Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Websites, Portfolios and Profiles
Hobbies and interests
Timeline
Generic

AKSHAY OBEROI

DELHI

Summary

Strategic Finance Manager with strong track record in financial planning, analysis, and reporting. Expert in budget management, forecasting, and optimising financial performance to drive business growth. Skilled in stakeholder management, fostering collaboration across departments, and implementing cost-saving initiatives. Proven ability to deliver insightful financial insights that support data-driven decision-making and enhance profitability. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

10
10
years of professional experience
1
1
Certification

Work History

FINANCE MANAGER

APL APOLLO
NOIDA
08.2024 - Current
  • Collaborated with the holding company tax team to address complex taxation concerns.
  • Drafted comprehensive reports for GSTR9 and 9C compliance.
  • Managed timely preparation and submission of various GST forms including GSTR1 and 3B.
  • Completed tasks related to GST audit documentation.
  • Managed financial operations, including budgeting, forecasting, and financial reporting, to support business objectives.
  • Managed cash flow to optimise liquidity and ensure availability of funds for operational needs.
  • Oversaw month-end and year-end close processes, ensuring accuracy and timeliness of financial statements.
  • Reviewed and approved all financial transactions, maintaining strict control over expenditures.
  • Coordinated with external auditors to facilitate annual audits, achieving clean audit reports.
  • Evaluated finances to assess budget and controls and identify areas for improvement.

Consultant

RK OBEROI & COMPANY
Delhi
04.2015 - 08.2024
  • Preparation/Drafting of replies of notices related to 143/147 assessments, 133(6) and CIT (Appeals)
  • Assisting in tax litigation cases related Income Tax Appellate Tribunals
  • Preparation/Drafting of letters for rectification and other compliances of Income Tax along with Departmental matter
  • Furnishing of Tax Audit Report of 50+ corporate and non-corporate clients under the Income Tax Act for a diverse client base turnover ranging between Rs 1 Crore to Rs50 Crore & other taxation matters like reviewing refunds and demands
  • Prepared, vetted & filed 200+ Income Tax Returns for a client base amounting up to Rs10 Crore of Total Income
  • Handled work regarding assessment proceedings including drafting and filling replies in response to various notices on the income tax e-filling portal
  • Comprehensive preparation & statutory audit of financial statements prepared as per the Companies Act and relevant accounting standards
  • Preparation and finalization of audit report as per CARO
  • Vetted and helped in filling of advance tax calculations, GST returns and corrections thereof
  • Registration formalities of various clients for GST
  • Preparation and filing of GST returns, E-way bills, TDS returns
  • Obtaining IEC for various persons and preparation of Refunds under IGST
  • Reviewing and Drafting Replies to various Notices of GST

Education

CHARTERED ACCOUNTANT - Accounting And Finance

ICAI
DELHI, INDIA
05.2023

CFA - Finance

CFA INSTITUTE
USA

CPA - Accounting And Finance

AICPA
USA

ENROLLED AGENT -

IRS
USA

Skills

  • Problem Solving Mindset
  • Proficient in Microsoft Office
  • Proficient Communication Skills
  • Conversant with all taxation latest packages
  • Work Planning and Prioritization
  • Project Leadership
  • Cloud Computing
  • Business Analysis
  • Strategic Planning
  • Team Leadership
  • Excel proficiency

Certification

NISM PMS DISTRIBUTION CERTIFIED (PAPER 21A)

Accomplishments

  • Participated in Inter School Computer Economics Symposium in Business Booster Corp. Held on 2007-08-24.
  • Participated in various debates, Quiz, extempore competitions at school level.
  • Completed the Computer Training Course conducted by Board Of Studies, The Institute Of Chartered Accountants Of India, GMCS course.
  • Obtained Scholarship from US CFA Institute for Enrollment of US CFA Programme and Exam as well.

Websites, Portfolios and Profiles

https://www.linkedin.com/in/ca-akshay-oberoi/

Hobbies and interests

  • LOVE TO PLAY GOLF
  • LISTENING MUSIC

Timeline

FINANCE MANAGER

APL APOLLO
08.2024 - Current

Consultant

RK OBEROI & COMPANY
04.2015 - 08.2024

CHARTERED ACCOUNTANT - Accounting And Finance

ICAI

CFA - Finance

CFA INSTITUTE

CPA - Accounting And Finance

AICPA

ENROLLED AGENT -

IRS

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