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Pathik MehtaPM
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Pathik Mehta

@pathikmehta

Business Analyst at LATI LOXIM THERMOPLASTICS PRIVATE LIMITED, turning financial and operational data into pricing decisions and management insights.

India
Message

At LATI LOXIM THERMOPLASTICS PRIVATE LIMITED, I prepare management reports, cash-flow forecasts and business plans to support senior management decisions. I analyze business, product and financial data for costing, pricing and quotation decisions.

Previously, I supported audit and financial reporting work at UBS BUSINESS SOLUTIONS PVT. LTD. and assisted with tax compliance, audits and financial statements at accounting firms. At NOVUS TAXES, I prepared and reviewed U.S. individual and business tax returns; I’m also pursuing CFA Level 1.

Experience

Work history, roles, and key accomplishments

LL
Current

Sr. Executive- Business Analyst

Lati Loxim Thermoplastics Private Limited

May 2026 - Present (4 months)

Prepare MIS, financial analysis, cash-flow forecasts, management reports and business plans to support senior management decision-making. Drive costing, pricing, quotation and approval decisions through analysis of business, product and financial data.

NT

USA Tax Trainee

Novus Taxes

Mar 2026 - May 2026 (2 months)

Prepared and reviewed over 100 U.S. individual and business tax returns, ensuring compliance and accuracy in a two-month period. Analyzed financial and tax documents, conducting U.S. tax research to ensure precise and compliant return preparation.

UL

CA Intern

UBS Business Solutions Pvt. Ltd.

Jul 2023 - Sep 2024 (1 year 2 months)

Supported statutory and tax audits, management reporting, variance analysis, Ind AS financial reporting, bank reconciliations, and fixed asset reporting to ensure compliance and accuracy. Delivered audit and reporting assignments within stringent deadlines, coordinating with cross-functional stakeholders.

SC

Article Assistant

Surana Maloo & Co.

Sep 2021 - Jul 2022 (10 months)

Assisted in statutory audits, tax audits and limited reviews across manufacturing, government insurance and infrastructure sectors. Gained exposure to audit assignments involving PharmaTech machinery, insurance operations, highways and sewage infrastructure projects.

Education

Degrees, certifications, and relevant coursework

TI

The Institute of Chartered Accountants of India

CFA Level 1, Finance

Pursuing the CFA Level 1 certification.

TI

The Institute of Chartered Accountants of India

Chartered Accountant, Chartered Accountancy

Cleared the Chartered Accountancy qualification in January 2026.

AC

Ahmedabad Arts & Commerce College

Bachelor of Commerce, Commerce

2019 - 2022

Grade: 5.33 CGPA

Pursued a Bachelor of Commerce degree, achieving a GPA of 5.33 CGPA.

TI

The Institute of Chartered Accountants of India

AICA Level 1, Artificial Intelligence

Completed AICA Level 1 AI training by ICAI.

TI

The Institute of Chartered Accountants of India

Advanced ICITSS (ADVITT), Information Technology

Completed Advanced ICITSS (ADVITT) and Orientation training conducted by ICAI.

Tech stack

Software and tools used professionally

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