Suryansh Patel, MBA, ACA, CPA
5.0
(12)
CFA Level 3 Cleared with MBA, CA and CPA | Coached 60+ students
Studied at CFA Institute
Worked at ImpiCaptial
Not currently taking new clients
Suryansh’s CFA Qualifications
Scored a 100 on the CFA
60+ people coached for CFA
Welcome to my profile! As a CFA Level 3 passer who cleared all levels on the first attempt, I bring a deep understanding of the CFA curriculum and exam strategies. With a strong background in finance, including roles as an MBA VC Analyst and Assistant Finance Manager, I have honed my skills in financial analysis and strategic consulting. I have successfully coached 18 individuals, helping them navigate the complexities of the CFA exams and achieve their certification goals. My approach is tailored to each client's unique needs, focusing on both content mastery and exam techniques. Let's connect to discuss how I can support you in your CFA journey!
Suryansh can help with:
Alternative Investments
Corporate Finance
Derivatives
Economics
Equity Investments
Ethical and Professional Standards
Financial Reporting and Analysis
Fixed Income
Portfolio Management
Quantitative Methods
Tailored Study Plan
Test Prep Strategy
Work Experience
MBA VC Analyst
ImpiCaptial
April 2024 - September 2024
I collaborated with a venture accelerator to analyse an investment opportunity and provide investment recommendations. I prepared a 15-page investment memorandum outlining the industry, company analysis, and providing the final investment recommendation for an opportunity of GBP 100,000. Given the special circumstances of the company, I suggested an alternative debt route instead of a traditional equity funding approach.
MBA Consultant
Yavrio Ltd
January 2024 - March 2024
Designed go-to-market strategy for a UK-based fintech startup, Yavrio, which operates in an open banking space. Researched target market segments, improvement opportunities in the marketing strategy and strategy implementation steps.
Owner
Nidhi Financial Services
December 2021 - August 2023
I founded Nidhi Financial Services to provide accounting and financial reporting and consulting services to individuals and businesses. As a sole entrepreneur, I managed business development, client relations, and service execution through delivering high-quality and timely financial solutions. Within the first year, I built a portfolio of 26 clients through strong industry connections and exceptional service. I successfully negotiated and advised on three real estate deals worth GBP 208,000, guiding clients on tax planning and fund sourcing. My financial strategies helped clients save GBP 18,000 annually in taxes and management fees by optimizing portfolios. I also conducted tax audits, prepare annual accounts and performed industry analysis while ensuring regulatory compliance. By continuously upgrading my expertise in corporate taxation, accounting standards, and investment advisory, I provided error-free financial statements and strategic consulting. Through a commitment to quality and efficiency, I established my firm as a trusted financial partner.
Assistant Finance Manager
Alembic Pharmaceuticals
April 2020 - August 2021
After my promotion, I took on additional responsibilities at the Alembic Group level, assisting with consolidated financial statement preparation and integrated MIS reporting, while continuing to manage Aleor Dermaceuticals Limited's accounts and prepare audited financial statements. I also streamlined and enhanced routine accounting processes for greater efficiency and accuracy. I formulated accounting SOPs to standardise financial reporting practices across the group for improved consistency and regulatory compliance. Additionally, I trained six accounting executives on these processes and equipped them with the necessary skills to maintain high reporting standards. Through these initiatives, I contributed to enhancing financial transparency and operational efficiency across the organisation.
Senior Finance Executive
Alembic Pharmaceuticals
September 2019 - March 2020
Following a double promotion based on exceptional performance, I began leading a team of three accounting executives and played a key role in Aleor’s transition from a greenfield project to a commercial stage. In addition to managing Aleor’s accounts, I oversaw the configuration of new SAP ERP modules and project capitalization, collaborating closely with IT and plant personnel to ensure a seamless integration. I streamlined operations by delegating and supervising routine activities and directed my focus on enhancing MIS reporting and accounting efficiency. Additionally, I developed a financial model to assess the impact of a new Accounting Standard on Alembic Group, leading to a GBP 12.6 million restatement of financial statements.
Finance Officer
Alembic Pharmaceuticals
August 2018 - August 2019
Hired with a special package, I was entrusted with independently managing the GBP 23.80 million accounts of Aleor Dermaceuticals Ltd., a rare responsibility for someone without prior corporate experience. Over the first four months, I gained a comprehensive understanding of the SAP ERP accounting system and day-to-day financial operations. By December, I took full charge of Aleor’s accounts, handling end-to-end accounting processes, from bill booking to preparing audited financial statements. To enhance financial efficiency, I implemented eight monthly account closing processes and automated three manual tasks, strengthening financial controls. Additionally, a thorough contract review uncovered a critical oversight in an insurance agreement, resulting in GBP 32,000 in savings. This role provided a strong foundation in financial reporting, compliance, and process optimization, setting the stage for my rapid career progression within Alembic.
Assistant
CNK and Associates LLP
August 2015 - July 2018
CNK & Associates LLP is a Mumbai based Chartered Accountancy firm, which specialises in providing a wide spectrum of multi-disciplinary financial services to India’s leading organisations in diverse fields. Initially, I Performed statutory audits, tax audits, internal audits, management audits and tax returns filings - corrections of various entities ranging from individual person to public limited companies as a junior team member. Afterwards, I was promoted as a team leader to supervise and manage work performed by other articles. During 2nd year, I was in-charge of TDS return filing and correction team in which I successfully managed about 200 clients. I also contributed to the organisation by following: • Discovered direct data import in IT Return software with 2 fellow articles. With all manual data punching is done away, it reduced the overall time required for return filing by about 60%. • Prepared macro- enabled template in excel for auto-sampling and auto-formatting data exported form ERP system.
Education
Warwick Business School
Full Time MBA, Business Administration and Management, Entrepreneurship
2023 - 2024
Grade: 69.1%, With Merit Activities and societies: 1) Was Vice President of Warwick MBA Negotiations Club and Vice President - VC & Private Equity of Warwick Finance Club 2) Got 2nd place in the Warwick Term 2 Triathlon Team Challenge 3) Scored 99% in the Finance Module 4) Did a dissertation in entrepreneurial finance disclpine, focussing on how VCs can exploit investing opportunities in mature markets? Awarded 25% merit-based scholarship in recognition of academic and professional achievements. Strategy, Financial Modeling and +9 skills
CFA Institute
Level 3 Passed, Portfolio Managment
2022 - 2023
Cleared all 3 levels in first attempt
Maharaja Sayajirao University of Baroda
Masters of COmmerce, Accounting and Financial Managment
2017 - 2019
Scored 81.63%. Secured University first rank and received four gold medals, the record in the university.
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting, Taxation, Finance
2014 - 2018
Cleared all 3 levels in the first attempt
12 Reviews
Overall Rating
5.0
Suryansh has helped clients get into these companies:
Suryansh has helped clients achieve these scores on the FINRA Exams (Series 7 & SIE)
80
Suryansh has helped clients achieve these scores on the Executive Assessment
90
Suryansh has helped clients achieve these scores on the IB Exams