Umesh Adhikari

About Umesh Adhikari

Chartered Accountant with Expertise in Statutory Audit, Taxation, and Financial Planning and AnalysisI am a dedicated and detail-oriented Chartered Accountant with over 4 years of comprehensive experience in the finance sector. My professional journey includes 3 years of articleship focused on statutory audit and taxation, and an additional year of post-qualification experience specializing in Financial Planning and Analysis (FP & A).During my articleship, I developed a strong foundation in auditing and taxation, handling statutory audits, preparing tax returns, and ensuring compliance with relevant laws and regulations. My experience has provided me with a deep understanding of financial statements, risk management, and regulatory requirements.In my current role in FP & A, I have been responsible for budgeting, forecasting, and financial modeling. I have a proven track record of delivering insightful financial analysis, supporting strategic decision-making, and enhancing financial performance.

Experience

1. Associate

   PwC

   Jul 2024 — Present · Gurugram, IN

   Specialize in ensuring that intercompany transactions within multinational groups are accurately priced and compliant with international tax regulations. My role involves preparing comprehensive transfer pricing documentation, conducting functional and economic analyses, and performing benchmarking studies to determine arm’s length pricing for cross-border transactions. I collaborate closely with tax, finance, and legal teams to design and implement compliant transfer pricing policies, maintain intercompany agreements, and support audits or tax authority reviews.Also, contribute to both regulatory compliance and strategic tax planning, ensuring that business operations are aligned with OECD guidelines and local jurisdictional requirements. My work also includes managing large data sets, analyzing financial performance across related entities, and supporting Country-by-Country Reporting (CbCR) and Master/Local File documentation. Additionally, I assist in optimizing processes, leveraging analytical tools, and identifying risk mitigation opportunities to enhance the group’s global transfer pricing governance.Overall, act as a key link between financial, tax, and operational teams, ensuring that intercompany transactions are appropriately structured, documented, and defensible — balancing tax efficiency, regulatory compliance, and commercial substance.

Education

• Kumaun University, Nainital

  BCom - Bachelor of Commerce

  2016 — 2019