Summary
Overview
Work History
Education
Skills
Linguistics
Accomplishments
People Handling
Personal Information
Timeline
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B. SATHYAKUMAR

B. SATHYAKUMAR

Chennai

Summary

Experienced finance professional with expertise in financial analysis, credit analysis, and staff training, ready to leverage these skills to drive financial success and support a new team. Proven track record in managing financial operations and ensuring tax compliance. Eager to contribute as a Finance Manager to achieve strategic financial goals.

Overview

18
18
years of professional experience

Work History

FINANCE MANAGER

Winsar Infosoft Pvt Ltd
05.2017 - 05.2025
  • Monitor the Accounting software entries HO and Intercompany transactions
  • Handling the sales contracts, partner agreements, and NDAs for legal compliance and adherence to company policies.
  • Supported the RFP process by coordinating documentation and timelines with internal stakeholders.
  • Coordinate with both Internal and External Auditors to address their inquiries and ensure timely submission of all required data, documents, and information for audit completion.
  • Verified alignment between sales orders, client proposals, and purchase orders (POs), ensuring accuracy before updating CRM records and supporting smooth order processing.
  • Responsible for Payroll processing BRS & voucher signing authority for all bank accounts.
  • Created sales opportunity Monthly reports, identifying variances and business opportunities using CRM tools.
  • Reviewed and approved sales and marketing team claims in accordance with company policies, ensuring compliance, accuracy, and timely processing
  • Calculated monthly and quarterly sales/presales commissions / Incentives region wise accurately and ensured proper documentation.
  • Partnered with sales and project teams to prepare financial forecasts and operational budgets aligned with company targets.
  • Resolve account payable and receivable issues or queries.
  • Accurately perform daily reconciliations of cash, check and credit card transactions, and tally and file invoices.
  • Develop monthly financial statements that include cash flow, profit and loss statements, and balance sheets.
  • Act as a key financial advisor to senior management, providing guidance on cost control and resource allocation.
  • To help with monthly closings and preparing monthly/annual financial statements
  • Oversee the taxes and compliances in the organization
  • Reviewed and managed change requests in collaboration with PMs and customers, ensuring timely approvals and implementation.
  • Responsible for accuracy of the book keeping records and transactions
  • Delivered weekly to annual reports (e.g., AR Aging , billing forecast) in line with global financial standards.
  • Regularly tracking updates and legislative changes in GST and Income Tax
  • GST – Filling working knowledge from the beginning 01.07.2017 ( GSTR-1,3B ,Credit note, Export, and Annual return GSTR-9)
  • GST-Maintain the Monthly new advance received report and advance adjusted report.
  • RCM- Import of service & Domestic service
  • ITC – entries to be cross checking
  • GST- e-invoice working knowledge (GSTR-1 & GSTR-3B ) maintaining from 01 Oct 2022.
  • Income tax 26AS report and FORM 3CA & 3CB and STPI – filling
  • Knowledge in Advance tax, PTDS, Dividend, 26AS report and WHT (Withholding tax)
  • TDS – Quarterly filling and timely submit the form to vendor and staff
  • Timely Prepare and provide the Form 16 A and Form 16 Part A and Part B
  • Maintains an accurate filling GST,TDS,STPI and record maintain in folders.
  • Inward remittance, outward remittance to be settle in online and other bank related handling.

ACCOUNTS & FINANCE EXECUTIVE

Winsar Infosoft Pvt Ltd
05.2010 - 04.2017

ACCOUNTANT

Sri Devi Minerals
05.2007 - 04.2010

Education

MBA - FINANCE

Periyar University

B.COM. -

Chennai University

HIGHER EDUCATION -

Pachiyappas Higher Secondary School
Kanchipuram

Skills

  • Financial reporting
  • Budget management
  • Tax compliance
  • Cash flow analysis
  • Sales forecasting
  • Accounting software

Linguistics

  • English
  • Tamil
  • Saurashtra
  • Telugu
  • Hindi

Accomplishments

  • Successfully completed GST audits for the financial years 2017-18 to 2019-20.
  • Sales tax Scrutiny FY 12-13 to June 2017 successfully completed.
  • Income tax Scrutiny FY-12-13 & 17-18 & 20-21 successfully completed.
  • Service tax Scrutiny Successfully finalized FY-14-15 to till June 2017.
  • Actively support and facilitate data sharing during the acquisition period, ensuring effective communication with both sets of auditors.

People Handling

6, 2, 4

Personal Information

  • Date of Birth: 07/30/80
  • Nationality: Indian
  • Marital Status: Married
  • Dependents: 3

Timeline

FINANCE MANAGER

Winsar Infosoft Pvt Ltd
05.2017 - 05.2025

ACCOUNTS & FINANCE EXECUTIVE

Winsar Infosoft Pvt Ltd
05.2010 - 04.2017

ACCOUNTANT

Sri Devi Minerals
05.2007 - 04.2010

MBA - FINANCE

Periyar University

B.COM. -

Chennai University

HIGHER EDUCATION -

Pachiyappas Higher Secondary School
B. SATHYAKUMAR