Utsav Shah
Chartered Accountant / CFA Level 1
Mumbai
Summary
Results-driven Chartered Accountant with a proven track record of excellence in Financial Planning & Analysis. Diligent, creative and hard-working professional committed to delivering value through my comprehensive skills.
Overview
9
9
years of professional experience
17
17
years of post-secondary education
4
4
Languages
Work History
Associate Manager
SS&C Globeop Financial Services
05.2023 - Current
- Financial Planning & Analysis - Performing all the work mentioned earlier
- Led User Acceptance Testing for internal company applications, developing new application pages (e.g., for forecasting, AUA Reporting) and enhancing existing applications. This improved report and dashboard design for efficient delivery of financial results to senior management.
- Offered support and guidance to junior members of the Financial Planning & Analysis team, assisting with challenges requiring advanced knowledge and experience.
- Proficient in Microsoft Office applications, Tally, SUN System and an internal company application tailored for forecasting purposes.
Self - Employed
Stock Markets
10.2020 - 04.2023
- Investing & Trading in the Indian Stock Markets since the past 4 years
- Obtained training on Technical Analysis for better understanding
- Undertook in-depth Industry and company research for various companies
Senior Associate - Financial Planning & Analysis
SS&C GlobeOp Financial Services India
02.2019 - 09.2020
- Reviewed revenue from various Finance teams and assisted in month-end closing for revenue finalization. Facilitated conflict resolution and ensured smooth Finance and Operations functions during month-end close.
- Prepared bi-monthly revenue forecasts and monthly expense budgets for different business units. Conducted variance analysis to identify key drivers of results and presented detailed commentary to senior managers, explaining deviations from prior forecasts and budgets.
- Managed the execution and submission of financial reports as directed by management, including IT and Facilities Report, Compensation Budget Report, and Movement in Business Analysis.
- Prepared and analyzed Client Profitability Reports, Cash Flow Statements, providing management with insights into the monthly profitability of clients in various business units.
- Proficiently manage end-to-end sales ledger operations, accounts administration, and purchase ledger management, while actively contributing to team collaboration and support.
Articled Assistant
N Kothhari & Co.
01.2016 - 01.2018
Articled Assistant
CNK & Associates LLP
01.2015 - 01.2016
- Assurance - Conducted statutory audit, internal audit, tax audit, Transfer Pricing Report and provided transaction support services
- Representation - Prepared and submitted responses for scrutiny assessment and appeals before relevant authority
- Preparing and filing direct and indirect tax
- Major Audit Assignments include: Thirumalai Chemicals Ltd, Bureau Veritas Pvt Ltd, Rungta Rayon Pvt Ltd, Sunita Textiles Pvt Ltd.
Education
CFA - Level I -
CFA Institute (USA)
Mumbai 04.2001 - 01.2018
CA- Final -
ICAI
B.COM. -
Mithibai - Mumbai University
Mumbai, IndiaSkills
Websites
Timeline
Associate Manager
SS&C Globeop Financial Services
05.2023 - Current
Self - Employed
Stock Markets
10.2020 - 04.2023
Senior Associate - Financial Planning & Analysis
SS&C GlobeOp Financial Services India
02.2019 - 09.2020
Articled Assistant
N Kothhari & Co.
01.2016 - 01.2018
Articled Assistant
CNK & Associates LLP
01.2015 - 01.2016
CFA - Level I -
CFA Institute (USA)
04.2001 - 01.2018
CA- Final -
ICAI
B.COM. -
Mithibai - Mumbai University
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