CA Shivam Palan

CEO

Mumbai, Maharashtra, India9 yrs 2 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of CA Monk, empowering 18K+ students.
  • Experienced TEDx speaker and AI trainer.
  • Expert in financial modeling and leadership development.
Stackforce AI infers this person is a leader in educational technology and career development for finance professionals.

Contact

Skills

Core Skills

LeadershipBusiness Strategy

Other Skills

Financial ModelingLeadership DevelopmentAnalytical SkillsAccounting StandardsInd ASTeachingTax LawWorking Capital ManagementFinancial AnalysisFinancial StatementsGenerally Accepted Accounting Principles (GAAP)CommunicationHNIFinancial ConsolidationAccount Reconciliation

About

Want to secure a position in your dream company or face challenges in the process? Reach out to me at shivam.p@camonk.com I am Shivam Palan, the founder and CEO of CA Monk - a company committed to propelling your career forward by assisting you in building a robust network, exploring new opportunities, and connecting you with the perfect mentor. Our proven methodology has successfully guided over 15000+ CAs to realize their aspirations in esteemed organizations, including MBB firms, Fortune 500 Companies, Big 4s, and more. It's no surprise that we have gained a reputation as the driving force behind helping candidates achieve their dreams of joining top-tier companies. To me, supporting you in securing a position in your dream company is akin to embracing the role of a dedicated mentor, humbly navigating the intricacies of your desired company's recruitment process. Let's collaborate to transform your career aspirations into tangible achievements. For more information, please visit our website at www.camonk.com.

Experience

9 yrs 2 mos
Total Experience
2 yrs 3 mos
Average Tenure
4 yrs 11 mos
Current Experience

The institute of chartered accountants of india

3 roles

Committee for Members in Entrepreneurship & Public Service

Promoted

May 2023Present · 3 yrs

  • Promoting and supporting members interested in becoming entrepreneurs.
  • Organizing programs and events that facilitate interaction between members involved in entrepreneurship and public services with the ICAI and its members, ultimately benefiting the entire profession.
  • Seeking feedback and suggestions from members engaged in entrepreneurship and public services to improve the ICAI's initiatives.
  • Exploring ways to increase the participation of members involved in entrepreneurship and public services in the activities of the Institute.
  • Engaging members in public service and entrepreneurship to establish stronger relationships with Members of Parliament, state legislatures, ministries, leading NGOs, and other stakeholders.
  • Organizing programs focusing on public services, awareness, and entrepreneurship.
  • Collaborating closely with the Committee for Members in Entrepreneurship and Members in Public Services to enhance member participation in industry and all ICAI activities, including the organization of a Corporate Forum.
  • Supporting the Committee for Members in Entrepreneurship and Members in Public Services in identifying and developing new employment opportunities for members across various industry segments.

Member of Career Counselling Committee

Apr 2022Apr 2023 · 1 yr

Guest Speaker

Jun 2021Present · 4 yrs 11 mos

Scoopl studios

Co-Founder

Apr 2021Apr 2023 · 2 yrs

  • While we were hustling to get our website made, we realised the pain point the #startups have to go through to even make their website. Hence, we have launched Scoopl Studios to help startups reach their utmost potential through an online presence.
  • Time for #vocalforlocal ✌️

Ca monk

Founder & CEO

Apr 2020Present · 6 yrs 1 mo · Pune, Maharashtra, India

  • CA Monk is a startup that aims to bring revolution among the pursuing and qualified CA community by providing them with the platform to share experiences, memories, ideas and help them collaborate at all stages of their personal and professional journey. We are trying to build an ecosystem to enable the proper exposure to their interests and the practical world by connecting them to the right set of mentors and becoming more industry-ready by training them on the skillsets most relevant for industry achieve their dream destinations. Our vision is to direct individuals for self-reflection to pursue the life of intention, thereby forever changing the way Chartered Accountants join the right industry sector and make it convenient and reliable by sharing top professionals' experience in the field.
  • Comprehensive coverage and personalised delivery of our programs make us far superior to conventional methods. Our learning programs enable our learners to achieve their career dream. Interactive classes and other material and information will equip our learners with academic and practical knowledge and empower them to hone their ability to overcome various challenges.
Financial ModelingLeadership DevelopmentAnalytical SkillsLeadershipBusiness Strategy

Youtube

Youtuber

Apr 2020Feb 2024 · 3 yrs 10 mos · Bengaluru, Karnataka, India

  • Working on the mission of providing education for all in which provided Lectures for Risk Management to CA Final Students and have benefited more than 10K students.
  • The Love of students towards my teaching is has made me work more for them and try to eliminate all the problems which are faced by the students. Often Deliver motivational and Teaching sessions to students and provide teaching assistance to numerous CA students. My Core strengths in Teaching is I make the subject easy and interesting for students which makes them understand the subject well and help to retain the Topics.

Udaan.com

Corporate Strategy Specialist

Nov 2019Mar 2021 · 1 yr 4 mos · Banglore

  • Leading finance operations:
  • Handling the team of 8+ people, which manage the operation relating to cash pickups for Cash, Reconciliation, and deposit into bank accounts for Food and Non-food Hubs.
  • Executed various pilots relating to Non-Food Hubs (approx. 600+ HUBs) for effective management of cash deposit and reconciliation.
  • Assisting in various ways for cost reduction and increase profitability.
  • Financial Reporting for Investors:
  • Prepare the MIS for RTO (Return to Origin), Logistics revenue, UE externalization revenue, Packing revenue, Liquidation inventory,
  • BRS & CMS collection cost, and finalize the amount with the Biz Fin Team.
  • Monitor the performance of each hub monthly based on the Target vs Actuals for collections done.
  • Transformation:
  • Automation is done in monthly tasks relating to RTO cost, Logistics revenue, and Buyer Refund using Alteryx, which leads to a reduction in time to 97%.
  • Improved various formats and methodologies on doing manual work on trackers by using power BI tools and various online tools.
  • Implemented various processes relating to the control perspective, which helped to drive the audit effectively.

Ey

2 roles

Executive

Promoted

Aug 2019Oct 2019 · 2 mos · Pune Area, India

Article Assistant

Feb 2017Aug 2019 · 2 yrs 6 mos · Pune Area, India

  • Part of the statutory audit team of the organization assisting the client in reporting to the shareholders the financial statements presented to him by the directors.
  • Handled end to end work with a team of 3+ people, including planning the audit, executing various areas, preparing audit deliverables like analysis of the financial statement, Letter of Representation, critical notes to accounts with minimal review points well within the deadlines as per IGAAP
  • Handled various areas including inventory, cost of goods sold, trade payables, provisions, employee benefit expenses, actuarial valuation, borrowings, deposits
  • Assisted the client with a turnover of around 750 Cr in preparing the financials and notes to accounts as per IND AS compliant Schedule III to Companies Act, 2013
  • Managed and coordinated internal inter-team communications with other teams like DT, IDT, IT, data analytics on a need basis
  • Analyzed internal controls by performing ICFR compliance audit for areas such as revenue, inventory, payroll, expenses, cash, and bank, closing financial statement process
  • Audited fixed assets, amounting to 1521.3 crores and additions amounting to 520 Cr, capital advances, CWIP & capital commitment
  • Managed the client communications and audit team throughout the assignment, including the reviews with the manager, executive director, and partner.

Kirtane & pandit llp - chartered accountants

Article Assistant

Aug 2016Jan 2017 · 5 mos · Pune Area, India

  • Part of a 3-member team leading the tax audit filing. Worked on the software like Winman, Utility and engaged with various listed clients during the project.
Accounting Standards

Education

Indian Institute of Management, Indore

Faculty Development Program

Apr 2022May 2022

Institute of Risk Management

International Certificate in ERM — Risk Management

Jan 2021Jan 2025

The Institute of Chartered Accountants of India

Bachelor of Commerce - BCom — Auditing

Jan 2015Jan 2019

MES Garware College of Commerce (Autonomous)

Bachelor of Commerce - BCom

Jan 2015Jan 2018

Centre Point School - India

Intermediate

Jan 2014Jan 2015

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