Amit Kumar Sharma
Gurugam
Summary
Dynamic finance professional with a proven track record at Policybazaar (PB Fintech), excelling in record to report operations and audit coordination. Recognized for enhancing month-end efficiency through automation and cross-functional collaboration. Adept in Oracle and MS Excel, I drive process optimization while leading teams to achieve financial accuracy and compliance.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Deputy Manager - Finance • Finance & Secretaria
Policybazaar Insurance Brokers Private Limited
Gurugram
04.2026 - Current
- Oversaw revenue function tasks, ensuring accurate journal entries, intercompany accounting, and timely monthly closings.
- Enhanced month-end efficiency by spearheading automation of account reconciliation processes.
- Coordinated audits to ensure compliance with internal controls, reinforcing financial integrity.
- Collaborated across functions to identify variances and uphold reporting accuracy.
Supported testing and implementation of new ERP reporting modules. - Collaborated across functions to identify variances and uphold reporting accuracy.Supported testing and implementation of new ERP reporting modules.
- Achieved 'Rising Star of the Quarter' recognition for innovative workflow solutions in finance.
Assistant Manager - Finance • Finance & Secretarial
Policybazaar Insurance Brokers Private Limited
Gurugram
03.2024 - 03.2026
- Led revenue function encompassing journal entries, intercompany accounting, month-end closing, GL reconciliation, revenue sheet preparation, GSTR1 data preparation, debtors ageing, and ECL working.
- Spearheaded automation of account reconciliation processes, improving month-end efficiency.
- Received 'Rising Star of the Quarter' and 'Best Innovation Award' for streamlining finance workflow and reducing manual dependency.
- Coordinated successful audits and ensured internal control compliance across all financial reporting activities.
- Collaborated with cross-functional teams (P2P, FP&A, Tax) to resolve variances, enhancing reporting accuracy.
- Supported implementation and testing of new ERP reporting modules, facilitating smoother financial operations.
Accounts Manager
Heritage Xperiential Learning School
Gurugram
07.2022 - 03.2024
- Prepared monthly, quarterly, and annual financial statements, ensuring accurate expense allocation and variance analysis for informed decision-making.
- Managed finance cycle, encompassing general ledger, reconciliations, P&L analysis, payroll processing, and vendor management, ensuring financial accuracy and integrity.
- Maintained records and prepared monthly accruals and MIS reports for senior management, facilitating timely financial insights and strategic planning.
- Ensured statutory compliance (TDS, GST) and coordinated with auditors for year-end closing.
Accounts Manager
MRG School
Delhi NCR
04.2021 - 07.2022
- Supervised 3-member team managing daily accounting operations, including bank reconciliation, billing, fee ledger management, quarterly Financial Statement preparation, and regular reporting.
- Oversaw budgeting and fund allocation for school operations, promoting financial health and transparency.
- Maintained accurate records for audits, serving as point-of-contact for statutory and internal audits to ensure compliance.
Accounts Executive
Chartered Accountancy Firm
Dehradun
09.2014 - 03.2021
- Filed GST, TDS, and income tax returns; prepared for audits; reconciled ledgers and bank accounts to maintain financial integrity.
- Delivered comprehensive accounting services for diverse clients in trading, education, consultancy, and construction, ensuring compliance and accuracy.
- Developed expertise in core finance operations and statutory accounting, enhancing overall service delivery.
Education
Master of Business Administration -
Amity University Online
Noida01-2025
Bachelor of Commerce Hons. -
SOL - Delhi University
Delhi01-2017
Skills
- Month-end close
- General Ledger Accounting
- Journal entries
- Variance Analysis
- Budgeting & Forecasting
- Financial reporting
- Audit compliance
- Audit assistance
- R2R operations
- Process optimization
- ERP systems
- Oracle
- Microsoft Excel
- Tools: MS Excel
- Team supervision
- Fixed assets accounting
Certification
- Tally ERP 9 / Zoho Books - Advanced User
- Advanced MS Excel (Pivot Tables, VLOOKUP, Dashboard Reporting)
Other Details
10 Years, 2 Months, Delhi/NCR
Affiliations
- Cycle from Manali to Leh in 5 days
Timeline
Deputy Manager - Finance • Finance & Secretaria
Policybazaar Insurance Brokers Private Limited
04.2026 - Current
Assistant Manager - Finance • Finance & Secretarial
Policybazaar Insurance Brokers Private Limited
03.2024 - 03.2026
Accounts Manager
Heritage Xperiential Learning School
07.2022 - 03.2024
Accounts Manager
MRG School
04.2021 - 07.2022
Accounts Executive
Chartered Accountancy Firm
09.2014 - 03.2021
Master of Business Administration -
Amity University Online
Bachelor of Commerce Hons. -
SOL - Delhi University