Pallavi Sharma

About Pallavi Sharma

I am a finance education and learning strategy professional with 16+ years of experience at the intersection of accounting expertise, professional education, and financial documentation. My work focuses on building capability at scale — helping finance professionals, institutions, and investors navigate complex technical landscapes with clarity and confidence.At KPMG India, I contribute as a Consultant and Subject Matter Expert, supporting the design and delivery of professional learning aligned with NASBA and AICPA standards. My focus is on translating complex accounting, audit, and reporting concepts into practical, career-relevant learning experiences for CPA aspirants and finance professionals.Alongside this, I work extensively on EB-5 Source of Funds (SOF) documentation, developing structured financial narratives, transaction analytics, and compliant documentation frameworks aligned with USCIS requirements. This work combines financial rigor, analytical storytelling, and regulatory alignment.Increasingly, my interest lies in the evolving intersection of finance, education, and technology — particularly how AI-enabled learning, data-driven insights, and scalable content ecosystems can transform professional finance education globally.Core areas of expertise:• US CPA & CMA | Accounting, audit, and financial reporting expertise• Professional education strategy and instructional design (NASBA/AICPA aligned)• Financial documentation, EB-5 SOF analytics, and compliance frameworks• Learning content architecture, capability building, and stakeholder engagement• Process design, data interpretation, and cross-functional collaborationI am particularly interested in leadership opportunities and collaborations that combine finance expertise, professional education, and emerging technology to build scalable, future-ready learning ecosystems.

Experience

1. Consultant

   KPMG India

   Oct 2025 — Present · Bengaluru, IN

   Consultant & Subject Matter Expert – CPA (US) & Professional Accounting Training | KPMG IndiaI contribute to KPMG India’s professional accounting education initiatives as a Consultant and Subject Matter Expert, supporting the design, quality assurance, and delivery of CPA (US) and related finance training programs aligned with NASBA and AICPA standards. My role focuses on translating complex accounting and audit concepts into scalable, high-impact learning experiences that strengthen professional capability across diverse learner cohorts.Key Contributions:• Lead development and review of CPA-aligned instructional content, assessments, and preparatory materials to ensure conceptual clarity, regulatory alignment, and exam relevance.• Partner with cross-functional teams to maintain rigorous quality, compliance, and instructional standards across learning initiatives.• Deliver classroom and virtual training sessions on core accounting and audit topics, emphasizing practical application and learner engagement.• Provide academic guidance and learner support to enhance exam readiness, comprehension, and professional confidence.• Support continuous improvement of learning frameworks through structured feedback, content validation, and instructional design refinement.This role combines technical accounting expertise with professional education strategy, enabling scalable capability development for finance professionals preparing for globally recognized credentials.

Education

• Association of International Certified Professional Accountants

  Postgraduate Degree, Public Finance

• IMA | Institute of Management Accountants USA

  CMA-US, Accounting and Business/Management

  2015 — 2016

• DAV ACC PUBLIC SCHOOL

  Senior Secondary Education, Commerce

  1996 — 2000

• Nagpur University

  Master's degree, Commerce

  2000 — 2003