Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CA. Karishma Kapoor

Greater Noida

Summary

Chartered Accountant with 6.5+ years of experience across Financial Planning & Analysis, Taxation, Financial Reporting, and Corporate Banking. Expertise in budgeting, forecasting, GST & Income Tax, financial statement preparation, and credit appraisal. Proven track record in handling branch profitability, tax compliance, financial analysis, and supporting strategic decision-making. Adept at collaborating with cross-functional teams and engaging with large corporate clients.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Manager – Accounts & Taxation

TradeIndia (Infocom Network Pvt. Ltd.)
Noida
04.2025 - Current
  • Lead GST & TDS compliance including timely filings and reconciliations.
  • Analyze branch-wise financial performance and develop profitability reports.
  • Prepare quarterly Form 26AS reconciliations; issue Form 16A.
  • Coordinate with auditors, handle tax notices, and ensure regulatory filings (e.g., MSME).
  • Support preparation of financial statements and group-level reporting.
  • Oversee employee taxation including ESOPs and Form 16 generation.
  • Report directly to CFO on strategic financial matters and regulatory issues.
  • Participated in interviewing and onboarding of finance team members.

Manager – I (Corporate Banking)

ICICI Bank Ltd. – Global Clients & Large Corporate Group
Delhi NCR
05.2022 - 04.2025
  • Managed relationships with large corporates (turnover > USD 100M) across sectors like FMCG, EPC, entertainment, and healthcare.
  • Developed detailed CMA reports and revenue forecasts using historical trends and economic indicators.
  • Prepared credit appraisal notes for working capital and term loans.
  • Participated in investor calls; analyzed financials and audit reports for risk signals.
  • Coordinated with legal, compliance, ALM teams on high-value transactions including multiplex chain mergers.

Tax & Audit Assistant

D.K Mittal & Co.
Varanasi
04.2021 - 02.2022
  • Conducted statutory and tax audits under Income Tax Act and Companies Act.
  • Managed GST compliance, advisory, ITC reconciliation, return filings, and show-cause notice replies.
  • Assisted in income tax assessments, scrutiny responses, and international taxation matters.
  • Finalized financial statements for large private companies in the jewellery sector.

Audit Assistant

Agrawal Jain & Associates
Varanasi
07.2018 - 01.2021
  • Handled GST and income tax compliance for corporate and proprietorship clients.
  • Prepared projected balance sheets and CMA reports.
  • Conducted internal audits and vouching; reconciled ledgers and accounts.
  • Specialized in audit assignments for retail, manufacturing, and service sectors.

Education

Chartered Accountant (CA) -

Institute of Chartered Accountants of India (ICAI)
12-2021

B.Com - Finance Hons.

Banaras Hindu University
01-2013

Skills

  • Financial Planning & Analysis (FP&A)
  • Budgeting & Forecasting
  • GST & Direct Tax Compliance
  • Financial Reporting & Finalization
  • Tax Audit & Statutory Audit
  • Credit Appraisal & Risk Assessment
  • CMA Report Preparation
  • Employee Taxation & ESOP

Certification

  • Certification in Artificial Intelligence – ICAI
  • Residential Training in Financial Planning & Wealth Management – ICICI Bank
  • IND-AS Certification (Ongoing) – ICAI
  • CRISIL Training on Financial Statement Analysis – Hyderabad
  • AICITSS & MCS Certified – ICAI

Timeline

Manager – Accounts & Taxation

TradeIndia (Infocom Network Pvt. Ltd.)
04.2025 - Current

Manager – I (Corporate Banking)

ICICI Bank Ltd. – Global Clients & Large Corporate Group
05.2022 - 04.2025

Tax & Audit Assistant

D.K Mittal & Co.
04.2021 - 02.2022

Audit Assistant

Agrawal Jain & Associates
07.2018 - 01.2021

Chartered Accountant (CA) -

Institute of Chartered Accountants of India (ICAI)

B.Com - Finance Hons.

Banaras Hindu University

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CA. Karishma Kapoor