Ca Sumit Kamra

Seeking an opportunity to join a dynamic organization where I can leverage my expertise in finance and accounting, strengthen my analytical capabilities, and contribute effectively as a valuable asset to the company.

Associate - Apex Fund Services LLP - Bangalore

(2025-01 - 2026)

Private Equity Funds Administration and Real Estate Funds Management professional

• Private Equity Fund Administration professional with hands-on experience in NAV calculations, fund accounting, investor reporting, and financial data management across multiple investment structures.
• Adept at working with Efront platforms, coordinating with CSM teams, and ensuring timely delivery of investor reports and fund administration deliverables.
• Demonstrated ability to manage large financial datasets, perform reconciliation activities, and maintain reporting accuracy in fast-paced fund administration environments.
• Routinely performed comprehensive daily, monthly, and quarterly calculations for private equity and alternative investment funds, ensuring accuracy and timeliness in all financial processes.
• Worked extensively on Efront, leveraging its robust functionalities for fund accounting and investor reporting. Utilized the platform to meticulously maintain complex fund structures, ensure accurate investor records, and manage capital activities and transaction histories.
• Experienced in handling fund operational activities with strong knowledge of capital movements, financial reporting, and investment lifecycle processes.
• Consistently met all deadlines for daily, monthly, and quarterly reporting tasks without exception.
• Produced tailored financial reports for management and clients, thoroughly verifying all data to ensure precision and reliability. Delivered reports with accuracy while successfully juggling numerous tight deadlines.
• Consistently received positive feedback and commendation from the CSM team for strong performance and introducing innovative approaches to our work.
• Assisted in preparation of Management Accounts for real estate investment funds, ensuring all financial statements adhered to relevant real estate accounting standards and compliance requirements. Assisted in preparation of financial statements and audit support schedules.
• Effectively managed multiple real estate investment funds simultaneously, ensuring all fund activities were accurately aligned and all critical deadlines were consistently met.
• Maintained a high degree of accuracy in financial reporting, consistently meeting tight deadlines across monthly and quarterly reporting cycles.
• Participated in client calls to gather information, clarify fund structures, and provide updates, demonstrating strong communication and professionalism.
• Successfully completed assigned tasks with Zero error rates, leading to consistent praise from managers and senior staff for timely and accurate deliverables.
• Collaborated with cross-functional teams to streamline processes and ensure the efficient management of fund data and investor records.
• Utilized Nexus and MRI software to manage fund accounting operations, and adapted quickly to new systems and processes, ensuring all reconciliations and reporting Schedules were met on time.

Articled Assistant - Rohtas and Hans, Chartered Accountants - Delhi

(2020-07 - 2023-09)

Valuation, Audit, and Taxation services

• Conducted comprehensive forecasting of financial statements for a prominent company, enabling successful regulatory requirements, while mitigating the risk of penalties for non-compliance.
• Conducted statutory and tax audits, encompassing comprehensive client visit, analysis of financial books and statements, and precise report filing for both corporate and non-corporate clients across industries such as Paper, Pharma and Asset Management.
• Supported a team in performing statutory and internal audits by managing process including planning, execution, and reporting. Aligned work allocation and ensured adherence to audit methodologies and regulatory requirements, while maintaining effective communication with clients to address queries and facilitate smooth audit operations.
• Prepared and filed Income Tax Returns for a diverse client base, with total incomes ranging from Rs. 10 Lakhs to Rs. 200 Crores, ensuring compliance with applicable tax laws and optimizing tax liabilities. Provided expert advice and strategic tax planning to clients, enhancing their financial strategies and ensuring efficient tax management.
• Drafted and filed appeals before the Commissioner of Income Tax, effectively managing complex tax litigations with a cumulative value of Rs. 10 Crores.

ACCA - Accounting - ACCA Body (2025-06)

CA Final - Chartered Accountancy - Institute of Chartered Accountants of India (2024-05)

CA Inter - Chartered Accountancy - Institute of Chartered Accountants of India (2019-11 - 2021-12)

CA Foundation - Chartered Accountancy - Institute of Chartered Accountants of India (2018-11)

B.com (H) - Commerce - Delhi University (Sol) (2021)