Ruchi Goyal

𝙋𝙧𝙞𝙫𝙖𝙩𝙚 𝙀𝙦𝙪𝙞𝙩𝙮? 𝙔𝙚 𝙠𝙮𝙖 𝙝𝙤𝙩𝙖 𝙝𝙖𝙞? A CA industrial trainee working in the private equity (PE) department typically engages in a variety of tasks that are crucial to the investment and portfolio management process. Here’s an overview of the key responsibilities and tasks: ### 1. **Financial Analysis and Modeling:** - **Financial Modeling:** Building and maintaining complex financial models to forecast company performance. - **Valuation:** Performing valuations of potential investments using various methodologies (DCF, comparable company analysis, precedent transactions). ### 2. **Due Diligence:** - **Company Analysis:** Conducting detailed analysis of target companies, including financial statements, market position, and business model. - **Risk Assessment:** Identifying and evaluating risks associated with potential investments. - **Industry Research:** Conducting market and industry research to understand market trends, competitive landscape, and growth opportunities. ### 3. **Deal Execution:** - **Deal Structuring:** Assisting in structuring deals, including negotiating terms and conditions. - **Documentation:** Preparing investment memos, presentations, and other documentation for investment committees and stakeholders. - **Coordination:** Working with legal, tax, and other advisors to execute transactions. ### 4. **Portfolio Management:** - **Performance Monitoring:** Monitoring the financial and operational performance of portfolio companies. - **Reporting:** Preparing periodic reports on the performance of investments for internal and external stakeholders. - **Value Creation:** Supporting initiatives aimed at improving the value of portfolio companies, such as cost optimization and growth strategies. ### 5. **Client Interaction and Networking:** - **Client Meetings:** Participating in meetings with potential and existing clients to discuss investment opportunities and portfolio performance. - **Networking:** Building relationships with industry professionals, including investment bankers, consultants, and corporate executives. ### 6. **Administrative Tasks:** - **Data Management:** Maintaining databases of potential investment opportunities and portfolio companies. - **Compliance:** Ensuring all activities comply with regulatory and internal compliance requirements. ### Final Thought: Working as a CA industrial trainee in a private equity department provides a robust learning experience, exposing you to the intricacies of investment management, financial analysis, and strategic decision-making. This experience is invaluable for a career in finance, consulting, or corporate strategy. Those actually working in the department as an industrial trainee may confirm the above in the comments✅ Do hit a like & share the post with all Ca industrial trainee candidates who are in the search of private equity opportunities!

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𝐇𝐨𝐰 𝐭𝐨 𝐜𝐫𝐚𝐜𝐤 𝐁𝐈𝐆 4 (KPMG, Deloitte, PWC, EY) 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰𝐬? Usually BIG 4s have 3 rounds: Aptitude Test, GD(Group Discussion) and PI(Personal Interview). => 𝐀𝐩𝐭𝐢𝐭𝐮𝐝𝐞 𝐓𝐞𝐬𝐭 - Talking particularly about commerce background in undergrad, the aptitude will be MCQ based and will usually have questions based on 11th12th accounts, financial accounting, quantitative aptitude and verbal ability questions. ~ If you prepare even for 4-5 days, you would be able to crack it. => 𝐆𝐫𝐨𝐮𝐩 𝐃𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧 - It is the most interesting amongst all the other rounds. Remember few points to crack it: ~Always try to start or conclude the GD. ~Don't run behind speaking more, say valid points with confidence and give chance to others as well. ~Don't give blanket statements and don't try to prove anyone wrong. Remember both the sides of a topic are correct in a GD. ~You just have to give valid points to justify your answer not to prove others wrong. ~Speak with confidence and humility and never shout in a GD. => 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰𝐬 - You must need confidence and good communication skills to crack PI. ~ Try to give a brief intro but highlight all your major achievements in it. ~ Good command over spoken English is required. ~ Prepare 11th 12th Accounts well especially for the Audit profile. ~ Lastly, gain some information regarding the CEO, directors, ranking and other some basic but relevant information regarding the company. Now you're ready to crack any BIG 4 interview 😀. Hope it helps. You can also connect with me on Instagram https://lnkd.in/gYzUgWVd

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𝐀𝐔𝐃𝐈𝐓 𝐃𝐈𝐀𝐑𝐈𝐄𝐒 – 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:𝟑 𝐃𝐫𝐚𝐟𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐑𝐢𝐬𝐤 𝐂𝐨𝐧𝐭𝐫𝐨𝐥 𝐌𝐚𝐭𝐫𝐢𝐱 – 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐑𝐂𝐌? - 𝐈𝐅𝐂 𝐯𝐬 𝐈𝐂𝐅𝐑 EY 2nd assignment detialed experience https://lnkd.in/gjgxWvHq ** Difference between Internal control and Internal Control over Financial Reporting ** Sure-shot 2 Big-4 Interview questions with detailed answers clarity I hope you all will take a lot of experience from my mistakes #AUDIT #INTERNALAUDIT #RCM #RISKCONTROLMATRIX

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Staying Positive: A Key to Success for Every CMA Student As a CMA student, we all face challenges—complex concepts, long study hours, and the pressure of exams. But there's one thing that keeps us moving forward: Positivity. A positive mindset can transform how we approach difficulties. It fuels perseverance, fosters creative problem-solving, and enhances our ability to absorb knowledge. When we believe in our potential, even the toughest chapters become manageable. If you're a fellow CMA student like me remember: setbacks are part of the journey. Stay positive, keep learning, and trust that your hard work will pay off. 🌟 #CMAJourney #StayPositive #KeepLearning #Finance #Accounting #CMA

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Stay Ahead of the GSTR-9 and GSTR-9C Deadlines! Person A: Hey, did you know the deadline for filing GSTR-9 and GSTR-9C is coming up soon? Person B: Oh yeah, I’ve heard about it. It’s kind of a hassle, but it’s important to stay compliant, right? Person A: Absolutely. GSTR-9 is like a yearly summary of all your GST transactions. It helps you double-check and reconcile the data from your monthly or quarterly GST returns. Person B: So, it’s like a big-picture review of your GST records for the year? Person A: Exactly! And then there’s GSTR-9C. That’s for businesses above turnover of Rs 5 crores. It compares your annual GST return with your audited financial statements. Person B: Why do we need to do that? Person A: To make sure there aren’t any mismatches or errors. It’s about accuracy and transparency in your tax filings. Plus, filing on time helps you avoid penalties and interest charges. Person B: Got it. So, it’s not just about avoiding fines—it’s also about keeping everything accurate and clean for the records. Thanks for explaining! I’ll make sure we’re on top of it this year. Person A: Great! Staying compliant is always a win.

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hi LinkedIn fam I am excited to share that I have completed the PWC audit catalyst course, it gives me the idea about how audit is conducted practically in big firms. I learn how to set the benchmark how to calculate materiality in the end it was a very knowledgeable task

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CA vs ACCA? 🤔 A very common Debate But let's be real - both are prestigious paths! These great qualifications... Have carved paths to the peak for countless professionals. Rigorous training? ✅ Check. Depth of knowledge? ✅ Check. Doors to world-class opportunities? ✅ You know it! Whether you rock those two prestigious letters after your name... Or proudly bear the ACCA insignia... You've climbed one of the steepest summits. Earned an elite credential that commands respect. But here's the real truth: The alphabet soup doesn't define your success. It's the fire in your soul The relentless drive to master your craft. THAT'S what will steer your career into the stratosphere! So don't get caught up in comparison games. There's space for both these beasts to thrive. Make your choice from the heart Chase the path that ignites your passion. With either qualification as your launchpad... And your skills as fuel... The sky is the limit for where you can soar! #CA #ACCA #accountancy

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are you CA final 1st attempt? yes then only read below does you are cv contain word "strategy"? No then forget BBM - bains, bcg, mckinsey does your cv contain words like international tax, IFRS, bla bla bla No then forget big-4 does your cv contain words controller, leadership, MBC No then forget levers, colgate, pfizer like mnc hope you understand meaning if you want best jobs - reopen your cv push these words inside do not think that you have not done this but nobody told you that you have done this because your article-ship may be with mid-size firms and such words are never used there. So you have two alternate solutions a) do MBA Full-time classroom invest a million in a top institute like IIM Mumbai or b) get mentored - for free mentoring on how to get/negotiate best jobs contact me on WhatsApp 9167446744 Rammohan Bhave CA 1980 CMA CS have worked with mukesh ambani, and laxmi mittal have worked in USA, Singapore, Australia, London, Bulgaria 30 years in industry

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"Today's PPE class GD topic sparked an interesting discussion: "Social media is making people less social." As someone who strongly believes in the benefits of social media, I'd like to share some thoughts. Far from making us less social, I believe social media has opened up new avenues for connection and community-building. For instance: - Social media platforms have enabled people with rare diseases or disabilities to connect with others who share similar experiences. - Online communities have formed around shared interests, hobbies, and passions, allowing people to connect with like-minded individuals worldwide. - Social media has also facilitated global networking, enabling professionals to connect with colleagues, mentors, and industry leaders across the globe. Special thanks to my amazing group partners - Muqadus, Ahmed, Aarfa M. Hamza, Hamza Naved, and our GD leader, Ansa - for a thought-provoking discussion! What are your thoughts on this topic? Do you think social media is making us less social, or are there benefits to online connection and community-building? Share your perspectives in the comments below!"

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Do Mock tests make any difference? I gave mocks for my CMA Foundation - Inter - Final. Scored AIRs (Time allowed me to take Mocks) all 3 times. Gave mocks for CA CPT & Intermediate as well. Score was substantially high. Only exam when I didn’t give any mock was my CA Final because of time constraint. Here’s the difference I felt by giving mocks before exam: 𝟏. 𝐁𝐞𝐭𝐭𝐞𝐫 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐚𝐧𝐬𝐰𝐞𝐫𝐬: Especially for theoretical papers like Audit made the work easy to present as per Exam standards by referring to ICAI MTPs and RTPs. 𝟐. 𝐁𝐞𝐭𝐭𝐞𝐫 𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐞 𝐨𝐟 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞 𝐭𝐡𝐞 𝐩𝐚𝐩𝐞𝐫: I never had shortage of time to end the paper. This was one of the biggest advantage I experienced. I wrote what I wanted to write all the time. 𝟑. 𝐂𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐜𝐞: Confidence boosts enormously because you know you’re going to write what is required. So, do write mock tests whenever possible or atleast practice some questions in Theory & Practical selectively. It does make a lot of difference. Stay connected to CA Sai Charan for more such insightful posts. #cafinal #cmafinal #ca #cma #icai #icmai #examtips #mocktests

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Tip : how to clear ca foundation examination ; 1. Analyse Past Papers :- You should solve past 5 year question paper to analyse the paper pattern and to know what ICAI demands. 2. Use ICAI Material :- You should solve rtp and mtp released by ICAI on his official website. 3. Plan Strategically :- Be a plan maker and decide targets on daily basis or objective to be done only on that day. 4. Stay Determined :- Be determined in your goal. Remember, determination and perseverance are key ingredients for success in any endeavor, including exam preparation. By implementing these strategies into your study routine, you can significantly enhance your chances of clearing the CA Foundation exam . Good luck on your journey to becoming a Chartered Accountant.

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ACCA vs CA. Which is better? Almost every high school graduated student who intends to pursue the career in Accouting and finance faces this dilemma and trys to know which is the better qualification. While ACCA and CA both are professional accounting qualification but they both differ in a certain way. CA is a national level qualification regulated by statutory body: ICAP. ACCA is a global qualification regulated by ACCA itself under British Council. Structure: CA consists of 21 exams separated in 4 modules: PRC (Entry level) 4 exams, CAF 8 exams in 2 groups, CFAP 6 exams, MSA 2 exams. Meanwhile, ACCA comprises of 13 exams, separated in 3 modules: Foundation 3 exams, Skills module 6 exams and Strategic professional 4 exams ( 2 mandatory and other 2 optional). Moreover, ACCA structure offers more flexibility in terms of exams attempt. Scope: CA being national qualification has wider scope in local job market and its starting pay is generally higher than ACCA qualified. Whereas, ACCA is recognised in over 180 countries and its members have option to resume their career anywhere in the world because of worldwide recognition. Work experience: CA qualification requires 3.5 years of articleship to become CA qualified but it can't be added on resume as proper work experience. Meanwhile, ACCA also require 3 years of work experience, which can be started as soon as possible after gaining relevant skills and even prior experience to ACCA can also be recorded. Wrapping up, both qualifications has their own benefits depending on the person's career choices and aspirations. Both are prestigious qualification and can truly lead to a promising career. I hope it helps all those going through the same dilemma and please feel free to ask for further details. Thank you :) #ACCA #CA #career #ACCAvsCA

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Hello Everyone Excited to share that I have successfully completed the SPOM Set B SCPM exam. I studied for one week, and I found it wasn't too hard to pass. Here are some tips: 1. I Studied from the ICAI study material, especially for the practical portion. 2. Many of the questions are repeated. 3. In the last two days, I studied from Manmohan Gupta's PDF #ca #spom #set_b #scpm

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𝗕𝗲𝗰𝗮𝗺𝗲 𝗮 𝗖𝗔, 𝗯𝘂𝘁 𝘀𝘁𝗶𝗹𝗹 𝗳𝗮𝗰𝗲𝗱 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗵𝗲𝗿𝗲…. What? Yes, Cracking CA/ MBA is not the end. It’s the beginning! 𝗖𝗿𝗮𝗰𝗸𝗲𝗱 𝗞𝗣𝗠𝗚 but How? To compete with my fellow CA, 𝗜 got 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 and gained exposure in 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵 & 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀. Being Certified matters, 𝗘𝗻𝗿𝗼𝗹𝗹 𝗻𝗼𝘄: https://lnkd.in/gyS2WDZi 𝗗𝗼𝗻’𝘁 𝘄𝗼𝗿𝗿𝘆- 𝗬𝗼𝘂 𝗰𝗮𝗻 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝗺𝗲 𝗼𝗿 Tejaswee Tripathy ( 𝗔 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝘁𝗼𝗽 𝗩𝗼𝗶𝗰𝗲 & 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗛𝗥) 𝗳𝗼𝗿 𝗯𝗲𝘀𝘁 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝘃𝗶𝗮 𝗖𝗮𝗹𝗹/𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗮𝘁 𝟴𝟬𝟵𝟯𝟱𝟱𝟱𝟬𝟬𝟭. But why it matters? 👉 HRs prioritise industry-ready strong portfolio. I had to master Financial Modeling, Valuations, Advanced Excel, and Power-BI because these skills go beyond the scope of the CA course. 👉 Building Robust Financial Models is expected on all top IB profiles which 90% of candidates fail to demonstrate. 👉 Degrees don’t essentially provide us exposure to hands-on learning. Being a Certified FMVA would add up to your CV. Tech- driven Finance is the future, and I'm proud to be part of it. The 𝗚𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗼𝗳 𝗜𝗻𝗱𝗶𝗮, 𝗜𝗔𝗙, 𝗘𝗚𝗔𝗖 𝗮𝗰𝗰𝗿𝗲𝗱𝗶𝘁 𝘁𝗵𝗶𝘀 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗮𝗻𝗱 𝗶𝘀 𝗜𝗦𝗢 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱. 𝗘𝗻𝗿𝗼𝗹𝗹 𝗻𝗼𝘄: https://lnkd.in/gyS2WDZi This Cohort will enable you to 𝗪𝗼𝗿𝗸 𝗼𝗻 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲-𝗹𝗲𝘃𝗲𝗹 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗮𝗻𝗱 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 𝘂𝗻𝗱𝗲𝗿 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗲𝘅𝗽𝗲𝗿𝘁𝘀, 𝘄𝗶𝘁𝗵 𝗮 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝗱 𝗶𝗻𝘁𝗲𝗿𝗻𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝟭𝟬𝟬% 𝗽𝗹𝗮𝗰𝗲𝗺𝗲𝗻𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁.  Note: This is a limited application cohort, 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀 𝘃𝗶𝗮 𝗖𝗮𝗹𝗹/𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗮𝘁 𝟴𝟬𝟵𝟯𝟱𝟱𝟱𝟬𝟬𝟭 𝘀𝗼𝗼𝗻. #career #ca #financialmodeling #finance #mba #skills #certification

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ICAP Education Scheme 2025: According to the scheme, total number of papers in CA qualification will be 18 (earlier it was 21). Total number of papers in PRC will be 03 along with a time limitation. Total number of papers in CAF will be 08 ( earlier was also 08), there is a addition of new subject in CAF (CAF-03: Data, Systems and Risks) and Business law and Company law are merged into a single subject ( CAF-04: Business and Corporate laws). Cost and Management Accounting is Now CAF-05: Management Accounting. Also there is a time limitation of 05 years for passing the CAF. Total number of papers of CFAP will be 06 with a addition of completely new subject CFAP-03: Sustainability for Accountants, along with a time limitation of 10 years. #ICAP #CA

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"Two Months into My Articleship at EY” Some key insights for students targeting big firms: Getting into big 4 is beginning of the journey , not the end of it. It gives you opportunities but the working environment can be toxic sometimes. It gives you instant recognition in your peers but doesn’t give you much time to spend with them. The work from home culture is something , I personally love about big firms. The most important thing is that people take a lot of pressure in big 4. The pressure is natural in such a competitive environment. But not taking pressure, requires guts and the art of saying no. Remember this “Diamonds and made under pressure , not by avoiding pressure “. But taking too much pressure can break you as well. So go with the flow and don’t try to overdo yourself✔️ #ca #big4 #tax #audit #accounts #motivation #carrier #experience #goals #caarticleship #articleship

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Experience at KPMG till date! Many of us are not aware of the field before joining for articleship but let me explain you what we do in audit! It might be of your help! When we talk about Audit, in layman language mean whether financial statements are made as required and doesn’t involve any misrepresentation and fraud. (Generic definition) What does practical world requires? So the auditor makes an Audit report after examining the financials of an organisation. The report contains various things like CARO, opinion etc. The main thing which you will be using as technical tool is excel because we do a lot of recalculations of financial statement items and every thing in balance sheet to Profit and Loss A/C to notes is recalculated and checked with help of supporting documents and stored in excel files commonly known as work papers. And if you want me to explain more do let me know in the comments I would like more people from their field to make people more aware. Harsh Jindal pls tag your connections from different field:) #ca #articleship

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"Few important points to remember in CMA CAMPUS PLACEMENTS." 1 Remember to present yourself professionally (your dress, attitude, communication, etc.) 2 Always talk confidently as if you are the superior of all (Don't boast) 3 Never feel inferior as someone who has got a higher rank than you (Even Einstein don't know to drive a car, but you know better) 4 Always fix your mind and visualize that you got your job in dream company. Don't be double minded. 5 Never feel demotivated, because you have not been shortlisted. (Some companies accept walk-ins - prove your potential)   (Real-life example - JIO came for campus last time. They shortlisted some 10 people. Finally they announced walk-in in the day of interview.) 6 Anything can happen. Never lose hope. 😉 ALL THE BEST FOR YOUR CAREER!

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