CA ADITI SHARMA
Bengaluru
Summary
Dynamic Financial Accounting Analyst with proven expertise at Wells Fargo in capital assessment and stress testing. Skilled in Microsoft Excel and data-driven decision-making, I successfully saved clients significant amounts through precise tax calculations and led impactful audits. Adept at fostering collaboration and ensuring compliance, I drive results in high-pressure environments.
Overview
3
3
years of professional experience
Work History
Financial Accounting Analyst
Wells Fargo
Bangalore
11.2024 - Current
- Facilitated comprehensive preparation of FR Y-14 Quarterly capital assessment and stress testing report.
- Assisted in preparation of Quarterly and Annual Financial Statements (10-Q and 10-K) for SEC Reporting.
- Managed preparation of Monthly Variance Package across assigned business groups, performed variance analysis, and documented detailed, business-ready commentary in alignment with Reporting Standards.
- Executed key SEC and Regulatory reports such as 15.01 , 2.54 , Country Exposure Report and FR2510 - maintaining high data quality, audit readiness, and adherence to reporting guidelines.
- Led Reserve Analysis and Significant Transaction assessments, ensuring reserve criteria compliance and escalating transactions deemed material for reporting.
- Supported the Loan Review process and performed trend analysis, including Commercial Accounting Reporting (CAR) to General Ledger (GL) reconciliations to validate data accuracy and credit movement.
- Developed and maintained monthly Key Performance Indicators(KPI) & Key Risk Indicators (KRI) metrics with interactive dashboards, driving data- driven decision making and risk monitoring across department.
Consultant
M N H & Co.
Hyderabad
05.2024 - 09.2024
- Prepared and filed Income Tax Returns for individuals and partnership firms, including TDS and TCS returns.
- Handled diverse income tax assignments related to advisory, compliance, and litigation, including client tax payments and refunds.
- Compiled various tax Audit forms, including 3CA, 3CB, and 3CD reports and Engaged in all three facets of indirect taxation: compliance, advisory, and litigation.
- Investigated issues in Goods and Services Tax concerning returns, refunds, E-way bills, audits, and assessments.
- Conducted monthly and annual GSTR-2A reconciliations with GSTR-3B, along with GSTR-9 and GSTR-9C for multiple clients.
- Saved approximately Rs. 20 Lakhs for a client by accurately calculating input tax credit reversals per Rule 42 of CGST Rules, 2017.
Assistant
STRL & Associates
11.2022 - 12.2023
- Facilitated collaboration as Team Leader and member for Bank Audit assignments with UCO Bank, Union Bank of India, and Bank of Baroda.
- Planned Audit Procedures, including documentation and physical verification of stocks.
- Conducted Audits on critical areas such as Revenue, Fixed Assets, Investments, and Expenses.
- Performed ledger scrutiny of loans payables, receivables and finding various irregularities in general ledger accounts.
- Supported daily operations by managing scheduling and coordinating meetings for team members.
Education
CHARTERED ACCOUNTANCY (CA) -
Institute of Chartered Accountancy of India
05-2024
Bachelor of Commerce (Honours) -
Gangadhar Meher University (GMU)
10-2020
Skills
- Microsoft Excel, Word, and PowerPoint
- Essbase and Teradata
- Co-pilot and Tachyon
- Tally ERP and Prime
- Compu Tax and TDS
- Genius and Express GST
Hobbies and Interests
- Music
- Travel
- Cooking
Accomplishments And Activities
- Won weekly tests held by firm for knowledge growth of GST, TDS, Income Tax.
- Participated in Quiz on PM Garib Kalyan Anna Yojana, Kalabharati Child Art Institute, Nanhe Kalakar, National Level Science Talent Search Examination, Sahodaya School Olympiad, etc.
- School House captain and Vice-Captain.
- Awarded a certificate from SMILE Foundation for spreading smiles to underprivileged children.
- Runner up in state level Business Quiz organised by D.A.V. School of Business Management, Bhubaneshwar.
- Anchored in many school events including Farewell Program organised in School.
Languages
English
Proficient (C2)
C2
Hindi
Native
Native
Timeline
Financial Accounting Analyst
Wells Fargo
11.2024 - Current
Consultant
M N H & Co.
05.2024 - 09.2024
Assistant
STRL & Associates
11.2022 - 12.2023
CHARTERED ACCOUNTANCY (CA) -
Institute of Chartered Accountancy of India
Bachelor of Commerce (Honours) -
Gangadhar Meher University (GMU)