DEVANSHI BAGRI
Nagpur
Summary
An MBA graduate with professional experience of 5+ years in Finance Sector to contribute. A team player with excellent communication skills, high quality of work, driven and highly self-motivated. I am looking for a growth-related challenging and competitive environment where I can make the most of my potential and discover new horizons.
Overview
13
13
years of professional experience
Work History
Senior Associate
PricewaterhouseCoopers SDC
05.2024 - Current
- Managed end-to-end preparation and review of U.S. partnership tax returns (Form 1065) for Fund of Funds (FoF) structures.
- Executed tax allocations, waterfall calculations, and carried interest computations to ensure accurate reporting and compliance.
- Reviewed trial balances, capital activity, and investment income allocations to verify accuracy and support financial reporting.
- Assisted in tax compliance for international investors, including withholding calculations (FDAP, ECI considerations).
- Mentored junior associates, conducted quality reviews, and upheld compliance with internal risk and quality standards.
- Ensured timely filing and adherence to IRS compliance deadlines.
Advanced Analyst
Ernst & Young GDS
11.2022 - 04.2024
- Prepared, reviewed, and filed SALT extensions and returns accurately and promptly.
- Utilized GoSystem and CCH software for efficient tax preparation processes.
- Analyzed root causes in state tax return reviews and researched applicable tax laws to inform compliance strategies.
- Preparing state tax returns and understanding the applicable tax implications for specific clients, and making recommendations based on the findings.
Associate-2
Pricewaterhousecoopers -SDC
06.2020 - 11.2022
- Preparation, review and timely filing of federal and state income taxes for Business Corporates (1120,1065).
- Prepared workpapers using Excel, Alteryx, and Tableau to automate processes, contributing to savings of over 300 hours for the organization.
- Coordinated with 10+ clients to prepare tailored reports that met specific client requirements.
- Utilized GoSystem, OneSource, and FAS software for tax preparation, enhancing proficiency in tax-related tasks.
Intern | Derivative Analyst
Kotak Securities Limited
03.2019 - 06.2019
- Executed buy, sell, and hold strategies for long-term securities, futures, and options, enhancing portfolio performance.
- Analyzed and prepared market reports to inform investment decisions.
- Gained insights into options and futures market, recognized trends and patterns using technical analysis and indicators like RSI, Bollinger Bands, and MACD.
Article Assistant
Arun Bagri & Co
08.2013 - 08.2016
- Conducted comprehensive tax audits to ensure regulatory compliance and mitigate risks
- Performed VAT audits to verify data accuracy and uphold financial integrity
- Executed internal audits to assess compliance
- Facilitated project financing discussions, aligning stakeholder expectations with project objectives
Education
PGDM - Finance & Analytics
IMT
Hyderabad03.2020
B. Com -
Hislop Sr. College
Nagpur07.2015
IPCE (Group I) -
ICAI
05.2013
Higher Secondary -
Dinanath Junior College
Nagpur02.2011
Matriculation -
Mount Carmel Girls' High School
Nagpur03.2009
Skills
- Tax Accounting
- Financial Reporting
- Analysis
- Advanced Excel
- Tableau
- GoSystem
- OneSource
- MS Office
- Problem Solving
- Leadership
- Team collaboration
- Effective communication
Awards
- Secured exemption in Accounting, Cost Accounting & Financial Management and Taxation in C.A Intermediate Examination.
- 2 times Spot Award for exceptional work.
- Tax Excellency Award
- Introduction to Spreadsheet and Models-Coursera-Wharton University of Pennsylvania
- Fundamentals of Quantitative Modeling-Coursera-Wharton University of Pennsylvania
- Data Visualization with Python-Coursera-IBM
- Introduction to Financial Markets-Coursera-ISB
Positions Of Responsibility
- Member of Finance Club of IMT, Hyderabad
- Member of Implez (Cultural Event) of IMT, Hyderabad
- Editor of Finacea Times of IMT, Hyderabad
- Member of organizing committee of C.A International Conference
Timeline
Senior Associate
PricewaterhouseCoopers SDC
05.2024 - Current
Advanced Analyst
Ernst & Young GDS
11.2022 - 04.2024
Associate-2
Pricewaterhousecoopers -SDC
06.2020 - 11.2022
Intern | Derivative Analyst
Kotak Securities Limited
03.2019 - 06.2019
Article Assistant
Arun Bagri & Co
08.2013 - 08.2016
PGDM - Finance & Analytics
IMT
B. Com -
Hislop Sr. College
IPCE (Group I) -
ICAI
Higher Secondary -
Dinanath Junior College
Matriculation -
Mount Carmel Girls' High School