
Parteek Verma
Sales Team Lead

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

ST XAVIERS SCHOOL BATHINDA
2004 - 2019XII
Institute of Management Accountants
2021 -CMA Accounting and Finance
IMS Proschool Pvt. Ltd.
2021 - 2022CFA Finance, General
Dyal Singh College
2019 - 2022Bachelors of Commerce (Hons) Accounting and Finance 8.811Subjects 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 - 2022Bachelor of commerce(hons) Accounting and Finance
Experience

Hareen Accommodation
Aug 2020 - Sept 2020Sales Team LeadI 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 2020Business Development AssociateWhile 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 2020Online MarketerWhile 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 2021Intern
Magicpin
Jan 2021 - Mar 2021Marketing Ambassador
Internshala
Feb 2021 - Apr 2021Campus Ambassador
EY
Aug 2022 - Jul 2023Assurance AssociateMy 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 InstituteFeb 2022
Virtual Investment Banking Internship
Goldman SachsOct 2021
Virtual Tax Analyst Internship
KPMG AustraliaSept 2021
Certified Management Accountant (CMA)
IMA | Institute of Management AccountantsApr 2023
Advanced Social Media Strategy Training and Certification
UdemyJul 2017
Business Finance and Financial Modelling
UdemyOct 2021.webp)
Fundamentals of Credit
Corporate Finance Institute® (CFI)Oct 2021.webp)
Investment Advisor Level 1
National Institute of Securities Markets (NISM)Oct 2021
Financial Modelling
Skill NationApr 2023- View certificate

VIRTUAL EXPERIENCE PARTNER PROGRAM
ANZFeb 2021 .webp)
Mutual Fund Distributors Certification
National Institute of Securities Markets (NISM)Oct 2021
PUBLIC SPEAKING
UdemyJul 2020.webp)
Reading Financial Statements
Corporate Finance Institute® (CFI)Feb 2021
SEBI Student Financial Education Program
SEBIFeb 2021
Honors & Awards
- Awarded to Parteek VermaGDS User Recognition Award EY May 2023 Actively took ownership of all the tasks related to one of the Engagements.
- Awarded to Parteek VermaSpot Award EY May 2023 Coordinated with the Onshore team and the GDS team to run an Engagement.
- Awarded to Parteek VermaCMA STUDENT SCHOLARSHIP IMA Nov 2021 Recipient of CMA Student Scholarship
Volunteer Experience
Fundraising Assistant
Issued by Barkat Welfare Society on Aug 2020
Associated with Parteek VermaEvent Manager
Issued by Youth Empowerment Foundation on Jan 2021
Associated with Parteek Verma
Languages
- enEnglish
- hiHindi
- puPunjabi
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