Summary
Overview
Work History
Education
Interests
Languages
Timeline
Generic

CA Sanika Bagwe

Mumbai

Summary

I am an enthusiastic, self-motivated and hard-working person. I have a creative mind and am always up for new challenges. I thrive in a team environment and work well with others. Looking forward to new professional opportunities with room for advancement along with achieving organizational objectives.

Overview

7
7
years of professional experience

Work History

Manager

Kotak Mahindra Trusteeship Services Limited
Mumbai
08.2024 - Current
  • Finalizing and sending Advance Tax Calculation every quarter to Trusts
    Clients and ensuring timely payment.
  • Preparing and Filing Income Tax Returns & TDS returns of Trust Clients.
  • Ensuring regular review of the Books of Accounts & yearly Audit.
  • Executing Investments / Distribution to beneficiaries / Payment to
    Vendors / Consultants within the stipulated time.
  • Co-ordinating with Internal Teams & Authorized signatories for timely
    execution of Investments.

Financial Analyst

Barclays Bank PLC
Mumbai
03.2023 - 08.2024
  • Preparation and Filing of various returns such as Basel III Liquidity return,
    Special fortnightly return (MPD003), Supplementary fortnightly return(MPD004),
    SMR VI AB and DPSS.
  • Testing and Automating daily reports such as LCR, NSFR, DSB 8 and LEF
    weekly report which are used for internal circulation.
  • Raising and resolving various return related concerns/queries with RBI through
    the E-Suvidha portal/email.

Articled Assistant

Nitin Gada and Co. Chartered Accountants
Mumbai
09.2017 - 09.2020
  • Prepared and filed 150+ income tax returns for diverse client base.
  • Filed approx. 100 TDS returns and 20+ GST returns in a span of 1 year.
  • Executed statutory and tax audits including site visit, analysis of financial
    statements & report filing of corporate and non-corporate clients.

Education

Chartered Accountancy -

The Institute of Chartered Accountants of India
2022

Master of Commerce -

University of Mumbai
2021

Bachelor of Commerce -

Thakur College of Science and Commerce
Mumbai
2019

Class XII with 86.4% -

Thakur College of Science and Commerce
Mumbai
2016

Class X with 91.4% -

Children's Academy
Mumbai
2014

Interests

  • Trekking
  • Likes reading books

Languages

  • English
  • Hindi
  • Marathi

Timeline

Manager

Kotak Mahindra Trusteeship Services Limited
08.2024 - Current

Financial Analyst

Barclays Bank PLC
03.2023 - 08.2024

Articled Assistant

Nitin Gada and Co. Chartered Accountants
09.2017 - 09.2020

Chartered Accountancy -

The Institute of Chartered Accountants of India

Master of Commerce -

University of Mumbai

Bachelor of Commerce -

Thakur College of Science and Commerce

Class XII with 86.4% -

Thakur College of Science and Commerce

Class X with 91.4% -

Children's Academy

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CA Sanika Bagwe