Meet Doshi
Lowell,MA
Summary
Results-driven Portfolio Data Analyst at HarbourVest Global Private Equity, skilled in financial planning and operations management. Successfully tracked and reconciled complex portfolio data, enhancing accuracy in financial reporting. Proven ability to reduce costs while maintaining high standards of communication and project management, contributing to overall business success.
Overview
3
3
years of professional experience
Work History
Portfolio Data Analyst
HarbourVest Global Private Equity
Boston, MA
11.2021 - 06.2024
- Track confidential underlying portfolio data, including IPOs, M&A, and buyout company metrics.
- Reconcile data to quarterly financial statements.
- Upload checklists and relevant backup into the document storage system.
Accounting Analyst Inter
Cintas
Chelmsford, Massachusetts
05.2021 - 09.2021
- Examining quarterly and annual financial reports.
- Organizing and maintaining clients' financial records.
- Creating financial statements that detail profits, overhead expenses, and tax deductions.
- Assessing financial operations and accounting department performance.
Education
Bachelor of Science - Finance
University of Massachusetts, Lowell
Lowell, MA12-2021
Skills
- Financial planning
- Marketing
- Verbal and written communication
- Operations management
- Project management
Languages
Gujarati
Native/ Bilingual
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual
Timeline
Portfolio Data Analyst
HarbourVest Global Private Equity
11.2021 - 06.2024
Accounting Analyst Inter
Cintas
05.2021 - 09.2021
Bachelor of Science - Finance
University of Massachusetts, Lowell
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