Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic
ARCHANA DADHICH

ARCHANA DADHICH

Ajmer

Summary

Finance post-graduate with a strong foundation in tax compliance, investment analysis and financial modeling, seeking an entry-level finance role to implement and enhance analytical skills and regulatory knowledge while contributing to the organization, team and own skillset .

Overview

1
1
year of professional experience

Work History

Tax Associate

PricewaterhouseCoopers (PwC)
05.2023 - 06.2023
  • Prepared and reviewed tax extension filings, ensuring compliance with regulatory requirements and minimizing risk of penalties.
  • Collaborated with the Southwest Federal Team, enhancing knowledge of US tax codes and compliance regulations to support accurate client reporting.
  • Completed training on tax compliance and analytical tools (GoSystem and TRACK), equipping for effective tax analysis and reporting.

Tax Associate

PricewaterhouseCoopers (PwC)
Bengaluru
01.2023 - 03.2023
  • Prepared and reviewed tax workpapers, ensuring compliance with US regulations.
  • Prepared tax returns for diverse clients, adhering to all regulatory requirements.
  • Prepared 125+ extension forms for clients during the January tax season, ensuring timely submissions.
  • Utilized Alteryx for data analysis, streamlining reporting processes.
  • Achieved 4th place among 170 interns in PwC's TSS event competition, demonstrating analytical and problem-solving skills.

Investment Advisory Intern

Right Value Wealth Advisory
01.2023 - 03.2023
  • Analyzed and managed client investment portfolios under senior guidance, ensuring alignment with client risk profiles and investment goals.
  • Assisted in delivering advisory services for mutual fund investments and retirement planning, enhancing client understanding of investment options.

Financial Research Intern

FinX
05.2022 - 07.2022
  • Presented comprehensive analyses of mutual fund structures and strategies to enhance client understanding.
  • Developed and implemented a business model for an AMC (Right Value Wealth Advisory Services, Mumbai) that included cost-optimization strategies.
  • Facilitated training sessions for NISM V-A certification in mutual funds distribution to improve team competency.

Education

PGDM - Finance

ITM
Mumbai
03.2023

BBA -

Sophia Girls College
Ajmer
03.2020

HSC -

CBSE
Ajmer
03.2017

SSC -

CBSE
Ajmer
03.2015

Skills

  • Financial Modeling
  • Financial Analysis
  • US Tax Compliance
  • Investment Portfolio Management
  • Alteryx and Data Analysis
  • Problem Solving & Attention to Details

Timeline

Tax Associate

PricewaterhouseCoopers (PwC)
05.2023 - 06.2023

Tax Associate

PricewaterhouseCoopers (PwC)
01.2023 - 03.2023

Investment Advisory Intern

Right Value Wealth Advisory
01.2023 - 03.2023

Financial Research Intern

FinX
05.2022 - 07.2022

PGDM - Finance

ITM

BBA -

Sophia Girls College

HSC -

CBSE

SSC -

CBSE
ARCHANA DADHICH