Aalekh Deval
Noida
Summary
Finance professional with three plus years of experience, a strong knowledge of FATCA reporting, and Taxation. Performance-driven and detail-oriented finance professional with experience in optimizing business processes and completing detailed reports.orts. Possess a business degree from a well-known university, strong attention to accuracy, great communication skills, and an important ability to work in fast-paced team environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Analyst
S&P Global
Noida
09.2022 - Current
- Executed validations of client-submitted tax forms, ensuring timely outreach of results.
- Maintained strict compliance with IRS guidelines and FATCA requirements during operations.
- Conducted thorough due diligence on multiple tax form types, including W9 and IMY.
- Collaborated with firm colleagues to analyze complex tax structures and propose solutions.
- Explained complex tax issues to clients in a simplified manner for better understanding.
- Assisted in training sessions for junior analysts to build team expertise.
- Acted as main liaison for assigned clients, overseeing daily account reviews and urgent concerns.
- Identified and reported tax-related challenges to management, offering strategic improvement suggestions.
Volunteer
Isha Foundation Org
06.2021 - 11.2021
- Encouraged donations with community fundraising events and campaigns.
- Assisted with special events and programs.
- Assisted in coordinating volunteer training sessions and workshops.
Research analayst intern
We Settle
06.2021 - 09.2021
- Conducted market research to identify industry trends and consumer preferences.
- Utilized software applications for data visualization and reporting insights effectively.
Education
Bachelors of Commerce (Finance)
University of Delhi - PGDAV College
New Delhi 08.2021
Class 12th
Aryaman Vikram Birla Institute of Learning
Haldwani03.2018
Class 10th
Aryaman Vikram Birla Institute of Learning
Haldwani03.2017
Skills
- Account research and analysis
- Due diligence
- MS Office
- Bank reconciliation
- Regulatory knowledge
- MS Excel Proficiency
- Tax regulation
- Client relations
Certification
Citi Bank - Investment Banking Intern
JP Morgan Chase & Co. - Investment Banking Intern
Applied Finance Course by Udemy
MS Excel by Udemy
Google Digital Marketing by Google
Hobbies
Travelling
Photography
Filmmaking
Cricket
Timeline
Analyst
S&P Global
09.2022 - Current
Research analayst intern
We Settle
06.2021 - 09.2021
Volunteer
Isha Foundation Org
06.2021 - 11.2021
Bachelors of Commerce (Finance)
University of Delhi - PGDAV College
Class 12th
Aryaman Vikram Birla Institute of Learning
Class 10th
Aryaman Vikram Birla Institute of Learning