Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jai Mehta

Mumbai

Summary

Motivated articleship trainee devoted to learning important facets of accounting work, reporting requirements and accounting standards. Hardworking, detail-oriented and focused on completing tasks precise to accounting regulations. Quick learning and systematic about financial analysis, statement preparation and auditing.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Articleship Trainee

Kirti D Shah & Associates
Mumbai
05.2021 - 07.2023

Education

CFA Level 1 Cleared - Finance

The CFA Institute
USA
01-2024

Bachelor of Commerce - Accounting And Management

KES Shroff College
Kandivali, Mumbai
05-2021

HSC -

KES Shroff College
Kandivali, Mumbai
05-2018

SSC -

Rustomjee International School
Borivali, Mumbai
06-2016

CFA Level 2 Appeared - Finance

The CFA Institute
USA

Skills

  • Critical thinking
  • Audit support
  • Problem solving
  • Attention to detail

Certification

NISM Series VIII- Equity Derivatives

NISM Series V-A-Mutual Fund Distributors

NISM Series XV- Research Analyst

Microsoft Excel Certificate

Timeline

Articleship Trainee

Kirti D Shah & Associates
05.2021 - 07.2023

CFA Level 1 Cleared - Finance

The CFA Institute

Bachelor of Commerce - Accounting And Management

KES Shroff College

HSC -

KES Shroff College

SSC -

Rustomjee International School

CFA Level 2 Appeared - Finance

The CFA Institute
Jai Mehta