A Finance Analyst with a strong drive for success and motivation, backed by 10 years of experience in financial analysis, reporting, auditing, ensuring statutory compliances, and budgeting. A documented history of furnishing precise and practical financial perspectives to facilitate strategic choices and propel business expansion. Actively pursuing an engaging role within a vibrant organization, aiming to apply my analytical proficiencies and financial acumen to enhance corporate achievements.
Overview
11
11
years of professional experience
6
6
Certifications
1
1
Language
Work History
Financial Analyst
Connor Clark and Lunn India Private Limited (Canada)
Gurugram
08.2022 - Current
Started working with various types of AR/AP postings in Microsoft Dynamics for Various Canadian Affiliates followed with GST payments and Bank Reconciliations
Worked closely with Canada team for implementation and transitioning to new software(Yardi Voyager).
Working on GST/HST & QST returns for various Canadian Affiliates.
Conducted detailed financial analysis, including variance analysis, trend analysis, and financial modeling, to evaluate company's financial performance and identify areas for improvement (For CC&L India).
Collaborated with cross-functional teams to develop and maintain financial models and forecasts, enabling accurate budgeting and forecasting processes.
Assisted in preparation of annual budgets, including revenue projections, expense forecasts, and capital expenditure planning.
Collaborated with external auditors during annual audit process, ensuring compliance with accounting standards and accurate financial reporting.
Reviewed financial reports and streamlined operations to increase productivity and company profits.
Accounting judgment when reviewing journal entries, reconciliations, contracts, new accounting pronouncements, account analyses and detailed review with direct manager.
Examination of Monthly Management Information System (MIS), GST filings, TDS returns, and similar records.
Creating documentation and Filing of Softex returns(STPI) in accordance with RBI guidelines.
Engaged in utilizing SAP Concur for the purpose of reviewing monthly employee expenses.
Sr. Finance & Account Executive(Handled Team of 5)
Allterra Solutions LLP
Gurgaon
01.2018 - 08.2022
Managed GST-related tasks including Registration, Reconciliations (2A & 2B), responses to GST department notices. Handled GST Accounting entries in Tally ERP 9,implementing RCM mechanism. Collaborated with auditors for Annual GST Return preparation.
Proficiently managed preparation of financial statement, projections through meticulous data analysis and strategic assumptions, facilitating informed decision-making.
Collaborated closely with Auditors for Tax Audit Report preparation, contributing to finalization of books of accounts.
Managed Account Receivables, prepared cash flow statements and generated various ledgers and reconciliation statements for comprehensive financial analysis.
Assisted Logistics team by managing Import Documentation, clearance and Customs Duty payments.
Facilitating seamless global money transfers for imports and exports, ensuring regulatory compliance and optimizing currency exchange for transaction efficiency.
Handling company Overdraft (OD) Limits by evaluating cash flow and credit needs, negotiating and renewing limits based on financial performance and monitoring overdraft usage for timely repayments.
Nurturing strong relationships with bank personnel, addressing concerns promptly, and staying updated with banking offerings.
Managed regular finance tracking for numerous branch offices and headquarters expenses.
Meeting all required legal compliance tasks such as timely filing of TDS returns, MCA Forms and on-schedule PF payments.
Finance & Accounts Executive
Datawind Innovations Private Limited
Gurgaon
11.2014 - 08.2017
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Created organizational structures to improve accounting and finance functions.
Completed paperwork, recognizing discrepancies, and promptly addressing for resolution, Managed regular finance tracking for numerous branch offices and headquarters expenses.
Account Executive
Aegis Security Managment
Gurgaon
01.2013 - 11.2014
Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
Resolved issues promptly to drive satisfaction and enhance customer service.
Reviewed accounts monthly to monitor and track customer satisfaction and complaints.
PF/ESIC registration and payments.
Education
ACCA - Finance, Taxation
Association of Chartered Certified Accountants
New Delhi
08.2023 - Current
CA Inter(First Group) - Financial Accounting, Taxation And Laws
Institute of Chartered Accountants of India
New Delhi
01.2011 - 2016.07
M.com -
Mahatma Gandhi University
New Delhi
04.2014 - 2016.03
B. Com -
Delhi University
New Delhi
04.2009 - 2012.01
Skills
Budgeting and forecasting
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Timeline
ACCA - Finance, Taxation
Association of Chartered Certified Accountants
08.2023 - Current
Financial Analyst
Connor Clark and Lunn India Private Limited (Canada)
08.2022 - Current
Sr. Finance & Account Executive(Handled Team of 5)
Allterra Solutions LLP
01.2018 - 08.2022
Finance & Accounts Executive
Datawind Innovations Private Limited
11.2014 - 08.2017
M.com -
Mahatma Gandhi University
04.2014 - 2016.03
Account Executive
Aegis Security Managment
01.2013 - 11.2014
CA Inter(First Group) - Financial Accounting, Taxation And Laws
Institute of Chartered Accountants of India
01.2011 - 2016.07
B. Com -
Delhi University
04.2009 - 2012.01
Accomplishments
Diploma in Computer Application
Completed 100 hours of IT Training Conducted by ICAI
Advance Excel (Use of V Lookup, H Lookup and X Lookup, Pivot Tables Etc.) Familiar with Internet Operations.
Languages
English, Hindi & Punjabi.
Supervised team of 6 staff members.
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