CA Monali Barde
Pune
Summary
Overall 9+ years of experience and 4.5 years in Financial Planning & Analysis (FP&A). Analyst with experience in financial planning, budgeting, and forecasting conducting variance analysis, and preparing accurate MIS reports. Strong communicator with the ability to collaborate effectively with cross-functional teams. Skilled in cash flow management, accounts payable and receivable operations, salary processing, import payments, and statutory compliance. Proficient in analyzing complex financial data, and deliver insights that support strategic decision-making. Proficient in direct tax, indirect tax, auditing, accounting and formalities related to Companies Act and Accounting Standards Schedule VI Strong analytical and communication skills along with the knowledge transfer to peers for Taxation Matters.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Consultant
Capgemini Technology Services India Limited Pune
07.2021 - Current
- FP&A (Financial Planning & Analysis) professionally working as business unit controller for C 40M Portfolio.
- Handled activities like Financial analysis, Budgeting, Forecasting, A vs F analysis, WIP/BIA(Unbilled/Unearned) reconciliation, Cash Forecast.
- Ensuring that all debtors outstanding are collected on time.
- Experience in handling large database, publish various reports/data points with internal teams/management, maintaining data accuracy consistently, Presenting financial report to senior management, Time to time discussion with client.
- Strong reconciliation and communication skill, Sound knowledge of P&L, Balance Sheet and MS Office.
- Received a pat on back and Star award two times & customer delight awards in this tenure with Capgemini for performance.
Accounts Head
Ajeenkya DY Patil University
04.2018 - 07.2021
- Handled activities related to Reconciliation, Accounting, Direct Tax, Cash Handling and Maintenance.
- Pivotal in Salary Processing, Preparation of budgets, fund management, worked on cash flow, fund flow.
- Fees reconciliation of students. Worked on assessment submission. Coordination with Bank for funds.
- Worked on MIS report.
Accounts Officer(Taxation)
Deenanath Mangeshkar Hospital and Research Center
06.2014 - 11.2015
- Key Result Areas Adhering to Direct Taxes s Indirect Taxes Compliance.
- Highlight: Worked on TDS, Service tax, WCT, VAT, LBT s Assessment related work for Income Tax s Service tax.
- Given Presentation on Reverse Charge Mechanism to Staff.
- Formation of standard process for Research service after withdrawal of exemption on Technical Testing s Analysis Service.
- Worked on Restaurant Service.
- Filling of Service tax Return, TDS return, LBT return, Ensuring Timely Payment of Taxes.
- Preparation of Standard Documents for Assessment Submission for Income tax, Service Tax.
- Checking Investment documents in case of salary.
- Guiding on Tax matters to staff.
- Worked on standard process for Foreign Contribution s Regulation Act 2010 s Registration under FCRA2010.
- Prepared Legal Compliance Report for Hospital Industry.
Account Manager
Jagtap Horticulture Pvt. Ltd.
11.2013 - 05.2014
- Adhering to Direct Tax Compliance and Tax Accounting; actively involved in preparation of tax returns for standalone entities as well as Tax Consolidated Group, Statutory Tax Notes, Branch and CF calculations.
- Accountable for group reporting.
- Highlight: Handled activities related to Reconciliation, Accounting, Direct Tax, Indirect Tax, Cash Handling and Maintenance Conducted Audits with the Auditors Pivotal in Salary processing Managed Fund Management activities Prepared Cash Flows for Vendor Payments Handled some of the issues pertaining to Service Tax, VAT, TDS, LBT, Liability Calculations and Payments Chalked out the MIS Report and Stock Reports for Bankers.
Education
CA -
Institute of Chartered Accountants of India
11-2012
B.Com - undefined
RS Mundle College of Commerce s Economics, Nagpur University
Nagpur01.2006
Skills
- Financial reporting
- Budget management
- Financial audit
- Financial statement analysis
- General Ledger
- P&L Accounts
- Journal Entries
- Financial variance analysis
- MIS reporting
- Accounts Payable
- Accounts Receivable
- GST compliance knowledge
- Tax compliance expertise
Certification
- M.Com (2008)
- Certificate course of GST Act 2017
- IT Certificate course from SSI
LANGUAGES
English
Hindi
Marathi
Timeline
Senior Consultant
Capgemini Technology Services India Limited Pune
07.2021 - Current
Accounts Head
Ajeenkya DY Patil University
04.2018 - 07.2021
Accounts Officer(Taxation)
Deenanath Mangeshkar Hospital and Research Center
06.2014 - 11.2015
Account Manager
Jagtap Horticulture Pvt. Ltd.
11.2013 - 05.2014
B.Com - undefined
RS Mundle College of Commerce s Economics, Nagpur University
CA -
Institute of Chartered Accountants of India
Articleship
February 2007 - September 2007
Chandak Mundhada and Assosciates Nagpur.
October 2007 - August 2010
Ganeriwala & Associates, Nagpur