Results-driven professional with proven experience as an Intermediate Representative, Senior Executive, Articled Assistant, and Lead Associate. Skilled in client service, operational efficiency, and team collaboration, with a strong commitment to excellence and organizational success.
Overview
8
8
years of professional experience
Work History
Lead Associate
WNS Global
Pune
03.2026 - Current
Facilitated development of standard operating procedures alongside team members for new process.
Implemented treasury operations and managed day-to-day finance processes.
Processed bank transactions efficiently and accurately. Posted and completed reconciliations independently, ensuring consistency in records.
Confirm integrity of records by cross-referencing entries with bank statements.
Navigate complex intercompany banking transactions with FX loss and devise effective solutions
Streamlined accounting system accuracy by leveraging vendor liaison workflows effectively.
Mentored junior associates, fostering skill development and knowledge sharing within the team.
Intermediate Representative
BNY International Operations (India) Pvt.Ltd.
12.2024 - 12.2025
Managed asset transfer records for both inbound and outbound transactions as part of cost based reporting team that transfer customer cost basis information from one firm to another .
Addressed corporate action breaks and resolved issues arising from short selling activities.
Mentored junior representatives, providing guidance on best practices and performance standards.
Organized volunteer initiatives to support local schools and community centers, strengthening community bonds.
Senior Executive
RajkotNagrikSahakari Bank (RNSB)
Rajkot
08.2022 - 05.2023
Imparted training to 40+ Computer operators about CKYC procedure for the CKYC Compliance project for data of 1000+ Customers.
Worked in the critical banking areas such as Inward and Outward clearance of cheques and it’s reconciliations of 5 branches.
Handled responsibility of authorization of account opening and KYC updates as an officer for 5000+ Bank accounts.
Articled Assistant
K A R M A & Co LLP, Rajkot
Rajkot
02.2019 - 02.2022
Assisted principle in GST return preparation of subsidiary of multinational company for a period of 1 year which has turnover exceeding INR 25 Cr.
Filed GST refund applications for diverse clients, managing cases with annual refund amounts to INR 10+ Cr.
Assisted principal in GST appeals and litigation matter involving applicability of ITC (amount involved INR 20 lakhs)
Independently managed GST return filings of more than 200 Clientele for a period of two years.
Demonstrated expertise in guiding businesses through the intricacies of GST registration, encompassing the meticulous submission of required documents and securing GSTIN allotments for 20+ businesses.
Executed GST reconciliations using MS Excel, Miracle and Clear Tax software for precise financial reporting and compliance accuracy.
Been a pivotal team member of reputed co-operative Bank’s GST Audit having 200+ branches across the state.
Scrutinized ledgers, reconciled debtor and creditor balances vouched income & expenditures.
Successfully trained and managed team of 5 article assistants wherein I oversaw the overall development for which various detailed sessions were conducted.
Facilitated amendments and ensuring compliance with regulatory changes along with providing timely updates to business stakeholders.
Education
CA Final (Group 2) -
The Institute of Chartered Accountants of India
India
11-2022
CA IPCC - undefined
The Institute of Chartered Accountants of India
India
11-2019
Bachelor of Commerce -
Saurastra University
Gujarat
04-2019
CA CPT - undefined
The Institute of Chartered Accountants of India
India
06-2016
Class XII -
Gujarat Secondary And Higher Secondary Education Board
Gujarat
03-2016
Class X -
Gujarat Secondary Education Board
Gujarat
03-2014
Skills
Process documentation
Tax reporting
Bank reconciliation
Timeline
Lead Associate
WNS Global
03.2026 - Current
Intermediate Representative
BNY International Operations (India) Pvt.Ltd.
12.2024 - 12.2025
Senior Executive
RajkotNagrikSahakari Bank (RNSB)
08.2022 - 05.2023
Articled Assistant
K A R M A & Co LLP, Rajkot
02.2019 - 02.2022
CA CPT - undefined
The Institute of Chartered Accountants of India
CA IPCC - undefined
The Institute of Chartered Accountants of India
CA Final (Group 2) -
The Institute of Chartered Accountants of India
Bachelor of Commerce -
Saurastra University
Class XII -
Gujarat Secondary And Higher Secondary Education Board