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Yogesh Gada
Contact No. +91 9820930057. E-mail id: gadayogesh@yahoo.com
Professional Synopsis:
CFA (US) & CA with expertise of Financial Planning & Analysis in Finance Sector with combined knowledge of
Accounting, Tax & Audit
Professional Credentials:
Period Qualification Institution / Board Percentage
Jun 2015 CFA Level III CFA Institute (US) -
May 2012 CA Final ICAI 51.25%
Certifications Period Percentage
NISM: Currency Derivatives Oct. 2012 78.75%
NSE: Derivatives Market Sep. 2012 77.50 %
NSE: Capital Market Sep. 2012 85.00%
Academic Credentials:
Period Qualification Institution/ Board Percentage
May 2013 M.Com. Mumbai University 69.38%
April 2010 B.Com. N.M.College of Commerce & Economics 78.29%
Working Exposure:
Currently working with Citi Group (CSIL) as an Assistant Manager – Profit & Loss Analyst, joined from
Aug 2013
Performance Measurement and Related Analytics:
 Analyzing, investigating and explaining key movements and trends in P&L lines
 Preparation of monthly financial metrics and key business drivers specific to different products
 Reviewing processes and suggesting/ implementing improvements & changes to current procedures
P&L & Headcount Reporting / Analytics:
 Preparation of various P&L & Headcount reports and ensuring timely adherence to deadlines
 Monthly variance reporting and reporting of any issues, risks & opportunities, Flash reporting (pre- month end
estimates of expenses)
 Monthly management reporting, updating reporting decks & management reviews with Finance Management
as required
Weekly Estimate Process:
 Assist in preparing weekly financial estimates for various products together with a geographic view
 Assist region products in preparing estimates
 Consolidation of regional Citicorp results
Budgeting and Forecast Process:
 Working with Country & Regional Managers to create and review quarterly forecasts and annual financial
plans, including reporting & analysis to explain changes against given baselines
Month End reporting activities:
 Assist in key month end activities which provides oversight of completeness and accuracy of underlying
management information
 Support various teams with key Management reporting as appropriate
 Reviewing financials on a daily basis during the month-end period and reporting issues to finance
management, comparing Actual to plan/ forecast/ prior period to ensure correct month-end close &
investigating unusual postings and/ or escalating with Countries
 Working as part of a diverse team spread across the region, Interaction with a wide range of people and
exposure to Regional /Global Finance Owners
Interaction with Business People:
 Talking with business people on a regular basis to understand the trend of the business & preparing Outlook

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Earlier worked with S.D.Chheda & Co. (Chartered Accountants), Mumbai, as an articled assistant during
the period Oct 2007 to Apr 2011 & as a Sr. Executive Manager, from May 2011 to Jul 2013
Accounting & Finance:
 Entering & maintaining books of accounts of various clients
 Finalization of accounts & preparation of Final Accounts
 Computing financial ratios by analyzing monthly and yearly financial statements, balance sheet, cash flow
statement & preparing budget forecast
 Analyzing key finance performance indicators, such as financial ratios and comparing the actual results to
budget and initiating corrective actions
 Reconciled bank statements, cash accounts, accounts receivable and payable balances on a monthly basis
Direct Taxation:
 Income tax computation & filing of Income Tax Returns of Companies, Partnership firms, HUFs, Individuals
 Conducting tax audits & preparation of tax audit report
 Preparation & filling of TDS Returns
Indirect Taxation:
 Computation, preparation & filing of VAT & CST returns for regular & composition dealers periodically.
 Conducting Vat Audit as per statutory requirements & preparing Audit Report
 Computation, preparing and filling of Service tax returns of Proprietors, Partnership firms and Private
Companies
Audit & Specific Assignments:
 Conducting Audit of books of accounts of various clients, including private limited cos
 Leading a team of articled clerks for conducting internal audits
 Preparation of Tax Audit Report & Statutory Audit Report for Private Limited Companies
Computer Skills:
 Well Versed with MS-Office Applications like MS-Word, Excel, and PowerPoint
 Well acquainted with accounting software like Tally 9.0, 7.2, Tally 9, ERP
 Done DOAG (Diploma in Office Automation & Graphics) of 8 months from Keerti Computer Institute in the
year 2005-06
 Successfully completed Information Technology Training (ITT) Programme conducted by ICAI
Extra-curricular Activities:
 Cleared Elementary Grade Drawing Examination
 Actively participated in college festival ‘Umang’ being assistant
 Played in Inter college chess & ball badminton competition
 Got many prizes in school & caste chess competition
Personal Details:
 Date of birth - 6th October 1989
 Languages Known - English, Gujarati, Hindi, Marathi and Kutchi
 Hobbies - Cycling, Trekking, Chess, Cards & Cricket
 Residential Address - 202/L, Kalpita CHS, Sahar Road, Koldongri, Andheri (East), Mumbai
References: References and verifying documentation furnished upon request.
Place: Mumbai