Aniruddha Shukla
Accountancy
Noida
Contact
Mobile No- 8510045097
E-Mail ID - Aniruddhashukla270@gmail.com
Summary
Semi-qualified CMA (ICMAI) and CA aspirant with 2.5+ years of experience spanning Financial Planning & Analysis (FP&A), investment operations, and tax advisory. Proven expertise in budgeting, forecasting, variance analysis, and MIS reporting, with 15 months of hands-on FP&A experience at Max Life Insurance. Strong exposure to GST litigation, income tax compliance, and tax planning assignments. Adept at financial analysis, data reconciliation, and regulatory reporting using Excel and SAP. Known for delivering accurate insights, improving reporting efficiency, and supporting strategic decision-making in fast-paced environments.
Overview
3
3
years of professional experience
2
2
Certifications
3
3
years of post-secondary education
Work History
Financial Planning Analyst & Investment Operation
Axis Max Life Insurance Limited
07.2022 - 09.2023
- Supported annual budgeting and periodic forecasting, ensuring alignment with business objectives
- Conducted variance analysis (Actual vs Budget vs Forecast) and provided actionable insights to management
- Performed data validation and reconciliation to improve accuracy and reliability of financial reports
- Partnered with business teams to collect data and understand cost drivers and revenue trends
- Assisted in expense monitoring and cost optimization initiatives
- Contributed to financial planning processes by analyzing historical data and trends
- Streamlined reporting processes using Excel, improving efficiency and reducing manual errors
- Supported senior management with ad-hoc financial analysis and reporting
- Contributed to the successful implementation of controls ensuring the seamless launch of the NPS arm
- Managed daily cash inflows of approximately INR 15 Cr for investments across Equity, Debt, and Mutual Funds
- Analyzed and monitored daily investment exposure to industry, sector, and asset class for regulatory compliance using SAP and Excel
- Developed automated compliance models, reducing turnaround time from 1 week to 2 days
- Prepared analysis reports for the Board, Committees, and Regulatory compliance reviews
- Collaborated with cross-functional teams on SAP enhancements, broker empanelment, and process optimization
- Developed an Excel model to cross-check NAV calculations, ensuring accuracy
- Coordinated with regulators to streamline and implement a new compliance model
- Verified compliance with relevant laws and regulations, including the Income Tax Act and GST.
Finance & Tax Associate
B Bhushan & Associates
02.2026 - Current
- Handling GST and income tax-related assignments, including return preparation and compliance
- Managing litigation cases, including Unicorn litigation matters and related documentation
- Performing reconciliation of Books vs Returns (GST & Income Tax) to identify and resolve discrepancies
- Assisting in preparation of submissions and supporting documents for tax proceedings
- Working closely with clients to ensure accurate reporting and timely compliance
Tax Consultant
Taxspanner
- Developed customized solutions for complex tax situations, resulting in optimized outcomes for clients.
- Filing Income Tax Returns (ITR) for individual clients
- Providing tax planning strategies to reduce tax liability
- Assisting clients with deductions, exemptions, and compliance
- Ensuring timely and accurate filing with proper documentation
Education
CMA - Cleared Both Inter Groups
CMA Final
06.2023 - Current
M.Com -
Indira Gandhi National Open University
Skills
Microsoft Office Suite
SAP
Financial Analysis
Accomplishments
- Facilitator to Seamless Launch of Business – Axis Max Life Insurance Limited
- Recognition for Exceptional Contribution – Axis Max Life Insurance Limited
Certification
ICITSS (Information Technology & Orientation Course) Institute of Chartered Accountants of India (ICAI)
Area of Interests
- Financial Accounting
- Cost Accounting
- Auditing
- Taxation
- GST