Jaiwardhan Sharma

Aspiring Finance & Audit Professional

Mumbai, IN.

About

Highly analytical and results-driven finance professional with a strong foundation in audit, investment banking, and financial analysis, evidenced by an All India Rank 36 in CA Intermediate and a +90th percentile in CFA Level 1. Proven ability to conduct comprehensive financial due diligence, perform complex valuations, and contribute to strategic investment decisions for major clients, including a 4 lakh Cr market capitalization automobile sector leader. Recognized for exceptional performance with a SPOT Award and adept at leveraging technical expertise to drive impactful financial insights and ensure regulatory compliance.

Work

BSR & Co. LLP (Member Firm of KPMG India)

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Articleship Trainee, Statutory Audit

Mumbai, Maharashtra, India

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Summary

Led statutory audit and limited review engagements for a major client in the automobile sector, ensuring compliance with IND AS and accurate financial reporting for entities exceeding 4 lakh Cr market capitalization.

Highlights

Led statutory audit and limited review for a major client in the automobile sector with a market capitalization exceeding 4 lakh Cr, ensuring compliance with IND AS 28, 103, and 110.

Conducted comprehensive analytical review and variance analysis of financial statements for 143 entities, identifying key trends and ensuring accurate revenue reporting.

Computed FCTR and EPS for capital infusion, rights shares, and ESOPs, ensuring true and fair disclosure in financial statements.

Managed complex financial areas including investments, rationalized finance cost, and ~1,000 Cr borrowings, ensuring true and fair disclosure for international transactions and RPT.

Recognized with the SPOT Award for exceptional performance during the 3rd quarter of FY 2025-26, highlighting significant contributions to audit engagements.

Marquee Equity

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Investment Banking & Valuation Intern

Mumbai, Maharashtra, India

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Summary

Executed comprehensive financial research, valuation, and advisory for clients in the Renewable Energy Sector, supporting critical investment banking decisions and strategic initiatives.

Highlights

Authored a comprehensive research report on the Renewable Energy Sector and its projected growth, directly informing strategic investment decisions and client advisory.

Developed impactful Teaser and Information Memorandum (IM) documents, integrating in-depth industry research, market sizing, and regional demand analysis for client engagement.

Performed detailed company valuation exercises utilizing industry multiples and DCF methodologies, providing critical insights for client transactions.

Prepared detailed pitchbooks and presentations for client meetings, effectively communicating complex financial data and strategic recommendations.

Constructed detailed financial models and conducted in-depth financial analysis to project future performance for manufacturing and service sector companies.

Volunteer

Head of Department - PR & Sponsorship

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H.R. College of Commerce and Economics

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Led public relations and sponsorship initiatives for the department at H.R. College of Commerce and Economics, enhancing institutional visibility and securing resources.

Highlights

Managed public relations and sponsorship activities for the department, enhancing institutional visibility and securing resources.

Developed and executed strategies to engage stakeholders and promote departmental events and initiatives.

Mentor & Teacher

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Aditya Birla Group CSR Project

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Provided dedicated mentorship and educational support to underprivileged children, enhancing their academic and personal development as part of a corporate social responsibility initiative.

Highlights

Conducted evening classes and mentorship sessions for underprivileged children for a year, fostering academic growth and personal development.

Collaborated with teachers as part of the Aditya Birla Group CSR Project, contributing to community upliftment and educational equity.

Education

The CFA Institute

, , India
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Level 1 Finance Grade: 92%

Courses

+90th Percentile Score

H.R. College of Commerce and Economics

Mumbai, Maharashtra, India
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Bachelor of Commerce Commerce Grade: 10 SGPA (Sem IV)

ICAI

, , India
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Intermediate Chartered Accountancy Grade: 76.83%

Courses

All India Rank 36

ICAI

, , India
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Foundation Chartered Accountancy Grade: 82.75%

Courses

Scored 90+ in Mathematics and Economics

CBSE

, , India
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Class XII Senior Secondary Education Grade: 95%

Courses

Rank 1 in the district

CBSE

, , India
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Class X Secondary Education Grade: 96.8%

Courses

Ranked 1st among a batch of 500+ students

Awards

SPOT Award

BSR & Co. LLP (Member Firm of KPMG India)

Awarded for exceptional performance and significant contributions during the 3rd quarter of FY 2025-26 in Statutory Audit engagements.

Aditya Birla Excellence Award

Aditya Birla Group

Recognized among the top 10 students in the Aditya Birla Group for outstanding academic and extracurricular achievements during the 2022-23 session.

Best All-Rounder Student

School

Awarded for demonstrating exceptional performance across academics, leadership, and extracurricular activities during the 2022-23 session.

Top 5 Rank, Inter Aditya Birla Group of Schools Debate Competition

Aditya Birla Group of Schools

Achieved a top five ranking among 30+ schools in a prestigious debate competition, showcasing strong public speaking and critical thinking skills.

92nd Rank, International Commerce Olympiad

ICSI

Secured a national rank in a competitive commerce Olympiad, demonstrating strong academic prowess in commerce subjects.

Chittorgarh Divisional Level Basketball Champion

Chittorgarh Divisional Sports Authority

Served as power forward for the State Basketball Team, winning the Chittorgarh Divisional Level Championship.

3rd Position, District Volleyball Team

District Sports Authority

Played as outside hitter for the District Volleyball Team, contributing to a 3rd place finish at the Divisional Level.

Languages

English

Skills

Technical Skills

Financial Modelling, MS Excel, DCF Valuation, Information Memorandum, Teasers, MS PowerPoint.

Audit & Compliance

Statutory Audit, IND AS, Equity Accounting, Financial Statement Analysis, Regulatory Compliance, Risk Management, Analytical Review, Variance Analysis.

Financial Analysis & Reporting

Financial Ratios, FCTR, EPS Calculation, Capital Infusion, Rights Shares, ESOPs, Investment Analysis, Finance Cost Optimization, International Transactions, Related Party Transactions (RPT), Financial Modeling.

Investment Banking

Research Report Writing, Renewable Energy Sector Analysis, Market Sizing, Industry Research, Company Valuation, Industry Multiples, Pitchbook Development, Presentation Skills.

Leadership & Communication

Team Leadership, Event Management, Public Speaking, Mentorship, Stakeholder Engagement, Strategic Planning, Cross-functional Collaboration.

Core Competencies

Analytical Thinking, Problem-Solving, Attention to Detail, Quantitative Analysis, Critical Thinking, Communication, Financial Due Diligence.

Interests

Financial Markets

Corporate Strategy, M&A Deals, Financial News Analysis.

Sports

Basketball, Volleyball.

Projects

School Captain

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Summary

Led student body as School Captain, successfully organizing large-scale events and overseeing a team of 80+ students to enhance school community and engagement.