CA. Vineet Sharma

CA. Vineet Sharma

Article Assistant

Followers of CA. Vineet Sharma3000 followers
location of CA. Vineet SharmaWest Delhi, Delhi, India

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  • Timeline

  • About me

    Real Estate Consulting | Valuations | Financial Advisory | Associate Director at Preferred Square

  • Education

    • CFA Institute

      -
      Professional Certification

      Appearing for CFA-Level 3 in Nov'21

    • The Institute of Chartered Accountants of India

      2007 - 2012
      Chartered Accountant
    • Delhi University

      2008 - 2011
      Bachelor of Commerce (Hons.) Accounting and Finance
  • Experience

    • PwC, CA Ashok K Gupta and Mayur Bhargava & Associates, Chartered Accountants

      Oct 2007 - Apr 2011
      Article Assistant

      – Prepared Financial Statements and assisted seniors in implementation of Internal Control at various companies– Responsible for handling important audit components such as inventory valuation, revenue recognition, cash management etc.– Ensured compliances relating to Statutory Filings with Registrar of Companies, Prepared minutes of meetings– Appeared for the Income Tax Authorities in relation to Scrutiny Assessments on behalf of Clients– Prepared and furnished the Income Tax Returns, TDS Return and did the Advance Tax Computation for the Corporate, Firms and Individuals– Studied internal controls of several clients; initiated several improvements– Prepared Excise & Service Tax Return and ensured the compliances of respective Laws Show less

    • SMJ Capital

      Jan 2013 - Sept 2013
      Analyst

      – Worked on different financial models on the varied sector, such as Fast Food Chain, Real Estate & Infrastructure, Hospitality and also ascertained the viability of the project on behalf of the client– Performed financial analysis of Balance Sheet, Income Statement, Cash Flow Statement, Notes to Financial Accounts and evaluation of financial ratios– Prepared information memorandum/pitch book which includes industry research, capital structuring, business plan for fundraising– Handled due-diligence with auditors, involving financial, commercial, legal and loan document verification and justification Show less

    • Cians Analytics (Cians)

      Oct 2013 - Jan 2018

      – Incubated and set-up a team of 16 people (a mix of finance and data analytics professionals) to assist quant-based hedge fund (managing AuM of USD 6billions) in analyzing the data, generate alpha ideas and develop algorithms – Prepared Financial model to value the companies utilizing different fundamental valuation techniques across Hotel, Real Estate, Consumer Goods, Consumer Discretionary and Media & Technology sector– Assisted Investment Bankers and Private Equity firms in end-to-end deal advisory which includes identification of deal opportunities, analyzing the targets, etc.– Assisted in performing TAM (Total Addressable Market) studies utilizing Top-down as well as Bottom-up techniques– Prepared Company Profiles to detailed Industry Overviews for various companies and client. Got exposure in qualitative search as preparation of company reports, covers detailed company profile, SWOT analysis, etc. and also updated the earning notes– Identification of comparable companies and transactions for the valuation of privately held companiesKey Projects –– Assisted in acquisition strategy formulation for a Real Estate & Hospitality firm (with AUM/portfolio of ~$13billion) for the European region by performing – o Valuation of various properties using NOI approach o Underwrote property cash flows, lease rollover, Forecasting Occupancy rate %, ARR & RevPar for the various states in EU using various statistical methods– Managed a team of 3 people who were responsible for valuing a target company (operating as a Fastener manufacturing co.) and assisted the management for identifying potential acquirer and negotiating for the deal Show less

      • Senior Associate

        Oct 2016 - Jan 2018
      • Associate

        Oct 2014 - Sept 2016
      • Sr. Analyst

        Oct 2013 - Sept 2014
    • Preferred Square

      Feb 2018 - now

      – Senior member of Financial Advisory & Management Consulting division; leading a team of 14 finance professionals, to help large organizations & real estate companies in assessing project to achieve growth and generate value for business– Advising and consulting real estate companies & government-backed entities in laying down the business plans and performing feasibility studies– Collaborating with C-Suite and Director level executives and help them conceptualizing their business ideas into practical results Key Projects –– Performed the land valuation over 150million sqm running over USD 40billion for one of the largest national sovereign wealth funds– Laid down the 5-years corporate strategy and annual operating plans for middle east based real estate development company with an AuM of USD 10billions– Helped Kuwaiti based coffee-chain to lay down their store-expansion strategy throughout Kingdom of Saudi Arabia Show less

      • Associate Director

        Apr 2024 - now
      • Principal Consultant

        Aug 2020 - Mar 2024
      • Senior Consultant

        Feb 2018 - Aug 2020
    • Preferred Square

      -
      Associate Director
  • Licenses & Certifications

    • Chartered Accountant

      The Institute of Chartered Accountants of India
      Jan 2013
    • Succeeding in a New Role By Managing Up

      LinkedIn
      Jan 2022
      View certificate certificate