---
title: "Sanika Jatkar - CA Article Assistant in Mumbai | Tal"
description: "Meet Sanika Jatkar, 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 based in Mumbai."
image: "https://tal.club/meet/sanika-7/share-image"
---

# Sanika Jatkar on Tal

## 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

[View the original profile](https://tal.club/meet/sanika-7)

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