
Aman Verma
Advisory Associate

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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 - 2017CA FOUNDATION Accounting and Finance scored 122 out of 200
PES University
2015 - 2018Bachelor of Commerce - BCom Accounting and Finance 7.1
Experience

EY
Jun 2019 - Jan 2020Advisory AssociateEnhanced 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 2022ExecutiveBusiness 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 2023Analyst● 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 2024Associate (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 - nowCo-Founder
The Lighthouse Capital
Jan 2025 - nowFounder's office - Investment & Business stratergy
Licenses & Certifications
- View certificate

Excel Essential Training (Office 365/Microsoft 365)
LinkedIn Learning ⋅ Course CertificateJun 2021 - View certificate

Certified ScrumMaster (CSM)
Scrum AllianceJun 2023 - View certificate

Power BI: Dashboards for Beginners (2020)
LinkedInJul 2022
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