Headline

Chartered Accountant (May’26) | First Attempt | Aspiring IB/M&A/PE/AM Analyst | NISM Series XV and VIII | Financial Modelling • Valuation • Equity Research • FP&A

About

Chartered Accountant (First Attempt, May 2026) with experience in FP&A, financial analysis, and business operations, coupled with a strong interest in investment banking, mergers & acquisitions, private equity and valuation. During my articleship at Verve Advisory, I worked with U.S. and international clients, supporting finance and operational decision-making across diverse business environments. Alongside my professional experience, I have developed skills in financial modelling, valuation, equity research and transaction analysis through specialised training and certifications. I hold NISM Research Analyst (Series XV) and Equity Derivatives (Series VIII) certifications and am currently preparing for CFA Level I. I am particularly interested in opportunities where analytical skills, commercial thinking, and capital allocation come together to create long-term value. Open to conversations around Investment Banking, M&A, Asset Management, Corporate Finance and FP&A opportunities. DM me or email - jatkar.sanika@gmail.com

Location

Mumbai

Work experience

CA Article Assistant at Verve Advisory Pvt. Ltd, Aug 2023 - Jul 2025 · 2 yrs, Remote, - Managed FP&A and finance operations for a U.S.-based business with $5.3M annual revenue, overseeing financial reporting, budgeting, forecasting and month-end close. - Analyzed financial statements, cash flows, and business performance metrics to identify key drivers of revenue, profitability, and efficiency, supporting management decision-making. Performed budgeting, forecasting, and variance analysis, providing actionable insights to improve financial and operational performance. - Developed management reports and financial dashboards and MIS reports using Advanced Excel, enhancing visibility into key financial and operating metrics. - Played a key role in the migration from QuickBooks to Oracle NetSuite ERP, ensuring data accuracy, seamless implementation, and uninterrupted financial reporting. - Collaborated directly with senior management on financial analysis, process optimization, and strategic initiatives while independently managing day-to-day finance operations

Education

CA Final, The Institute of Chartered Accountants of India

CA Intermediate, The Institute of Chartered Accountants of India