Aashima Bhalla
New Delhi
Summary
Chartered Accountant having 4 years of post-qualification experience in offshore accounting & client management, corporate and individual taxation, and assurance. My career objective is to excel in any assignment through innovation and professional skills with full dedication and devotion, using all energy at my command and raise the organization to new heights.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Supervisor/Assistant Manager
MGO India Private Limited
India
02.2020 - Current
- Preparation and review of monthly closure of client's books based on US
GAAP and assisting in preparation of management reports. - Conduct variance analysis to identify trends, potential risks, and opportunities for improvement.
- Performed accounts receivable and payable functions, including
issuance of invoices, credit memos and collections. - Serve as the primary contact for external auditors during year-end audits.
- Lead and manage a team of 3 financial advisors, providing guidance, training, and performance evaluations.
- Identify inefficiencies in financial processes and implement improvements to streamline operations and enhance accuracy.
- Ensuring statutory compliances and timely filing and preparation of
statutory returns like Sales Tax Return for California State and filing of
annual 1099's. - Communicate financial information and key insights to executive leadership and department heads, facilitating informed decision-making.
- Oversee client relationships, ensuring high levels of satisfaction and addressing complex financial needs.
- Stay abreast of regulatory changes and implement necessary adjustments to advisory practices.
Associate
JVG & Associates
India
04.2019 - 12.2019
- Assisted as joint team leader & as team member on multiple statutory audits of listed, public and private limited companies with direct reporting to signing partner
- Return filling and tax audits: Preparation of financial statement for Proprietor, Partnership Firm & Companies and filing Income tax, ROC, GST, and TDS Returns
- System and Process Audits: Evaluation of Standard operating procedures (Sales, Purchase, Manpower, and Infrastructure).
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
01.2019
Certified Public Accountant - (Pursuing)
American Institute of Certified Public Accountants
USBachelor of Commerce (H) -
School of Open Learning, Delhi University - India
01.2015
High School -
IntacctVivekanand School - Anand Vihar, India
01.2012
Skills
- Quick Books (Online and Desktop), Sage Intacct, Restaurant 365
- Billcom, Expensify, SAP Concur
- Gusto, Paychex
- CaseWare, CCH Engagement, Fathom
- Infinity Loan Management, Tier3
- Teamwork, Lastpass
- Tally ERP, Computax
- MS Office
Industry Expertise
- Cannabis
- Not for Profit Organizations
- Hospitality
- Manufacturing & production-Food production, medical equipment, and supplies, etc.
- Investment Management
- Event and Food
- Automotive
Certification
Bill.com
- Sage Intacct Accounting Specialist
- Quick books Online
Accomplishments
- Awarded 'Star of the Month' thrice in MGO India Private Ltd.
- Awarded the Pinnacle award for outstanding performance in Quarter 2 2022 in MGO India Pvt. Ltd.
Languages
- English
- Hindi
- Punjabi
Timeline
Supervisor/Assistant Manager
MGO India Private Limited
02.2020 - Current
Associate
JVG & Associates
04.2019 - 12.2019
Chartered Accountant -
The Institute of Chartered Accountants of India
Certified Public Accountant - (Pursuing)
American Institute of Certified Public Accountants
Bachelor of Commerce (H) -
School of Open Learning, Delhi University - India
High School -
IntacctVivekanand School - Anand Vihar, India
Bill.com
- Sage Intacct Accounting Specialist
- Quick books Online
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