Aditi Shet
Mumbai
Summary
Dynamic financial leader with extensive experience at Publicis Groupe, specializing in advanced data analysis and visualization using Power BI and Excel. Proven track record in delivering actionable insights that drive profitability and strategic decisions. Adept at cross-functional collaboration and risk mitigation, enhancing operational efficiency and compliance across diverse industries.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Manager - Financial Analysis & Reporting
Publicis Groupe
Mumbai
12.2020 - Current
- Revenue & Profitability Insights: Leveraged Power BI and advanced Excel models to perform trend and variance analysis, tracking revenue performance against budget and forecasts. Delivered data-driven recommendations that supported strategic and operational decisions.
- Budgeting & Forecasting Models: Built dynamic financial forecasting tools and cash flow models using Excel and scenario planning techniques. Collaborated cross-functionally to refine assumptions, enabling more precise and agile financial planning.
- Cross-Functional Data Consolidation: Used data modeling and ETL practices to consolidate inputs from finance, operations, and business teams. Enabled unified, real-time reporting and deeper business insight via Power BI dashboards and Excel analytics.
- Management Reporting & Analysis: Developed interactive dashboards and automated reporting packages in Power BI, including P&L statements, balance sheet visuals, and KPI tracking. Streamlined visibility into performance drivers, cost variances, and strategic metrics.
- Risk Assessment & Mitigation: Conducted structured financial and operational risk analyses, integrating historical trends and real-time data to identify vulnerabilities. Applied Agile problem-solving approaches to develop mitigation strategies and boost financial resilience.
- Month-End Close Leadership: Oversaw the month-end close process ensuring timely journal entries, reconciliations, and compliance with GAAP. Automated repetitive tasks using Excel macros and templates to reduce close timelines.
Manager
Savage & Palmer
Mumbai
05.2019 - 12.2020
- Team Leadership & Development: Successfully built and led high-performing clerical teams, earning recognition for excellence in delivering statutory compliance services (GST, TDS, PF, ESIC, etc.) across multiple industries. Trained executives on compliance procedures, ensuring timely and accurate reporting for clients.
- Accounts Finalization & Review: Oversaw monthly and annual account finalization, including provisional balance sheet preparation, fixed asset depreciation, and financial statement creation per Companies Act 2013. Prepared projected balance sheets and budgeted reports, ensuring adherence to statutory requirements.
- Financial Reporting & Analysis: Prepared detailed MIS reports and financial presentations (Excel, PPT), providing clients with insights into business performance. Conducted ratio analysis and financial health assessments, advising clients on improving profitability and financial management. Developed standardized profitability tracking tools to monitor product-wise margins, collaborating with sales and production teams.
- Data Visualization – Power BI: Developed interactive Power BI dashboards to visualize sales data and performance metrics, integrating multiple data sources. Delivered ad-hoc reports with visual tools (scatter plots, pie charts, maps) to meet client requirements, facilitating data-driven decision-making.
- Indirect Taxation: Managed GST compliance, including GSTR3B, GSTR1 filings, and GSTR2A reconciliation. Assisted in the preparation of VAT, C Forms, and GST notices, and ensured LUT filings for export clients.
- Direct Taxation: Provided expert consultancy on TDS matters, including computation and filing of TDS returns, equalization levy, and foreign payment compliance. Handled income tax calculations, advance tax assessments, and documentation for tax notices.
- Handling Team size: 10-12
Assistant Audit Manager
Mukesh Shet & Associates
Bangalore
02.2015 - 01.2019
- Client Interaction & Team Coordination: Engaged with senior management teams during audit reviews and the finalization of financial statements, coordinating with in-house teams to guide them through internal and statutory audits, ensuring compliance and accuracy.
- Operational, Compliance & Financial Audits: Assisted in developing and testing audit programs for operational, compliance, and financial audits. Managed audit documentation and maintained detailed working papers. Identified areas for efficiency improvements and gaps in internal controls, providing actionable recommendations to enhance operational effectiveness.
- Audit Reporting: Prepared internal audit reports, Form 3CD for statutory audits, and quarterly compliance reports, contributing to the successful completion of audits and the identification of areas for process enhancement.
- Accounts & Financial Reporting: Led the preparation and finalization of books of accounts across various industries, including accounts payable and accounts receivable analysis. Generated outstanding balances reports for debtors and creditors to ensure financial transparency.
- Income Tax Compliance: Filed Income Tax Returns for individuals, companies, partnerships, and trusts. Prepared advance tax computations and managed tax payments, ensuring adherence to tax regulations.
- Scrutiny & Appeals: Managed the preparation of submissions in response to notices received from income tax and sales tax authorities during assessment and appeal proceedings, ensuring the accuracy and timeliness of filings.
- Statutory Compliance & Filings: Oversaw the preparation and filing of annual VAT returns (VAT 240s) and company returns (AOC-4, MGT-7, ADT-1) via the MCA Portal. Facilitated customs refund certificates, online GST registration for companies and firms, and managed monthly reviews of GST, PT, and TDS tax computations and filings.
Education
PGDBM -
Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai12.2021
B.Com - Accounts & Finance
IGNOU
Bengaluru01.2015
Intermediate level -
ICAI
Bengaluru11.2014
Skills
- Tools and Technologies: Power BI, Excel (advanced), MS PowerPoint, ERP systems (SAP, Oracle)
- Financial and Data Analysis: Forecasting, Budgeting, Variance Analysis, Revenue Analysis, KPI Tracking
- Business Analysis: Requirements Gathering, Stakeholder Engagement, Process Mapping, Root Cause Analysis, Agile and Scrum Frameworks, Cross-Functional Collaboration
- Reporting and Visualization: Dashboard Design (Power BI), Data Consolidation, Executive-Level Reporting, Financial Reporting (P&L, Balance Sheet), MIS, and Ad-hoc Reporting
- Compliance & Auditing: Tax Compliance, Statutory Audits, Internal Controls, and Risk Mitigation
Certification
- Masters in Business Analyst
Personal Information
Date of Birth: 10/14/92
Languages
- English
- Hindi
- Gujarati
Timeline
Manager - Financial Analysis & Reporting
Publicis Groupe
12.2020 - Current
Manager
Savage & Palmer
05.2019 - 12.2020
Assistant Audit Manager
Mukesh Shet & Associates
02.2015 - 01.2019
PGDBM -
Narsee Monjee Institute of Management Studies (NMIMS)
B.Com - Accounts & Finance
IGNOU
Intermediate level -
ICAI
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