
Timeline
About me
Analyst US Tax Processing | Consultant | MBA Finance | Taxation
Education

S. r. luthra institute of management (sfi)-first shift-surat.750
2018 - 2020Mba finance 8.15 cpiActivities and Societies: Volunteering, Attending Workshop

B. r. c. m. college of business administration
2015 - 2018Bachelor of business administration - bba finance, general 7.74 cgpaActivities and Societies: Volunteering, Participating in various activities like business plan, debate etc
Experience

Mantra fashion
Apr 2017 - Dec 2018Marketing and accounting associateAs an accountant I have to do the daily accounting entry in Tally ERP 9, maintaining and continuously updating the excel sheets of the orders. Maintaining Stock sheets once per week and updating stock sheets this kind of work I usually do when I was working in Mantra Fashion.I was Working as a E-Commerce Executive as well as Accounting Head in Mantra Fashion. Here as a E-Commerce Executive my work was to generate new leads by uploading product on various portals like India mart, Just Dial, Ethnic Smart, Facebook, Instagram, YouTube, their own website etc., taking a follow up of customers, give them knowledge about the product, inform them about the price, process of giving orders online and shipping cost about the products and services and convince them to buy the products and take the follow up of the customers until the products finally reached to the customer. Show less

Axis bank
May 2019 - Jun 2019Kyc associateAssisted in the verification and analysis of customer documents in compliance with KYC regulations, ensuring accuracy and completeness.Conducted thorough due diligence checks on new customer accounts, contributing to maintaining regulatory compliance standards.Collaborated with senior analysts to review and update internal databases with accurate customer information, enhancing data integrity.Provided support in generating reports and documentation for audit purposes, showcasing meticulousattention to detail in record-keeping. Show less

Bank of america
Dec 2020 - Mar 2022Team memberProficiently reviewed and processed hazard insurance policies of mortgage loans, ensuring accuracy and compliance with industry standards.Managed a portfolio of insurance claims, demonstrating meticulous attention to detail and consistently achieving a 99% accuracy rate.Liaised effectively with clients and insurance providers, resolving inquiries and discrepancies promptly and courteously.Utilized insurance providers official website to analyze insurance documents, facilitating smooth and error-free processing. Show less

Avalara
Mar 2022 - nowCurrently working as Tax Data Analyst for US customers and have a good experience and knowledge about US Taxation.Work on salesforce to handles the Exemption projects of 100+ clients.Preparing and sending Exposure Analyses Report to each client on Quarterly basis.Providing Tax Exemption Support to US clients through STR process which gave me broad view about client's needs and develop a set of rules to ease the friction between clients andtheir customers.Working in team of generating various Tax campaigns for clients.Handles client queries related to their US Tax Exemption documents via emails and calls. Show less
Analyst
Sept 2023 - nowAssociate Analyst
Mar 2022 - Aug 2023
Licenses & Certifications

Technical analysis
Udemy academyNov 2019
Tally erp 9
National council of vocational trainingJun 2017- View certificate
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Equity derivatives certification
National institute of securities markets (nism)Jan 2020 - View certificate
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Mutual fund foundation
National institute of securities markets (nism)Jan 2020 
Corporate financial statement analysis
LinkedinJul 2020
Excel: analyzing and visualizing cash flows
Project management instituteJul 2020
Financial markets and investments
Globsyn business schoolMay 2020
Financial modeling and forecasting financial statement
NasbaJun 2020
Financial accounting foundation
NasbaJun 2020- View certificate

Become a financial analyst
LinkedinJul 2020
Honors & Awards
- Awarded to Vicky Shah4th Spot Award Avalara Nov 2024 I was honored with an award for excelling in multitasking and effectively managing various responsibilities. This recognition was for training new team members, ensuring a smooth transition from Outlook to Salesforce for handling email queries, and conducting email audits for new joiners and team members. Additionally, I was acknowledged for resolving team email queries and updating email templates to enhance communication quality.
- Awarded to Vicky Shah3rd Spot Award Avalara Jun 2024 🎉 I'm thrilled to announce that I've been awarded the 3rd Spot Award at Avalara for consistent performance with 100% quality! This recognition comes from preparing comprehensive Do and Don't documentation for effective email communications, conducting email audits for new joiners, and assisting team members with their email queries.I'm grateful for the opportunity to contribute to our team's success and for the support from my amazing colleagues. Looking forward to continuing our… Show more 🎉 I'm thrilled to announce that I've been awarded the 3rd Spot Award at Avalara for consistent performance with 100% quality! This recognition comes from preparing comprehensive Do and Don't documentation for effective email communications, conducting email audits for new joiners, and assisting team members with their email queries.I'm grateful for the opportunity to contribute to our team's success and for the support from my amazing colleagues. Looking forward to continuing our journey of excellence together! 🚀 Show less
- Awarded to Vicky ShahQuarterly Award Avalara Aug 2023 Excited and honored to share that I won Quarterly Award in Individual Category for The Skunkworks.
- Awarded to Vicky Shah2nd Spot Award Avalara Jun 2023 I won my 2nd award in Avalara in June 2023 for Volunteering to work as a Auditor and taking on additional responsibilities to work on sample validations and going on a client calls independently.
- Awarded to Vicky ShahSpot Award Avalara Technologies Pvt Ltd. Nov 2022 I won my 1st award in Avalara in November 2022 for becoming the best performer in managed services and for working on multiple tasks.
- Awarded to Vicky ShahAcademic Excellence BRCM College of Business Administration Apr 2017 Awarded for Academic Excellence for securing 3rd rank in BRCM College of Business Administration.
Languages
- enEnglish
- guGujarati
- hiHindi
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