Open to opportunities

Raj Doshi

@rajdoshi

Message

Chartered Accountant with expertise in financial modeling and team leadership.

India

Message

What I'm looking for

I am looking for a role that offers growth opportunities and a collaborative work environment.

I am a dedicated Chartered Accountant with a strong foundation in financial modeling and research. I cleared my Chartered Accountancy in the first attempt, achieving exemptions in three subjects during the CA Final. My academic journey has been complemented by various certifications, including advanced training in information technology and financial modeling.

In my professional career, I have gained valuable experience at TresVista Financial Services, where I led a team of analysts and collaborated with global clients, consistently delivering high-quality outputs. My commitment to excellence was recognized with the 'Shining Star' Award in 2024. Prior to that, I worked at Deloitte Haskins & Sells, where I played a key role in audit execution across multiple sectors, ensuring compliance with regulatory requirements.

Beyond my professional achievements, I am passionate about mentoring underprivileged students and engaging in sports like cricket and badminton. I believe in continuous learning and strive to contribute positively to my team and community.

Experience

Work history, roles, and key accomplishments

Associate

TresVista Financial Services

Feb 2023 - Present (2 years 4 months)

Led and mentored a team of 4–5 analysts, ensuring consistent delivery of high-quality outputs while fostering individual growth and collaborative performance. Successfully managed a high-priority Canadian client engagement, achieving 5-star quality ratings and consistently delivering 2x utilization against expectations. Gained well-rounded exposure across key functions including financial modeling

Financial Modeling Advanced Excel Data Analysis Visible Alpha PowerPoint

Assistant Manager

Deloitte Haskins & Sells

Apr 2022 - Present (3 years 2 months)

Strategically planned and developed a deep understanding of clients' businesses, operational workflows, and internal control environments to support effective audit execution. Contributed as a key member of the engagement team across multiple sectors, ensuring compliance with statutory and regulatory requirements. Finalized financial statements and drafted audit reports in accordance with applicab

Internal Controls Indian Accounting Standards (Ind AS)Schedule III CARO 2020 Financial Reporting Client Communication Engagement

Articled Assistant

Pradeep K. Singhi & Associates

Feb 2019 - Present (6 years 4 months)

Continued as an engagement team member across diverse industries like Diamond, Textile, Real Estate, and Chemical & Dye sectors. Played a key role in income tax assessments, reassessments, and appellate proceedings for clients from varied sectors, actively involved in case preparation and strategic positioning. Prepared and drafted Annual Reports, Board Reports, and various Statutory Resolutions,

Income Tax Scrutiny Assessment Registrar Of Companies (ROC)Corporate Law Financial Reporting Statutory Compliance Positioning

Education

Degrees, certifications, and relevant coursework

The Institute of Chartered Accountants of India

IPCC, Chartered Accountancy

Grade: 59.25%

Successfully completed the IPCC level of the Chartered Accountancy program. Achieved a score of 59.25% in the examination.

G.S.H.S.E.B.

Class XII, General Studies

Grade: 86.42%

Completed Class XII education under the G.S.H.S.E.B. board. Achieved a score of 86.42%.

The Institute of Chartered Accountants of India

CPT, Chartered Accountancy

Grade: 83.00%

Successfully completed the CPT level of the Chartered Accountancy program. Achieved a score of 83.00% in the examination.

The Institute of Chartered Accountants of India

Finals, Chartered Accountancy

Grade: 52.63%

Activities and societies: Completed 100 hours each of ‘Advanced Information technology training’, ‘Advanced Managerial and Communication /Certifications Course’, ‘Information technology training’ and ‘Orientation course’ offered by ICAI; Certified course of Tally ERP 9; ‘Financial Modeling & Business Valuation Course’ by Valuationary

Cleared Chartered Accountancy in the first attempt and scored exemption in three subjects: Strategic Financial Management, Goods & Services Tax, and Economic Law. Completed 100 hours each of 'Advanced Information technology training', 'Advanced Managerial and Communication /Certifications Course', 'Information technology training' and 'Orientation course' offered by ICAI.