CA AAKRITI BAGRI
Panchkula
Summary
Dedicated Team Leader with expertise in quality assurance initiatives, issue resolution and interpersonal communication. Proficient with project management, personnel training and production scheduling. Sets example for work ethic, punctuality and quality.
Overview
7
7
years of professional experience
Work History
Team Leader
JP Morgan Chase
Mumbai
09.2022 - Current
- Preparation of Financial Statement for Fund of Funds, Equity , Fixed income and Balanced funds as per US GAAP and IFRS for Internationally Renowned Mutual Funds (US and Australia).
- Coordinated team engagements and managed team deliverables to ensure timely completion of activities with top-notch quality.
- Reduced Financial Reporting time by developing internal controls to optimize process with the help of Alteryx templates.
- Training and mentoring the team of 15 with new technologies, including video recordings.
- Worked on systems like ARC, Excel, Word, and Alteryx.
- Received appreciations for 'Outstanding Team,' 'Excellent Client Service Award,' and 'Going Above & beyond'.
- Participated in inter-department sports tournaments and hosted events internally.
Analyst Intern
C & E Limited
Himachal Pradesh
12.2021 - 02.2022
- Examined Import duty Payments, LC discounting and other regulatory requirements.
- Reviewed Foreign Exchange Fluctuations, Branch reconciliations, TDS/TCS compliances.
- Preparing debtors aging, bank reconciliations, depreciation charts, ledger scrutiny, vouching, and variance analysis.
Article Assistant
Ashwani K Gupta & Associates
Panchkula
10.2017 - 10.2020
- Working experience of statutory and tax audits of listed and unlisted entities, including e-commerce operators, government corporations, real estate entities, trading, manufacturing, and trusts.
- Conversant with Direct and Indirect Taxation Laws, Industrial and Commercial Laws, and Corporate Laws, including filing of returns.
- Assisted in internal and GST audits, stock audit, and prepared financial statements of companies in compliance with the Companies Act, Accounting Standards, and Guidance notes.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
05-2022
Bachelor in Commerce
SD College
Chandigarh05-2019
Senior Secondary Examination
Sacred Herat Sr. Sec. School , Chandigarh05-2016
Matriculation
Sacred Hear Sr. Sec. School, Chandigarh05-2014
Skills
- Team Player
- Business Intelligence
- Communication
- Strategic Planning
- Time management
- Creativity and Innovation
Accomplishments
- JPMC- Oustanding Teamwork , Going above and beyond , Excellent Client Service;
- Walkathon season - 7;
- ICAI - ICAI-Orientation Programme, Information Technology , MCS –2 , Advance ITT Course;
- Silver Medal- Carrom singles , Foosball;
- Bronze Medal - Chess and Carrom doubles;
- Awarded for 2nd best presentation Presenter by ICAI for “Warren Buffet”.
Technical Proficiency and Training
- ARC Suits , Alteryx - Beginners, Microsoft Word , Excel and Power Point and Tally ERP 9 and 7.2 , Computax, CompuTDS , Tally Prime.
Websites
Leisure Activities
- Swimming
- Travelling
- Reading
- Adventure Sports
- Singing and Music
Timeline
Team Leader
JP Morgan Chase
09.2022 - Current
Analyst Intern
C & E Limited
12.2021 - 02.2022
Article Assistant
Ashwani K Gupta & Associates
10.2017 - 10.2020
Chartered Accountant -
Institute of Chartered Accountants of India
Bachelor in Commerce
SD College
Senior Secondary Examination
Matriculation
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