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Siddharth Shah

@siddharthshah

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Results-driven Chartered Accountant specializing in fintech and AI solutions.

India

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What I'm looking for

I seek a role that allows me to leverage AI in finance, focusing on innovative solutions and strategic financial planning.

I am a results-driven Chartered Accountant with extensive experience in financial auditing, taxation, and fintech innovations. As the founder of Siddharth A Shah & Associates and Fintale, I specialize in statutory audits, internal audits, forensic audits, and automation in financial services. My passion lies in leveraging AI in finance to drive accuracy, efficiency, and fraud prevention, while actively engaging in U.S. bookkeeping and collaborating with CPAs for outsourced financial services.

Throughout my career, I have developed AI-powered financial dashboards and compliance reporting systems, providing AI-driven bookkeeping and audit readiness solutions to CPAs in the U.S. I have partnered with businesses to streamline financial operations and improve decision-making, while also conducting awareness campaigns on investments, financial planning, and compliance. My commitment to technology adoption has enabled me to lead teams in delivering high-quality audit and assurance services.

Experience

Work history, roles, and key accomplishments

Current

Fintech & AI Strategy Consultant

Current

Independent Consulting & Advisory

Jan 2022 - Present (3 years 5 months)

Collaborated with software developers to create fintech solutions integrating AI for process optimization. Advised businesses on AI-driven risk assessments and predictive financial modeling.

Fintech Solutions Integrating AI Models Process Optimization Risk Assessment Automation Tools Financial Reporting GST Reconciliation

Current

Founder & Proprietor

Current

Siddharth A Shah & Associates

Jan 2021 - Present (4 years 5 months)

Founded and managed a financial consulting firm providing expert tax advisory and audit services to MNCs, SMEs, and startups. Focused on implementing AI-driven solutions for compliance and financial analysis.

Financial Audit Tax Advisory Risk Management Team Leadership

Current

Founder & Fintech Consultant

Current

Fintale

Sep 2019 - Present (5 years 9 months)

Developed an AI-powered financial dashboard and compliance reporting system. Provided AI-driven bookkeeping solutions to U.S. CPAs and partnered with businesses to enhance financial operations.

Dashboards Bookkeeping Compliance Reporting Financial Operations Partnership Development Financial Planning

Education

Degrees, certifications, and relevant coursework

Institute of Chartered Accountants of India

Chartered Accountant, Chartered Accountancy

Completed the Chartered Accountant program, gaining expertise in financial auditing, taxation, and compliance. The program emphasized practical applications in finance and accounting, preparing graduates for various roles in the financial sector.

Institute of Chartered Accountants of India

Certified Forensic and Fraud Detection, Forensic Accounting

Completed the Certified Forensic and Fraud Detection program, focusing on techniques for identifying and preventing financial fraud. This certification enhances skills in forensic auditing and compliance.

Institute of Chartered Accountants of India

GST Practitioner, Taxation

Achieved certification as a GST Practitioner, specializing in Goods and Services Tax compliance and advisory. This program provided in-depth knowledge of GST laws and regulations in India.

Institute of Chartered Accountants of India

Certificate in AI for Finance, Artificial Intelligence

Completed a Certificate Course in AI for Finance, focusing on the integration of artificial intelligence in financial processes. This course covered applications of AI in auditing, risk assessment, and financial modeling.