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Shine Ritu Patel 5yrs Mumbai City 6.00 LPA Assistant Manager - Audit & Taxation

Ritu Patel is a Chartered Accountant with over 5 years of experience in financial reporting, auditing, and taxation, currently seeking opportunities in Corporate Finance. She possesses strong analytical skills and has completed significant projects including a DCF valuation for MRF Ltd. and equity research reports, while also having experience in managing audits and tax compliance. Ritu holds a Master of Commerce and has certifications in financial planning and analysis, along with technical proficiency in various financial tools.

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Gangadhar Oguri
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103 views2 pages

Shine Ritu Patel 5yrs Mumbai City 6.00 LPA Assistant Manager - Audit & Taxation

Ritu Patel is a Chartered Accountant with over 5 years of experience in financial reporting, auditing, and taxation, currently seeking opportunities in Corporate Finance. She possesses strong analytical skills and has completed significant projects including a DCF valuation for MRF Ltd. and equity research reports, while also having experience in managing audits and tax compliance. Ritu holds a Master of Commerce and has certifications in financial planning and analysis, along with technical proficiency in various financial tools.

Uploaded by

Gangadhar Oguri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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RITU PATEL

Chartered Accountant | Aspiring Finance Professional


Contact No. : +91-9619825344 Address : Borivali West, Mumbai-400092
E-mail id : [email protected] LinkedIn : https://www.linkedin.com/in/ritu-patel-81835a152

PROFESSIONAL SUMMARY
Chartered Accountant with 5+ years of experience in financial reporting, auditing, and taxation, transitioning into
Corporate Finance. Strong analytical and problem-solving skills, with the ability to interpret financial data and provide
actionable insights. Gained proficiency in financial modeling, valuation, and financial statement analysis through structured
learning and hands-on application in practical assignments. Adept at analyzing financial performance to support strategic
decision-making. Seeking an opportunity to leverage my expertise in financial planning and corporate finance within a reputed
organization.

EDUCATIONAL QUALIFICATION
 Chartered Accountant (CA) – The Institute of Chartered Accountants of India (ICAI) | 2022 (Exemption in 2 subjects)
 Master of Commerce (M.Com) – Mumbai University | 2021 | First Class (620/800) (75+ in 4 subjects, 95+ in 1 subject)
 Bachelor of Commerce (B.Com) – Narsee Monjee College of Commerce & Economics | 2017 | First Division (579/700)
(80+ in Financial & Cost Accounting, 90+ in 1 subject)
 Senior Secondary (Class 12) – Narsee Monjee College of Commerce & Economics | 2014 | 85.85% (90+ in Accountancy
& Maths, 80+ in 3 subjects)
 Secondary (Class 10) – R.C. Patel High School | 2012 | 93.09% (100 in Mathematics, 90+ in 2 subjects)

CORE SKILLS
 Financial Planning & Analysis: Budgeting, Forecasting, Variance Analysis
 Valuation & Financial Modeling: DCF, Comparable Company Analysis, LBO Modeling
 Financial Data Analytics: MIS Reporting, Financial Statement Analysis, Ratio Analysis
 Performance & Cost Optimization: Trend Analysis, Cost Optimization, KPI Analysis
 Technology & Financial Tools: Advanced Excel, Power BI
 Financial Reporting & Compliance: Ind AS, Financial Reporting, Taxation

RELEVANT FINANCE KNOWLEDGE & PROJECTS


 MRF Ltd. DCF Valuation Project – Built a comprehensive 3-statement financial model for MRF Ltd., incorporating
forecasting, ratio analysis, and financial interpretation. Developed a Discounted Cash Flow (DCF) model to estimate
the company's intrinsic value, integrating revenue projections, WACC calculations, and sensitivity analysis.
 Equity Research Report – MRF Ltd. – Conducted in-depth financial and industry analysis, evaluating competitive
positioning, risk factors, and growth potential to provide an investment recommendation on the stock.
 Strengthened expertise in financial statement analysis through hands-on experience in audit and compliance.
 Strong analytical and problem-solving skills, leveraging financial data for actionable insights and decision-making.
 Continuously enhance finance expertise through courses, workshops, and industry research to stay updated on market trends.

WORK EXPERIENCE
Dhiren P. Parekh & Co. | Assistant Manager – Audit & Taxation (Aug 2023 - Nov 2024)
 Developed financial insights by preparing monthly MIS reports, analyzing key financial data, and identifying trends for
better decision-making.
 Reviewed financial statements & conducted financial analysis, ensuring accuracy in reporting and compliance with
accounting standards.
 Led statutory & tax audits for manufacturing, trading, and service companies, improving regulatory compliance & risk
management.
 Strengthened financial reporting by preparing cash flow statements and verifying financial data accuracy.
 Conducted due diligence for M&A transactions, assessing key financial documents and ensuring regulatory compliance.
 Managed income tax filings and tax audit reports, streamlining the tax filing process.
C.K Doshi & Co. | Accounts & Audit Assistant (Dec 2021 - Mar 2023)
 Analyzed financial data & identified cost-saving opportunities through reconciliation & variance analysis.
 Performed financial reporting reviews and statutory audits, strengthening financial accuracy and compliance.
 Conducted tax planning, GST compliance, and TDS filings, ensuring timely tax submissions.
 Prepared Form 15CB for foreign remittances, ensuring adherence to FEMA and withholding tax provisions.
 Strengthened expertise in financial statement analysis, ensuring accuracy in financial records.
Bharat Desai & Co. | Article Assistant (Feb 2016 - Feb 2019)
 Assisted in financial statement preparation & audits, ensuring adherence to accounting standards.
 Conducted ledger scrutiny & financial data verification, identifying and resolving discrepancies.
 Managed tax compliance (Income Tax, GST, TDS), ensuring timely and accurate filings.
 Developed hands-on expertise in financial reporting & tax planning through direct client engagements.

TECHNICAL SKILLS
 Financial Analysis & Valuation: DCF, Comparable Company Analysis, LBO Modeling, M&A Modeling, Ratio
Analysis
 Financial Tools & Software: MS Excel (Advanced), Power BI, Tally ERP 9, Tally Prime, Odoo, Spectrum, Compu Office,
Microsoft Word, PowerPoint
 Accounting & Compliance: Ind AS, Companies Act, Income Tax, GST

ACHIEVEMENTS & LEADERSHIP


 Minimized audit discrepancies by 40% through thorough data analysis and process enhancements.
 Streamlined the tax filing process, enhancing accuracy and ensuring timely compliance, which led to a 20% reduction in client
costs.
 Guided and assisted junior associates in financial analysis, enhancing their expertise in financial reporting and regulatory
compliance.

CERTIFICATIONS
 Investment Banking Nano Degree Course – Financial Modeling & Valuation (Jobaaj Learnings, Dec 2024 – Feb 2025)
 Certified in Financial Planning & Analysis – Udemy (Ongoing)
 Certified in Information Technology and Soft Skills (Basic & Advanced), Orientation Course, Management &
Communication Skills Course from ICAI.

PERSONAL INTERESTS & LANGUAGES KNOWN


 Passion for investment research, stock market analysis, and corporate finance. .
 Enthusiastic about industry trends, financial case studies and market research.
 Enjoys painting, sketching, and playing badminton.
 English, Hindi, Gujarati, Marathi

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