Tally ERP
JAGRUTI JOSHI
Financial Consultant & Manager
Pune,Maharashtra
Summary
Enthusiastic Consulting professional eager to contribute to team success through hard work, knowledge and excellent organizational skills in the area of FP&A, Valuation and Process Optimization. Comprehending the knowledge of Corporate Finance, Business valuation, MIS reports and training in MS-Excel. Motivated to learn, grow and excel to contribute toward enhanced profitability and regulatory adherence by leveraging a combination of analytical rigor, deep financial domain expertise, and cross-functional team leadership experience developed through diverse assignments. Seeking a responsible career opportunity to utilize my training and skills, while making significant contribution to the success of the company. Also to use my over 6 years of experience in financial management, MIS reporting, compliance, and team leadership to contribute towards efficient financial operations, strategic decision-making, and continuous organizational growth.
Overview
7
7
years of professional experience
3
3
Languages
Work History
Consultant & Manager
CMRS & Associates LLP
08.2021 - Current
- Lead the preparation of monthly MIS reports, including detailed P&L statement and cash flow
- Managed annual budgeting and forecasting processes, analyzing variances and recommending corrective actions.
- Conducted business valuations, designed capital structures, and developed investor pitch decks.
- Led GST filings (GSTR 9/9C), oversaw internal audits, and preparation of statutory financial statements under Schedule III.
- Improved financial processes through SOP reviews and ERP (SAP) corrections.
- Managed Accounts payable and optimized working capital for improved cash flow.
- Led a team of 10 finance professionals ensured timely financial closings and compliance.
Article Assistant
CMRS & Associates LLP
08.2018 - 08.2021
- Book closure and preparation of financial statements for corporate and non-corporate entities, with thorough understanding of annual reports and compliance under Companies Act, 2013.
- Statutory Audit of group and corporate entities in manufacturing, service and trading sectors, tax audits and return filing of companies, firms and individuals.
- Identified control gaps in processes, procedures & systems through in-depth research & assessment and suggested methods for improvement.
Education
CA Inter -
Institute of Chartered Accountants of India
Master of Commerce -
University of Pune
04.2020
Bachelor of Commerce -
University of Pune
05.2018
Skills
- Analytical problem-solving
- Effective team engagement
- Analytical thinking
- Implementation of best practices
- Team leadership & development
- Time management
Tools & Technologies
- Tally ERP
- Advanced Microsoft Excel
- Power BI
- Microsoft Office (Word, PowerPoint)
Software
Advanced Microsoft Excel
Power BI
Microsoft Office ( Word, PowerPoint)
Timeline
Consultant & Manager
CMRS & Associates LLP
08.2021 - Current
Article Assistant
CMRS & Associates LLP
08.2018 - 08.2021
CA Inter -
Institute of Chartered Accountants of India
Master of Commerce -
University of Pune
Bachelor of Commerce -
University of Pune
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