Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Janaki Suresh Beena

Certified Management Accountant
Coimbatore

Summary

Versatile Management Accountant with advanced knowledge of financial, business development and operational areas. Steps into new areas with adaptable approach. Wide range of exposure and knowledge in working of different industries and business models.

Overview

9
9
years of professional experience
6
6
years of post-secondary education
1
1
Certification

Work History

Client Financial Management Associate

Accenture Solutions Private Limited
Bangalore
09.2021 - Current
  • Prepared and distributed team-based communications to foster collaboration and enhance team morale.
  • Conducted thorough research using diverse resources to assist professional staff with routine and special project tasks.
  • Oversaw training and onboarding process for all newly hired employees.
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Recorded time allocated to projects and updated master tracking documents.
  • Identified communication channels to set roadmap to distribute information.
  • Prepared and charted data and metrics for detailed status reports.
  • Created and updated records and files to maintain document compliance.

Advanced Tax Analyst

EY LLP
Bangalore
12.2016 - 05.2019
  • Conducted tax research on audit findings, verifying corporate compliance with federal and state regulations.
  • Collected financial statement data from ledger and compiled into tax reporting software according to federal, state and municipal deadlines.
  • Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
  • Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
  • Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
  • Assisted managers in planning and execution of short-term and longer term goals and objectives.
  • Analyzed tax issues and made recommendations for remediation to management.

Probationary Officer

Tamilnad Mercantile Bank Ltd
Bangalore
06.2015 - 11.2016
  • Faced customers and resolved the queries brought by them
  • Gained expertise in Finacle software
  • Performed cash management and movement activities for the bank.
  • Assisted customers in opening and managing account operations.
  • Was in charge of ATM loading and maintenance operations.

Relationship Manager

IndusInd Bank
Coimbatore
11.2014 - 03.2015
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Monitored customer feedback and generated reports to identify areas of improvement.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Utilized financial software to prepare consolidated financial statements.

Sale Associate

HSBC LLP
Chennai
06.2014 - 10.2014
  • Solved customer challenges by offering relevant products and services.
  • Engaged with customers to build rapport and loyalty.
  • Generated new sales leads to achieve and exceed monthly sales goals.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Developed strong rapport with customers and created positive impression of business.

Education

MBA - Finance & Marketing

Kumaraguru College of Technology
Coimbatore
06.2012 - 04.2014

Bachelor of Engineering - Electrical And Electronics Engineering

Coimbatore Institute of Engineering And Technology
Coimbatore
08.2008 - 04.2012

Skills

Payment verification

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Certification

Certified Management Accountant

Timeline

Client Financial Management Associate

Accenture Solutions Private Limited
09.2021 - Current

Certified Management Accountant

01-2021

Advanced Tax Analyst

EY LLP
12.2016 - 05.2019

Probationary Officer

Tamilnad Mercantile Bank Ltd
06.2015 - 11.2016

Relationship Manager

IndusInd Bank
11.2014 - 03.2015

Sale Associate

HSBC LLP
06.2014 - 10.2014

MBA - Finance & Marketing

Kumaraguru College of Technology
06.2012 - 04.2014

Bachelor of Engineering - Electrical And Electronics Engineering

Coimbatore Institute of Engineering And Technology
08.2008 - 04.2012

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Janaki Suresh BeenaCertified Management Accountant