PALLAVI SHEKHAWAT
Asniéres-sur Seine
Overview
3
3
years of professional experience
1
1
Certification
Work History
US ERC Consultant
Leyton
08.2022 - Current
US ERC Analyst
Leyton
01.2022 - 07.2022
- Analyzed the eligibility of the US and Canada based businesses for the Employee Retention Tax Credit (ERTC) based on their losses due to Covid-19
- Held Pre and Post study video conferences with the client to understand better their business and help them claim the ERC credit
- Prepared financial analysis, ERC credit study reports, and held internal quality control of the studies
- Managed credit requests and invoices on Salesforce
- Delivered 41 ERC accounts worth $1,400,270
- Followed UK Energy training for the CCL Tax credit.
- Worked with the REV software for the ERC analysis
- Understood SALT and Energy credits and introduced these services to existing ERC clients
Market Analyst
SANJIVANI TEA PRIVATE LIMITED
01.2021 - 10.2021
- Collected and reported on customer demographics, preferences and buying habits to help marketing teams target strategies for the Launch of Tulsi Tea and Elaichi Tea.
- Tracked communications strategies, advertising campaigns and marketing approaches to measure successes and failures.
- Identified potential markets and market segments with desired customers and gaps for optimum product demand (Udaan, Adhar Mart, Lots' Wholesale, Big Basket, Modern Bazaar, Kirana King).
- Trained interviewers in proper techniques to collect relevant and reliable data.
Finance Analyst Intern
MARTIN MULLIGAN MARKETING
08.2020 - 01.2021
- Analyzed Financial Reports of companies in Food & Beverages sector in the UK and Ireland
- Reached out to clients regarding R&D tax returns and business collaborations.
- Built and strengthened client relationships to form long-lasting, profitable bonds.
Education
Masters - Banking and International Finance
Toulouse Business School
France04.2021
Bachelor of Science - Mathematics
Sophia Girls' College
India05.2019
Skills
- Salesforce
- REV
- Reports and Documentation
- Client Engagement
- MS Office
Languages
Hindi
First Language
English
Proficient
C2
French
Intermediate
B1
Certification
- Global Immersion Program, Scandinavian International Executive School - 2018
- International Development Program , Singapore Institute of Management - 2018
- International Conference on Diaspora, Multiculturalism, and Quest for Identity , Sophia Girls' College - 2018
- National Conference on Advances in Science and Technology , Sophia Girls' College - 2019
- National Service Scheme, Govt of India - 2019
- Yoga and Meditation, Maharshi Dayanand Saraswati University - 2019
Timeline
US ERC Consultant
Leyton
08.2022 - Current
US ERC Analyst
Leyton
01.2022 - 07.2022
Market Analyst
SANJIVANI TEA PRIVATE LIMITED
01.2021 - 10.2021
Finance Analyst Intern
MARTIN MULLIGAN MARKETING
08.2020 - 01.2021
Masters - Banking and International Finance
Toulouse Business School
Bachelor of Science - Mathematics
Sophia Girls' College
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