachelor Of Commerce - Accounting And Business Management

Dr. B.R Ambedkar University
2012.07 - 2015.06

Chartered Accountant: Auditing And Taxation - Accounting And Finance

The Institute Of Chartered Accountants Of India
2011.06 - 2017.01
Shiv Bhushan UpadhyayChartered Accountant