CA Ajay Yadav

• Managed direct tax functions, including preparation of income tax computations, TDS compliance, advance tax calculations, tax audits, and income tax assessments.
• Handled indirect tax compliances, including GST return filing, Input Service Distributor (ISD) compliance, and Input Tax Credit (ITC) reversal and reconciliations.
• Prepared standalone financial statements in accordance with Indian Accounting Standards (Ind AS) and applicable Reserve Bank of India (RBI) regulatory requirements.
• Ensured compliance with the applicable provisions of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (SEBI LODR).
• Led compliance and financial reporting activities for the public issuance of Non-Convertible Debentures (NCDs), ensuring adherence to applicable regulatory requirements.

• Led the end-to-end finance function, including bookkeeping, payments, treasury operations, and statutory compliance.
• Prepared budgets for expenses and revenue, ensuring that expenses are incurred in accordance with the budget.
• Led the finalisation of financial statements, ensuring compliance with accounting standards and regulatory requirements.
• Managed income tax and GST matters, including tax audit, preparation of income tax return.
• Handled the ESOP policy and managed end-to-end allocation, ESOP calculations, and company valuation.
• Prepared and presented the quarterly MIS reports for management.
• Managed PMS fund accounting for ₹5,000 crore AUM, including quarterly and annual audit reporting.
• Finalised the calculation methodology for TWRR, XIRR, and corporate actions, ensuring accurate and consistent fund performance reporting.
• Implemented system and logic changes in line with SEBI and Income Tax regulations to ensure accurate regulatory and client reporting.

• Headed the Income Tax department for NJ Group, overseeing advance tax calculations, TDS compliance, preparation of income tax returns, finalisation of tax audit reports, and ensuring DTAA compliance for foreign payments, and other direct tax compliances.
• Directed and finalised financial statements, alongside consolidated financial statements, for NJ India Invest Private Limited, ensuring precision and adherence to regulatory standards.
• Developed and optimised organisational policies and processes, boosting operational efficiency.
• Compiled quarterly MIS reports for management, delivering actionable insights for strategic decision making.
• Forecasted organisational revenue, underpinning business planning, and growth strategies.
• Conducted comprehensive company valuation and oversaw the entire ESOP process from planning to execution.
• Oversaw the preparation of books of accounts to ensure compliance with IND AS requirements.

Key Responsibilities & Achievements

• Oversee statutory audits, GST compliance, and income tax issues for banks and companies.
• Directed the CBS project for NPA reporting at Janata Co-operative Bank – oversaw requirement gathering, system validation, end-to-end testing, and collaboration with IT, finance, and audit teams for RBI-compliant automated outputs.
• Directed migration audit for Rajkot Co-operative Bank, ensuring precise transition, reconciliation, and adherence to regulatory requirements.