Jagruthi Chopda
Bangalore
Summary
Enthusiastic Professional with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to bring above average user skills in accounting, auditing, finance and taxation while leveraging information technology and social media to be able to deliver best results to the organization and also look at career progression in the long term.
Overview
9
9
years of professional experience
Work History
Assistant Manager - AP Finance (US Finance)
EqualizeRCM Services
Mysore
06.2022 - Current
- Handling end to end Accounts Payables of the organization and streamlining of the payment cycles, expense reports and vendor relations.
- Intercompany accounting & eliminations for 5 related parties.
- Ad hoc assistance to the FP&A, Tax Compliance, Audit, US HR/ ER and other teams.
- Actively worked on process improvements, efficiency and training to the team on various AP related processes.
- Planned, directed and monitored audit compliance.
- Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
- Delivered actionable recommendations to enhance strategic direction and day-to-day accounting operations.
- Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Coordinated preparation of external audit materials.
- Analyzed information to assess current or future financial status of company.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Conducted reviews and evaluations for cost-reduction opportunities.
Co-Founder
AJ Solutions
Bangalore
01.2016 - 05.2022
- Assisting business owners evaluate plans, understand needs of business and help set up business.
- Providing accounting training to staff and owners.
- Providing tax advices and assistance in compliances [both direct and indirect taxes].
- Providing taxation services: tax planning and filing.
- Providing stock market consulting services.
- Assisting in auditing and accounting to small business owners.
- Providing consultancy services on ad hoc basis.
- Prepared Project reports for clients to obtain SME loans.
- Training students on various professional courses of CA, CS, CMA and Commerce related bachelor degrees including college contracts.
- Providing training to students for interpersonal and communication skills.
- Created comprehensive onboarding processes and activities to acclimate new hires for clients.
- Maximized business growth by driving high adoption and usage of marketing platform.
- Improved tools to enable better tracking and business analysis.
Finance & Accounts Manager
U&I Trust
Bangalore
06.2018 - 06.2019
- Setting up and Integrating new methods of work into the current work environment to enable the objective of a dynamic and digital organization.
- Managing end to end functions of FCRA, accounting, payroll, finance and audit.
- Analyzed financial data to determine efficient use of resources.
- Preparation and provision of MIS reports on ad hoc basis.
- Coordinated and assisted in preparation of external audit materials.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Donation recordings.
- Payroll processing and salary disbursements.
- Prepared monthly and year-end closing statements, financial documents and donation receipts.
- Coordinating with banks for cash transactions.
- Improvised by introducing internal audits for better management of expenses.
- Training to team on new way of expense reports and accounting for it.
- Training sessions for taxation.
- Analyzed monthly department budgeting and accounting reports to maintain expenditure controls.
Head of Accounts
Change Plus
Bangalore
06.2018 - 06.2019
- Setting up accounting processes.
- Setting up Payroll processes.
- Assisting in Statutory Audit & Compliances.
- Assisted in team events.
- Assisted with tax compliances.
Industrial Trainee
Wipro Infrastructure Engineering Pvt Ltd
Bangalore
03.2016 - 02.2017
- Plant wise stock movement analysis on monthly basis.
- Cost data validation and update, trend comparison with prices and vendor history on monthly and quarterly basis.
- Monthly MIS, PMI reports, Macro Economic updates, Business Metrics, Banking Industry update, Steel industry update and various demand based reports for the Chairman, CFO and Managers.
- Debtors Reconciliation, Material Rejection Validation, Payment Tracing and related reports on monthly basis.
- GL Codes verification for US books of accounts on monthly basis for Hyperion reporting.
- TCR India and Europe update on monthly basis.
- Performance reports and analysis synopsis of clients and competitors on monthly and quarterly
basis. - Monthly inventory and material ageing reports, Top 50 items analysis, cost reduction and validation projects, demand fluctuation analysis, vendor and customer payment and receipt term analysis, daily cylinder billing report preparation, compliance tracker update.
- Data mining of selected topics on need basis.
- Assisting in statutory audit and cost audit, forensic
audit and documentation process, queries
resolution. - Various in depth analysis of costs, revenues, margins, indirect expenses, sub contracting, vendors, debtors, open PO, etc. on need basis and quarterly basis.
- Segment plan update.
- MF daily reports for treasury team.
- Filing of loan repayment agreements, validating and changing LTA with customers and competitors.
- TB update for Hyperion reporting.
- NME and OSS cost reports, purchase price analysis, quotation validations, plant profitability update and analysis.
Article Intern
B C Shetty & Co., Chartered Accountants
Bangalore
03.2014 - 02.2016
- Worked on incorporation of various types of business entities, administering them, preparation of board reports, minutes of the meeting, and other secretarial compliances.
- Worked on obtaining various types of registrations- PF, PT, VAT, SEZ, TM, GST, CAMS, IEC, etc
- Worked on tax planning and filing for various types of entities including personal income tax and wealth tax.
- Worked on statutory audit, tax audit, internal audit, society audit and website audit.
- Daily Accounting for different types of entities including SEZ.
- Leader at workforce training and weekly skill development programs.
- Authored and handled the organization’s Newsletters.
- Worked on CCH –iFirm and designed a manual for beginners and training on the same.
- Worked on Slump sale project of an SEZ.
- Worked on Demerger of one of the leading IT MNCs.
- Led the talent acquisition, recruitment and training programmes.
- Worked on business reengineering projects.
- Ad hoc consulting services to start ups.
- Brief exposure to NRI Taxation.
- Contented the website of the organization as well as sole representative to content for McMillan Woods India Website.
- Designed and contented the NRI Taxation and management consultancy website for the organization.
Education
Applied Skills - Chartered Accountancy
Association of Chartered Certified Accountants
2023
Bachelor of Commerce - Audit, Finance And Tax
Bapu Evening Degree College
Bangalore05.2014
Integrated Professional Competency Course (IPCC) - Chartered Accountancy
Institute of Chartered Accountants of India
India11.2013
Common Proficiency Test (CPT) - Chartered Accountancy
Institute of Chartered Accountants of India
India12.2011
Pre University -
M S Ramaiah Pre University College
Bangalore03.2011
10th Standard - Commerce & Science
B P Indian Public School (ICSE Syllabus)
Bangalore03.2009
Skills
- Winman
- Saral Tax Office
- MS Office: MS Word, MS Excel and MS Powerpoint
- Intuit- Quickbooks
- Tally ERP
- SAP
- CCH- iFirm
- Tax Cloud
Interpersonal Skills
- Critical Thinking and Problem Solving
- Strong Analytics
- Eye for detail
- Adaptable
- Ability to work under pressure
- Quick learner
- Excellent verbal and written communication
- Organization and time management
- Strong interpersonal Skills
- Ability to deliver as a team player and independently
Languages
- English
- Hindi
- Kannada
- Telugu
- Rajasthani
- Marathi
Timeline
Assistant Manager - AP Finance (US Finance)
EqualizeRCM Services
06.2022 - Current
Finance & Accounts Manager
U&I Trust
06.2018 - 06.2019
Head of Accounts
Change Plus
06.2018 - 06.2019
Industrial Trainee
Wipro Infrastructure Engineering Pvt Ltd
03.2016 - 02.2017
Co-Founder
AJ Solutions
01.2016 - 05.2022
Article Intern
B C Shetty & Co., Chartered Accountants
03.2014 - 02.2016
Applied Skills - Chartered Accountancy
Association of Chartered Certified Accountants
Bachelor of Commerce - Audit, Finance And Tax
Bapu Evening Degree College
Integrated Professional Competency Course (IPCC) - Chartered Accountancy
Institute of Chartered Accountants of India
Common Proficiency Test (CPT) - Chartered Accountancy
Institute of Chartered Accountants of India
Pre University -
M S Ramaiah Pre University College
10th Standard - Commerce & Science
B P Indian Public School (ICSE Syllabus)
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