Open to opportunities

Sunny Bhimani

@sunnybhimani

I am a Chartered Accountant and equity research analyst specializing in financial analysis, modeling, audits, and taxation.

India

Message

What I'm looking for

I am seeking roles in equity research, financial analysis, audit, or taxation where I can apply financial modeling, reporting and tax expertise in a collaborative, growth-oriented firm.

I am a Chartered Accountant and experienced equity research analyst with hands-on expertise in financial statement preparation, financial modeling, and fundamental equity research. I have produced equity reports and financial analyses across Indian, US, European, Arabic and Latin American markets.

At Morningstar I prepared P&L, balance sheet, cash flow and SOCE statements, built financial models, and authored equity reports on RELIANCE LTD, TATA MOTORS LTD, SBI LTD and other listed entities. During my articleship I conducted statutory audits, internal control testing, inventory audits and substantive testing, identifying reporting errors and recommending process improvements.

I hold NISM certifications in Research Analyst, Equity Derivatives and Mutual Fund Distribution, and I have taught taxation and accounting to senior-secondary and undergraduate students. I seek opportunities where I can apply rigorous financial analysis, audit discipline and tax expertise to support investment decisions and strengthen financial controls.

Experience

Work history, roles, and key accomplishments

Equity Research Analyst

Morningstar, Inc.

Jan 2022 - Jan 2023 (1 year)

Prepared financial statements and financial models and produced equity research reports on listed companies (e.g., Reliance, Tata Motors, SBI), supporting client engagement across Indian, US, European, Arabic and Latin American markets.

Financial Modeling Equity Research Financial Analysis IFRS US GAAP Excel Client Engagement Data Analysis IndAS

Audit Articleship

Kishore Lokwani

Jan 2018 - Jan 2021 (3 years)

Conducted statutory audits, internal control and substantive testing (P2P, O2C, payroll, fixed assets), performed risk assessments and inventory audits, and identified and corrected material errors while preparing audit documentation.

Internal Controls Substantive Testing Risk Assessment Financial Analysis Compliance

Taxation & Accounting Faculty

Chouhan Coaching

Jan 2017 - Jan 2018 (1 year)

Taught taxation and accounting to 12th standard, B.Com and BBA students and developed course materials to improve exam performance and subject comprehension.

Taxation Accounting Financial Accounting Teaching Curriculum Development Communication