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Harshal Naik

Harshal Naik

Audit Assistant

Followers of Harshal Naik1000 followers
location of Harshal NaikMumbai, Maharashtra, India

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  • Timeline

  • About me

    MSc Finance Graduate - University of Bath | CA Final | Ex- Financial Manager | Ex- Audit Assistant

  • Education

    • D.A.V Public School

      2013 - 2014
      HSC Business/Commerce 88.8%

      Activities and Societies: Hindi Poem Reciting, Participated in food festivals, Business Presentations

    • D.A.V Public School

      2011 - 2012
      SSC CGPA 8.0

    • The Institute of Chartered Accountants of India

      -
      CA Final Auditing and Taxation

    • University of Bath

      2022 - 2023
      Masters in finance Finance, General

      Dissertation Topic - Comparing Cross-Border Mergers & Acquisitions and Greenfield Investments in India's Manufacturing SectorStudy Overview - Conducted research examining the relationship between manufacturing PMI and two FDI types (CM&A and GFDI) in India's manufacturing sector over a decade (2013-2022). While no significant correlation emerged, the study highlights the promising trajectory of Government-supported GFDI, contingent upon regulatory enhancements.Courseworks: Prepared… Show more Dissertation Topic - Comparing Cross-Border Mergers & Acquisitions and Greenfield Investments in India's Manufacturing SectorStudy Overview - Conducted research examining the relationship between manufacturing PMI and two FDI types (CM&A and GFDI) in India's manufacturing sector over a decade (2013-2022). While no significant correlation emerged, the study highlights the promising trajectory of Government-supported GFDI, contingent upon regulatory enhancements.Courseworks: Prepared an investment research report for JD Sports Plc., conducting an in-depth analysis of business strategies, financial performance, and market dynamics. Utilized Porter's Five Forces Model, Competitive Strategy Analysis, and Corporate Strategy, and employed valuation methods such as discounted cash flow and abnormal earnings model. Evaluated key ratios, including price multiples, and recommended a BUY rating for the company. Show less

    • University of Mumbai

      2019 - 2021
      Masters of Commerce (M.Com) Accounting and Finance First Class with Distinction - 77.5%

    • ACCA

      2023 -
      Accounting and Finance

    • BSE Institute Ltd

      2021 - 2022
      Certificate Programme In Investment Banking Operations (CPIBO) Investment banking A

      • Conducted research on valuation of listed companies; valued top 10 electric vehicle segment players in India including Tata Motors, Exide Industries etc. using EV/EBITDA, EV/GMV multiples, comparative company analysis and DCF model.• Gained expertise in financial systems, securitization, money markets, foreign exchange, derivatives, and trade life cycles.• Managed reference data, corporate actions, collateral, risk, DFAST, CCAR, and recovery and resolution processes.• Traded… Show more • Conducted research on valuation of listed companies; valued top 10 electric vehicle segment players in India including Tata Motors, Exide Industries etc. using EV/EBITDA, EV/GMV multiples, comparative company analysis and DCF model.• Gained expertise in financial systems, securitization, money markets, foreign exchange, derivatives, and trade life cycles.• Managed reference data, corporate actions, collateral, risk, DFAST, CCAR, and recovery and resolution processes.• Traded futures and options, achieving 2nd rank for performance, demonstrating practical application of theoretical knowledge.• Prepared over 100 assignments on various investment banking topics, solidifying a strong foundational understanding. Show less

    • University of Mumbai

      2014 - 2018
      Bachelor of Commerce - (B.Com) Accounting and Finance First Class - 61%

  • Experience

    • Gokhale Associates

      Aug 2016 - Sept 2019
      Audit Assistant

      Highly involved in providing expert advisory and ensuring compliance with Direct and Indirect Taxation, including VAT, Service tax, and GST. Proficiently audited financial statements for Companies, Trusts, Partnerships, and Societies, preparing comprehensive reports. Demonstrated expertise in designing and revamping Microsoft Excel Sheets for efficient GST Tax liabilities compliance and reporting. Recognized for analyzing and resolving intricate tax planning cases and offering valuable assistance in Direct and Indirect Tax assessments. Actively engaged in group discussions and collaborative activities, including mentoring and guiding new members. Show less

    • HKN & Co. (Proprietor)

      Oct 2019 - Jan 2021
      Direct Tax and Finance Consultant

      Proficiently managed income tax planning and return submissions for a diverse portfolio of more than 20 individual clients, both resident and non-resident. Calculated advance taxes and self-assessment taxes for over 25 individual clients, ensuring accurate and timely filing. Additionally, skillfully prepared comprehensive books of accounts, financial statements, and customized reports for various proprietor businesses. Committed to delivering exceptional financial services and contributing to clients' financial success. Show less

    • HAC Financial Services LLP

      Feb 2021 - Dec 2021
      Operating and Finance Consultant

      Accomplished professional with extensive experience in operational oversight, financial management, and successful facilitation of substantial bank loans for clients. Demonstrated proficiency in designing and executing comprehensive hiring processes, fostering the development of high-performing teams. Collaborative approach in providing a diverse range of financial services through collaboration with insurance and mutual fund agents. Recognized for offering strategic business advice, precise accounting, and expert tax planning to individual and corporate clients. A strong commitment to driving growth and achieving optimal financial outcomes. Show less

    • University of Bath

      Oct 2022 - Sept 2023
      Social Rep

    • Aquator Marine

      Feb 2023 - Mar 2023
      Team Leader (MSc Consulting Project)

      • Led an 8-person team in a 5-week University of Bath project for Aquator Marine, developing financial interface solutions within yacht software. Collaborated to refine software features, estimating a 30% increase in user engagement metrics based on prototype results and past data analysis.• Delivered a 20% reduction in client reporting time, enhancing operational efficiency and customer satisfaction.• Met all project milestones, presenting a final product that exceeded client expectations, evidenced by a top-rated 5-star project evaluation from Aquator Marine's senior management facilitators. Show less

    • Sainsbury's

      Feb 2023 - Jun 2023
      Trading Assistant

  • Licenses & Certifications

    • Power BI

      OfficeMaster
      Jun 2024

    • Introduction to Cryptocurrency

      Corporate Finance Institute® (CFI)
      Oct 2021

    • MSc Consulting Project

      University of Bath School of Management
      Mar 2023

    • Level 4 Diploma in Applied Finance

      AmplifyME
      Nov 2022

    • The Complete Foundation Stock Trading Course

      Udemy
      Sept 2021

    • Integrated Reporting

      Udemy
      Jan 2025

    • Economics for Capital Markets

      Corporate Finance Institute® (CFI)
      Nov 2021

    • The Big Team Challenge 2022

      University of Bath School of Management
      Oct 2022

    • The Complete Investment Banking Course – 2021

      365 Careers
      Aug 2021

    • NISM-Series-XV: Research Analyst

      National Institute of Securities Markets (NISM)
      Oct 2025

  • Volunteer Experience

    • Volunteer

      Issued by Jagruti Foundation on May 2021
      Jagruti FoundationAssociated with Harshal Naik

    • Member

      Issued by WICASA, Navi Mumbai on Apr 2018
      WICASA, Navi MumbaiAssociated with Harshal Naik