Summary
Overview
Work History
Education
Skills
Languages
Websites
Affiliations
Timeline
Generic

Yugant Heda

Gurgaon

Summary

CA and CFA Level 3 with 4+ years in financial reporting, tax compliance, transfer pricing, and process optimization. Proven track record in M&A, data analysis, project management, VBA Macro, and streamlining operations in multinational organizations. Exhibited strong problem-solving abilities, global collaboration skills, and a knack for quickly adapting to work streams while accurately managing multiple tasks.

Overview

8
8
years of professional experience

Work History

Assistant Manager – Finance

Futures First Pvt Ltd
Gurgaon
03.2019 - Current
  • Reported to Group CFO on organizational structure planning for tax efficiencies, and process optimization
  • Executed USD 150 million property portfolio transfer from Mauritius to UK covering all legal, tax, and operational areas
  • Contributed to the USD 20 million M&A deal and integration of a global UK-based business into the existing organizational structure
  • Handled a proposed M&A transaction, including financial, legal, and operational due diligence
  • Handled the entire finance function including audit and tax compliance of a trading entity in Singapore and properties business in Mauritius and UK
  • Ensured compliance of Transfer Pricing requirement across the group companies including detailed calculation of cost transfers between the group entities as per arm’s length pricing principles
  • Managed the treasury function including dealing with exchanges for meeting margin money requirements
  • Spearheaded highly critical daily and monthly management report and monthly cash flow
  • End to end automation of daily P&L statement & various other files through VBA macro resulting in 50% reduction in time spent
  • Engaged with international teams across Mauritius, the UK Poland, and Singapore, showcasing global collaboration and cross-cultural communication to develop and implement effective solutions
  • Standardized the analysis of revenue, volume traded and loss-making analyst, thereby identifying improvement areas for each branch and manager.

Assistant Manager – Finance

OYO Hotels
Gurgaon
11.2019 - 02.2021
  • Handled multiple high impact projects across 3 departments as part of the Finance Leadership Program
  • End to end automation of reconciliation process of 5K+ hotel in 4 countries using VBA macro, reducing work time by 70%
  • Ideated and designed a dispute management tool for US hotel partners, reducing disputes by 30% and saving man-hours
  • Drove collections for 10k+ hotels and 4k+ corporate clients by coordinating with supply, legal & ground team
  • This resulted in increase in collection from 1 to 10 million INR per month
  • Conducted various analysis on pricing and room occupancy directly resulting in increase in firm’s revenue.

Industrial Training

Morgan Stanley
Mumbai
08.2018 - 08.2019
  • Analyzed all portfolio activities on a variety of fixed income instruments in Europe market– meeting daily deadlines and facilitating in maintaining portfolio standards.

Articleship Training

SK Patodia & Associates
Mumbai
07.2017 - 07.2017
  • Performed Statutory audit, Internal audit, Tax audit and Income tax return filling.

Articleship Training

B Jain & Co
Kolkata
03.2016 - 02.2017
  • Performed Statutory audit, Internal audit, Tax audit and Income tax return filling.

Education

Chartered Accountant (CA) -

Institute of Chartered Accountants of India
01-2019

CFA (All 3 Levels - 1st attempt) -

CFA Institiute
01-2018

B Com (Hons. in Finance) -

St. Xavier’s College
01-2017

Class 12 -

Assam Valley School, Tezpur – ISC
01-2014

Skills

  • Financial Reporting and Management Accounting
  • Tax Compliance and Transfer Pricing
  • Mergers and Acquisitions
  • Cash Flow and Treasury Management
  • Advanced Excel (VBA Macro)
  • Data Analysis, Visualization and Presentations

Languages

Hindi
First Language
English
Proficient (C2)
C2
Assamese
Intermediate (B1)
B1

Affiliations

  • 2012-13 - School Table Tennis Captain
  • 2011-13 - Secured 1st position in Intra-School Table Tennis for 3 consecutive years
  • 2009 & 2013 - Performed in Hindi Dramatics production in Annual function of the school

Timeline

Assistant Manager – Finance

OYO Hotels
11.2019 - 02.2021

Assistant Manager – Finance

Futures First Pvt Ltd
03.2019 - Current

Industrial Training

Morgan Stanley
08.2018 - 08.2019

Articleship Training

SK Patodia & Associates
07.2017 - 07.2017

Articleship Training

B Jain & Co
03.2016 - 02.2017

Chartered Accountant (CA) -

Institute of Chartered Accountants of India

CFA (All 3 Levels - 1st attempt) -

CFA Institiute

B Com (Hons. in Finance) -

St. Xavier’s College

Class 12 -

Assam Valley School, Tezpur – ISC

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Yugant Heda