Rohit Potdar
Finance
Mumbai
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Senior Manager
Unity Small Finance Bank Ltd.
09.2022 - Current
- Analyzed and prepared various MIS, bank reconciliations and account analysis documents to execute month-end closing.
- Developed and implemented new systems to improve organizational efficiency and productivity.
- Brainstormed and developed strategies to improve the team performance.
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
- Implemented and developed operational standards, policies and procedures.
- Data compilation for various audits
- Resolving concern of department regarding vendor payments processing
Deputy Manager – Finance
Bajaj Allianz Life Insurance Co. Ltd.
05.2021 - 09.2022
- Receivables and payables management
- Review vendor invoice processing
- Resolving issues in co-ordination with departmental spoc
- Weekly meeting with invoice processing team for review/discussion of invoice processing MIS
- Follow up with departments to resolve GST mismatches
- Handling statutory audits
- Handling IFC audits
- Handled IRDA inspection
- IRDA outsourcing report review
- Preparing employee-wise expenses MIS for channeled heading sales
- Preparing vendor v/s employee and vendor v/s agent reconciliation
- Review of vendor master to identify vendors having invalid GSTIN, PAN etc.
Manager – Taxation & Accounts
KPRM Solutions LLP
07.2019 - 04.2021
- Handling team of accounts and taxation
- Reviewing accounts of the companies
- Attending clients meeting
- Finalization of accounts and preparing financials
- Computation of tax liability and filing returns under GST & Income Tax Act
- Sales & ITC reconciliation for GST Audit
- Preparing Tax Audit Report
- ROC Compliances, assisting in Company formation and filling of Annual ROC returns.
Manager Accounts & Taxation
Mask Business Consultancy Business Pvt. Ltd.
06.2018 - 06.2019
- Manager in SAP B1 Implementation and Accounts & Taxation Team
- Work handled in SAP implementation projects
- Meeting with client for taking requirement
- Preparing Demo transaction for clients
- Preparing and finalizing transaction flow
- Existing System Audit of clients and taking requirement for set up required in new system
- Preparing and finalization of chart of accounts
- SAP Reports analysis
- Work handled in accounts and taxation
- Preparation of financial statement under Companies Act, 2013
- Review of work done by accounts team
- Review various statutory returns working and ensuring filing the returns before due dates
- Conducting training of accounts and SAP team.
Assistant Finance Manger
Curatas Pharmaceuticals LLP
01.2016 - 12.2016
- Handling accounts and taxation team
- Part of SAP B1 Implementation
- Finalizing chart of accounts
- Testing Transaction Flow
- Leading in System go-live
- Reviewing reports of SAP B1 and ensuring its correctness
- Approving daily transactions
- Preparing workings for filing statutory returns
- Streamlining salary process (200 Employees)
- Part of product MRP set-up team
- Preparing product wise cost analysis statement
- Preparing various reports as required by management.
Education
IPCC -
ICAI
CPT - undefined
ICAI
CS Executive – Group II - undefined
ICSI
CS Executive – Group I - undefined
ICSI
B.Com - undefined
Mumbai University
Class XII (Commerce) - undefined
Shree Samarth College, Maharashtra Board
Class X - undefined
Arvind Gandbhir High School, Maharashtra Board
Skills
Conversant with MS Office, Tally ERP, Genius, SAP B1, Oracle
undefinedArticleship
36 Months, M/s Manish R. Mehta & Associates, 02/13/YY, 02/16/YY, Conducting internal audit of Companies, Conducted statutory audit of Companies, Societies and Firms and Tax audit as per Income tax act. Carried out research work such as searching for case laws & legal opinions., Preparing and Finalizing books of accounts, Handling assessments under Income Tax Act, Service Tax Act and VAT Act, Income tax returns preparation and filing for Individuals, Firms & Companies. Income Tax Assessment, preparation of submissions and appearing before the assessing officer. TDS return preparation and filling.
Trainings
- Completed Information Technology Training and Advanced Information Technology Training Courses from I.C.A.I.
- Completed GMCS from I.C.A.I.
Personal Information
- Age: 31 years
- Gender: Male
Accomplishments
- Successfully implemented Oracle AP Module before the set deadline as a Project Leader in Unity Small Finance Bank
- Strengthening vendor onboarding process in Bajaj Life Insurance Ltd.
- Implemented GST set up in SAP B1 at various clients of Mask Business Consultancy
Timeline
Senior Manager
Unity Small Finance Bank Ltd.
09.2022 - Current
Deputy Manager – Finance
Bajaj Allianz Life Insurance Co. Ltd.
05.2021 - 09.2022
Manager – Taxation & Accounts
KPRM Solutions LLP
07.2019 - 04.2021
Manager Accounts & Taxation
Mask Business Consultancy Business Pvt. Ltd.
06.2018 - 06.2019
Assistant Finance Manger
Curatas Pharmaceuticals LLP
01.2016 - 12.2016
IPCC -
ICAI
CPT - undefined
ICAI
CS Executive – Group II - undefined
ICSI
CS Executive – Group I - undefined
ICSI
B.Com - undefined
Mumbai University
Class XII (Commerce) - undefined
Shree Samarth College, Maharashtra Board
Class X - undefined
Arvind Gandbhir High School, Maharashtra Board
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