Shambhavi Jade

Chartered Accountant with 1.5+ years of progressive experience in investment management audit for listed US investment management entities at Deloitte USI. Hands-on exposure to financial statement analysis, internal controls, and risk assessment. Actively pursuing CFA Level I — driven by a genuine passion for investment research and credit analysis.

Strong analytical and quantitative foundation, advanced Excel proficiency, and proven ability to communicate complex financial insights clearly to senior stakeholders. Consistently delivers quality work across multiple high-pressure engagements independently and within teams.

Audit & Assurance Senior - Deloitte USI - Pune, India

(2025-01)

• Contributes to assurance engagements for a listed US investment management group, applying international financial reporting standards and global audit methodologies — building direct familiarity with investment fund structures and disclosures.
• Performs financial statement review and analysis across complex reporting frameworks (IFRS / Ind AS), identifying misstatements and evaluating the financial health implications of reporting choices.
• Evaluates internal controls over financial reporting (ICFR) with independent, risk-based judgment — assessing control gaps, forming views on business risk, and escalating findings to senior managers and partners.
• Uses advanced Excel (pivot tables, VLOOKUP, SUMIFS, cross-referencing) extensively for data extraction, financial reconciliation, and building analytical schedules — consistently commended for accuracy and efficiency.
• Prepares and delivers clear, well-structured written reports and verbal briefings to senior stakeholders, translating technical audit findings into actionable insights.
• Manages multiple concurrent client engagements under stringent deadlines, working both independently and as part of cross-functional teams — demonstrating strong work ethic and attention to detail.

Audit & Accounts Assistant - ADV & Company

(2022-01 - 2024-02)

• Applied Ind AS and Indian GAAP principles across the full accounting lifecycle — journal entries, ledger management, accounts finalisation, and financial statement preparation — for multiple private limited companies.
• Conducted end-to-end Tax Audits and GST Audits; built analytical frameworks to identify non-compliance and reporting irregularities, developing a strong habit of research-driven, evidence-based conclusions.
• Reviewed and reconciled GSTR filings and input tax credit, identifying discrepancies and presenting findings with clear written documentation — strengthening both quantitative rigour and written communication.
• Managed simultaneous multi-client engagements with consistent quality and on-time delivery, demonstrating relentless drive and strong attention to detail under deadline pressure.

Audit & Accounts Assistant - M R Padhye & Company

(2021-02 - 2022-01)

• Conducted concurrent and internal bank audits for cooperative banks — evaluating internal controls, compliance, and credit risk frameworks, building foundational understanding of financial institution risk.
• Executed Tax Audits and RERA compliance engagements, navigating sector-specific regulations and producing accurate, well-documented compliance reports.

CFA Level I - Investment Management - CFA Institute

Chartered Accountant (CA) - Accounting - ICAI (2024)

Bachelor of Commerce - Commerce - University of Mumbai