CA Jay Soni
Ahmedabad
Summary
Dedicated Chartered Accountant with 3+ years of experience in US accounting and 3+ years of experience in auditing and taxation. Skilled in managing end-to-end accounting processes, financial reporting, reconciliations, and compliance. Proven track record of delivering accurate financial information, improving processes, and supporting clients with reliable insights. Known for strong analytical thinking, attention to detail, and a commitment to maintaining the highest standards of accuracy and regulatory compliance
Overview
9
9
years of professional experience
5
5
Certifications
Work History
Team Lead
KMK Ventures Pvt Ltd
Ahmedabad
03.2024 - Current
- Identified and implemented process improvements, driving operational effectiveness.
- Implemented process improvements, enhancing operational efficiency.
- Supervised team operations to ensure seamless workflow and task completion.
- Facilitated cross-department communication, improving project collaboration.
- Delegated tasks appropriately according to individual skill sets.
- Developed training materials for team members to improve skill sets.
- Trained new staff in relevant processes and procedures.
- Developed and implemented customized accounting processes aligned with client requirements, improving operational efficiency and workflow consistency.
- Quickly adapted to and gained proficiency in various client-specific software, enabling seamless operations and enhanced productivity.
Accounts Executive
Meru Accounting Pvt Ltd
Ahmedabad
11.2022 - 03.2024
- Reconciled bank accounts on a monthly basis to ensure accuracy of records
- Reconciled intercompany accounts monthly, ensuring accuracy of balances in consolidated financial statements
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Facilitated accurate record-keeping in accounts receivable and payable to streamline financial operations.
- Reconciled company credit cards, expense accounts and other expenses and financial records
- Verified and posted account transactions to prepare checks and maintain accounting ledgers
- Conducted account analysis of customer statements, verifying accuracy of all balances due and paid
- Processed company receipts, sales invoices and payments from customers and suppliers
- Generated monthly financial reports for management, facilitating informed decision-making
- Resolved client inquiries and issues promptly to enhance customer satisfaction.
- Prepared and Files various US states tax return
Article Assistant
Priyam R Shah and Co
Ahmedabad
03.2017 - 03.2020
- Conducted tax audits for clients spanning various industries
- Participated in numerous tax audits for clients across diverse industries
- Conducted GST audits for clients, ensuring compliance with regulations
- Assisted with GST return filings to ensure timely compliance
- Coordinated income tax return filings for clients, enhancing accuracy and compliance
- Conducted statutory audits
- Conducted stock audits to verify adherence to company standards
- Performed internal audits within the automobile industry
Education
Chartered Accountant - Accounting, Auditing And Taxation
ICAI
New Delhi11-2023
Bachelor of Commerce - Accounting And Finance
H.L. College of Commerce
Ahmedabad04-2018
Skills
- Process improvement
- Financial analysis
- Record-keeping accuracy
- Accounting reconciliation
- Effective communication
- Problem solving
- Quality control
Certification
Advanced Information Technology (AICITSS), Institute of Chartered Accountants of India, 2019
Software Experience
- QuickBooks Online
- QuickBooks Desktop
- Zoho Books
- Autotask
- Microsoft Excel
- Microsoft Work
Timeline
Team Lead
KMK Ventures Pvt Ltd
03.2024 - Current
Accounts Executive
Meru Accounting Pvt Ltd
11.2022 - 03.2024
Article Assistant
Priyam R Shah and Co
03.2017 - 03.2020
Chartered Accountant - Accounting, Auditing And Taxation
ICAI
Bachelor of Commerce - Accounting And Finance
H.L. College of Commerce