Dhwani Matalia
Mumbai
Summary
Proactive with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior management with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Deputy Manager
Deloitte Touche Tohmatsu India LLP
06.2023 - Current
- Led Financial Due Diligence team, ensuring smooth and timely project delivery through meticulous delegation.
- Maintained strong client relations, earning appreciation for quality due diligence work and commitment to excellence.
- Spearheaded development of innovative solutions tailored to client requirements, aligned with industry best practices.
- Played key role in business development, actively identifying opportunities, acquiring new clients and cultivating strategic partnerships.
- Provided strategic insights in the Energy, Resources, and Infrastructure (ER&I) industry, and contributing to the firm's strategic positioning and growth.
- Mentored team members, cultivating inclusive work culture that values collaboration and mutual support.
Assistant Manager
Deloitte Touche Tohmatsu India LLP
02.2022 - 05.2023
- Led due diligence process with meticulous focus on financial due diligence, analyzing financial data and documentation to provide critical insights.
- Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
- Assisted in evaluating potential risks and opportunities, contributing to informed decision-making and maintaining client relationships.
- Collaborated with cross-functional teams, ensuring seamless execution of due diligence projects and timely delivery of high-quality reports.
- Played pivotal role in providing assistance for development of new solutions, aligning closely with client requirements, and contributed to process automation for enhanced efficiency of reports.
Senior Analyst
CRISIL Limited
04.2021 - 01.2022
- Specialized in financial analysis with focus on credit risk and working capital assessment in project finance. Demonstrated proficiency in financial techniques, contributing to precise financial projections.
- Led comprehensive report reviews, providing critical insights to the rating committee.
- Initiated and managed multiple projects, ensuring seamless implementation and consistently enhancing operational efficiency.
- Nurtured connections with industry leaders and colleagues, fostering exchange of insights and information.
Analyst
CRISIL Limited
10.2018 - 03.2021
- Generated detailed reports on management, business overview, financial analysis, and observations.
- Processed and logged data into the database and meticulously formulated queries to facilitate seamless report compilation.
- Verified outcomes and conducted quality assurance to evaluate precision of data.
Analyst
Morgan Stanley Capital International (MSCI)
11.2016 - 04.2017
- Involved in portfolio analysis, including calculation, finalization for property indices, and delivering benchmark reports for client comparison.
- Created concise product handbooks, delivering details on performance, assets, and investments to clients, emphasizing changes in Net Asset Value, debt structure, and liquidity ratios from previous financials.
Intern
Gholani & Ashar
04.2013 - 06.2013
- Audited financial statements and taxation, verifying information through document vouching.
- Reconciled accounts for accurate, current, and compliant financial records of clients.
Education
CFA Level – III Candidate -
CFA Institute
United States2024
Bachelor's of Commerce - Accounting And Finance
S.I.E.S College Of Commerce And Economics
Mumbai04.2015
HSC - Commerce
K.J. Somaiya College Of Arts, Science And Commerce
Mumbai05.2012
SSC -
Holy Family High School
Mumbai06.2010
Certification
- Deloitte President Award for FY24 - September 2023
- Deloitte Walk the Dot Award - June 2023
- Deloitte Move the Dot Award - March 2023 and December 2022
- CRISIL Quarter End Award for executing highest number of reports within project - October 2021
- CRISILites Award for Performance (CLAP) – August 2021 (Well Handling of projects & deliverable within timelines)
- Appreciation Award for timely and successful execution of project - March 2021
- CRISILites Award for Performance (CLAP) – November 2020 (Client Appreciation)
- CRISILites Award for Performance (CLAP) – August 2020 (Well Stakeholder Management & Distinguished Team Player)
- CRISIL Quarter End Award for timely execution of the projects - December 2019
- CRISILites Award for Performance (CLAP) – April 2019 (Client Appreciation)
- NISM Series XV - Research Analyst Certification Examination
- NISM Series VA- Mutual Funds (AMFI)
- Tally ERP.9
- Certified from Arham Yuva Group (Ghatkopar) for achieving First Rank in FYBAF
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Gujarati
Bilingual or Proficient (C2)
Marathi
Advanced (C1)
Timeline
Deputy Manager
Deloitte Touche Tohmatsu India LLP
06.2023 - Current
Assistant Manager
Deloitte Touche Tohmatsu India LLP
02.2022 - 05.2023
Senior Analyst
CRISIL Limited
04.2021 - 01.2022
Analyst
CRISIL Limited
10.2018 - 03.2021
Analyst
Morgan Stanley Capital International (MSCI)
11.2016 - 04.2017
Intern
Gholani & Ashar
04.2013 - 06.2013
CFA Level – III Candidate -
CFA Institute
Bachelor's of Commerce - Accounting And Finance
S.I.E.S College Of Commerce And Economics
HSC - Commerce
K.J. Somaiya College Of Arts, Science And Commerce
SSC -
Holy Family High School
- Deloitte President Award for FY24 - September 2023
- Deloitte Walk the Dot Award - June 2023
- Deloitte Move the Dot Award - March 2023 and December 2022
- CRISIL Quarter End Award for executing highest number of reports within project - October 2021
- CRISILites Award for Performance (CLAP) – August 2021 (Well Handling of projects & deliverable within timelines)
- Appreciation Award for timely and successful execution of project - March 2021
- CRISILites Award for Performance (CLAP) – November 2020 (Client Appreciation)
- CRISILites Award for Performance (CLAP) – August 2020 (Well Stakeholder Management & Distinguished Team Player)
- CRISIL Quarter End Award for timely execution of the projects - December 2019
- CRISILites Award for Performance (CLAP) – April 2019 (Client Appreciation)
- NISM Series XV - Research Analyst Certification Examination
- NISM Series VA- Mutual Funds (AMFI)
- Tally ERP.9
- Certified from Arham Yuva Group (Ghatkopar) for achieving First Rank in FYBAF
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