Sarthak Mittal, CA, MSA

Experienced Associate - Deal Analytics @ RSM US LLP

About

I am a transaction advisory professional and Chartered Accountant (India), as well as a U.S. CPA candidate, working at the intersection of finance, data, and strategic decision-making, with cross-border experience spanning India and the United States. My experience centers on supporting private equity and corporate clients throughout the deal lifecycle. I specialize in analyzing large, complex datasets to uncover revenue drivers, assess quality of earnings, and evaluate working capital dynamics. My work includes revenue bridge analysis across new, lost, and existing customers, price-volume variance analysis, customer cohort and lifetime value assessments, and operational KPI deep dives that translate raw data into clear financial narratives for investors and management teams. I have worked across industries including consumer products, retail, professional services, and technology-enabled businesses, helping stakeholders understand performance trends, margin sustainability, and growth levers under tight transaction timelines. I am particularly interested in opportunities that combine transaction advisory, analytics, and strategic finance, with long-term aspirations in global finance leadership. Feel free to connect if you would like to discuss deals, private equity, or the evolving intersection of finance and analytics.

Country

United States

City

Chicago

Industry

Accounting

Skill

Forensic Accounting, Financial Audits, Transaction Advisory Services, Transaction Advisory, Mergers & Acquisitions (M&A), Financial Advisory, Due Diligence, Business English, Interpersonal Skills, Taxation, Microsoft Excel, Goods and Services Tax (GST), Tax Deducted at Source (TDS), Accounting, Financial Analysis, Internal Audit, Meditation, Analytics, Financial Reporting, Motivational Speaking

Experience

Experienced Associate - Deal Analytics

RSM US LLP

2025 - Present · 1 yr

Chicago, Illinois, United States

Associate Transaction Services (Financial Due Diligence)

PwC

2023-9 - 2024-6 · 10 mos

• Conducted comprehensive financial due diligence on both buy-side and sell-side transactions for domestic and international clients, providing strategic insights that informed valuation and deal structuring. • Primarily supported private equity clients evaluating portfolio companies across industrial services, consumer products, software, and manufacturing sectors, with target revenues ranging from $10M to $1B. • Analyzed historical and projected financial data to uncover key trends in revenue, margins, and operational drivers. • Identified and quantified EBITDA adjustments, including normalization of one-time/non-recurring items, accounting policy differences, pro forma impacts, and carve-out considerations, to assess true earnings quality. • Performed net working capital (NWC) analysis, including identification of atypical balances, seasonality trends, and normalization adjustments to develop accurate NWC targets for purchase agreements. • Led diligence discussions with C-suite executives of target companies and presented key findings and red flags to clients, serving as the primary point of contact throughout the engagement and assisted in preparing reports and presentations for deal insights.

M&A (FDD) Consultant

JM & Associates, Chartered Accountants

2022-9 - 2023-7 · 11 mos

New Delhi, Delhi, India

• Supported financial due diligence (buy-side and sell-side) for mid-market transactions, assisting in the preparation of Quality of Earnings (QoE) reports, working capital analyses, and normalized EBITDA adjustments. • Analyzed target company financials to identify revenue recognition issues, non-recurring items, and potential red flags; contributed to developing key diligence findings for client presentations. • Conducted accounting policy reviews under US GAAP, IFRS, and local frameworks to highlight deviations and potential post-deal integration issues. • Participated in financial statement audits and internal control evaluations across various industries, performing substantive testing in accordance with US GAAP and GAAS standards. • Executed SOX compliance procedures, including walkthroughs and testing of key financial and operational controls, and helped clients address identified control gaps. • Collaborated closely with senior consultants and client stakeholders to deliver actionable insights and recommendations, improving decision-making in both audit and transaction contexts.