Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Personal Information
Timeline
Generic

DEVIKA VASTRAD

Bengaluru

Summary

Chartered Accountant with expertise in accounting, auditing, taxation, and financial reporting across various sectors. Proficient in Indian GAAP and US GAAP, ensuring compliance and accuracy in financial documentation. Strong analytical skills with a focus on data modeling and client relationship management, enhancing operational transparency and financial understanding. Extensive experience in industry, leveraging advanced software knowledge to drive effective financial strategies. In-depth senior analyst with sound knowledge of various software. Expertise in client management, data analysis, data modeling and client relationship management. Several years of experience in industry.

Overview

11
11
years of professional experience

Work History

GENERAL & OP ACCTNG. SR.ANALYST

NTT DATA Information Processing Services Pvt Ltd
Bangalore
07.2024 - Current
  • Prepared annual tax schedules, ensuring compliance with CARO and AS requirements.
  • Achieved successful resolutions for income tax notices through effective responses.
  • Assisted in precise preparation of annual income tax returns.
  • Collaborated with team to establish dashboards for monitoring certification status and tracking outstanding issues.
  • Worked with the team to suggest and develop a common point to streamline information exchange processes.
  • Conducted extensive research on industry trends and competitive analysis to inform tax strategies.

Financial Analyst

Karma CPA Services LLP
01.2023 - 06.2024
  • Setup accounts, ledgers and reporting systems per US GAAP standards and regulatory requirements.
  • Timely adhering to Form-1099 Fillings and Form-Statement of Information Filling.
  • Gained expertise in AppFolio Software and mentoring team mates about AppFolio.
  • Worked Extensively on Quickbooks.
  • Real estate accounting.
  • Prepares periodic variance reports for timely distribution to stakeholders.
  • Reporting on Key Performance Indicators (KPI) periodically.
  • Account payable (AP) and Accounts receivable (AR), Aged receivable analysis.
  • General ledger reconciliation.
  • Monthly Bank reconciliation.
  • Preparation and presentation of actual and projected Cash flow statements.
  • Facilitated smooth Year end and Month end closure of financials processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Enhanced client satisfaction by promptly addressing inquiries and resolving issues end to end.
  • Periodic review of General ledgers resulting in reduced time spent on finalization of Annual returns.

TAX CONSULTANT

Freelancer
Hubli - Dharwad
01.2021 - 12.2022
  • Prepare and file Income tax returns for individuals and businesses.
  • Prepare financial statements in compliance with Income tax and GST.
  • Provide tax planning advice to clients.
  • Analyze financial records to ensure accuracy and compliance with tax regulations.
  • Analyzed detailed information from various sources to prepare accurate reports supporting well-informed decision making.
  • Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.

Article Assistant

S.B.SHETTY & CO, CHARTERED ACCOUNTANTS
Hubli-Dharwad
06.2014 - 06.2017
  • Gained expertise on Book Keeping, GST and Income tax filing.
  • Worked extensively on Direct taxation.
  • Prepared financial statements for companies, Partnership firms and Individuals.
  • Helping firm with the best of financial knowledge and maintaining records.
  • Evaluated bank statements, vouchers, purchase and sales, wages.
  • Conducted and reported on Stock Audits and Revenue Audit.
  • Worked in team to conduct Statutory and Concurrent Bank audits and report in accordance to LFAR.
  • Performed Statutory audit and Internal Audit for Companies, Firms and Individuals.
  • Worked in team to conduct Internal Audit and General ledger reconciliation of a Public Limited Listed Company.

Education

Chartered Accountant - Advanced ITT

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
Hubli
12.2022

Bachelor of Commerce -

KARNATAKA UNIVERSITY - K.L.E Society's J.G College Of Commerce
04.2014

Pre-University Education -

Dr.R B Patil's Rotary College
Hubli
03.2012

Skills

  • US GAAP
  • Indian GAAP
  • Auditing
  • Financial Reporting
  • Financial Analysis
  • Finalization of Accounts
  • Ms Excel
  • Advanced Excel
  • AppFolio
  • Quickbooks
  • GEN AI Certification

Accomplishments

  • Best Outgoing Student of KLE's J.G College of Commerce year 2014
  • Outstanding performance in Academics and Best Outgoing Student of Dr R.B Patil Rotary College year 2011

Languages

  • English
  • Hindi
  • Kannada

Personal Information

  • Date of Birth: 11/06/93
  • Gender: Female
  • Nationality: Indian

Timeline

GENERAL & OP ACCTNG. SR.ANALYST

NTT DATA Information Processing Services Pvt Ltd
07.2024 - Current

Financial Analyst

Karma CPA Services LLP
01.2023 - 06.2024

TAX CONSULTANT

Freelancer
01.2021 - 12.2022

Article Assistant

S.B.SHETTY & CO, CHARTERED ACCOUNTANTS
06.2014 - 06.2017

Chartered Accountant - Advanced ITT

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

Bachelor of Commerce -

KARNATAKA UNIVERSITY - K.L.E Society's J.G College Of Commerce

Pre-University Education -

Dr.R B Patil's Rotary College
DEVIKA VASTRAD