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@bhargavlsawanth
Tax Consultant with 2.1 years of experience in Deloitte USI on structured finance products,
I am an Analytical Tax Consultant with two years of experience at Deloitte USI, where I specialize in structured finance products, tax research, financial analysis, and reconciliation. My role involves supporting financial data reviews on debt instruments and securities, ensuring data accuracy through advanced Excel and Intex tools. I have a proven track record of preparing deliverables and validating complex portfolio performance data for tax reporting purposes.
In my current position, I conduct in-depth research on 1099 tax factors for intricate CLO and CDO positions, analyzing CUSIPs to determine tax implications related to Dividend Received Deductions, Foreign Tax Credits, and Foreign Source Income. My analytical skills extend to reviewing accruals, notional and interest data on structured finance products, ensuring compliance documentation is met.
Prior to my role at Deloitte, I completed a finance internship at NCA, where I maintained accurate records for stock audits and contributed to statutory audits. This experience helped me develop foundational financial analysis skills using Tally Prime and Microsoft Excel, which I continue to leverage in my current role.
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Work history, roles, and key accomplishments
Deloitte USI
May 2023 - Jul 2025 (2 years 2 months)
Supported financial data review on debt instruments and securities using Excel and Intex to assess tax implications and ensure data accuracy. Prepared deliverables and validated, reconciling complex portfolio performance data for tax reporting purposes across RICS and hedge funds.
Narayanan, Chaudhuri & Associates
Jul 2022 - Present (3 years 4 months)
Maintained accurate records for stock audits, ensuring proper documentation. Contributed to parts of statutory audits, assisting in verification processes.
Degrees, certifications, and relevant coursework
MBA, Business Administration
Completed a Master of Business Administration program. Gained advanced knowledge in business management and finance.
B.Com, Commerce
Obtained a Bachelor of Commerce degree. Developed foundational skills in commerce and related disciplines.
Software and tools used professionally
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