Summary
Overview
Work History
Education
Skills
Technical Expertise
Accomplishments
Affiliations
Timeline
Generic

CA Bhavana Kothari

Chartered Accountant
Nashik

Summary

Finance professional with strong analytical skills and results-driven mindset. Proficient in financial modeling, data analysis, and forecasting. Reliable team collaborator, adaptable to changing needs, and consistently focused on achieving organizational goals. Skilled in leveraging financial insights to drive strategic decision-making and enhance performance.

Overview

11
11
years of professional experience
5
5
Languages

Work History

Finance Analyst

Winjit Technologies Pvt. Ltd.
Nahsik
04.2024 - 12.2024
  • Developed advanced Power BI dashboards to visualize KPIs and financial trends, enabling faster and more informed decision-making by stakeholders.
  • Automated data transformation workflows using Power Query, improving accuracy and saving significant manual effort across monthly reporting cycles.
  • Created DAX-based measures for complex calculations, time intelligence, and dynamic reporting structures to support executive-level analytics.
  • Built end-to-end financial models for forecasting, budgeting, and scenario analysis directly within Power BI, integrated with real-time data sources.
  • Analyzed and interpreted financial data from core systems (ERP/SAP), building scalable reporting solutions with strong database understanding.
  • Conducted detailed financial analysis to assess profitability, costs, and financial health, providing actionable recommendations to optimize business performance.
  • Delivered data-driven insights and actionable recommendations that supported performance optimization and strategic planning for clients.
  • Managed the financial close process, ensuring accurate journal entries and account reconciliations in compliance with accounting standards.
  • Collaborated with cross-functional teams to understand reporting requirements and deliver customized analytical solutions that improved decision accuracy.

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.
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.
Nahsik
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

Bachelor's Of Commerce - Accounting And Finance

BYK College of Commerce (Pune University)

Skills

Leadership

Communication

Process Improvement

Analytical thinking

Issue Identification and Resolution

Financial Modeling and Forecasting

Technical Expertise

  • Advance Excel
  • Power BI & Power Query
  • SAP S4 HANA
  • BlackLine

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.

Affiliations

  • Singing
  • Dancing
  • Playing Badminton & Cricket
  • Sketching

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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CA Bhavana KothariChartered Accountant