CA Bhavana Kothari
Nashik
Summary
An independent and self-motivated professional with clear understanding of work ethics and work culture. Motivated to lead, learn, leverage, grow and excel in Profession work. To work In a dynamic environment that provides a wide spectrum of experience and exposure to bring a versatile portfolio of skills at work place and serve the organization with positive attitude and with utmost efficiency.
Overview
11
11
years of professional experience
Work History
Finance Analyst
Winjit Technologies Pvt. Ltd.
Nashik
04.2024 - 12.2024
- Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.
- Prepared monthly financial statements, ensuring all entries were accurate and in compliance with internal controls and accounting standards.
- Performed in-depth financial analysis, including profitability analysis and cash flow projections, to support decision-making and business growth.
- Developed interactive Power BI dashboards to monitor key financial metrics, delivering real-time insights to stakeholders, and improving data accessibility across teams.
- Utilized Power Query to automate the extraction, transformation, and loading (ETL) of financial data, reducing manual efforts, and increasing accuracy.
- Conducted detailed financial analysis to assess profitability, costs, and financial health, providing actionable recommendations to optimize business performance.
- Streamlined monthly financial reporting processes using advanced Excel functions (PivotTables, macros, VLOOKUP, INDEX MATCH) to automate data aggregation and reduce report preparation time.
- Managed the financial close process, ensuring accurate journal entries and account reconciliations in compliance with accounting standards.
Assistant Manager - Finance
WNS Global Services Pvt Ltd.
Pune
06.2021 - 11.2023
- Led and independently completed the Standardization Project for bank reconciliation and open item analysis, establishing a unified system to serve all entities under one roof.
- Developed and organized system infrastructure documentation and operating procedures, strengthening internal controls, and improving performance.
- Managed cash and treasury operations for the Singapore and Indonesia regions, ensuring seamless financial control.
- Delivered comprehensive SAP-Mozart training, equipping teams with best practices to safeguard data and minimize errors.
- Effectively handled management reporting, including general ledger, SGA workings, hedge reports, interest allocation, and KPI reporting.
- Conducted detailed cash flow and fund flow analysis across regions, driving financial insights and decision-making.
- Mapped and optimized business processes to identify inefficiencies and implement process improvements.
- Created and implemented efficient process flows, enhancing operational efficiency, and reducing response times to client needs.
- Strengthened strong customer relationships by designing an effective communication framework to address business needs and client expectations.
- Consistently focused on identifying pain points, and providing effective solutions to minimize response times, and meet client expectations.
Sr Tax and Audit Assistant
N R Chandak & Co.
Nashik
12.2020 - 03.2021
- Reviewed and assessed financial statements and records to ensure accuracy and compliance with accounting standards.
- Conducted audits in accordance with GAAS (Generally Accepted Auditing Standards) to meet rigorous quality and regulatory standards.
- Handled audit engagements across diverse industries, including engineering, manufacturing, non-profit, and human resources.
- Reviewed general ledger entries for accuracy and consistency with financial reporting standards.
- Collaborated with key client management to gather necessary information, address audit-related issues, and provide recommendations for business and process improvements.
- Completed comprehensive audit documentation, thoroughly detailing audit tests, findings, and conclusions to support audit results.
Audit Assistant
Ravindra Chopda & Co.
Nashik
07.2017 - 07.2019
- Independently managed the GST portfolio for the firm, addressing client queries and filing reports and returns (GSTR-3B, GSTR-1, GSTR-9), from data analysis to ensuring compliance with relevant laws and provisions.
- Conducted audit procedures in line with auditing standards to meet rigorous requirements.
- Collaborated with key client leadership to gather necessary information, resolve audit-related challenges, and provide recommendations for business improvements, and process optimization.
- Examined financial data and systems of accounting clients to assess functional compliance.
- Evaluated accounting systems for operational efficiency and effectiveness.
- Finalized audit documentation, thoroughly recording audit tests, findings, and conclusions.
Article Audit Assistant
KPN & Co.
Nashik
06.2014 - 09.2015
- Compiled findings and recommendations into comprehensive reports.
- Prepared year-end journal entries in preparation for the annual audit.
- Drafted balance sheets in accordance with accounting standards.
- Conducted analysis and research to gather data for submission to auditors for special projects.
- Executed standardized tests to evaluate processes and assess the effectiveness of the internal control framework.
- Worked independently with various nationalized, listed PSUs (e.g., Corporation Bank, SBI) and cooperative banks, handling concurrent audits, statutory audits, internal audits, and cooperative society audits.
- Prioritized expertise in banking software (Core Business Solution, Finacle) to ensure effective and efficient bank audit execution.
- Supervised and assessed accounting personnel, ensuring adherence to performance standards and best practices.
- Provided managerial and administrative assistance to auditors, facilitating coordination of office activities, and ensuring the seamless completion of audits.
Education
Chartered Accountant - Accounting, Finance, Taxation, Audit & Law
Institute of Chartered Accountants of India
11-2018
Bachelor's Of Commerce - Accounting And Finance
BYK College of Commerce (Pune University)
Nashik, India03-2014
Skills
- Leadership
- Communication
- Process Improvement
- Analytical thinking
- Issue Identification and Resolution
Affiliations
- Singing
- Dancing
- Playing Badminton & Cricket
- Sketching
Accomplishments
- Honored as Employee of the Year within my team for the year 2021-22, based on client votes and recognition.
- Consistently received A-rating throughout the year for outstanding performance and contributions.
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Upper Intermediate (B2)
B2
Technical Expertise
- Advance Excel
- Power BI & Power Query
- SAP S4 HANA
- BlackLine
Timeline
Finance Analyst
Winjit Technologies Pvt. Ltd.
04.2024 - 12.2024
Assistant Manager - Finance
WNS Global Services Pvt Ltd.
06.2021 - 11.2023
Sr Tax and Audit Assistant
N R Chandak & Co.
12.2020 - 03.2021
Audit Assistant
Ravindra Chopda & Co.
07.2017 - 07.2019
Article Audit Assistant
KPN & Co.
06.2014 - 09.2015
Chartered Accountant - Accounting, Finance, Taxation, Audit & Law
Institute of Chartered Accountants of India
Bachelor's Of Commerce - Accounting And Finance
BYK College of Commerce (Pune University)
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