Harsha Patel

CA Inter candidate with 7+ years across financial analysis, audit, taxation, and compliance — currently at MSCI on European real estate portfolios. Strong in data validation, reconciliation, regulatory reporting, and delivering accurate, deadline-driven insights across multiple clients.

Real Estate Analyst (Contractor) - MSCI

(2024-11)

• Data management & validation — Analysed, validated, and enriched asset and vehicle data for European real estate portfolios (Netherlands, Portugal, Spain); ran reconciliations and data-quality assessments to improve reporting accuracy.
• End-to-end fund processing — Owned data operations for multiple funds, properties, and vehicles across clients, including data mining for new properties.
• Performance & portfolio analysis — Assessed performance across portfolios and historical asset returns to support investment decisions.
• Client data & market review — Interpreted valuation, financial, and tenancy data alongside market-trend analysis.
• Client support & quality — Handled fund configuration, resolved internal queries, and led testing to ensure reliable deliverables.

Senior Accounts & Tax Executive - Ashok Kumar & Co

(2023-02 - 2024-04)

• Managed accounting and compliance functions across multiple clients.
• Filed GST, TDS, and Income Tax returns; prepared financial statements and reconciliations.
• Coordinated with clients to ensure timely submission of financial data.

Article Assistant - Jay A Shah & Associates

(2019-01 - 2022-01)

• Audit & assurance — Executed 15+ statutory audits (OPC and private limited, turnover up to ₹50+ Cr); prepared financials per Schedule III of the Companies Act, 2013; evaluated internal controls and flagged risks.
• Taxation & compliance — Managed GST for 35+ clients (~45 returns/month: GSTR-1, 3B, 9, 9C); filed ITRs for individuals and corporates; assisted in tax audits, TDS filings, and Lower TDS Certificate applications.
• Financial analysis — Prepared projections for bank loan enhancement and working capital limits; maintained books and supported year-end finalisation.

CA Inter Group I (Cleared) - Institute of Chartered Accountants of India (2021-07)

M.Com Part I - Accountancy - Mumbai University (2018-06)

B. Com - K.E.S College (2017-04)