APURVA TALATHI
Pune
Summary
Dynamic Senior Financial Specialist with a proven track record at CFOLogic Private Limited, showcasing expertise in strategic financial planning and exceptional analytical thinking. Excelled in tax compliance, financial forecasting, and mentoring teams, significantly enhancing operational efficiency. Mastered QuickBooks and led innovative financial modeling, demonstrating outstanding communication and leadership skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Financial Specialist US and UK
CFOLogic Private Limited
Pune
07.2022 - 09.2024
- Company Overview: Outsourced CFO Services Experience (USA & UK)
- Prepared invoices using QuickBooks and Xero
- Managed accounts payables and receivables
- Processed payroll through Gusto and Deel
- Handled IRS tax returns (1065, 1120,1040) with schedules
- Responded to IRS notices and filed amended returns
- Managed tax payments via EFTPS
- Ensured compliance with franchise tax, BOI reporting
- Prepared monthly MIS reports, cash flow statements, and financial analysis
- Submitted CIS Returns, VAT Returns, and Payroll to HMRC (UK)
- Incorporated LLC, C Corp, and S Corp entities along with obtaining EIN and opening of bank accounts
- Developed Standard Operating Procedures (SOPs) for US and UK accounting and taxation
Senior Executive, Direct Tax
Dahotre and Dahotre
Pune
02.2021 - 09.2021
- Company Overview: Taxation and Team Management Experience
- Prepared and filed income tax returns for over 70 clients
- Managed SFT (Statement of Financial Transactions) and TDS (Tax Deducted at Source) returns
- Handled assessment proceedings preparation and submission
- Supervised and mentored a team of over 10 professionals
- Taxation and Team Management Experience
Accounting and Taxation Specialists
V.L. Jain & Co.
Pune
12.2015 - 01.2020
- Income Tax Returns for individuals, HUFS, real estate, and textile sectors
- Tax Audit for real estate, chemical, manufacturing, polymer, and trading sectors
- FCRA Regulation compliance and filings
- Statutory Audit for real estate sector companies and firms
- Assessment Proceedings: filing appeals before CIT(A)
- RERA, 2016: Submissions for interim relief and required E-forms
Education
Semi Qualified CA - Group II Cleared
The Institute of Chartered Accountant
India01.2024
Masters in Commerce -
University of Pune
Pune, India01.2019
Bachelor in Commerce -
Brihan Maharashtra College of Commerce
Pune, India01.2016
Skills
- Strategic Financial Planning
- Financial Forecasting
- Analytical Thinking
- Communication
- Taxation
- Auditing
- Financial Modelling
- Quickbooks
- Accounting
- 1120 and 1065
Accomplishments
- Initiated and contributed to strategies which lead to tax savings for clients.
- Won award two consecutive times for Ms. Powerhouse Excellent performance with positive energy
- Trained and led a high-performing team, developing expertise and driving collaborative success
Certification
- AI Tools and ChatGPT Workshop (be10X)
Timeline
Senior Financial Specialist US and UK
CFOLogic Private Limited
07.2022 - 09.2024
Senior Executive, Direct Tax
Dahotre and Dahotre
02.2021 - 09.2021
Accounting and Taxation Specialists
V.L. Jain & Co.
12.2015 - 01.2020
Semi Qualified CA - Group II Cleared
The Institute of Chartered Accountant
Masters in Commerce -
University of Pune
Bachelor in Commerce -
Brihan Maharashtra College of Commerce
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