Summary
Overview
Work History
Education
Skills
INDUSTRY SPECIALISATION
Timeline
Generic

ISHAN GUPTA

CHANDIGARH

Summary

Hardworking and motivated Finance Manager with 9 years of experience and record of success in Accounting & Finance industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.

Overview

9
9
years of professional experience

Work History

Manager - Finance & Accounts

AJAY K & ASSOCIATES
CHANDIGARH
04.2023 - Current
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Filled monthly, quarterly, yearly returns of GST, Income Tax , TDS and other statutory compliances.
  • Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
  • Conducted risk-based audits to evaluate internal controls, compliance with laws and regulations, and accuracy of financial statements.
  • Reviewed client data for accuracy and completeness in accordance with Generally Accepted Accounting Principles.
  • Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
  • Reviewed invoices for accuracy and completeness prior to payment processing.
  • Analyzed financial data to identify discrepancies or trends.
  • Prepared monthly closing entries for multiple companies' books of records.
  • Preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
  • Reported on financial results including balance sheets, income statements, cash flow statements.

Freelancer

Part TIme Accounting
PATIALA
04.2015 - Current
  • Maintained up-to-date accounts receivable records and coordinated monthly billing activities.
  • Processed invoices, payments, and statements in a timely manner.
  • Prepared bank deposits by compiling data from cashiers.
  • Reconciled financial discrepancies by collecting and analyzing account information.
  • Generated financial reports for management review on a regular basis.
  • Assisted with external audits conducted by accounting firms.
  • Performed daily general ledger entries to record financial transactions accurately.
  • Reviewed financial records and prepared tax returns for individuals, partnerships, corporations, trusts and non-profit organizations.
  • Performed tax methods applicable to business revenues and like-kind exchanges.
  • Discussed tax projections and related estimated payments with clients.
  • Developed and implemented strategies to optimize indirect tax (GST and other taxes) compliance processes.

Assistant Manager - Finance & Accounts

SANJEEV M BANSAL & ASSOCIATES
PATIALA
11.2018 - 03.2023
  • Assisted clients in determining business strategy and achieving profitability goals.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Posted financial data in Tally ERP, Prime, Busy, Marg, Logic, Shakun and managed inventory.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Performed audits of operational and financial areas to check compliance.
  • Conducted financial analysis and research to advise senior management on forecasting decisions.
  • Interacted with internal and external auditors to help complete audits and resolve issues.
  • Calculated and prepared checks for utilities, taxes and other payments.
  • Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Created journal entries accurately and timely for month end close processes.
  • Performed general ledger reconciliations on a timely basis.
  • Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.

Education

Bachelor of Commerce - Accounting And Finance

DELHI UNIVERSITY
NEW DELHI
09-2021

CA INTERMEDIATE - CA COURSE

ICAI
NEW DELHI
11-2014

MBA - FINANCE AND INTERNATIONAL BUSINESS MANAGEMENT

LPU
JALANDHAR

Skills

  • Staff Development
  • Financial Management
  • Business Development
  • Year-end close
  • Auditing
  • Financial Reporting
  • Tax Return Filing
  • Tax Preparation
  • Bookkeeping
  • ERP accounting
  • Financial Auditing

INDUSTRY SPECIALISATION

  • STEEL IMPORTERS
  • HOTELS
  • RESTRAUANT CHAIN
  • FRNACHISE OPERATED SALOON
  • TRADING CONCERNS (PHARMA, CONFECTIONERY ETC)

Timeline

Manager - Finance & Accounts

AJAY K & ASSOCIATES
04.2023 - Current

Assistant Manager - Finance & Accounts

SANJEEV M BANSAL & ASSOCIATES
11.2018 - 03.2023

Freelancer

Part TIme Accounting
04.2015 - Current

Bachelor of Commerce - Accounting And Finance

DELHI UNIVERSITY

CA INTERMEDIATE - CA COURSE

ICAI

MBA - FINANCE AND INTERNATIONAL BUSINESS MANAGEMENT

LPU
ISHAN GUPTA