Summary
Overview
Work History
Education
Skills
Timeline

Chaitali Shah

Summary

Experienced financial consultant with a strong understanding of the Indian FS ecosystem. Proven track record in data analysis, strategic planning, and financial consulting. Skilled in project management, client presentations, and collaboration with IT and accounting firms. Proficient in MS-Office and excellent communication skills. Eager to contribute to Deloitte's team as a Financial Services Advise Consultant.

Overview

27
27
years of professional experience

Work History

Director

Ez Outsourcing OPC Pvt. Ltd.
08.2022 - Current
  • Analyze the client's goals and objectives
  • Identifying the areas requiring attention and improvements
  • Developing plans and time lines
  • Monitoring the growth by hiring and training
  • Making presentations to clients with the data analysis.
  • Collaborating with other IT and Accounting firms

Financial Coaching

Wealthron Since
01.2022 - Current
  • Financial Coaching
  • Courses on Financial Products
  • Financial Consulting

Visiting Faculty

Wilson College
12.2017 - 12.2021
  • Company Overview: Economics Department
  • Economics Department

Client: Township Development Company (Private)

Independent Management Consulting
01.2007 - 01.2012
  • Prepared the draft project report for the company.
  • Financial budgeting and administration of the company.

Client: Manufacturing Company (Closely held public company)

Independent Management Consulting
01.2007 - 01.2012
  • Facilitating the company through the financial and legal due diligence for private equity placement.
  • And strategic planning

Client: 100 years old reputed Family Jewelers

Independent Management Consulting
01.2007 - 01.2012
  • Market Study of the diamond jewelry sector.
  • Data analysis to help the management to strategize for their business.

Financial Planning Advisor

AVIVA LIFE INSURANCE AND J. M. MORGAN STANLEY
07.2002 - 03.2007
  • Mutual funds, Company Fixed deposits, Life Insurance.

Associate - Legal Support Services

MINDCREST INDIA PVT. LTD.
04.2005 - 12.2006
  • Preparing legal documents based on US laws and UK laws on the document assembly software.
  • Prepared client presentations on power point.
  • Worked on contract review and due diligence pilot projects.
  • Conducted legal research and reviewed research memorandum.
  • Processing Qualified Domestic Relation Order.
  • Processing Second Level Appeal for Claims.
  • Trained new employees (lawyers) on various projects.
  • Prepared a flowchart manual.
  • Member of the internal 'Technology and Information Security Group'.
  • Designed 'Asset Management and Tracking' procedures.
  • Co-authored the Information Technology and Disaster Continuity documents of the company.

Assistant research analyst

MONCON CONSULTANCY PVT. LTD.
02.2002 - 06.2002
  • Turnaround consulting for a Fertilizer Export Company.
  • Updating the accounting backlog of a Garment Export Company.
  • Corporate Research & Portfolio Management.

Article trainee

RAJEN DAMANI & CO. (Chartered Accountant)
07.1998 - 07.2001
  • Audit at Companies engaged in Securities Trading Activities and a manufacturing company.
  • Statutory Audit of Private companies.
  • Concurrent bank audit and preparation of monthly Audit Report.
  • Finalization of accounts of individuals & private companies.
  • Incorporation of company.
  • Preparation of Annual Returns and other Statutory Formalities.
  • Assistant in preparation of Project Appraisal Reports for arranging Bank Finance.
  • Audit & computation of income of individuals.
  • Filing of income tax return & wealth tax return.

Education

M.A. - ECONOMICS

UNIVERSITY OF MUMBAI
12.2014

M.COM - undefined

UNIVERSITY OF MUMBAI
12.2003

T. Y. BCOM - undefined

H. R. COLLEGE OF COMMERCE ON ECONOMICS (University of Mumbai)
12.2000

Skills

  • MS-Office
  • Tally
  • Internet surfing
  • AMFI
  • Research Analyst
  • Financial Reporting
  • Financial Consulting
  • Financial Coaching
  • Relationship building

Timeline

Director - Ez Outsourcing OPC Pvt. Ltd.
08.2022 - Current
Financial Coaching - Wealthron Since
01.2022 - Current
Visiting Faculty - Wilson College
12.2017 - 12.2021
Client: Township Development Company (Private) - Independent Management Consulting
01.2007 - 01.2012
Client: Manufacturing Company (Closely held public company) - Independent Management Consulting
01.2007 - 01.2012
Client: 100 years old reputed Family Jewelers - Independent Management Consulting
01.2007 - 01.2012
Associate - Legal Support Services - MINDCREST INDIA PVT. LTD.
04.2005 - 12.2006
Financial Planning Advisor - AVIVA LIFE INSURANCE AND J. M. MORGAN STANLEY
07.2002 - 03.2007
Assistant research analyst - MONCON CONSULTANCY PVT. LTD.
02.2002 - 06.2002
Article trainee - RAJEN DAMANI & CO. (Chartered Accountant)
07.1998 - 07.2001
UNIVERSITY OF MUMBAI - M.COM,
H. R. COLLEGE OF COMMERCE ON ECONOMICS (University of Mumbai) - T. Y. BCOM,
UNIVERSITY OF MUMBAI - M.A., ECONOMICS

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