Financial Analyst with expertise in AI applications and extensive experience in accounting. Successfully collaborated with teams across India and the US to drive financial insights and optimize reporting processes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Analyst- Fund Accounting (Private Equity)
Ensar Solutions Pvt Ltd
Hyderabad
02.2023 - 04.2024
Reconciling monthly cash and booking quarterly accruals.
Preparing and sending out capital call and distribution notices (capital calls of value $1 million and more).
Roll forwarding, updating and maintaining Financial statements (Balance sheet, P&L, Cashflows) along with Partner Allocation files, Statement of Investments, Preferred Return and Carry calculations, Other supporting files of more than 12 diverse funds, their sub funds and management companies.
Compiling data for Audit Confirmations of Limited Partners and periodic revision of LPAs.
Effective communication with US team on calls and mail, training new employees and reviewing their output.
Assisted the U.S. teams with their annual 401(k) financials, 1099s, SBA examinations, and audit confirmations.
Accountant
Freelancer
Hyderabad
07.2020 - 01.2022
Incorporated the accounting process and streamlined the workflow. Effectively coordinated with bankers and suppliers.
Preparation of project estimates, balance sheet, cash flows, tax returns, and other financial information. Maintaining efficient communication with clients, and catering to their specific needs.
Article Assistant
Sanjay Kumar Kothari & Co, Chartered Accountants
Hyderabad
08.2016 - 08.2018
In charge of the Tax Consultancy engagement for a listed MNC in the SEZ, involving the submission of daily MIS reports and communication with the finance department, including the CFO and Vice President of Finance.
Represented clients in the direct and indirect tax departments, including TDS and the erstwhile service tax departments.
Overviewed international taxation transactions of the entity, and filed appeals for DRP and ITAT.
Rectification of TDS returns and decreased the liability by 50 Lakhs.
Part of the Internal audit team of a renowned hospital, examining internal control systems.
Participated in statutory and concurrent audits of various banks.
Filing of Annual Returns (including XBRL conversions for listed companies).
Communication Executive
Tax Friday
Hyderabad
06.2016 - 08.2016
Worked closely with founders of start-up and gained insights on entrepreneurship and acquiring investors
Part of the Communication department and undertook training new recruits on efficient communication skills and etiquette.
Article Assistant
M Sreekanth & Co, Chartered Accountants
Hyderabad
04.2015 - 05.2016
Dealt with incorporation and compliance procedural requirements of private limited companies. Undertook Accounting responsibilities of Corporate, Proprietors and closed their year-end Financial Statements efficiently.
Education
CA Final- Group II -
The Institute of Chartered Accountants of India
Bachelor of Arts - Economics, Psychology, English Literature
Osmania University
Skills
Advanced Excel with AI
Financial modelling
Equity Research
Tableau
Xero
Power BI
QuickBooks
Tally ERP
Data Analytics with AI
Financial Reporting
Certification
Investment banking
Quickbooks
Xero
Google Data Analytics
Languages
Telugu
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Analyst- Fund Accounting (Private Equity)
Ensar Solutions Pvt Ltd
02.2023 - 04.2024
Accountant
Freelancer
07.2020 - 01.2022
Article Assistant
Sanjay Kumar Kothari & Co, Chartered Accountants
08.2016 - 08.2018
Communication Executive
Tax Friday
06.2016 - 08.2016
Article Assistant
M Sreekanth & Co, Chartered Accountants
04.2015 - 05.2016
CA Final- Group II -
The Institute of Chartered Accountants of India
Bachelor of Arts - Economics, Psychology, English Literature