Finance professional with over 5 years of experience in financial analysis, MIS reporting, compliance handling, and client advisory in a high-pressure, deadline-driven environment. Strong foundation in financial planning, regulatory analysis, and data-driven decision-making. Seeking to leverage analytical expertise and taxation background to contribute to the FP&A function in a fast-growing NBFC.
Overview
12
12
years of professional experience
2012
2012
years of post-secondary education
4
4
Languages
Work History
Tax Supervisor – Filing
Advantage One Tax Consulting Inc (AO Tax)
10.2014 - 05.2016
Led review and filing of over 500 U.S. Federal and State individual tax returns annually, ensuring regulatory accuracy and risk mitigation.
Performed financial reviews and tax equalization analysis, offering insights on hypothetical tax impact and liability forecasting.
Handled tax-related MIS reporting and client dashboards, contributing to strategic financial reviews and operational efficiency.
Managed cross-functional teams to ensure timely delivery and process compliance under IRS regulations.
Senior Tax Analyst / Tax Reviewer / Tax Preparer
IBSN Inc
06.2006 - 09.2009
Conducted detailed financial analysis of client income, deductions, and tax structures to advise on risk, deductions, and liabilities.
Created and reviewed financial reports (W-2 analysis, itemized deductions, investment income), drawing insights relevant to income structuring and cost optimization.
Supported client-side financial planning aligned with tax compliance and legal frameworks.
Prepared MIS reports such as utilization dashboards and workflow trackers for management.
Interacted directly with clients and stakeholders to assess financial health, similar to customer-level profitability analysis in NBFCs.
Credit Processing Officer
SBI Cards
07.2004 - 06.2005
Handled customer profiling and credit assessment – foundational skills for credit risk and loan analysis in NBFCs.
Education
CMA (Cost & Management Accounting) -
Institute of Cost Accountants of India
CA Inter - undefined
Institute of Chartered Accountants of India
B.Com (Computers) - undefined
Sri Krishna Devaraya University
Skills
Financial Planning & Analysis (FP&A)
Budgeting & Forecasting
MIS & Variance Reporting
Regulatory Compliance & Taxation
Financial Modeling & Data Analysis
Cost Analysis & Control
Client Advisory & Risk Assessment
Proficiency in MS Excel
Tally ERP 9
MS Excel (Advanced Formulas, Dashboards, Pivot Tables)
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