Summary
Overview
Work History
Education
Skills
Actively engaged in sports, fostering teamwork, discipline, and leadership qualities.
Books, Sports and Movies
Additional Information
Timeline
Generic
Rajat Joshi

Rajat Joshi

Certified Accounting Technician

Summary

Highly skilled and experienced finance professional with a strong foundation in accounting, auditing, and taxation. Possesses diverse industry experience across Real Estate, Manufacturing, Pharmaceuticals, Distillery, Tobacco, and Non-Profit organizations. Demonstrates strong analytical skills, attention to detail, and leadership qualities. Experienced in mentoring 150+ students with proven success, and proficient in modern accounting and data analysis tools.

Overview

12
12
years of professional experience

Work History

Owner/Operator

PYZ Consultancy Services
01.2020 - Current
  • Processed income tax returns for past five years for over 30 clients, achieving zero percent client turnover
  • Managed accounting and internal auditing functions for various clients based on contractual agreements.


Learning Outcome : Gained experience in compliance handling, client management, and multi-sector accounting work.




Owner/Operator

Rajat Joshi Commerce Classes
01.2018 - Current
  • Supported over 150 students, maintaining class averages between 75% and 80% throughout previous 5 years.
  • Facilitated student success, resulting in 100/100 performance in accounting and business studies
  • Cultivated student enrollment organically, effectively reducing advertising efforts.


Learning Outcome: Enhanced teaching methods and communication skills, leading to improved student interactions. Showcased leadership qualities by earning trust, and establishing a reputable presence. Secured a strong reputation through proven results, and positive feedback from stakeholders.

Internal Auditor

CA Shubham Singhai & Co.
08.2023 - 10.2023
  • Performed comprehensive fixed assets audit of 900+ assets for Lal Path Labs as part of merger process with Central Labs (MPCG).


Learning Outcome: Enhanced audit reporting, analytical skills, and comprehension of merger compliance.

CA Internship

O.T. Gandhi & Co.
10.2013 - 10.2016

Senior Intern (2014 – 2016):

  • Banking : Conducted Revenue Audit of Union Bank of India
  • Real Estate (Kalindi Builders & Developers, Kalindi Constructions Pvt. Ltd.) : Prepared financial statements, reconciled payables and receivables, TDS, VAT and service tax.
  • Manufacturing (Gajra Bevels & Gears Ltd – Listed) : Prepared financial reports as per the Companies Act,2013.
  • Distillery (Silver Oak Ltd – listed) : Assisted in preparing financial reports Companies Act,2013.
  • Tobacco (Ceejay Tobacco Ltd.) And Chothabhai Jethabhai Patel) : Conducted production audits and transfer pricing analysis for Ceejay Tobacco Ltd. and Chothabhai Jethabhai Patel.
  • Pharmaceuticals (Hind Medicals, Akshat Pharma) : Conducted statutory audits and created financial projections for Bank Finance.
  • Steel (Steel Suppliers, New Loha Mandi) : Filing of TDS Returns, Income Tax Returns, Statutory Audit report and Income Tax Assessment.
  • Petrol (Paliwal Fuels) : Finalization of accounts in Tally ERP and , Filing of Statutory Audit Report.
  • Not-for-Profit ( Dewas Mandi, Jackobabad Jila Sindhi Panchayat Trust) : Income tax return filing and conducted statutory audits under the Income Tax Act.


Junior Intern (2013–2014):


  • Prepared and filed Income Tax Returns for salaried individuals.
  • Filed VAT Returns and TDS Returns
  • Conducted internal audits for Intas Pharmaceuticals and Patel Motors.
  • Prepared final accounts for sole proprietors using Tally ERP


Learning Outcome : Built strong foundation in statutory audits, taxation, compliance, and multi-sector exposure.




Education

Certified Accounting Technician - Financial Accounting And Consultation

ICAI
New Delhi, India
04.2001 -

CA Final Group I - Finance, Accounting And Auditing

ICAI
New Delhi
04.2001 -

B.Com (Accounts & Finance) - Commerce And Finance

IGNOU (RO Bhopal)
New Delhi, India
04.2001 -

12th Standard - (First Division) - Commerce

South Indian Cultural Association (SICA)
Indore, India
04.2001 -

10th Standard (First Division) - Academic Fundamentals

South Indian Cultural Association (SICA)
Indore, India
04.2001 -

Skills

  • Core Expertise: Accounting, Financial Reporting, Taxation (Income Tax, VAT, GST, TDS), Auditing (Statutory & Internal)
  • Industry Experience: Real Estate, Manufacturing, Pharmaceuticals, Distillery, Tobacco,Steel, Petroleum, Not-for-Profit Organizations, Education,Consultancy
  • Technical Skills: Tally ERP, Advanced Excel, Power BI, Data Analysis
  • Attributes: Analytical mindset, results-oriented, attention to detail, ability to deliver accurate and efficient solutions
  • Mentorship & Leadership: Educated and mentored 150 students with a 75%-80% average results, enhancing communication and teaching skills

Actively engaged in sports, fostering teamwork, discipline, and leadership qualities.

Actively engaged in sports, fostering teamwork, discipline, and leadership qualities.

Books, Sports and Movies

Hobbies :

  • Interested in reading books, aiding continuous learning and broadening knowledge.
  • Actively engaged in sports, fostering teamwork, discipline, and leadership qualities.
  • Enjoy watching movies, which enhances creativity and perspective-building.

Additional Information

Extracurricular Activities & Sports Leadership

• Represented school team as a player in District Level Inter-School Table Tennis Tournament, was runner's up in U-19 category and were overall champions.

• Served as Vice Captain in Interschool Sahodaya Table Tennis Tournament – led the team to winning the title.

• Served as Captain in Intra-School Table Tennis Tournament – led the team to a runners-up position.

• Vice Captain of Football Team in Kasliwal Trophy organized by Daly College School.

Timeline

Internal Auditor

CA Shubham Singhai & Co.
08.2023 - 10.2023

Owner/Operator

PYZ Consultancy Services
01.2020 - Current

Owner/Operator

Rajat Joshi Commerce Classes
01.2018 - Current

CA Internship

O.T. Gandhi & Co.
10.2013 - 10.2016

Certified Accounting Technician - Financial Accounting And Consultation

ICAI
04.2001 -

CA Final Group I - Finance, Accounting And Auditing

ICAI
04.2001 -

B.Com (Accounts & Finance) - Commerce And Finance

IGNOU (RO Bhopal)
04.2001 -

12th Standard - (First Division) - Commerce

South Indian Cultural Association (SICA)
04.2001 -

10th Standard (First Division) - Academic Fundamentals

South Indian Cultural Association (SICA)
04.2001 -
Rajat JoshiCertified Accounting Technician