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Shivam Agrawal

Shivam Agrawal

Finance Intern

Followers of Shivam Agrawal2000 followers
location of Shivam AgrawalNew York, New York, United States

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  • Timeline

  • About me

    Analyst at Millennium | Ex-Deloitte | MS Finance at Baruch | CA (US CPA equivalent)

  • Education

    • Delhi Public School, Korba

      2011 - 2013
      Business/Commerce, General

    • The Institute of Chartered Accountants of India

      2013 - 2018
      Chartered Accountant Accounting and Finance

      The Chartered Accountancy course is a professional course which includes three levels of examinations and many practical sessions & pieces of training directed to develop the soft skills, technical know-how, teamwork, communication skills, and interpersonal relationship.Relevant Coursework involves:- Financial Reporting- Strategic Financial Management- Direct and Indirect Taxation Laws- Advanced Auditing and Corporate & Allied Laws- Advanced Management… Show more The Chartered Accountancy course is a professional course which includes three levels of examinations and many practical sessions & pieces of training directed to develop the soft skills, technical know-how, teamwork, communication skills, and interpersonal relationship.Relevant Coursework involves:- Financial Reporting- Strategic Financial Management- Direct and Indirect Taxation Laws- Advanced Auditing and Corporate & Allied Laws- Advanced Management AccountingThe course also includes 3 years of articleship (internship) training which develops the candidate's practical application of all theories and works in the real corporate world. The articleship training is usually concentrated towards auditing and/or taxation, however, it depends on which firm one chooses to opt for the articleship. Show less

    • Baruch College

      2021 - 2023
      Master of Science - MS Finance (STEM) 3.92/4.00

      Activities and Societies: Board Member of Zicklin Finance Club (Student Managed Fund). Relevant Coursework involves: - Corporate Finance- Investment Analysis- Introduction to Quantitative Tools for Finance- Econometrics

    • Indira Gandhi National Open University

      2014 - 2016
      Bachelor of Commerce - BCom Accounting and Finance

      Under Memorandum of Understanding (MOU) with the Institute of Chartered Accountants of India (ICAI), Indira Gandhi National Open University (IGNOU) provides correspondence B.Com course to Chartered Accountant students. The course is designed to provide an overview of prevailing Export Documentation and Procedure of India along with soft skills of General and Business Communication.

  • Experience

    • Moore Stephens Singhi/ Singhi & Co.

      Oct 2014 - Sept 2017
      Finance Intern

      • Conducted external and internal audits for wide range of clients across industries including Financial Services, Automobile, Manufacturing, Retail etc.• Reviewed 40+ quarterly and annual financial statements to ensure adherence to IGAAP and US GAAP.• Performed risk assessment and identified control gaps in processes, procedures and systems through research and data analysis; improved efficiency and effectiveness of internal controls.• Prepared financial statements (standalone and consolidated) including notes to accounts in compliance with IGAAP.• Advised clients on accounting procedures, provided relevant updates on accounting standards and regulatory requirements. Show less

    • Deloitte

      Sept 2018 - Jun 2021
      Assistant Finance Manager

      • Managed a leading private equity group’s external audit and limited review having $3Bn+ AUM.• Coordinated with Deloitte’s Internal Fair Valuation Specialists; analyzed investments held by private equity funds, reviewed valuation methodologies used including Comparable Companies Method, DCF, Precedent Transactions to assess the appropriateness of fair value of investments.• Performed overall analytical procedures on client’s financial statements by applying variance, financial ratio, and trend analysis; determined reasons for variance in account balances, identified irregularities and unusual transactions.• Designed audit plan, objectives, and scope of work in collaboration with team members; optimized auditing process and reduced the financial reporting cycle from 25 days to 10 days.• Supervised and reviewed the work performed by junior staffs, providing timely and constructive feedback while ensuring high quality and accuracy of client deliverables.• Prepared workpapers, audit reports, management representation letter, and memorandums on going concern assumption and key audit findings.• Prepared audit deliverables under referral engagements from Deloitte Mauritius; assisting team in reporting of financial statements under US GAAP and IFRS.• Received ‘Move the Dot' award in recognition of outstanding contributions, demonstrated collaboration, and client centricity. Show less

    • Magnus Financial Group LLC

      Jan 2022 - May 2022
      Finance Intern

    • Millennium

      Jun 2022 - Aug 2022
      Summer Analyst

    • New York Bay Capital

      Sept 2022 - Dec 2022
      Investment Banking Analyst

    • Millennium

      Feb 2023 - now
      Technology FP&A Analyst

  • Licenses & Certifications

    • Chartered Accountant (US CPA equivalent)

      The Institute of Chartered Accountants of India
      Jul 2018

    • Fundamentals of Quantitative Modeling

      Coursera