Arthi Nagarajan
Chennai
Summary
To undertake more challenging assignments with consistent effort with sincere involvement. Keep update with the Technology and quickly adapt to the changing environment
Overview
18
18
years of professional experience
Work History
Associate Analyst & Analyst
Fidelity Investments
Chennai
12.2021 - Current
- Company Overview: Testing and Reporting Services (T&RS) provides plan sponsors and auditors with year-end financials and non-discrimination testing and also assists the plan sponsor to file Form 5500 with Internal Revenue Service (IRS) and Department of Labour (DOL).
- Validated data submitted by the client and perform non-discrimination testing.
- Developed expertise in ensuring the adherence of 401(k) plans to IRS non-discrimination testing requirements.
- Conducting comprehensive tests such as 402g, 415, ADP/ACP, Coverage & Top Heavy to assess plan compliance.
- Experience in handling the 5500 filing process.
- Cross-trained and worked with other different team (Data Management) during Q4 [Quarter 4] for all the 3 years, demonstrating agility and adaptability.
- Conduct 6 tests which includes 402g, 415, ADP/ACP, Coverage & Top Heavy to analyze & evaluate employee salary deferrals & employer matching contributions.
- Handling additional services to clients, including calculating employer matches, and calculating employer match true-up calculations to ensure compliance with plan requirements.
- Handle the 5500-filing process based on Plan Year End Summary.
- Quickly learned new processes and systems, contributing to team goals and ensuring seamless transitions during peak periods.
- Developed and implemented innovative ideas to improve team efficiency and effectiveness.
- Provided valuable insights and solutions to streamline processes, reduce backlogs, and enhance overall team performance.
- Testing and Reporting Services (T&RS) provides plan sponsors and auditors with year-end financials and non-discrimination testing and also assists the plan sponsor to file Form 5500 with Internal Revenue Service (IRS) and Department of Labour (DOL).
- Received 6 Zero Defects" (ZD) awards for maintaining 100% quality.
- Earned "You Have Earned It" (YEI) awards for excellent performance annually.
- Maintained over 140% productivity and 100% quality with on-time delivery.
- Earned recognition [On the spot] award for outstanding contributions.
Senior Taxation and Accounts Executive
S&N Financial Services Ltd
Chennai
10.2020 - 11.2021
- Prepared and Reviewed the below types of tax returns using client provided source documents and make sure to follow the client specific standing instructions in software’s like Ultratax, Profx and Lacerte etc.
- Individual [Form 1040], Partnership [Form 1065], Corporate [Forms 1120 & 1120S] and Fiduciary / Trust [Form 1041].
- Assemble the tax returns per procedure as Government, Client and File copied.
- Prepare / Supervise Trial Balance files for the purpose of Finalization of Accounting and Tax Return in Advance Flow software.
- Record the Depreciation and Amortization activities of clients in Fixed Assets Software.
- Prepare financial statements (BS & IS) and match with other reports.
- Prepare Capital Schedule [Allocation of Income and Liabilities among partners] as per client requirement and delivering it on TAT.
- Preparation of Bank Reconciliation for monthly basis in the software Quick books using Bank statements, Credit card statements and Brokerage statements etc.
Admin
Vijayan & Arun Chartered Accountants
01.2019 - 10.2020
- Updating Invoices and deposits in Tally using documents provided by Clients.
- Handled Bank reconciliation using Bank statement, Credit Card statements etc., in Tally.
- Handled Accounts, Taxation and Administration.
- Prepared GST/VAT in respective clients Gov link.
Senior Taxation Executive
Wolters Kluwer [Formerly called as Xpitax Solutions Pvt Ltd]
11.2007 - 04.2011
- Prepared and Reviewed the below types of tax returns using client provided source documents and make sure to follow the client specific standing instructions in software’s like Ultratax, Profx and Lacerte etc.
- Individual [Form 1040], Partnership [Form 1065], Corporate [Forms 1120 & 1120S] and Fiduciary / Trust [Form 1041].
- Assemble the tax returns per procedure as Government, Client and File copied.
- Preparation of Bank Reconciliation for monthly basis in the software Quick books using Bank statements, Credit card statements and Brokerage statements etc.
- Served as a mentor for new hires providing guidance and expertise.
Education
M.B.A - Finance
Madras University
B.COM - Commerce
Bharathidasan University
12 th Grade -
Town Higher Secondary School
Kumbakonam10 th Grade -
Town Higher Secondary School
KumbakonamSkills
Flexible to work
Energetic & enthusiastic
Good knowledge in basics of accounting
Hardworking and result oriented
Positive Approach
Pro-active
Humanitarian Approach
Self Development for Different Business Processes
Ability to follow through on multiple project deliverables and escalate issues appropriately
Proficient in MS Excel
Technical Qualifications - Software Handled
- Taxation - Ultratax, Profx, Lacerte, Pro-connect and Drake
- Trial Balance – Advance Flow, Creative Solutions Accounting
- Accounting – Quickbooks [QBW & QBO], Tally
- Testing – STARS, Camunda, PSW
Languages
Tamil
First Language
English
Proficient (C2)
C2
Personal Information
- Father's Name: R Nagarajan
- Husband's Name: Krishnan S
- Date of Birth: 11/20/85
- Gender: Female
- Marital Status : Married
Hobbies and Interests
- Listening Music
- Singing Bhajans
- Dance
- Badminton
- Devotional Travel
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Timeline
Associate Analyst & Analyst
Fidelity Investments
12.2021 - Current
Senior Taxation and Accounts Executive
S&N Financial Services Ltd
10.2020 - 11.2021
Admin
Vijayan & Arun Chartered Accountants
01.2019 - 10.2020
Senior Taxation Executive
Wolters Kluwer [Formerly called as Xpitax Solutions Pvt Ltd]
11.2007 - 04.2011
M.B.A - Finance
Madras University
B.COM - Commerce
Bharathidasan University
12 th Grade -
Town Higher Secondary School
10 th Grade -
Town Higher Secondary School
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