Vicky Punjabi
Sydney,NSW
Summary
Motivated Chartered Accountant with a dynamic experience of over 12 years into Financial Due Diligence, Business Finance & Strategy, Statutory audits and accounting advisory services.
Strong leader with commercial awareness, collaborative approach and developed business acumen with an exposure into varied industries including Healthcare, Manufacturing, Pharmaceuticals, Logistics, Transportation, Online-gaming, E-commerce, Waste Management & Infrastructure.
Proven leadership and ability of having lead teams on various advisory and audit engagements for Private equity clients, large listed entities and small & medium businesses.
Overview
12
12
years of professional experience
4
4
Languages
Work History
Manager (Deals – Transaction Advisory Services)
KPMG Australian Services Pty Ltd (KPMG)
Sydney , NSW
2022.10 - Current
- Performed buy-side and sell-side financial due diligence for strategic and private equity clients with quality reports for enabling clients into decision making for investments / acquisitions.
- Lead and collaborate with a team of qualified professionals, coordinate with various line of services / functions within and outside of the organization for ensuring a quality deliverable.
- Increased team productivity by effective project management skills including task planning, pro-active regular discussions and effective communication. Improved engagement margins by 50%.
- Enhanced client satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Helped clients in understanding the key business drivers and providing insights by performing various analysis including revenue by segments, products, customer churn, customer concentration and price volume analysis.
Director (Business Finance & Strategy)
Busybees Logistics Solutions Private Limited (Xpressbees)
2021.09 - 2022.07
- Increased company revenue by streamlining processes and implementing cost-saving measures (increased profits by approximately 10%)
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
Manager (Deals – Transaction Advisory Services)
PricewaterhouseCoopers Private Ltd (PwC)
2019.04 - 2021.08
- Perform buy-side and sell-side financial due diligence for strategic and private equity clients with quality reports for enabling clients into decision making for investments / acquisitions.
- Lead and collaborate with a team of qualified professionals and coordinate with various line of services for ensuring a quality deliverable.
- Increased team productivity by effective project management skills including task planning, pro-active regular discussions and effective communication.
- Enhanced client satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Assistant Manager (Deals – Transaction Advisory Services)
PricewaterhouseCoopers Private Ltd (PwC)
2017.04 - 2019.03
- Perform buy-side and sell-side financial due diligence for strategic and private equity clients with quality reports for enabling clients into decision making for investments / acquisitions.
- Collaborate with a team of qualified professionals and coordinate with various line of services for ensuring a quality deliverable.
- Enhanced client satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Associate (Deals – Transaction Advisory Services)
PricewaterhouseCoopers Private Ltd (PwC)
2016.06 - 2017.03
- Perform buy-side and sell-side financial due diligence for strategic and private equity clients with quality reports for enabling clients into decision making for investments / acquisitions.
- Collaborate with a team of qualified professionals and coordinate with various line of services for ensuring a quality deliverable.
Senior Executive – Assurance and Advisory Services
Ernst & Young Private Ltd (EY)
2014.08 - 2016.01
- Reduced financial discrepancies through thorough analysis of company financial statements and records.
- Managed a team of auditors, ensuring accurate and timely completion of audit projects.
- Implemented risk-based auditing strategies, resulting in better identification of potential issues.
- Collaborated with management to develop actionable recommendations for improving internal controls and processes.
- Conducted regular training sessions for audit staff, increasing their knowledge and skillset in the field.
- Improved client relations by maintaining open lines of communication and addressing concerns promptly.
- Consistently met deadlines for audit reports, helping maintain company reputation for reliability and professionalism.
- Mentored junior auditors, aiding in their professional development and fostering a positive work environment.
Audit Manager (Assurance & Advisory)
M/s P.G.Bhagwat, Chartered Accountants
2012.06 - 2014.08
- Reduced financial discrepancies through thorough analysis of company financial statements and records.
- Managed a team of auditors, ensuring accurate and timely completion of audit projects.
- Implemented risk-based auditing strategies, resulting in better identification of potential issues.
- Collaborated with management to develop actionable recommendations for improving internal controls and processes.
- Conducted regular training sessions for audit staff, increasing their knowledge and skillset in the field.
- Improved client relations by maintaining open lines of communication and addressing concerns promptly.
- Consistently met deadlines for audit reports, helping maintain company reputation for reliability and professionalism.
- Mentored junior auditors, aiding in their professional development and fostering a positive work environment.
Education
Diploma in International Financial Reporting Standards - Accounting
Association of Chartered Certified Accountants
UK01.2016
Chartered Accountant - Accounting And Finance
Institute of Chartered Accountants of India
India01.2012
Masters in Commerce - Accounting And Finance
University of Pune
India01.2012
Bachelors in Commerce - Costing and Financial Management
University of Pune
India01.2009
Higher Secondary Education - Accounting And Finance
Ness Wadia College of Commerce
India01.2006
Skills
Skills
- Project management
- Team leadership
- Effective communication
- Financial analysis
- Employee coaching and mentoring
- Problem solving, Attentive to details
- Financial reporting and auditing
IT SKILLS
- Microsoft office tools
- Power query, Power BI
- SAP FICO
- Tally ERP
Accomplishments
- Recognized with 'Encore award', 'Spot Award' and appreciated by client emails for multiple projects (demonstrating detailed level of analysis, attentive to detail, quick turnaround time, highlighting critical issues, proactively managing challenging situations and demonstrating right attitude).
- Highly recognized and appreciated by leadership team for being collaborative with teams across multiple functions and geographies, using best of abilities to deliver quality deliverables with utmost client satisfaction.
- Was honored with an 'Excellerator Award' for a financial accounting and advisory service assignment of a well- known investment bank for displaying exceptional teaming, executing top class client engagement and providing innovative solutions.
Languages
English
German (Level 1)
Hindi
Marathi
Sindhi
Personal Information
- Date of Birth: 01/01/89
- Nationality: Indian
- Marital Status: Married
Software
SAP Financial module
Power BI, Power Query
Tally ERP
Timeline
Manager (Deals – Transaction Advisory Services)
KPMG Australian Services Pty Ltd (KPMG)
2022.10 - Current
Director (Business Finance & Strategy)
Busybees Logistics Solutions Private Limited (Xpressbees)
2021.09 - 2022.07
Manager (Deals – Transaction Advisory Services)
PricewaterhouseCoopers Private Ltd (PwC)
2019.04 - 2021.08
Assistant Manager (Deals – Transaction Advisory Services)
PricewaterhouseCoopers Private Ltd (PwC)
2017.04 - 2019.03
Associate (Deals – Transaction Advisory Services)
PricewaterhouseCoopers Private Ltd (PwC)
2016.06 - 2017.03
Senior Executive – Assurance and Advisory Services
Ernst & Young Private Ltd (EY)
2014.08 - 2016.01
Audit Manager (Assurance & Advisory)
M/s P.G.Bhagwat, Chartered Accountants
2012.06 - 2014.08
Diploma in International Financial Reporting Standards - Accounting
Association of Chartered Certified Accountants
Chartered Accountant - Accounting And Finance
Institute of Chartered Accountants of India
Masters in Commerce - Accounting And Finance
University of Pune
Bachelors in Commerce - Costing and Financial Management
University of Pune
Higher Secondary Education - Accounting And Finance
Ness Wadia College of Commerce
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