Uttam Pai Umesh, CPA

CEO

Bengaluru, Karnataka, India7 yrs 9 mos experience
Most Likely To Switch

Key Highlights

  • Expert in strategic finance education and curriculum development.
  • Strong background in auditing and compliance with US GAAP.
  • Proven ability to enhance student engagement and industry collaboration.
Stackforce AI infers this person is a Finance and Education professional with expertise in strategic finance and auditing.

Contact

Skills

Core Skills

TeachingFinanceExternal AuditsFinancial Statement AnalysisFinancial ReportingFinancial Analysis

Other Skills

Public SpeakingLeadershipTeam ManagementTime ManagementCurriculum DevelopmentCurriculum MappingCommunicationProject ManagementAcademic AdministrationBusiness DevelopmentMotivational SpeakingManagementRisk AssessmentU.S. GAAP ReportingData Analytics

About

Focused finance professional having insight around accounting, auditing, finance and other like domains. Problem solving capability, having built a mindset based on non-fiction and business books. Strategic minded individual having great understanding on importance of data (& its effective use) and client service to drive any business to limitless heights. Zealous and competent towards setting and achieving personal and organisational goals. In search of an answer to Peter Thiel's question - “What important truth do very few people agree with you on?”

Experience

7 yrs 9 mos
Total Experience
3 yrs 1 mo
Average Tenure
6 yrs 5 mos
Current Experience

Miles masterclass

Associate Vice President

Jan 2025Present · 1 yr 4 mos · San Francisco, California, United States · Hybrid

Miles education

3 roles

Associate Vice President

Promoted

Jul 2023Present · 2 yrs 10 mos · Bengaluru, Karnataka, India

Senior Manager

Jan 2021Mar 2023 · 2 yrs 2 mos · Bangalore

Manager

Dec 2019Jan 2021 · 1 yr 1 mo · Bangalore

  • Responsibilities/experiences include a vibrant range of academic and digital marketing activities including (but not limited to):
  • Conducting CPA/CMA classes and webinars
  • Classes and course work for different programs and college courses
  • Student connect and other support to the Acads team of Miles Education
  • Alumni connects and coordination
  • Part of CareerGraph: Pilot and marketing of the platform (more given below)
  • Digital Marketing and Social Media brand building support for Miles education

Mycpe one

Assistant Vice President

Mar 2023Jul 2023 · 4 mos · Ahmedabad

St. joseph's university

Adjunct Faculty

Aug 2022Present · 3 yrs 9 mos · Bangalore · On-site

  • Roles & Responsibilities:
  • a) Teaching Strategic Finance Topics: Delivered lectures on Financial Planning and Performance, Financial Analytics and Control, Financial Reporting, Financial Decision Making and Corporate Finance to Bachelor of Business Administration (BBA) in Strategic Finance students, aligning coursework with global financial standards and professional certification requirements.
  • b) Industry Engagement Sessions: Conducted guest lectures and interactive discussions, bridging academic theories with real-world financial applications.
  • c) Board of Studies (BOS) Meetings: Contributed to curriculum design and academic planning, ensuring alignment with industry demands and global finance trends.
  • d) Judge for Fests & Competitions: Evaluated student performances in academic and finance-related events, offering insights and constructive feedback.
  • e) Program Coordination: Worked with the School of Business to oversee the Certified Management Accountant (CMA) integrated program, ensuring structured academic progression and professional exam preparation.
  • Key Achievements & Learnings:
  • a) Designed and delivered engaging, application-oriented finance courses tailored for strategic finance students.
  • b) Strengthened university-industry collaboration through industry sessions and networking opportunities.
  • c) Contributed to curriculum enhancement in BOS meetings, ensuring academic rigor and industry relevance.
  • d) Provided mentorship and guidance to students pursuing global finance certification (CMA).
TeachingPublic SpeakingLeadershipTeam ManagementTime ManagementCurriculum Development+8

Mount carmel college, bangalore

Adjunct Faculty

Jun 2022Present · 3 yrs 11 mos · Bengaluru, Karnataka, India · On-site

  • Roles & Responsibilities:
  • a) Teaching Strategic Finance Topics: Delivered lectures on Financial Planning and Performance, Financial Analytics and Control, Financial Reporting, Financial Decision Making and Corporate Finance to Bachelor of Commerce – CMA (BCom CMA) students, aligning with Certified Management Accountant (CMA) certification requirements.
  • b) Industry Engagement Sessions: Conducted guest lectures and workshops, bridging academic learning with practical industry applications in finance and accounting.
  • c) Board of Studies (BOS) Meetings: Contributed to curriculum development and review, ensuring alignment with industry trends and professional finance certifications.
  • d) Judge for Fests & Competitions: Evaluated student performances in academic and industry-related events, offering insights and constructive feedback.
  • e) Program Coordination for CMA & CPA Integrated Tracks: Collaborated with the School of Commerce and School of Management to oversee the Certified Management Accountant (CMA) and Certified Public Accountant (CPA) integrated programs, ensuring structured academic progression and professional exam preparation.
  • Key Achievements & Learnings:
  • a) Designed and delivered engaging and industry-relevant finance courses for undergraduate students.
  • b) Strengthened university-industry collaboration through industry sessions and workshops.
  • c) Contributed to curriculum advancements in BOS meetings, enhancing academic quality and professional relevance.
  • d) Gained experience in mentoring students for global finance certifications (CPA & CMA).
TeachingPublic SpeakingLeadershipTeam ManagementTime ManagementCurriculum Development+8

Jain (deemed-to-be university)

Adjunct Faculty

Jun 2020Present · 5 yrs 11 mos · Bangalore · On-site

  • Roles & Responsibilities:
  • a) Teaching Change Management & Innovation: Delivered lectures on 'Change Management' and 'Inspiring and Executing Innovation' to Bachelor of Management Studies (BMS) students, emphasizing strategic transformation and leadership.
  • b) Harvard Business School (HBS) Simulations & Case Studies: Conducted interactive simulations and real-world business case studies.
  • c) CareerGraph Launch at Jain University: Led the CareerGraph initiative for Commerce and Management Studies students.
  • d) Business Case Study for SRDC – SHODHA: Facilitated business case analysis sessions for the Students Research Development Cell (SRDC) – SHODHA, promoting learning and industry exposure.
  • e) Industry Engagement Sessions: Conducted guest lectures and workshops, bridging academic learning with real-world industry insights.
  • f) Board of Studies (BOS) Meetings: Contributed to curriculum development and review, ensuring alignment with industry trends and business innovations.
  • g) Judge for Fests & Competitions: Evaluated student performances in academic and industry-related events, providing feedback and insights.
  • h) Program Coordination: Collaborated with the School of Commerce to oversee the Certified Management Accountant (CMA) and Certified Public Accountant (CPA) integrated programs.
  • i) Coordination of National-Level Conferences: Organized and managed national conferences in collaboration with Jain University, fostering thought leadership and academic discourse in business and management.
  • Key Achievements & Learnings:
  • a) Designed and delivered engaging, application-oriented business courses for undergraduate students.
  • b) Strengthened research-based learning through SRDC – SHODHA case study initiatives.
  • c) Led the CareerGraph initiative, bridging academia with industry expectations.
  • d) Contributed to curriculum advancements in BOS meetings, ensuring business relevance.
  • e) Coordinated national-level conferences, enhancing the university’s industry-academic collaboration.
FinanceBusiness DevelopmentMotivational SpeakingTeachingPublic SpeakingLeadership+8

Christ university, bangalore

Adjunct Faculty

Dec 2019Present · 6 yrs 5 mos · Bangalore · On-site

  • Roles & Responsibilities:
  • a) Teaching Strategic Finance Topics: Delivered lectures on Financial Planning and Performance, Financial Analytics and Control, Financial Reporting, Financial Decision Making and Corporate Finance to Bachelor of Commerce Honours (BCom SFH) students.
  • b) CPA Subject Instruction: Taught Financial Accounting & Reporting (FAR), Auditing (AUD), Regulation (REG), and Business Analysis and Reporting (BAR) to Bachelor of Commerce International Finance (BCom IF) students.
  • c) Harvard Business School (HBS) Simulations: Facilitated case-based learning through HBS simulations, enhancing students’ practical decision-making skills in finance and accounting.
  • d) Industry Engagement Sessions: Conducted guest lectures and workshops bridging academic learning with real-world financial practices.
  • e) Board of Studies (BOS) Meetings: Contributed to curriculum development, ensuring alignment with industry trends and global finance standards.
  • f) Judge for Fests & Competitions: Evaluated student performances in academic and industry-related events, providing constructive feedback and industry insights.
  • g) Program Coordination for CMA & CPA Integrated Tracks: Collaborated with the Department of Commerce (DOC) and the Department of Professional Studies (DPS) to oversee the Certified Management Accountant (CMA) and Certified Public Accountant (CPA) integrated programs, ensuring seamless academic delivery and professional exam preparation.
  • Key Achievements & Learnings:
  • a) Designed and delivered engaging, application-oriented finance courses for undergraduate students.
  • b) Enhanced student critical thinking and problem-solving skills through interactive learning methodologies.
  • c) Strengthened university-industry collaboration through industry talks and workshops.
  • d) Contributed to curriculum enhancements in BOS meetings, ensuring academic rigour and professional alignment.
  • e) Gained experience in mentoring students for global finance certifications (CPA & CMA).
TeachingPublic SpeakingLeadershipTeam ManagementTime ManagementCurriculum Development+8

Deloitte india (offices of the us)

Audit Assistant (AERS)

Aug 2018Dec 2019 · 1 yr 4 mos · Bangalore · On-site

  • Roles & Responsibilities:
  • a) Assisted in audit engagements for Public and Private US-based Technology, Media and Telecommunications (TMT), and Retail companies, following Deloitte’s audit methodologies.
  • b) Assisted in substantive and control testing across various financial statement areas, ensuring compliance with US GAAP and regulatory requirements.
  • c) Conducted financial report analysis, reconciliations, and audit documentation for key areas under review.
  • d) Collaborated with US counterparts/audit teams to meet engagement timelines and deliver quality assurance.
  • e) Assisted in audit planning, execution, and final reporting, ensuring alignment with Deloitte’s audit approach.
  • Key Achievements & Learnings:
  • a) Awarded the Spot Award for exceptional performance and contribution to audit engagements.
  • b) Gained hands-on experience in external audits of complex US-based multinational corporations.
  • c) Strengthened understanding of accounting standards, audit methodologies, and regulatory compliance.
  • d) Developed skills in financial statement analysis, internal control testing, and risk assessment.
  • e) Improved proficiency in audit tools, firm-specific software, and data analytics platforms.
  • f) Enhanced ability to work in a dynamic, deadline-driven environment with global audit teams.
  • Firm Involvement & Leadership Initiatives:
  • a) Innovation Team Member: Assisted in improving audit processes by suggesting better ways to handle tasks.
  • b) Analytics Fair Participant: Learned and explored how data can be used to make audits more efficient.
  • c) CSR Initiative (Impact Day): Engaged in community service projects aligned with Deloitte’s social responsibility initiatives.
  • Tools & Software Used:
  • a) Firm-specific audit (and data analytics) tools and software.
  • b) MS Excel (Advanced), Financial Reporting & Documentation Platforms.
External AuditsFinancial Statement AnalysisRisk AssessmentU.S. GAAP ReportingData AnalyticsAudit Software+7

Kurlon enterprise limited

Finance Accounting Intern

Apr 2017May 2017 · 1 mo · Bangalore · On-site

  • Roles & Responsibilities:
  • a) Conducted accounts reconciliation, ensuring accuracy and identifying discrepancies.
  • b) Supported accounts payable & receivable by verifying invoices, processing payments, and tracking receivables.
  • c) Assisted in GST reconciliation and filings, ensuring tax compliance.
  • d) Performed ledger scrutiny to maintain accurate records and compliance.
  • e) Assisted in internal audits by preparing documentation.
  • Key Learnings & Achievements:
  • a) Gained practical exposure to finance and accounting operations.
  • b) Developed skills in financial reporting, reconciliation, and data analysis.
  • c) Strengthened understanding of GST, taxation, and compliance.
  • d) Improved proficiency in accounting software and MS Excel.
  • e) Successfully submitted an internship report and defended it in a viva at Christ University.
  • Tools & Software Used:
  • Firm-specific accounting tools and financial reporting software.
Financial ReportingFinancial AnalysisAccounting SoftwareAttention to DetailCritical ThinkingTeamwork+4

Education

Christ University, Bangalore

Bachelor of Commerce - BCom — Accounting and Finance

Jan 2015Jan 2018

Jain (Deemed-to-be University)

Master of Commerce - MCom — Professional Accounting and Finance

Jul 2025Jun 2027

Amity University

Post Graduate Diploma in Public Accounting (PGDPA) — Accounting and Finance

Jan 2018Jan 2019

ARKA JAIN UNIVERSITY, Jamshedpur, Jharkhand

Certified Skill Diploma in Public Accounting (CSDPA) — Accounting and Finance

Jan 2024Jan 2025

Institute of Management Accountants

Certified Management Accountant — Cost and Management Accounting

Jan 2017Jan 2018

St. Joseph's PU College (SJPUC)

12th std — Commerce

Jan 2013Jan 2015

Chinmaya Vidyalaya

10th Std

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