Jesal Shah
Pune
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adapt at working effectively unsupervised and quickly mastering new skills.
Passion for continuous learning and innovation.
Skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
9
9
years of professional experience
Work History
Process Lead - Investment Accounting and Reporting
AXA Global Business Services
07.2021 - Current
- Performed transactional activities related to the function at the expected level of delivery in terms of turnaround time and quality while performing asset designation, change of designation, and sub-ledger preparation. Valuation, pricing, accrual/deferral of interest, impairment, hedge accounting.
- Reporting: Maintain and communicate reporting policies, prepare and analyze reports, distribute reports, acquire sign-offs, and submit reports.
- Developed and maintained Standard Operating Procedures (SOPs) for all key processes.
- Exposure to understanding the accounting cycle, or experience in trade entry, asset servicing, corporate actions, OTC transactions, cash, and custody position reconciliation.
Assistant Accounts Manager – Accounts and Taxation( for Group of Companies)
RMC MARKETING PRIVATE LIMITED
02.2020 - 07.2021
- Accounting including preparation of vouchers, general invoices, payroll accounting, Investment Accounting, Maintaining statutory records and its ledgers
- Preparation and Finalization of Financial Statements of Individuals, Private Limited and Public Limited Company
- Selected consistently in group assignments based on leadership potential and ability to conduct the audit efficiently
- Consolidated audit observations that reduced profitability by approximately Rs.30-40 lakhs, demonstrated impact to the management and oversaw its effective correction
- Single-handedly carried out GST compliance work 20+ clients with a turnover up to Rs.10 crore.
Personal Clienteles
Self Employed
08.2017 - 07.2021
- Solely handling books of accounts of a Pharmaceutical Company and hospital with turnover of more than Rs.5 Crores
- Along with GST return filing, finalization and MIS reporting
- Handling GST returns and Audit Finalization for 8+ personal clients with turnover of up to Rs.10 Crores
- Filing of Income Tax Returns for High net worth individuals
- Core Member – Team marketing; suggested and implemented various marketing strategies that increased the walk-ins by 15% on YoY basis
- Oversaw the Accounting, Budgeting and other Tax compliances of the business, heading a team of 4 accountants across 2 branches.
Intern – Internal and Statutory Audit
Sanjay Shah and Associates
02.2016 - 02.2019
- Performed Statutory Audits, Tax Audits and Stock Audits of various corporate and non-corporate entities such as Companies, Trusts, Manufacturing Companies, Restaurants and Real Estate with a turnover of more than Rs
- 100 crore
- Handled direct tax compliances i.e
- Income tax Returns, Advance Tax and TDS Returns for 30+ clients
- Scrutinized the Financial Statements of 30+ clients with incomes up to Rs
- 50 lacs in compliance with Accounting and Auditing Standards issued by ICAI and other Tax Laws
- Vetting and filing of all GST Returns complying with the due dates.
Education
IPCC -
ICAI
Pune05.2019
B.Com -
Symbiosis College of Arts And Commerce
Pune04.2016
Class X -
The Bishop’s School, (Camp)
Pune03.2011
Skills
- Microsoft Office
- SAP/ERP
- Effective Team Management
- MIS Reporting to senior management helpful in taking key business decisions
- Good written and communication skills
- Analytical Skills
- Cost Analysis
- Time management abilities
- Adaptability and Flexibility
- Multitasking Abilities
- Attention to Detail
- Problem-solving abilities
- Teamwork and Collaboration
Hobbies
Swimming, Indoor and Outdoor sports, Painting
Languages
Gujarati
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
Hindi
Upper intermediate (B2)
Marathi
Intermediate (B1)
Timeline
Process Lead - Investment Accounting and Reporting
AXA Global Business Services
07.2021 - Current
Assistant Accounts Manager – Accounts and Taxation( for Group of Companies)
RMC MARKETING PRIVATE LIMITED
02.2020 - 07.2021
Personal Clienteles
Self Employed
08.2017 - 07.2021
Intern – Internal and Statutory Audit
Sanjay Shah and Associates
02.2016 - 02.2019
IPCC -
ICAI
B.Com -
Symbiosis College of Arts And Commerce
Class X -
The Bishop’s School, (Camp)
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