Jainil Shah

Investment Professional at TA Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • Gujarati Native or bilingual proficiency
  • English Full professional proficiency
  • Hindi Native or bilingual proficiency

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Credentials

  • Chartered Financial Analyst - Level I
    CFA Institute
    Mar, 2023
    - Nov, 2024
  • Cameras, Exposure, and Photography
    Michigan State University
  • Excel: Financial Modeling & Valuation
    Udemy
  • Management Development Programme
    Indian Institute of Management, Lucknow

Experience

    • United States
    • Financial Services
    • 400 - 500 Employee
    • Investment Professional
      • Oct 2023 - Present

      Growth equity investor at TA. TA is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, TA has invested in more than 560 companies across its five target industries – technology, healthcare, financial services, consumer and business services. Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. More information about TA can be found at www.ta.com. Show less

    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Associate Consultant
      • Sep 2021 - Aug 2023

    • India
    • Business Consulting and Services
    • 700 & Above Employee
    • Senior - Deal Advisory
      • Jun 2021 - Aug 2021

      Financial Due Diligence - M&A (Transaction Services) Financial Due Diligence - M&A (Transaction Services)

    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Associate
      • Mar 2018 - Apr 2021

      Key team member of Statutory Audits, Quarterly Reviews, Tax Audits, Certifications and other Agreed Upon Procedures. with experience across sectors such as Pharmaceutical, Manufacturing and Oil & Gas for clients with revenues ranging from INR 100 crores to exceeding INR 7000 crores ($1 billion) including a listed multinational conglomerate • Examined Production Sharing Contract (PSC) entered with GOI along with reporting of future site restoration and decommissioning liabilities for a client in oil & gas industry • Detailed review of the Actuarial report to ensure compliance with Ind AS 19 Employee Benefits (IAS 19) resulting in a significant change of disclosure in the annual report of a listed multinational conglomerate with turnover exceeding INR 7000 crores • Assisted in verifying compliance with the Demerger scheme and financial reporting as per Ind AS 103 Business Combinations (IFRS 3 equivalent) for a listed multinational conglomerate • Team member for a due diligence assignment to perform client acceptance procedures involving critical analysis of financial statements to identify possible issues for a pharmaceutical company • Verified compliance with various matters to be reported under CARO, 2016 and Companies Act • Assisted client in preparation of cash flow statement and implementation of various Ind AS • Involved in 9 Quarterly reviews of a listed multinational conglomerate as per SEBI regulations • Evaluated audit implications of Board Meetings and prepared summary reports • Assisted in an assignment for transition to Ind AS (IFRS equivalent) from previous iGAAP involving compliance with Ind AS 101 first time adoption of Ind AS (IFRS 1 equivalent) • Developed Excel Macro for automation in audit procedures • Tax Audits | Inventory Verification | Analytical Review of subsidiaries and other consolidation procedures Show less

    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • Educational Consultant
      • May 2016 - Oct 2016

      • Understanding student requirements for education abroad (Canada/Australia/USA) • Shortlisting universities, preparing application file, and liaising with university personnel • Ensuring compliance with VISA process and related documentation • Understanding student requirements for education abroad (Canada/Australia/USA) • Shortlisting universities, preparing application file, and liaising with university personnel • Ensuring compliance with VISA process and related documentation

    • India
    • Retail
    • Business Development Assistant
      • 2015 - 2016

      • Assisted in developing Shopify store • Designed Website and Instagram graphics via Canva (Over 15,000 followers on Instagram) • Organized and Managed Participation in the 3-day weekend window (flea market festival) with a footfall of over 10,000 • Managed inventory and end-to-end logistics • Assisted in developing Shopify store • Designed Website and Instagram graphics via Canva (Over 15,000 followers on Instagram) • Organized and Managed Participation in the 3-day weekend window (flea market festival) with a footfall of over 10,000 • Managed inventory and end-to-end logistics

Education

  • The Institute of Chartered Accountants of India
    Chartered Accountant, Accounting and Finance
    2017 - 2021
  • Gujarat University
    Bachelor of Commerce - BCom, 1st Class
    2016 - 2019
  • St. Xavier's College, Ahmedabad
    Bachelor of Arts - BA
    2015 - 2016

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