CA Nakul Phadke, MBA

CA Nakul Phadke, MBA

Intern | Audit & Taxation

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  • Timeline

  • About me

    FP&A | Finance Transformation

  • Education

    • IE Business School

      2020 - 2020
      GNAM (Global Network for Advanced Management) (Virtual Exchange)

      • Participated in the GNAM program with the IE business school with a focus on the impact of COVID-19 on the European economy and how the European economy stands compared to the rest of the world• Analyzed the different strategies followed by different European countries to counter the pandemic (lockdown vis-à-vis no lockdown) and its impact

    • CIMA

      2016 - 2017
      Diploma Accounting and Business/Management

      • Completed the managerial and the strategic levels of the course• Topics studied included advanced management accounting, strategic management, risk management and financial strategy

    • Institute of Chartered Accountants of India

      2011 - 2015
      Chartered Accountant (CA) Accounting and Finance

      Cleared all the three levels of the CA course, often known to have extremely low pass percentages, in the first attempt.

    • UBC Sauder School of Business

      2019 - 2021
      Master of Business Administration - MBA Business Administration and Management, General

      • Worked on business consulting projects on challenges faced by Backun Musical Services (a musical instrument company based in Vancouver) and Methanex (a major global producer and supplier of Methanol)• Achieved 3rd position in a pan-Canada sustainability case competition to work on challenges faced by a real estate company• Elected as the President of the Finance Club • Took up up a range of non-financial courses like Brand Management, Marketing, Digital Marketing, Statistics… Show more • Worked on business consulting projects on challenges faced by Backun Musical Services (a musical instrument company based in Vancouver) and Methanex (a major global producer and supplier of Methanol)• Achieved 3rd position in a pan-Canada sustainability case competition to work on challenges faced by a real estate company• Elected as the President of the Finance Club • Took up up a range of non-financial courses like Brand Management, Marketing, Digital Marketing, Statistics, Sustainability & Innovation, and so on to gain a more holistic understanding of business challenges Show less

    • University of Mumbai

      2009 - 2014
      Bachelor of Commerce - BCom Accounting and Finance A

      While pursuing my Bachelor of Commerce, I was also pursuing the rigorous Chartered Accountancy (CA) course offered by the Institute of Chartered Accountants of India (ICAI).

  • Experience

    • Gokhale & Sathe-Chartered Accountants

      Aug 2012 - Aug 2015
      Intern | Audit & Taxation

      As a part of the CA training, I completed my articleship with Gokhale & Sathe - a mid sized CA Firm in Mumbai. I got my first exposure to professional assignments - primarily in audit and tax.The main task was to execute the audit/tax assignments as per the guidance received from seniors and the Partners of the firm. I enjoyed my time working with numbers and ensuring adherence to various accounting & auditing standards.

    • Deloitte Haskins & Sells

      Jan 2017 - Aug 2018
      Consultant | Risk Advisory - Internal Audit

      My role was to work on-field and help identify process flaws, non-compliances, business continuity risks and so on.As a part of this role, I got exposure to various business processes like O2C, P2P, Waste Disposal, Payroll processing & HR, and so on across Manufacturing, Pharma and Hospitality space. I also got the opportunity to work as a part of a team as well as lead assignments on my own.

    • Gokhale & Sathe Chartered Accountants

      Sept 2018 - Jun 2019
      Manager | Audit & Assurance

      Gokhale & Sathe is a mid-sized CA firm based out of Mumbai which provides audit and consulting services. As a Manager in the Internal Audit tower, my role was primarily to identify opportunities for process improvements, discuss with the clients the opportunities identified and recommend corrective actions. The issues identified and the solutions recommended were communicated to the client via a comprehensive Internal Audit report.I used to manage a team of ~4-6 people per assignment. Hence my task was to act as a bridge between the Client, the Partner of the firm and guide the team on how to execute the audit and look for process gaps. Show less

    • Aurora Cannabis Inc.

      Jun 2020 - Nov 2020
      Financial Analyst Intern (MBA Internship)

      Aurora Cannabis is a cannabis company listed on the Toronto Stock Exchange in Canada. My internship role with Aurora Cannabis was focused on helping the finance team make the financial statements and other calculations in accordance with the applicable IFRS.I was also drafted in a project for ascertaining the Standard Costs for different products across different SKUs.

    • Rubicon Organics™

      May 2021 - Jan 2022
      Financial Analyst

      Rubicon Organics is small-cap cannabis company listed on the Toronto Stock Exchange in Canada. Working in a small sized company helped me get exposure to various facets of Business Finance including budgeting & forecasting, monthly and quarterly performance evaluation by comparing actuals vis-a-vis budget, discussions with the Business Heads and the Company MD for understanding the reasons behind over/under performance as well as potential changes to the budgets.This role helped me get comprehensive hands-on experience across FP&A/Business Finance and how finance interacts with Ops, Inventory, Marketing, and so on. Show less

    • Accenture

      Feb 2022 - now
      FP&A Lead | Insights & Intelligence

      1) The role focusses on delivering FP&A solutions for offshore clients on a BPS (Business Process Sourcing) model. The tasks involve ideating and developing new dashboards for clients as well as on-going maintenance and enhancements on existing dashboards. The role helped me further hone my finance & analytical skills as well as learn PowerBI and Python for finance.2) As a part of this role, I lead the FP&A/Management Reporting transformation initiative to optimize periodic reporting.3) Being a part of a forward looking team, I am also actively involved in leading & executing POC (Proof Of Concept) of various AI/ML enabled solutions and how it can create sustainable value for clients. Show less

  • Licenses & Certifications

    • Advanced Diploma in Management Accounting

      Chartered Institute of Management Accountants India
    • Chartered Accountancy

      Institute of Chartered Accountants of India(ICAI)
      May 2015
    • Excel for Corporate Finance Professionals

      LinkedIn
      Feb 2021
      View certificate certificate
    • Corporate Finance: Robust Financial Modeling

      LinkedIn
      Feb 2021
      View certificate certificate