Parteek Verma

Parteek Verma

Sales Team Lead

Followers of Parteek Verma7000 followers
location of Parteek VermaBengaluru, Karnataka, India

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  • Timeline

  • About me

    ||Ex-EY||CPA Candidate||CMA USA Qualified||CFA level 1 Cleared||

  • Education

    • ST XAVIERS SCHOOL BATHINDA

      2004 - 2019
      XII
    • Institute of Management Accountants

      2021 -
      CMA Accounting and Finance
    • IMS Proschool Pvt. Ltd.

      2021 - 2022
      CFA Finance, General
    • Dyal Singh College

      2019 - 2022
      Bachelors of Commerce (Hons) Accounting and Finance 8.811

      Subjects covered were • Financial Accounting• Corporate Accounting• Business Laws• Corporate Laws• Introductory Microeconomics• Introductory Macroeconomics• Environmental Science• Human Resource Management• Management Principles and Applications• Income Tax• Money and Banking• Digital Marketing• Public Finance• Cost Accounting• Business Mathematics• Computer Applications in Business• Leadership and Development• Principles… Show more Subjects covered were • Financial Accounting• Corporate Accounting• Business Laws• Corporate Laws• Introductory Microeconomics• Introductory Macroeconomics• Environmental Science• Human Resource Management• Management Principles and Applications• Income Tax• Money and Banking• Digital Marketing• Public Finance• Cost Accounting• Business Mathematics• Computer Applications in Business• Leadership and Development• Principles of Marketing• Financial Management• Financial Markets, Institutions and Services• Organizational Behavior• Goods and Services Tax and Custom Laws• International Business• Auditing and Corporate Governance• Fundamentals of Investment Show less

    • Dyal Singh College

      2019 - 2022
      Bachelor of commerce(hons) Accounting and Finance
  • Experience

    • Hareen Accommodation

      Aug 2020 - Sept 2020
      Sales Team Lead

      I worked in this startup for one month and in this internship i was leading a team of 13 social media marketers with me. We promoted the various tour packages to various college students of Delhi University and generated a good sales content. Seing our performance ,I was awarded with letter of recommendation from the ceo of the company

    • Houseitt-medium to reach owner to tenant

      Oct 2020 - Nov 2020
      Business Development Associate

      While I was in this role I was working under the guidance of team leader who gave us daily roles. Appropriate training was given by her to promote the scheme of "2 ka 5" which was for the students of basically 12 cities who wanted to find good accommodation. As an intern I not only learned that business exists just to make profits but also it has a social objective of serving the society. In pandemic times this company was not helping only the students but also the pg owners that were struggling to run their businesses. Show less

    • Toffee Teens

      Nov 2020 - Dec 2020
      Online Marketer

      While i was working in this role I was working under the leadership of Ms. Darshita who guided us the with the daily routines of this job. The major part of this job was to market the various courses relating to Affiliate marketing, Digital marketing, etc to students of various colleges and universities so that they can enhance their skills.

    • DriveKraft

      Jan 2021 - Feb 2021
      Intern
    • Magicpin

      Jan 2021 - Mar 2021
      Marketing Ambassador
    • Internshala

      Feb 2021 - Apr 2021
      Campus Ambassador
    • EY

      Aug 2022 - Jul 2023
      Assurance Associate

      My responsibilities include-• Understand client background, sector, and regulatory environment to support the performance of relevant assurance procedures• Understand country-specific and internationally accepted accounting principles and auditing standards, including reporting requirements• Support executing assurance procedures under the guidance of a senior • Document clearly and accurately the execution of assurance procedures as defined by the engagement objectives, and planned assurance approach as per the methodology prescribed by EY • Work with a diverse set of engagement teams across sectors and geographies• Proactively reach out to teams soliciting real-time feedback for work performed and take appropriate action • Accurately identify problems and exceptions, and ensure that the local engagement team has been informed in a timely manner Show less

  • Licenses & Certifications

    • CFA LEVEL 1

      CFA Institute
      Feb 2022
    • Virtual Investment Banking Internship

      Goldman Sachs
      Oct 2021
    • Virtual Tax Analyst Internship

      KPMG Australia
      Sept 2021
    • Certified Management Accountant (CMA)

      IMA | Institute of Management Accountants
      Apr 2023
    • Advanced Social Media Strategy Training and Certification

      Udemy
      Jul 2017
    • Business Finance and Financial Modelling

      Udemy
      Oct 2021
    • Fundamentals of Credit

      Corporate Finance Institute® (CFI)
      Oct 2021
    • Investment Advisor Level 1

      National Institute of Securities Markets (NISM)
      Oct 2021
    • Financial Modelling

      Skill Nation
      Apr 2023
    • VIRTUAL EXPERIENCE PARTNER PROGRAM

      ANZ
      Feb 2021
      View certificate certificate
    • Mutual Fund Distributors Certification

      National Institute of Securities Markets (NISM)
      Oct 2021
    • PUBLIC SPEAKING

      Udemy
      Jul 2020
    • Reading Financial Statements

      Corporate Finance Institute® (CFI)
      Feb 2021
    • SEBI Student Financial Education Program

      SEBI
      Feb 2021
  • Honors & Awards

    • Awarded to Parteek Verma
      GDS User Recognition Award EY May 2023 Actively took ownership of all the tasks related to one of the Engagements.
    • Awarded to Parteek Verma
      Spot Award EY May 2023 Coordinated with the Onshore team and the GDS team to run an Engagement.
    • Awarded to Parteek Verma
      CMA STUDENT SCHOLARSHIP IMA Nov 2021 Recipient of CMA Student Scholarship
  • Volunteer Experience

    • Fundraising Assistant

      Issued by Barkat Welfare Society on Aug 2020
      Barkat Welfare SocietyAssociated with Parteek Verma
    • Event Manager

      Issued by Youth Empowerment Foundation on Jan 2021
      Youth Empowerment FoundationAssociated with Parteek Verma