Summary
Overview
Work History
Education
Skills
Accomplishments
Languages Known
Additional Information
Timeline
Generic

Akshatha

Bangalore

Summary

Experienced and enthusiastic finance expert holding a CA Intermediate qualification who has over 7 years of dedicated experience in delivering exceptional customer service across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.

Overview

9
9
years of professional experience

Work History

IND Consultant I - Financial Reporting

Aon Consulting Pvt Ltd
12.2023 - Current
  • Record to report function, including preparation and analysis of financial statements of captive insurance companies
  • Regular Interaction with domicile team to timely collect the appropriate information/inputs and perform general and technical accounting
  • Support for ad hoc queries, audit assistance, AGM meeting materials preparation and other additional work requests.

Freelancer as Accounting and Tax Advisor

Iuris Global Advisors LLP
03.2022 - 11.2023
  • Prepared tax returns for clients in various industries according to government regulations and requirements
  • Assisted clients in resolving tax disputes and representing them during tax assessments or audits
  • Researched tax implications for various deductions and credits
  • Managed end-to-end GST compliance, Prepared and filed monthly, quarterly, and annual GST returns for businesses of varying sizes
  • Communicated with clients regarding tax situations, providing guidance on financial decisions
  • Researched complex tax issues utilizing online resources and professional tax software
  • Analyzed financial information and made proactive adjustments
  • Used accounting software to prepare weekly and monthly financial reports
  • Analyzed financial discrepancies and provided solutions for accurate financial records
  • Coordinated with external auditors to resolve discrepancies
  • Completed financial reports, providing insight into performance, operations, and cash flow.

Accounting Specialist - Level 2

Consero Solutions India Private Ltd
09.2020 - 03.2022
  • Perform the day-to-day processing of accounts payable transactions for Multi-Currency & Multi-Entities
  • Well versed knowledge of Bill.com and Intacct applications
  • Payment applications to open invoices as per bank statements and handled payment complaints or discrepancies
  • Reconciled vendor statements to ensure accounts are up to date
  • Verify that transactions comply with financial policies and procedures
  • Review and process employee expense claims, corporate credit card spend and enforce compliance with company policy
  • Able to work independently as much as in a team; highly meticulous and organized.

Assurance Consultant

E&Y GDS
12.2019 - 03.2020
  • Associated as a Client serving contractor in Wealth and Asset Management team
  • Calculation of Net Asset Values (NAVs): I have adeptly performed the intricate calculations necessary for determining the Net Asset Values of funds
  • Review of Financials and Auditing: contributed to the comprehensive review of financial statements
  • I have also been involved in auditing processes, ensuring compliance with regulatory standards
  • Materiality Assessment: This process has involved critical analysis to identify significant data points that contribute to the overall financial picture
  • Interest and Commission statements: This involved gathering and analyzing data related to interest accruals and commission earnings, and then presenting this information in a clear and organized manner.

Articled Assistant

KPK Associates
09.2015 - 09.2018
  • Worked under the guidance of CA Padmanabha Kanchan, Brahmavar
  • The clients handled include from various industries such as Manufacturing, Service and Banking
  • Proficiently managed and executed end-to-end financial reporting processes, contributing to accurate and transparent presentation of company's financial performance
  • Statutory Audit of Companies, Partnership & Individuals
  • Led seamless E-filing of diverse tax returns, maintaining compliance with ever-evolving tax laws and regulations
  • Skillfully managed Tax Deducted at Source (TDS) processes and meticulously calculated advance tax liability, contributing to efficient and precise tax planning and payment.

Education

CA Intermediate -

Institute of Chartered Accountants of India
01.2019

Bachelor of Commerce -

Mangalore University
06.2015

Class XII -

Department of Pre-University Education Board
06.2012

Class X -

Karnataka Secondary Education Examination Board
05.2009

Skills

  • Detailed Financial Reporting
  • Strategic Tax Planning
  • Software Skills Mastery
  • Leadership Abilities
  • Dynamic Problem-Solving
  • Clear Financial Communication
  • Efficient Task Management and Multitasking
  • Client Relationship Management
  • Critical Thinking

Accomplishments

  • Awarded with 2 Spot Awards in span of 1 year in Consero Global Solutions
  • Participated in various Study Circle Meets, Conferences, National Conclaves/Conventions conducted by the ICAI.
  • Group leader of NSS squad during the school days.
  • Participated in various State level Basketball tournaments.

Languages Known

English
Hindi
Kannada
Tulu

Additional Information

LinkedIn: www.linkedin.com/in/akshatha-dattaraja-37091b1b1


Timeline

IND Consultant I - Financial Reporting

Aon Consulting Pvt Ltd
12.2023 - Current

Freelancer as Accounting and Tax Advisor

Iuris Global Advisors LLP
03.2022 - 11.2023

Accounting Specialist - Level 2

Consero Solutions India Private Ltd
09.2020 - 03.2022

Assurance Consultant

E&Y GDS
12.2019 - 03.2020

Articled Assistant

KPK Associates
09.2015 - 09.2018

CA Intermediate -

Institute of Chartered Accountants of India

Bachelor of Commerce -

Mangalore University

Class XII -

Department of Pre-University Education Board

Class X -

Karnataka Secondary Education Examination Board
Akshatha