Madhu Bhatia

 Madhu Bhatia Mobile: - Email:-Mumbai - 400 086, India SYNOPSIS A Motivated, result oriented Chartered Accountant with an MBA, having over 9 years experience Has excellent understanding and experience of handling Strategic planning, Financial Modeling, Budgeting, Accounting, and Auditing, maintaining Databases, Research Analysis, MIS reports. Good Team player with proven communication skills in - coordinating different teams. Preparing Business Plans, Forecasts for companies. Financial Modeling. Fund Raising Preparing & developing various MIS Reports. Skilled in Developing internal Standards and controls. Trained in relevant International Standards & Procedures like GAAP, Bloomberg. Possessing first rate communication and collaboration skills to lead and work in concert with diverse groups effectively. Outstanding organizational skills and proven ability to work independently on multiple tasks simultaneously. EDUCATIONAL QUALIFICATIONS Chartered Accountant - CA, ICAI -- 2009. MBA (Finance), ICFAI University -- 2005. Masters of Commerce - M.Com, Mumbai University. Bachelor of Commerce – B.Com, Mumbai University. CAREER PATH Current – Working as a Freelancer. I now help clients to develop Financial models, Business plan etc Key Deliverables Business plans/Financial Models – Have prepared for industries like – Travel, Hotels, Education, Banquets, Professional firms- Architects/Interior designer, Mobile App etc Providing CFO advisory services on virtual/ Part-time basis Maintaining accounts Setting up of Internal Controls. Setting up MIS systems Addressing the Funding requirements Few Clients I have worked in past – Markab Advisory, Mentagram, Ubqool, Ubikahetu etc Assistant Manager (reporting to CFO) -: Planning & MIS – Aditya Birla Financial Services Group (Aditya Birla Money Mart ltd) June 2011 – May 2012 Aditya Birla Money Mart Limited is a wealth management and distribution player, offering third party products like company deposits, mutual funds, insurance, structured products, alternate investments, property services and has a premier wealth management service arm to cater to HNI customers. Key Deliverables Assisting in the entire functions related to Corporate finance such as Audit, taxes, Bank negotiations. Preparing Business plans for the company. Market & Competitor Analysis Branch analytics Preparing Budgets & forecasts for the company. Designing and preparing various MIS and analytical reports for the company. Handling and developing presentations for senior management. Consultant-: Ernst & Young -: Financial Services – Tax. (August 2010 – May 2011) EY is a leading professional services brand and is a global leader in assurance, tax, transaction and advisory services. Key Deliverables Expatriate tax planning and compliance. Revenue planning for the group. Handling Tax Audit of companies. Preparing Withholding comps, filing e-tds, Wealth tax returns. Developing templates for process/ work flow. Advising on the ESOP matters. Interfacing with clients. Representation before tax authorities. Analyst-: JP Morgan Chase -: GI Sales Management team, Asset Management/Global Finance - August 2007 to July 2009. (Reason for leaving: Studies) JPMorgan Chase & Co. is a leading global financial service & is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. Key Deliverables Assist in Budgeting & Forecasting exercise of AM group. Variance and head count analysis for the group. Developing & Setting up of internal controls for accuracy of reports. Preparing & Presenting Key Performance Indicators (KPI’s) to the Senior Management. Analyzing and Presenting of Financial reports to the Management. Bringing about improvements in the Private Bank MIS reporting processes through the use of improved tools, automation. Assisting in conceptualizing and implementing Business Continuity Plans. Analyst-: Morgan Stanley Advantage Services Pvt Ltd. Prime Brokerage Division, Equity Financing Services - August 2005 to October 2006. (Reason for leaving: Studies) Morgan Stanley is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Key Deliverables Tracking the performance of Hedge Funds. Portfolio Analysis of Hedge funds. Quarterly reviews for Hedge funds. Daily Review of Risk /Performance and Accounting Data to detect and fix errors in: Net Asset Value (NAV), Gain/Loss, Return, Exposure ,VaR, Delta and Beta Exposure, Leverage and Liquidity at a portfolio and security level Performing Audit Checks for maintaining the reliability of Risk Data. Compilation of key hedge funds performance data for senior management. Reconciliation between the Accounting and Performance Systems for accurate data. Generating various presentations/reports for clients using PPT. Article Clerk-: Vedula, Vijay & Ramnathan Vedula, Vijay & Ramnathan, is a leading Chartered Accounting and Statutory Auditing firm. Key Deliverables Auditing of Partnership Firms & Private limited Companies Statutory & Internal Audit of Companies. Handling Tax Matters of Individuals & Others.