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BK

Bharath Kumar

CA Finalist · CFA Level I Candidate

Coimbatore, Tamil Nadu, India

@bharathkumar

LinkedIn

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🎓 B.Com (PA) at SNR Sons College · Graduated 2025

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About

CA Finalist and CFA Level I candidate with hands-on experience in statutory audit, tax compliance, and financial reporting. Also has foundational knowledge in financial modelling, valuation, and financial statement analysis.

Experience

  • Article Trainee – Audit & Taxation
    R V S S & Co · Coimbatore
    Jul 2025 – Present

    Assisted in statutory audit procedures, tax audit process, financial statement preparation, statutory filings, and direct tax work.

  • Intern – Taxation
    Sivakumar & Co · Coimbatore
    Jul 2024 – Dec 2024

    Handled GST compliance, income tax preparation, tax audits, and TDS/TCS compliance for clients.

Education

  • B.Com (PA)
    SNR Sons College
    Aug 2022 – May 2025
  • CA Intermediate - Group II
    ICAI
    2025
  • CA Intermediate - Group I
    2024
  • CA Foundation
    2023
  • Class XII - Commerce
    Commerce · 2022

Skills

1 to 2 years 1 to 2 years A year or two of steady use.
Tax Audits Statutory audits Financial Reporting Financial Statement Analysis Tax Compliance (GST, TDS, Income Tax)
6 to 12 months 6 to 12 months Most of a year behind them.
Income Tax GST Compliance
<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Valuations Financial Modeling

Tools / apps / platforms

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Tally Prime Microsoft Excel Microsoft PowerPoint

Languages

Not stated Not stated No level given for this one.
Tamil Speak English Speak

Projects

  • Financial Modelling & Valuation Project
    MS Excel

    Prepared a basic 3-statement model for a listed company, projected key line items over a 5-year horizon, and studied DCF and comparable company analysis concepts.

Courses & certifications

  • CMSA® (Capital Markets & Securities Analyst) · Corporate Finance Institute (CFI)
  • FMVA® (Financial Modelling & Valuation Analyst) · Corporate Finance Institute (CFI)

🏆 Achievements & awards

  • 1st Place – Dept. Presentation on 'Value Investing vs F&O & Day Trading'

    Recognized for presenting on risk profiles and investment philosophy.

⚽ Extracurricular activities

  • School Captain

    Served as School Captain during 2021-2022, led cross-batch coordination and organized institution-wide events.

  • Volleyball Tournament Representative

    Represented school at the District-Level Volleyball Tournament, Coimbatore (2020).

🎯 Hobbies & interests

  • Badminton
  • Volleyball

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