Helping Finance Teams Go Home Early with Agentic AI + Automation | Microsoft MVP | Curiosity Catalyst
Financial Analyst
India
Aug 2024 - Present
profectus knowledge solutions·Full-time
Transform financial processes using AI and automation tools such as ChatGPT, Excel, and Power Query. Build dynamic financial models using Excel arrays and automate repetitive reporting tasks to improve efficiency and decision-making speed. Experiment with Agentic AI workflows to create autonomous financial assistants for finance teams.
Open Source Contributor
Remote
Jul 2024 - Present
github·Contract
Contribute to open-source projects focused on financial automation, data visualization, and AI-driven analytics tools. Share reusable scripts, templates, and tutorials to help others learn and adopt automation in finance.
CA Article Assistant
Ahmedabad, India
Feb 2020 - Feb 2023
pavagadhi shah & associates·Full-time
• Independently conducted 10+ Statutory Audits, 30+ Tax Audits, and numerous Internal Audits, ensuring compliance with regulatory standards and pinpointing areas for improvement. • Mentored and guided 5+ article assistants in various domains, including Audit, Direct Tax, Indirect Tax, and Accountancy, fostering a collaborative and learning-focused environment. • Efficiently filed GSTR-1 and GSTR-3B, including reconciliation, for 30+ clients every month, consistently completing the process within 10 days to ensure timely compliance. • Automated Audit and GST reporting processes, reducing the time required from 4 days to just 1 day, significantly increasing productivity and accuracy. • Provided dedicated support to 15+ clients, ensuring they met all compliance deadlines and maintained up-to-date records. • Systematized accounting tools and processes, resulting in fewer errors and increased efficiency for clients.