Aman Verma

Aman Verma

Advisory Associate

Followers of Aman Verma445 followers
location of Aman VermaBengaluru, Karnataka, India

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  • Timeline

  • About me

    Passion to deliver the best of the ability.

  • Education

    • The Valuation School

      2024 -
      Equity reseach cohort
    • The Institute of Chartered Accountants of India

      2016 - 2017
      CA FOUNDATION Accounting and Finance scored 122 out of 200
    • PES University

      2015 - 2018
      Bachelor of Commerce - BCom Accounting and Finance 7.1
  • Experience

    • EY

      Jun 2019 - Jan 2020
      Advisory Associate

      Enhanced service delivery by ensuring project deadlines were met through efficient management,proactive coordination, and clear communication.● Provided support to advisory technical teams, assisting with technical matters and ensuring smoothworkflow.● Assisted with fee and billing management, including invoicing, budget tracking, and financialanalysis.● Facilitated efficient team communications and collaboration, ensuring alignment on project goals.● Managed non-technical planning and organizational tasks for the account, ensuring operationalefficiency.● Ensured proper filing, archiving, and documentation of all project-related materials.● Supported the development and maintenance of client relationships through consistent engagement.● Generated reports and dashboards for the client team, including senior leadership, for ongoing andad-hoc reporting tasks.● Conducted in-depth analysis and reporting to provide actionable insights for decision-making. Show less

    • Deloitte

      Jun 2021 - Apr 2022
      Executive

      Business tax- GBT● Preparation and computation of Income and Return of Income.● Reporting of Monthly and Quarterly TDS Compliance with the current law.● Preparation of Litigation response to Notices and Intimation from the Department of Income Tax.● Assistance on drafting business proposal basis and desktop research.● Preparation of Litigation trackers for Depository building for document management.● Testing for internal tools for income tax preparation.● Reporting generation for internal team purposes.● Evaluated performance metrics, adjusting strategies as needed to meet targets.● Supported business operations by preparing and processing documentation Show less

    • KPMG

      May 2022 - Sept 2023
      Analyst

      ● Created customized financial dashboards and provided budget utilization solutions through detailedanalysis.● Developed provision analysis dashboards using SAP data for financial tracking.● Monitored and tracked actual financial positions of engagements through data analysis.● Managed opportunity and code creation using Microsoft Dynamics and other PMO tools.● Maintained and published Business Unit specific reports, dashboards, and business schedules,including people database management.● Oversaw project management (PMO) and engagement administration tasks.● Conducted system access testing, reporting, and ensured compliance with controls and restrictions. Show less

    • PwC Acceleration Centers in India

      Oct 2023 - Apr 2024
      Associate (level II)

      ● Client Support: Ensured timely submission of tax returns to help clients avoid financial penaltiesthrough efficient management and clear communication across cross functional teams.● Project Management: Provided end-to-end project management support to UK Corporate Taxengagement managers, including planning, execution, and tracking.● Engagement Management: Conducted financial, budget, and WIP analyses, performed billingoperations, and advised on write-offs and additional service scopes.● Budgeting & V ariance Analysis: Assisted in preparing project budgets, analyzing actuals vs. budgets,and discussing variances with stakeholders.● Process Improvement: Identified bottlenecks, proposed solutions, and ensured projects remained onschedule with no delays.● Billing Operations: V erified invoice accuracy, maintained billing schedules, and collaborated withengagement managers to ensure timely invoicing.● Documentation & Reporting: Prepared summaries of engagement letters and tracked invoicingdetails, project timelines, and financial metrics.● Decision Support: Provided in-depth project knowledge to engagement managers, aiding in sounddecision-making.● Training & Leadership: Trained new hires, developed process understanding, and maintainedteam-wide trackers to drive consistency and efficiency.● Resource Management: Handled allocation, planning, and budget preparation for ongoing projects. Show less

    • Tripplin

      May 2024 - now
      Co-Founder
    • The Lighthouse Capital

      Jan 2025 - now
      Founder's office - Investment & Business stratergy
  • Licenses & Certifications

    • Excel Essential Training (Office 365/Microsoft 365)

      LinkedIn Learning ⋅ Course Certificate
      Jun 2021
      View certificate certificate
    • Certified ScrumMaster (CSM)

      Scrum Alliance
      Jun 2023
      View certificate certificate
    • Power BI: Dashboards for Beginners (2020)

      LinkedIn
      Jul 2022
      View certificate certificate