Tushar Khandelwal
Ahmedabad
Summary
Ambitious finance professional with a passion for investment analysis and portfolio management. As a CFA Level 2 candidate (having cleared Level 1) and a CPA, I possess a unique blend of financial expertise and accounting knowledge. With experience in fund and broker-dealer audits, I've developed a strong understanding of financial markets, instruments, and regulations. I'm eager to leverage my skills and certifications to drive business growth, optimize investment strategies, and advance my career in finance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Audit & Attestation Staff
Citrin Cooperman
Ahmedabad
06.2022 - Current
- Led Financial Statement Audits: Conducted thorough audits of financial statements within the financial services sector, both independently and as part of cross-functional teams, ensuring accuracy and compliance with industry standards
- Client Business Model Understanding: Gained a comprehensive understanding of clients' business models, operational systems, and financial applications, working efficiently under tight deadlines to meet client needs
- Audit Execution & Documentation: Applied sound judgment in performing audit fieldwork, creating detailed work papers that outlined audit objectives, methodologies, and conclusions for various financial items, including trailing commissions, research revenue, brokerage fees, and realized/unrealized gains and losses on investments
- Adherence to US GAAP & Accounting Principles: Utilized foundational accounting principles and strictly adhered to US GAAP regulations while providing audit and attestation services for a range of financial services clients, including Broker Dealers, Private Equity Funds, Hedge Funds, and Investment Advisors
- Financial Disclosure & Reporting: Analyzed and reviewed financial disclosures to ensure alignment with regulatory standards and industry best practices
- Assisted clients in preparing financial reports for investor communications and compliance audits
- In-Depth Financial Analysis: Led the analysis of financial statements for Broker Dealers, Private Equity Funds, Hedge Funds, and Investment Advisors, providing valuable insights into financial performance and identifying key drivers of profitability, risk, and valuation
Education
Certified Financial Analyst - Level 1
08.2023
Certified Public Accountant -
12.2021
Master of Commerce -
Gujarat University
Ahmedabad, Gujarat12.2020
Bachelor of Commerce -
Ahmedabad University
Ahmedabad, Gujarat12.2020
Skills
- Financial Analysis & Reporting
- Budgeting & Forecasting
- Investment Performance & Portfolio Analysis
- Regulatory Compliance (US GAAP, SEC regulations)
- Financial Modeling & Valuation Techniques
Certification
- JP Morgan Investment Banking Job Simulation
- BCG Introduction to Strategy Consulting
- Python, Data science & Artificial intelligence CFA institute practical skills module
- Bank of America Investment Banking Job Simulation
Hobbies and Interests
- Swimming
- Travelling
- Cooking
- Avid newspaper reader
Timeline
Audit & Attestation Staff
Citrin Cooperman
06.2022 - Current
Certified Financial Analyst - Level 1
Certified Public Accountant -
Master of Commerce -
Gujarat University
Bachelor of Commerce -
Ahmedabad University
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