Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Associate Process Manager
EClerx Services
05.2024 - Current
Streamlined processes by identifying inefficiencies and implementing solutions to optimize workflow.
Responded rapidly to market shifts to make changes to corporate processes.
Improved efficiency and effectiveness of performance and management of processes across departments.
Monitoring the Reconciliation Dashboard for aging break and exceptions on a daily basis and chasing and escalating them to the concerned parties.
Resolving custodian issues to ensure timely settlement of trade.
Accountability around both break and dispute ownership / resolution across functions
Ensuring team adherence to all cut-off times and quality of processing as maintained in SLA
Keep Management informed of the exceptional occurrences, to enable appropriate action
Executing all the governance and management activities.
Making weekly and Monthly Reports
Evaluated impact of process change on overall operation and determined return on investment.
Collaborated with technical and administrative teams to develop and implement successful corrective plans.
Senior Financial Analyst
EClerx Services
4 2022 - 04.2024
Cash settlements and Reconciliation
Collateral Interest Booking and Reconciliation
Resolving and reconciling all kind of margin discrepancies and margin call issues.
Escalate unresolved discrepancies to management.
Manage and reduce risk associated with settlement failure.
Achieved highest client and agent satisfaction ratings.
Dispute reporting to senior management, risk and the business and ability to explain issues to all levels.
Accountability around both break and dispute ownership / resolution across functions
Resolving any issue in SSI's to ensure timely settlement of trade.
Ensure team adherence to all cut-off times and quality of processing as maintained in SLA
Keep Management informed of the exceptional occurrences, to enable appropriate action
Preparing all month end and week reports
Assisting senior management with all the governance and management activities.
Specialist
PriceWaterhouseCoopers LLP
09.2021 - 04.2022
Assist with tax assessment analysis and appeals
Develop a strong relationship and work closely with the global controllership team and global tax team
Prepare and file annual tax returns for leading software development companies and automotive company's employees.
Preparing Monthly TDS working and advance tax calculation.
Preparing Quarterly advance tax calculations and sharing the same with the assignee's
Assisting in filing PAN applications
Preparing revised tax returns and filing them with the authorities
Helping inbound assignee's with their taxation in India
Filing Form 30 C and 30 A with the Tax authorities
Assisting client to obtain No Objection Certificate of the expatriates from Income tax department before leaving India.
Developing and implementing process improvements.
Helping with the risk process, by analyzing the new client and risk related to the same.
Conducting India tax orientation meeting with assignees before they leave India and to the expatriates before they come to India for an assignment, to brief them about the India tax compliances during their assignment period.
Visiting tax office for assisting clients with the Notice received
Assisting with end to end risk management and KYC procedures.
Senior Tax Executive
Deloitte Haskins and Sells LLP
01.2018 - 09.2021
Assist with tax assessment analysis and appeals
Develop a strong relationship and work closely with the global controllership team and global tax team
Prepare and file annual tax returns for leading software development companies and automotive company's employees.
Coordinating with the client to get information to file their India tax returns
Responding to client queries regarding issues of individual taxation.
Analyzing tax relief available to individuals under Double taxation avoidance agreements of India with other countries.
Computation of Annual Definitive Hypothetical Tax Calculation for the assignees.
Preparing Monthly TDS working and advance tax calculation.
Preparing Quarterly advance tax calculations and sharing the same with the assignee's
Assisting in filing PAN applications
Preparing revised tax returns and filing them with the authorities
Helping inbound assignee's with their taxation in India
Filing Form 30 C and 30 A with the Tax authorities
Assisting client to obtain No Objection Certificate of the expatriates from Income tax department before leaving India.
Developing and implementing process improvements.
Helping with the risk process, by analyzing the new client and risk related to the same.
Conducting India tax orientation meeting with assignees before they leave India and to the expatriates before they come to India for an assignment, to brief them about the India tax compliances during their assignment period.
Visiting tax office for assisting clients with the Notice received
Education
Master of Commerce - Advanced Accounting And Taxation
Symbiosis College of Arts And Commerce
Pune, India
04.2001 -
Bachelor of Commerce - Marketing And Advanced Accounting