Aself-driven Semi-Qualified CA professional, with more than 5 years of experience in fields of
Accounting, Taxation, Auditing, Financial Statements Preparation, Financial Reporting. seeking toleverage the acquired academic knowledge and work experience to effectively fill the position in your esteemed organization.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work History
Fund Administration and Financial Reporting
State Street Corporation
Hyderabad
07.2022 - Current
Preparation and review of client Financial Statements, NPORTs, Form N-MFP and various other tasks relating to mutual fund’s, private equity and hedge funds.
Preparation and review of the monthly security holdings of the client which gets posted to the client’s website.
Assisting in the preparation of CPO-PQR related documents (Commodity Pool Operator’s Quarterly Reporting)
Assisting Joint Ventures (HCL and Syntel) in preparation of Financial Statements and Portfolio of Investments.
Processing and clearing comments and assisting with draft and support distribution to client and auditors, ensuring that all deliverables are completed accurately and within agreed upon time.
Review and analysis of Tax Recons received from Tax team.
Assisting other teams during peak season in meeting their client deadlines. Understanding and meeting all deadlines, managing time accordingly and escalating any issues to the Manager responsible.
Understanding and meeting all deadlines, managing time accordingly and escalating any issues to the Manager responsible.
Accurately completing and signing off on all SOPs and checklists.
Providing on-the-job training for new recruits and also for knowledge sharing.
Accounts Executive
Suresh And Babu & Co., Audit Firm
Vijayawada
10.2020 - 01.2021
External, Internal and Tax Audits of both private and public sector audit entities in Manufacturing, Investment, Finance and Banking, Information Technology, Construction, Insurance, Hospitality and Agro based industries through appointment by individual companies as well as the Comptroller & Auditor General of India.
Conducting Statutory Audits and independently handling finalization of the same.
Assisting in appearing before authorities and ITAT during assessment/appeal proceedings.
Studying, Analysing and collating various decisions and pronouncements in connection with Direct taxes for the purpose of submissions during assessment and appeal.
Assisting seniors in Compliance of Statutory requirements and Due Diligence studies, International taxation matters involving interpretation of tax treaties between India and other Countries.
Computation of advance tax for high net worth individuals and leading corporates.
Filing of tax Income Returns.
Knowledge of filing various types of tax returns like GST, TDS, VAT, Service Tax, etc.
Audit Assistant
Suresh And Babu & Co., Audit Firm
Vijayawada
09.2017 - 09.2020
Preparation of Financial Statements i.e., Balance Sheet, Profit & Loss Account.
Statutory Audit, Internal Audit, Tax audit of Private Companies and individuals.
Filling of GST Returns GSTR‑ 1, GSTR‑ 3B.
Registration of Companies, Partnership firm, GST etc.
Performed Tax Audits and Income Tax Computations for various Clients.
Audit of Fixed Assets, Stock Audits, Trust Audit, Audit of Society, APCRDA Audit etc.
Education
CA - Semi Qualified -
THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
11.2017 - 11.2018
BCOM AF -
Indira Gandhi National Open University
01.2020 - 12.2020
CA - CPT -
THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
06.2013 - 01.2014
Higher Secondary (12th) -
BOARD OF INTERMEDIATE EDUCATION
06.2011 - 03.2013
Secondary School -
BOARD OF SECONDARY EDUCATION
06.2010 - 03.2011
Skills
Fund Suite ARC
Fund Suite SX
Tally ERP 9
MS Office
PROFESSIONAL AND SOFT SKILLS
Good understanding of Accounting and Financial Reporting.
Good understanding of Financial Services and Investment Products.
Desire and commitment to learn technical aspects of each deliverable.
Ability to communicate with various internal teams to resolve inquiries and understanding when to escalate.
Strong communication, interpersonal, organizational and time management skills.
Ability to work well in a fast paced, high volume atmosphere.
Demonstrated ability to meet deadlines and possess strong problem solving and resolution skills.
Strengths
Integrity
Adaptable
Self‑ Motivation
Leadership qualities and ability to work in a team.
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Senior Financial Analyst – Financial Reporting at State Street HCL CorporationSenior Financial Analyst – Financial Reporting at State Street HCL Corporation
EMERGING LEAD – FINANCIAL REPORTING – MUTUAL FUNDS at STATE STREET CORPORATE SERVICESEMERGING LEAD – FINANCIAL REPORTING – MUTUAL FUNDS at STATE STREET CORPORATE SERVICES