Summary
Overview
Work History
Education
Skills
Timeline
Generic

Devrath Desai

Mumbai

Summary

Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.

Overview

1
1
year of professional experience

Work History

Articleship Trainee

Bhuta Shah & Co. LLP
06.2024 - Current
  • Corporate Finance
  • Conducted thorough due diligence on potential investments, mitigating risk and improving portfolio performance.
  • Analyzed market trends and industry data, identifying emerging opportunities for new investments or divestitures.
  • Performed Multiples Valuation for a Prop-tech company
  • IndAS Advisory
  • Worked on a project which converted Financial statements from AS to IndAS, which led to thorough understanding and applicability of the accounting standards.
  • Income tax returns

Prepared and filed more than 30 Income tax returns of Individuals and HNI's.

  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning
  • Internal Audit.

Conducted complex stock valuations of a manufacturing entity as per applicable accounting standards.

Articleship Trainee

Hinesh R.Doshi LLP
08.2023 - 05.2024
  • Statutory Audit

Enhanced the accuracy of financial reports by diligently reviewing and reconciling accounts of SIDBI venture capital and also notified them of statutory tax corrections.

Provided similar set of services to Neulife Group and KMTC India Pvt Ltd.

  • Internal Audit

Conducted Internal Audit of Mirae Asset Financial Services (NBFC) which involved checking of statutory compliance, understanding the business process and automation and consulting them on areas in which they are vulnerable.

  • GST Audit
  • Assisted senior articles in reconciling GST returns so that the GST audit process is further streamlined.
  • Transfer Pricing & International Tax
  • Part of transfer pricing assignment which required finding Arm's Length Price of the interest rate charged to the subsidiary by going through RBI's guidelines.
  • Filed form 15CA-CB as well as took an understanding of DTAA provisions.

Education

Chartered Accountancy -

ICAI
New Delhi, India

CFA L1 Cleared (90+percentile) - May'24 (First Attempt)

CFA Institute
USA

Bachelor of Commerce -

H.R College of Commerce And Economics
Mumbai, India
2025

Narsee Monjee College of Commerce
Mumbai, India
2022

Ryan International School
Mumbai, India
2020

Skills

  • Financial analysis
  • Critical thinking
  • Team collaboration
  • Adaptability
  • Research capabilities
  • Microsoft Excel Proficiency
  • Auditing techniques
  • Attention to detail
  • Quick Learner

Timeline

Articleship Trainee

Bhuta Shah & Co. LLP
06.2024 - Current

Articleship Trainee

Hinesh R.Doshi LLP
08.2023 - 05.2024

Chartered Accountancy -

ICAI

CFA L1 Cleared (90+percentile) - May'24 (First Attempt)

CFA Institute

Bachelor of Commerce -

H.R College of Commerce And Economics

Narsee Monjee College of Commerce

Ryan International School
Devrath Desai