Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Amanpreet Kaur

Kharar

Summary

Detail-oriented and committed finance professional with a strong foundation in accounting, auditing, taxation, and compliance. Successfully completed CA Inter and holds a B.Com degree from Punjab University. Demonstrates sound analytical skills and a hands-on approach to bookkeeping, financial statement preparation, and tax filings. A proactive communicator with a professional speaking ability and experience across corporate and logistics sectors.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Associate - Fund Accounting

GREYSTAR SERVICES INDIA PRIVATE LIMITED
06.2023 - Current
  • Legal Documentation & Deal Setup:
    Maintained and organized legal documents related to new deal setups and participant admissions for Promote share allocations, ensuring all documentation is accurate, up-to-date, and securely stored.
  • Participant Portal Management:
    Uploaded and maintained accurate records of Promote share allocations and legal documents on the designated participant portal, ensuring secure and seamless access for stakeholders.
  • Pre-Distribution Allocation Checks:
    Performed allocation verification for participants before any Promote distribution, ensuring consistency with agreed terms and deal structure.
  • Ongoing Data Integrity Validation:
    Conducted daily checklist-based reviews of participant data to ensure ongoing accuracy and completeness on the portal.
  • Bank Activity Review & Accounting Coordination:
    Reviewed bank transactions and maintained a cash tracking spreadsheet to assist the Accounting team with timely and accurate journal entries.
  • Ad-Hoc Operational Support:
    Executed various ad-hoc tasks across teams, demonstrating flexibility, problem-solving, and a proactive approach to emerging business needs.

Associate

SRP US Logistics Pvt. Ltd.
06.2022 - 01.2023
  • Invoice Upload and Verification:
    Responsible for uploading vendor/client invoices to the designated payment portal after thorough verification of required supporting documents, approval credentials, and adherence to organizational policies. Ensures timely and accurate processing to avoid payment delays.
  • Peer Invoice Review and Quality Control:
    Reviewed invoices uploaded by fellow team members to ensure completeness, correctness, and compliance with internal guidelines. Identifies any discrepancies or missing information and provides feedback or corrective suggestions to maintain process integrity and consistency.
  • Discrepancy Management :
    Acts as the point of contact for identifying, documenting, and escalating invoice-related discrepancies.
  • Daily Reporting and Team Performance Tracking:
    Maintains accurate records of daily work completed by the team, including invoice processing metrics, pending items, and escalations. Prepares and shares daily reports with supervisors or management to provide visibility into team performance and operational efficiency.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.

Articled Assistant

Mehan Associates
08.2017 - 08.2020
  • Statutory Audits
    Conducted statutory audits of diverse entities, including National Insurance Company Limited and various public and private sector banks, in accordance with applicable auditing standards. Responsibilities included planning audit procedures, testing internal controls, vouching and verification of transactions, and drafting audit reports.
  • Income Tax Compliance
    Managed end-to-end preparation and filing of Income Tax Returns (ITRs) for individuals, firms, and companies.
    Experienced in preparing and filing Form 15CA/15CB for remittances under the Income Tax Act and ensuring compliance with applicable foreign remittance guidelines.
  • TDS/TCS Compliance
    Handled timely computation, deduction, and filing of TDS (Tax Deducted at Source) and TCS (Tax Collected at Source) returns. Ensured accurate reconciliation of Form 26AS and compliance with statutory due dates.
  • GST Compliance and Audits
    Responsible for preparation and filing of GST returns (GSTR-1, GSTR-3B, GSTR-9, GSTR-9C) for various clients across industries.
    Conducted GST audits, including reconciliation of turnover, input tax credits, and preparation of audit reports to ensure full compliance with the GST Act.
  • Tax Audits
    Conducted Tax Audits of various entities under Section 44AB of the Income Tax Act, including preparation and filing of Form 3CD with comprehensive annexures and compliance checks.
  • ROC (Registrar of Companies) Compliance
    Assisted clients in fulfilling their ROC filing obligations, including preparation and submission of statutory forms such as MGT-7, AOC-4, DIR-3 KYC, and other event-based filings as required under the Companies Act.
  • Collaborated with team members to complete audits in a timely manner, improving overall department productivity.
  • Reconciled worksheets to verify accuracy of documents or records.

Education

CA Inter -

The Institute of Chartered Accountants of India
Delhi, India
05.2018

B.Com -

Punjab University
Chandigarh, India
05-2018

Skills

  • Positive interpersonal skills
  • Collaborative teamwork
  • Client support
  • Analytical problem-solving
  • Effective time management
  • Detail-oriented approach

Certification

  • Certificate Course in Computer Accounts (Tally) with "A" Grade
  • Domestic Data Entry Operator Certificate
  • Certificate Course in Computer Applications with "A" Grade



Timeline

Associate - Fund Accounting

GREYSTAR SERVICES INDIA PRIVATE LIMITED
06.2023 - Current

Associate

SRP US Logistics Pvt. Ltd.
06.2022 - 01.2023

Articled Assistant

Mehan Associates
08.2017 - 08.2020

CA Inter -

The Institute of Chartered Accountants of India

B.Com -

Punjab University

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