CA Kaushal Jain

CA Kaushal Jain

Article Assistant

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  • Timeline

  • About me

    Treasury , Investments and Corporate Finance manager at CleanMax enviro Solutions private limited

  • Education

    • CFA level 3 Candidate

      2023 - 2023
      Chartered financial analyst
    • The Institute of Chartered Accountants of India

      2014 - 2018
      Chartered accountant Accounting and Finance

      Cleared all level of CA in first attempt

    • St. Paul's Senior Secondary School

      2012 - 2014
      12th Business/Commerce, General first

      Activities and Societies: commerce

    • Gujarat University

      2015 - 2017
      Bachelor of Commerce - BCom Business/Commerce, General

      Accounting and auditing field specialisation

  • Experience

    • Talati & Talati Chartered Accountants

      Aug 2015 - Oct 2018
      Article Assistant

      Articleship having exp in stat audit int audit and idt tax.

    • EY

      Nov 2018 - Oct 2021

      Working as Advisory and Assurance dept in Banking and insurance

      • Assistant Manager

        Aug 2021 - Oct 2021
      • Senior

        Nov 2018 - Aug 2021
    • Ayana Renewable Power

      Oct 2021 - Mar 2025

      Finance and Accounts department

      • Finance Manager

        Apr 2024 - Mar 2025
      • Deputy Manager in Financial planning analysis and accounts department

        Oct 2021 - Jun 2024
    • CleanMax

      Mar 2025 - now
      Senior Manager Finance Operations

      1. Review of Monthly accounts along with treasury and investments in mutual funds2. Fund management and allocation of 50 spv3. Debt financing assistance to project finance and debt financing team4. Calculation of Covenant ratios5. Financial analysis for the corporate finance transactions6. Assistant to M&A team on fund management of new acquired SPV

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) level 2

      CFA Institute
      Oct 2023
    • EY Insurance - Bronze

      EY
      May 2021
      View certificate certificate