Summary
Overview
Work History
Education
Certification
Timeline
Generic
Vaibhav Saroha

Vaibhav Saroha

Greater Noida

Summary

Dynamic finance professional with a proven track record at Deloitte Tax LLP, specializing in tax credit automation and compliance. Adept in Alteryx and Excel, I excel at delivering actionable insights and managing cross-functional teams. A Certified Public Accountant (CPA) and Certified Financial Analyst (CFA), I drive strategic decisions with confidence and precision.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Manager

Crowe Horwath US, LLP
11.2023 - Current
  • Lead R&D tax credit studies leveraging Alteryx and Excel to ensure compliance and optimize tax benefits.
  • Managed a cross-border team, aligning efforts with U.S. counterparts to deliver timely, high-quality work.
  • Conducted in-depth analysis of ASC 730 compliance and Qualified Research Expenditures (QREs).
  • Performed Energy Credit and Cost Segregation analyses, including accelerated depreciation assessments.
  • Delivered client-specific Alteryx automations and provided support for the myGI platform

Assistant Manager

PwC Acceleration Center
07.2022 - 01.2023
  • Directed R&D and CRC tax credit projects, building cost models using Alteryx and MS Access.
  • Automated workflow processes, reducing turnaround times and training staff on tools.
  • Developed insights from large datasets to support strategic client decisions.
  • Managed multiple projects across time zones, ensuring on-time delivery.

Tax Senior

Deloitte Tax LLP
06.2018 - 06.2022
  • Spearheaded automation of tax credit computations using Alteryx and Excel.
  • Collaborated with U.S.-based teams on technical documentation and workflow customization.
  • Delivered actionable reports and dashboards for tax planning and compliance.
  • Played a key role in myGI tool enhancement through custom workflow solutions

Contract Audit and Management (Executive)

TRC Consulting Pvt. Ltd.
12.2016 - 10.2018
  • Contract Review of Master Service Agreements, Software Licensing Agreements, Procurement Agreement, Supply & Services Agreement, Reseller/Distributor Agreements and all other procurement related contracts.
  • Contract Lifecycle Management.
  • Extraction of contracts to capture clauses that are as per the Business owner
  • Collating contract documents for clients from different projects with over a range of 1200 global customers by contacting the people of operations in global entities of the client worldwide.
  • Checking for the relevance, completeness and eligibility of the contracts received

Internship

Ernst & Young
08.2015 - 09.2015
  • Help clients choose the financial products and services that best meet their current and future needs.
  • Advising the clients on the right investments, savings, pensions, mortgages or insurance products.
  • Analysing the client’s business strategies and financial statements.
  • Provide assistance with various aspects of the assigned process, including data compilation, analysis, and documentation to develop methodologies.
  • Performing data analyses to identify and evaluate issues.
  • Assist with the development of operational strategy for the client’s management process

Education

MBA - Finance

Amity University
Noida
01.2016

PGDCA -

Shobhit University
Meerut
01.2014

BBA -

Guru Gobind Singh Indraprastha University
New Delhi
01.2013

C and C++ -

National Institute of Information Technology
Panipat
01.2010

Class XII -

National Institute of Open Schooling
Noida
01.2010

Certification

  • Enrollment agent (EA) 2018
  • Certified Public Accountant (CPA) 2021
  • Certified Financial Analyst (CFA) 2023
  • Certified Management Accountant (CMA) 2025

Timeline

Manager

Crowe Horwath US, LLP
11.2023 - Current

Assistant Manager

PwC Acceleration Center
07.2022 - 01.2023

Tax Senior

Deloitte Tax LLP
06.2018 - 06.2022

Contract Audit and Management (Executive)

TRC Consulting Pvt. Ltd.
12.2016 - 10.2018

Internship

Ernst & Young
08.2015 - 09.2015

MBA - Finance

Amity University

PGDCA -

Shobhit University

BBA -

Guru Gobind Singh Indraprastha University

C and C++ -

National Institute of Information Technology

Class XII -

National Institute of Open Schooling
Vaibhav Saroha