Summary
Overview
Work History
Education
Skills
Timeline
Generic

DHHARUNYA SAKTHIVEL

Coimbatore

Summary

Utilize 6.3 years of extensive work experience, featuring 3.6 years dedicated to taxation processes, compliance, tax preparation, and reporting, to support organizational efficiency and accuracy in a dynamic environment.

Overview

6
6
years of professional experience

Work History

Process Associate

Vitae International Accounting Services Pvt Ltd
Coimbatore
11.2021 - Current
  • Preparing more complex returns for Business, Individual and Trust returns (1120S, 1120, 1065, 1040, 1041).
  • My primary are business returns and trust returns.
  • Software worked with Profx, CCH Axcess, FACS, CaseWare, DataSnipper, and Threadworks.
  • Filing state return for Nebraska, IOWA, Kansas, California, and so on.
  • Prepare and review financial statements, workpapers, and management reports.
  • Maintain active communication with engagement team and clients to manage expectations, deadlines and deliverables.
  • Maintained accurate records of all transactions related to processes in accordance with company guidelines.

Senior Analyst

State Street HCL Services
Coimbatore
06.2021 - 10.2021
  • Valuation in Finance: estimate the potential market value of a Financial instrument
  • Responsible for accurately supplying Equity, Bond and Exchange rate prices for funds
  • Research and Sourcing of prices through vendors, web and direct contact with brokers in addition to, Manual pricing, Tolerance checking, Static price review and Clients' inquiry management
  • Acting as a liaison with a diverse selection of pricing data vendors, focused on performing Quality Data Validation, Researching and Resolving market data issues & communicating issues and Communicating industry changes to the clients in a timely & accurate manner
  • Liable to Pricing collection, Validation, Distribution, Asset control implementation, Reference data maintenance and support, Market data vendor management, Negotiation and Research

Accounts Associate

Super Concepts Australia
Coimbatore
02.2019 - 05.2021
  • Processing of all financial records to finalization of the fund
  • Maintaining of regulatory minutes and forms to ensure compliance with the SIS regulations.
  • Maintaining of SMSF registers to ensure Trust Deed, Binding Death Nominations are kept up to date & Investment strategies are into the maximum limit, etc.
  • Investment holding reconciliation and Accounting cash dividend, Distributions and Dividend Reinvestment Plans (DRP's) in to investors account
  • Processing Corporate actions
  • Liaising with CSM to compile all financial data for the preparation of the SMSF financial reports.
  • Completed daily accounting tasks including tracking funds, preparing deposits and reconciling accounts.
  • Calculation of NAV and Capital Gains for the investments sold during the accounting period.
  • Manage entire accounting cycle including gathering information, preparing documents, finalizing reports and closing books
  • Accurately documented all Cash, Credit, Fixed assets, Accrued expenses and Line of credit transactions
  • Reconciled accounts and updated financial records with remarkable accuracy
  • Matched Purchase orders with invoices and recorded necessary information
  • Trained new hires in the process of fund accounting

Education

MBA - Financial Management

Bharathiar University
Coimbatore
12.2023

B.Com - Corporate Secretaryship

PSG College of Arts and Science
Coimbatore
12.2018

Higher Secondary -

Bharathi Vidya Bhavan
Erode
12.2015

S.S.L.C -

Bharathi Vidya Bhavan
Erode
12.2013

Skills

  • Tax preparation
  • Leadership Qualities
  • Financial reporting
  • Client communication
  • Team collaboration
  • Attention to detail
  • Time management
  • Data analysis

Timeline

Process Associate

Vitae International Accounting Services Pvt Ltd
11.2021 - Current

Senior Analyst

State Street HCL Services
06.2021 - 10.2021

Accounts Associate

Super Concepts Australia
02.2019 - 05.2021

MBA - Financial Management

Bharathiar University

B.Com - Corporate Secretaryship

PSG College of Arts and Science

Higher Secondary -

Bharathi Vidya Bhavan

S.S.L.C -

Bharathi Vidya Bhavan
DHHARUNYA SAKTHIVEL