Jeenal Shah
Pune
Summary
Dynamic finance professional with extensive experience in financial analysis, budget management, and strategic planning, dedicated to leveraging skills to drive organizational growth and enhance operational efficiency. Proficient in utilizing financial data to inform business decisions while ensuring compliance with regulatory standards and effectively managing risk. Strong collaborator with a flexible approach, committed to adapting to evolving needs and fostering team success. Recognized for a results-oriented mindset and a keen ability to identify opportunities for improvement that contribute to overall financial integrity.
Overview
8
8
years of professional experience
Work History
Finance Manager
Caizin
02.2024 - 06.2025
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- I have handed books of the US, as well as the Indian company, along with their compliance.
Senior Finance Officer
Creliant Software Private Limited
07.2022 - 07.2023
- Independently handled GST Audit, Tax Audit and Internal Audit; Assisted in Statutory Audit in accordance with the Companies Act, 2013.
- Zoho implementation, automation and process improvement along with the Formation of new SOPs. I have received Change in Pioneering Award for the same.
- Preparation of monthly MIS Schedule and Reports of both India entity and US entity.
- Independently handled AR Clean Up Project including recovery of international Clients through trust legal notices process.
- Independently handled GST Appeal.
- Subsidiary US Entity Compliance and Reporting:
- A) Prepared Financials statement for Income tax return.
- B) Independently handled Notice received from Department of Finance, City of Chicago and reduced the whole tax liability to Nil.
- C) Preparation of revenue and collection reports.
Manager
Patron Accounting LLP, Pune
04.2021 - 06.2022
- Onboarded Clients on Zoho Books and integrated all the other apps of Zoho such as Zoho Payroll, Zoho CRM, Zoho Inventory, Zoho Expense, Zoho Form and Zoho People with ZohoBooks.
- Helped develop standard operating processes for startup and established Companies. Accomplished multiple tasks within established time frames.
- Handled all the TDS, GST and PT, Income Tax and statutory audit compliances.
- Reduced process bottlenecks by training and coaching employees on practices, processes and performance strategies.
Accounts Head
Avxellence Technologies Private Limited, Pune
12.2019 - 04.2021
- Contributed to monthly and annual business forecasting.
- Managed banking reconciliations and monthly balance sheet statements.
- Reduced liabilities by accurately maintaining future tax liabilities and determine eligibility for tax abatement.
- Prepared GST returns, handled GST notice and GST refund
- Coordinated and prepared working for GST Audits, Vouching and Evaluations to identify potential errors and implement corrective actions in accordance with regulatory requirements.
Senior Tax Assistant
Vijaywargi Khabiya & Soaji, Nagpur
10.2018 - 10.2019
- Prepared and filed GST Audit.
- Worked on GST Refund Application under inverted duty structure & zero rated export.
- Handled all the GST compliances of many companies, individual and Accounting.
Junior Tax Assistant
L D Murarka & Company, Nagpur
06.2017 - 07.2018
- Assisted in statutory audits of private limited companies and preparation of Financial Statement.
- Conducted Tax Audits, VAT Audits, and Income Tax Returns of various entities.
- Assistance in ROC filing.
Education
M. Com -
Rashtrasant Tukadoji Maharaj Nagpur University
06.2018
B. Com - undefined
Rashtrasant Tukadoji Maharaj Nagpur University
06.2016
H.S.C. - undefined
Central Board of Secondary Education
06.2013
S.S.C. - undefined
Central Board of Secondary Education
06.2011
Skills
- Proficient in ZohoBooks and related Zoho applications
- Proficient in MS Word, Excel, and PowerPoint
- Collaborative team member
- Eager learner
- Effective communication skills
- Analytical research skills
- Effective leadership skills
- Consistent assignment completion
- Financial budget forecasting
- Budget management
- Financial internal controls
Languages Known
English
Hindi
Gujrati
Kutchi
Hobbies and Interests
Baking, Traveling & Dancing
Timeline
Finance Manager
Caizin
02.2024 - 06.2025
Senior Finance Officer
Creliant Software Private Limited
07.2022 - 07.2023
Manager
Patron Accounting LLP, Pune
04.2021 - 06.2022
Accounts Head
Avxellence Technologies Private Limited, Pune
12.2019 - 04.2021
Senior Tax Assistant
Vijaywargi Khabiya & Soaji, Nagpur
10.2018 - 10.2019
Junior Tax Assistant
L D Murarka & Company, Nagpur
06.2017 - 07.2018
B. Com - undefined
Rashtrasant Tukadoji Maharaj Nagpur University
H.S.C. - undefined
Central Board of Secondary Education
S.S.C. - undefined
Central Board of Secondary Education
M. Com -
Rashtrasant Tukadoji Maharaj Nagpur University
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