Deepali Kumthekar
Senior Accountant
Mumbai
Summary
Confident and tenacious professional with a proven track record in account handling and client satisfaction. Recognized for exceptional communication skills and a proactive approach to problem-solving, consistently delivering effective resolutions. Meticulous attention to detail, combined with a positive outlook, facilitates navigation through complex financial landscapes. Highly organized and dependable, adept at managing multiple priorities while embracing additional responsibilities to achieve team goals.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
Work History
Sr. Accountant Advisor
Willis Tower Watson
01.2020 - Current
- Worked on Epic Software and Oracle for payments, billing, and accounting activities
- Handled urgent payments and check requests for clients, brokers, and carriers
- Reconciled carrier/broker statements, resolving premium and commission discrepancies
- Managed Cash on Account and applied funds accurately against invoices
- Prepared month-end payment and offset reports
- Provided detailed Statements of Account to clients and carriers
- Managed daily escalations and urgent communications with internal teams and external stakeholders
Finance Associate
Blenheim Chalcot, Agilisys LTD
12.2018 - 12.2019
- Worked on GP Software (Great Plains) supporting accounting and finance operations
- Managed Accounts Payable, including supplier invoices, expense approvals, and contractor payments (UK payroll-related)
- Handled bank reconciliations, inter-company invoices, fuel cards, and billing entries
- Led and mentored a core team of 4, training junior financial analysts and ensuring compliance with financial guidelines
- Oversaw AR, AP, bank reconciliation, and audit coordination, maintaining strong accounting controls
- Analyzed financial statements and cost–benefit reports, identifying risks and improvement areas
- Reported directly to the CFO and Board, supporting budgeting, strategic planning, and senior-level finance projects
Associate
SYNERGY MOTORS
07.2018 - 12.2018
- Worked on Tally and SAP for accounting and financial operations
- Ensured timely and accurate invoice processing and vendor master maintenance
- Reconciled multiple supplier accounts to align company and vendor records
- Identified financial performance trends and provided improvement recommendations
- Trained and supervised employees, ensuring high attention to detail and compliance
- Developed short- and medium-term cash forecasts and optimized short-term investments to reduce bank fees
- Prepared and presented consolidated financial reports, including budgets and regional P&L analysis
ASSOCIATE
WNS, BPO
09.2014 - 10.2017
- Investigated client requirements and queries through email communication
- Calculated refund eligibility with detailed working and validations
- Processed client refunds accurately and within defined timelines
- Conducted product-wise profitability and cost comparison analysis for marketing plans
- Provided clear, detailed explanations to clients when refunds were not applicable
- Delivered professional feedback and resolution-focused communication to enhance customer satisfaction
Education
B.Com - Commerce
Shri Rajasthani Seva Sangh College of Arts & Commerce, Mumbai University
J B Nagar 04.2016 - 05.2017
HSC - Commerce
Shri Rajasthani Seva Sangh College of Arts & Commerce, Mumbai University
J B Nagar 04.2013 - 04.2014
M.Com - Finance
Mumbai University
Santacruz 05.2019 - 05.2021
Skills
Financial Accounting & Reporting
Working knowledge of WTW accounting systems
Tally ERP / Tally Prime
Advanced MS Excel (Pivot Tables, VLOOKUP/XLOOKUP, IF, SUMIFS)
General Ledger (GL) & Finalization of Accounts
Accounts Payable & Accounts Receivable
Bank Reconciliation Statements (BRS)
GST Compliance (Returns, Reconciliation, Filing)
TDS Calculation & Returns
Trial Balance, P&L, Balance Sheet Preparation
Month-end & Year-end Closing
Audit Coordination & Documentation
MIS & Management Reporting
Cost Control & Expense Analysis
Timeline
Sr. Accountant Advisor
Willis Tower Watson
01.2020 - Current
M.Com - Finance
Mumbai University
05.2019 - 05.2021
Finance Associate
Blenheim Chalcot, Agilisys LTD
12.2018 - 12.2019
Associate
SYNERGY MOTORS
07.2018 - 12.2018
B.Com - Commerce
Shri Rajasthani Seva Sangh College of Arts & Commerce, Mumbai University
04.2016 - 05.2017
ASSOCIATE
WNS, BPO
09.2014 - 10.2017
HSC - Commerce
Shri Rajasthani Seva Sangh College of Arts & Commerce, Mumbai University
04.2013 - 04.2014