Timeline

Role Description

Deputy Manager (Jun 2024 - Present): Leading sustainability and climate risk initiatives for diverse clients across financial services, investment funds, and corporates. Building frameworks and capacity for climate risk assessment, ESG governance, and sustainable finance.

Assistant Manager (Apr 2024 - Jun 2024): Worked on ESG advisory and sustainability reporting projects for clients across various industries. Transitioned into specialized sustainability and climate risk role.

Key Achievements

• Conducted GHG Inventorization (Scope 1, 2 and 3) for various companies including calculations for financed emissions
• Supported a banking client to build and integrate Climate risk framework throughout their operations
• Advised a global beverage company with setting organisational boundary for non-financial disclosures
• Helped a $7Bn investment fund analyse market potential and build investment thesis for various green investment projects
• Supporting companies build internal capacity on TCFD, IFRS S1 & S2, EU Taxonomy, Double Materiality, Climate Risk, Sustainable Financing and ESG Governance
• Climate & Water Risk Assessment for Global clients including scenario analysis and financial quantification of climate risk impact across business and its value chain

Skills & Technologies

Climate Risk Assessment, TCFD, IFRS S1 & S2, EU Taxonomy, Double Materiality, GHG Protocol, Scenario Analysis, ESG Strategy, Sustainable Finance, ESG Reporting

Role Description

Supported sustainability disclosures and ESG assurance engagements for major listed entities. Contributed to regulatory frameworks and industry standards development.

Key Achievements

• Supported Nifty 50 listed entities with sustainability disclosures (SR, IR, BRSR) using GRI and IR Framework
• Performed ESG assurances for listed entities using ISAE 3000/3410
• Optimised waste management processes and data reporting systems through value chain analysis for a global packaging giant
• Contributed to regulatory frameworks through technical reviews of BRSR, SSAE 3000/3410, and EFRAG exposure drafts and closely working with regulators (ICAI and SEBI)

Skills & Technologies

GRI Standards, BRSR, ISAE 3000/3410, ESG Assurance, Value Chain Analysis, Regulatory Frameworks, ICAI, SEBI

Role Description

Led content strategy and community engagement for India's largest finance community platform with over half a million views on professionally written articles.

Key Achievements

• Achieved over 500,000 views on professionally written articles on varied topics
• Connected with thought leaders from the community on a one-to-one basis and worked on writing detailed articles on various tax and finance-related issues
• Provided useful insights based on user research for Web and App UI Improvements
• Participated in assorted professional conferences and workshops related to Finance, Indian Economy, Fin-tech Solutions, CFO Summits, Startups, Finance Budget, and Taxation Policy
• Ideated & created content for various social media handles (Instagram, FB, Twitter, Quora) of CAclubindia.com
• Worked in an interdisciplinary team of product, design and tech experts to manage operations of various projects successfully
• Ideated digital campaigns, paid advertorials, content marketing solutions for clients and CAclubindia
• Executed strategic partnerships of CAclubindia

Special Contributions

• Worked on Google Analytics and Search Engine Optimization (SEO) of the website to improve google rankings
• Connected with CEOs, CFOs of multinational companies and conducted informational interviews
• Conducted a video interview of former ICAI President over CA Final Exam result which got more than 100,000 views on social media within 4 days

Skills & Technologies

Content Strategy, SEO, Google Analytics, Community Building, Social Media Marketing, Interview & Journalism, Partnership Development

Role Description

Worked as subject matter expert for finance and accounts, helping college students from the USA and Canada with their subject-related queries.

Key Achievements

• Solved more than 3,000 subject-related queries
• Provided written and video solutions for complex finance and accounting topics
• Maintained high quality standards and student satisfaction ratings

Skills & Technologies

Finance, Accounting, Educational Content, Technical Writing, Video Solutions

Role Description

Built an educational website to help students study efficiently and score better marks in exams.

Key Achievements

• Organically grew the website to a community of more than 9,000 students and 100,000 page views within 8 months
• Reached the student community across 12 countries at high-school and college level
• Helped students through sharing self-developed study habits and hacks through detailed and research-oriented articles and social media posts

Skills & Technologies

Community Building, Content Marketing, Educational Content, Website Development, Social Media Growth

Role Description

Articleship training as part of Chartered Accountancy qualification, working across tax, audit, and regulatory compliance for multinational companies.

Key Achievements

• Managed Income tax Assessments and Litigations up to CIT(A) and ITAT level
• Handled Tax and Audit assignments and advisory for multinational companies
• Conducted Tax Audit, Internal Audit, and Companies Audit related assignments
• Designed and Developed various reporting and compliance formats for the organization used in statutory compliances
• Prepared Standalone Balance Sheets for Holding Companies
• Managed Registration of NGO/Trust under Income-tax Act for exemption u/s 12AA and 80G
• Handled miscellaneous reporting and Compliances related to application u/s 197, Form 15CB, 10AA - SEZ, MCA Compliances, Form 29B, TDS/TCS filings
• ICFR compliance - Preparation of process notes and risk control matrix (RCM) for multinational companies

Skills & Technologies

Income Tax, Tax Litigation, Corporate Audit, Internal Audit, Statutory Compliance, MCA Filings, TDS/TCS, ICFR, SAP ERP

Program Overview

Completed CFA Level 1, the first level of the globally recognized Chartered Financial Analyst (CFA) designation, deepening expertise in investment analysis, portfolio management, and financial markets.

Achievement

• Passed CFA Level 1 examination in December 2018
• Demonstrated proficiency in ethical and professional standards, investment tools, and asset valuation

Core Areas

Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Portfolio Management

Program Overview

Completed the rigorous Chartered Accountancy qualification, one of India's most prestigious professional certifications in accounting, auditing, taxation, and finance.

Key Achievements

• Cleared all three levels of CA examination (CPT, IPCC, and Final)
• Qualified at the age of 20
• Completed 3 years of practical training (articleship) at Heads Up Consulting
• Gained comprehensive knowledge in auditing, taxation, financial management, and corporate laws

Core Competencies Developed

Advanced Accounting, Auditing & Assurance, Taxation (Direct & Indirect), Corporate & Allied Laws, Financial Management, Cost & Management Accounting

Program Overview

Pursued undergraduate degree in Commerce alongside Chartered Accountancy training, building foundational knowledge in business, accounting, and economics.

Areas of Study

Accounting, Business Economics, Business Law, Financial Management, Corporate Accounting, Cost Accounting, Auditing, Banking & Insurance

Key Learnings

Developed strong analytical and quantitative skills while gaining theoretical understanding of business and financial systems that complemented practical CA training.

Program Overview

Completed senior secondary education with focus on commerce stream, laying the foundation for future studies in accounting and finance.

Key Subjects

Accountancy, Business Studies, Economics, Mathematics, English

Foundation

This period established core analytical and quantitative skills that would become essential for CA and finance career.