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vaishali Pathak

@vaishalipathak

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Chartered Accountant specializing in business valuations and financial analysis.

India

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What I'm looking for

I am looking for a role that offers growth opportunities and challenges in financial analysis and valuation.

I am a Chartered Accountant with extensive experience in business valuations, specializing in the infrastructure, solar power, and gas energy sectors. Currently, I work as an Associate Consultant at KPMG, where I conduct valuations for large US-based clients, ensuring compliance with regulatory standards and delivering detailed valuation reports.

Throughout my career, I have honed my analytical skills, receiving recognition for my in-depth analytical and presentation skills. My previous roles at Grant Thornton Bharat and ICBS Synergy have equipped me with a solid foundation in financial analysis, statutory audits, and tax compliance, allowing me to contribute effectively to diverse client needs.

I am passionate about leveraging my expertise in valuation methodologies and financial reporting to drive business success. I continuously seek opportunities to enhance my skills and contribute to impactful projects in the finance sector.

Experience

Work history, roles, and key accomplishments

Associate Consultant – US Business Valuations

KPMG (KGS)

Sep 2024 - Present (10 months)

Conducted valuations for large US-based clients in infrastructure, solar power, and gas energy sectors. Facilitated the valuation process in fund valuations of Private Equity, Venture Capital, and Alternate Investment funds through various methods including valuation modelling and report preparation.

Valuation Financial Modeling Report Preparation Private Equity Venture Capital

Consultant – Business Valuations

Grant Thornton Bharat

May 2023 - Present (2 years 2 months)

Performed comprehensive analysis of business plans and financial statements, applying Discounted Cash Flow Method (DCF) and Multiples Method. Worked on valuation reviews for financial reporting, including Purchase Price Allocation, Impairment analysis, and Equity valuation across various sectors.

Valuation Discounted Cash Flow Multiples Method Purchase Price Allocation Financial Reporting

Consultant

ICBS Synergy Private Limited

Oct 2021 - Present (3 years 9 months)

Prepared and presented Management Reports, including investor reports, for a Singapore-based company with eleven subsidiaries. Coordinated with external audit teams for international statutory audits and prepared and filed over 120 Income Tax returns for a diverse client base.

Management Reporting Investor Relations Tax Preparation Internal Audit Financial Compliance

Article Assistant

SSKN & Associates

Oct 2015 - Present (9 years 9 months)

Conducted Statutory Audits and Tax Audits for various entities including Private/Public Companies, Partnership & Proprietary Firms. Engaged in Tax Planning for clients and prepared Credit & Monitoring Analysis Reports (CMA) and Project reports.

Tax Audits Tax Planning Credit Analysis Reporting Compliance

Education

Degrees, certifications, and relevant coursework

ICAI

Chartered Accountant, Accounting

Grade: 51.0%

Activities and societies: Exemptions in Economics Law & Indirect Tax, Exemption in Advanced Accounts

Completed the CA Final examination with a 51.0% score, achieving exemptions in Economics Law and Indirect Tax. Successfully cleared the CA Intermediate examination with a 50.0% score, including an exemption in Advanced Accounts.