Navneet Jaiswal
Indore
Summary
Skilled in conducting comprehensive R&D tax credit studies, involving interviews with subject matter experts, credit documentation, and technical memorandum preparation. Proficient in analyzing and developing credit calculation methodologies for client data. Experienced in managing R&D tax credit work for companies of all sizes, with a focus on analyzing financial data and project information.
Engaged in client interviews to identify eligible expenditures and assessed reports for qualifying R&D projects. Actively participated in meetings with C-Level executives, skillfully crafting compelling presentations and ensuring effective communication.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr. Consultant / Supervisor
RSM Delivery Center
01.2022 - Current
- Successfully managed project including R&D tax credit studies.
- Developed and assessed cost models using Microsoft Excel.
- Provided guidance and training to staff in Excel and Alteryx.
- Conducted reviews and oversight of staff-assigned tasks.
- Established a robust data validation system for payroll, expenses, and time tracking data, incorporating multiple data checks within a consolidated Alteryx application. This application produces concise data discrepancy reports, simplifying data cleansing for the staff and aiding discussions with clients to resolve data issues.
- Designed multiple Alteryx macros for enhanced process efficiency and automation.
- Analyzed client data, devised credit calculation methods, and utilized Power BI dashboards for reporting.
- Focused on process improvements for R&D clients, and post busy season, worked on enhancing other tax processes, including significant improvements and automation for GVCR.
Business Intelligence Analyst
Novo Nordisk
06.2020 - 01.2022
- Designed Qlik Sense dashboards for regional affiliates.
- Used Vizlib custom extensions for user-friendly dashboards.
- Led stakeholder meetings to understand requirements and propose solutions.
- Developed data extraction and transformation apps in Alteryx.
- Maintained over 10 existing dashboards, providing production support, debugging, updates, query optimization, and performance enhancements.
- Supported automation using Alteryx and Qlik Sense.
Consultant
Deloitte Tax Service India Pvt Ltd
01.2016 - 05.2020
- Proficient in client-facing roles, involved in presentations and demos.
- Managed multiple projects concurrently with U.S. counterparts and stakeholders.
- Successfully oversaw project management, including research and development tax credit studies.
- Implemented myGI(I Smart) for U.S. clients and provided technical support.
- Analyzed client data, developed credit calculation methodologies, and used Qlik Sense dashboards for reporting.
- Designed Alteryx macros and apps to automate data processes for large datasets.
- Led staff training in Excel, Access, Alteryx, Qlik Sense, and project management.
- Assisted clients by conducting research and development tax credit studies, which involved interviewing subject matter experts and documenting eligible tax credits, as well as researching and drafting technical memoranda related to R&D and tax issues.
- Review and supervise the work assigned to staff
- Led multiple clients, including pharma and e-commerce giants from the USI.
- Developed a robust data validation process for payroll, expense, and time tracking data, analyzing 100+ client datasets and implementing several data checks in a unified Alteryx app. This app generates clear data discrepancy reports for easier data cleaning by staff and facilitates discussions with clients for data rectification.
Education
MBA - Finance
International Institute of Professional Studies
(DAVV) Indore, Madhya Pradesh05.2015
BBA - Management Science
International Institute of Professional Studies
(DAVV) Indore, Madhya Pradesh06.2013
Skills
- R&D Tax Credit Study
- Data Modeling
- Advance Excel
- Alteryx
- Qlik Sense
- Power BI
- Key Performance Indicators
- Microsoft Access
- Automation
- Excellent communication and interpersonal skills
- Detail-oriented
- Strong analytical and organizational skills
- Data analysis
Certification
Alteryx Designer Core Certification
October 2022
Accomplishments
Applause Award - RSM - 2022
Applause Award - Deloitte - 2019
Spot Award - Deloitte - 2018
Spot Award - Deloitte - 2017
Spot Award - Deloitte - 2016
Certificate of Merit and Silver Medal - Deloitte - 2016
(For being a top performer in the CSR 12 batch)
Timeline
Sr. Consultant / Supervisor
RSM Delivery Center
01.2022 - Current
Business Intelligence Analyst
Novo Nordisk
06.2020 - 01.2022
Consultant
Deloitte Tax Service India Pvt Ltd
01.2016 - 05.2020
MBA - Finance
International Institute of Professional Studies
BBA - Management Science
International Institute of Professional Studies
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