Microsoft Excel
ISHAN GERA
Chartered Accountant
Bengaluru
Summary
- Highly motivated professional with 5 years of experience in Information Technology, Healthcare, Apparel & Textiles, and Financial Services with a stellar track record of financial success.
- Expertise in finance strategy, financial planning, budgeting, forecasting and variance analysis
- A results-oriented business partner with a strong history of achieving both financial and non-financial business goals with effective controls and planning.
- Proven track record of building and nurturing strong relationships with clients, executives, and cross-functional teams.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Manager - Business Finance
Shapos Services
Bengaluru
04.2023 - Current
- Coordinated and oversaw month-end and year-end closing activities for 2 business verticals contributing to 100 Crs to monthly revenue, ensuring accurate and timely financial reporting.
- Prepared and presented financial reports and presentations to stakeholders, including C-suite executives and board members.
- Oversaw accounts receivable process, ensuring timely and accurate transactions.
- Conducted monthly financial analysis and variance reporting, providing actionable insights to senior management for data-driven decision-making.
- Managed internal audit engagements in collaboration with Deloitte, ensuring compliance with regulatory requirements and identifying opportunities for process improvement and risk mitigation.
- Collaborated with tech team to develop and implement automated reporting solutions, streamlining financial data analysis and enhancing reporting efficiency.
- Prepared ad hoc financial reports, providing critical insights and analysis to support executive decision-making and address specific business inquiries.
Senior Associate
KPMG Global Delivery Center
Bengaluru
05.2022 - 04.2023
- Facilitate budgeting and forecasting process, ensuring alignment with strategic goals and achieving financial targets.
- Coordinated and oversaw month-end and year-end closing activities, ensuring accurate and timely financial reporting.
- Collaborate with cross-functional teams to streamline processes, enhance data accuracy, and optimize resource allocation.
- Collaborate with HR and department leaders to create workforce budgets, aligning headcount plans with company objectives and financial targets.
- Reports directly to CFO, providing financial insights and recommendations for strategic decision-making.
- Oversaw accounts receivable and accounts payable processes, ensuring timely and accurate transactions.
- Prepared ad hoc financial reports, providing critical insights and analysis to support executive decision-making and address specific business inquiries.
Assistant Manager - Finance
MyHealthcare Technologies
Gurugram
04.2020 - 05.2022
- Assist in budgeting and forecasting process, ensuring alignment with strategic objectives and meeting financial goals.
- Ensure compliance with regulatory standards and company policies, contributing to successful completion of audits.
- Prepare month-end financial reports, providing detailed insights for management review and decision-making.
- Coordinate and support statutory audit processes, ensuring seamless communication with external auditors and timely completion of audit requirements.
- Manage and maintain positive relationships with investors and other key stakeholders, responding to inquiries and providing timely and accurate financial information.
Senior Accounts Associate
Sangameshwar Educational Trust
Kurukshetra
08.2018 - 04.2020
- Manage day-to-day accounting operations, including accounts receivable, accounts payable, and general ledger entries.
- Process and reconcile vendor invoices, ensuring accuracy and timeliness of payments to vendors and suppliers.
- Handle customer billing and collections, reducing outstanding balances by 20% through proactive follow-up and dispute resolution.
- Assist in month-end and year-end closing activities, ensuring timely completion of financial reports and reconciliations.
- Prepare and analyze financial statements, providing insights on financial performance to management for decision-making.
- Collaborate with finance team to support budgeting and forecasting processes, providing input and data analysis.
- Train and mentor junior accounting staff, supporting their professional development and growth within department.
- Respond to inquiries from internal and external stakeholders, providing prompt and accurate financial information.
- Maintain confidential financial information with a high level of integrity and professionalism.
Education
Chartered Accountant -
ICAI
New Delhi 06.2012 - 2018.05
Bachelor of Commerce -
Delhi University
New Delhi 07.2012 - 2016.06
Skills
Financial Planning and Analysis
Affiliations
Teacher - Children and Teens, Art of Living, India
- Conduct Art of Living workshops and classes designed specifically for children and teenagers, incorporating age-appropriate activities and teaching methods.
- Facilitate group discussions and activities to encourage open communication, empathy, and respect among the participants.
- Instill positive values and ethics through stories, role-playing, and interactive exercises, promoting a sense of social responsibility.
- Monitor the progress and well-being of each participant, providing individualized attention and support as needed.
Software
Tally ERP
Microsoft Powerpoint
SAP
Alteryx
Timeline
Manager - Business Finance
Shapos Services
04.2023 - Current
Senior Associate
KPMG Global Delivery Center
05.2022 - 04.2023
Assistant Manager - Finance
MyHealthcare Technologies
04.2020 - 05.2022
Senior Accounts Associate
Sangameshwar Educational Trust
08.2018 - 04.2020
Bachelor of Commerce -
Delhi University
07.2012 - 2016.06
Chartered Accountant -
ICAI
06.2012 - 2018.05
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