Kalpana Chandel
Himachal
Summary
A qualified Chartered Accountant with detailed knowledge in financial reporting, budgeting, IFRS, and risk based audit. Desirous of working in an environment to use proven skills in a position that can significantly contribute towards achieving organizational goals along with career growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Finance Lead
Proof of Lightwork
04.2022 - Current
- Ensure business processes, administration, and financial management,Maintain accounting system, Managing day to day funds.
- Lead planning and forecasting activities with business partners to achieve business and company goals,Preparation & Finalization of Financial Accounts,Preparation of financial forecasts.
- Assist COO to design, implement policies to promote company culture and vision and oversee operations to keep businesses on track.
- Monitor financial details to ensure legal compliance, Analyze revenue, expenses, cash flows, and balance sheets,Assist management to make financial decisions.
- Investigate means to improve profitability,Review and process payments of the company,Computing & disbursing employees monthly salary.
- Maintain an accurate filing and record keeping system for all financial statements and company documents
- Participate in the execution of changes to procedures, policies, and systems to facilitate expansion, compliance, and scaling of the business
Accounts Officer
Luxe Society Group Pvt Ltd
01.2020 - 03.2022
- Assist stakeholders in managing investors with finance related decisions
- Maintain Proforma, Term sheets, Shareholder agreements, Cap table, Valuations, Pitch Deck and Miscellaneous documentations for investor meetings.
- Perform Market Analysis, Provide financial reports and interpret financial information to managerial staff while recommending further courses of action.
- Advise on investment activities and provide strategies that the company should take,Maintain the financial health of the organization.
- Analyze costs, pricing, variable contributions, sales results and the company's actual performance compared to the business plans,Develop trends and projections for the firm's finances.
- Conduct reviews and evaluations for cost-reduction opportunities,Oversee operations of the finance department, set goals and objectives, and design a framework for these to be met.
US Tax Consultant
Vitae International Accounting services Pvt Ltd
01.2019 - 12.2019
- Working as per US GAAP Principles
- Preparing Corporation returns (Form 1120,Form 1045,Form 1120S,Form 1040) using CCH Axcess.
- Preparing wide number of state returns Like Texas, California, Florida, to name a few,Preparing for extensions for clients for federal and state returns.
SENIOR AUDIT ASSOCIATE
Ramanathan & Co Chartered Accountants
02.2013 - 03.2017
- Company Overview: Corporate Financial Services: Expertise in providing corporate financial services for various sectors namely, Manufacturing companies, Hospitality Industry, Educational Institutions, Petrol Bunks, Supermarkets, Construction Companies, Dental Clinics, SME units and trading units
- Market analysis of the industry and nature of business of the loan applicant,Critical analysis of current and proposed financial requirement of the loan applicant.
- Feasibility study of business plans of the borrower including cost and means of project,In depth ratio analysis (Profit ratio, Gearing ratio, Debt equity ratio, fixed asset turnover ratio)
- Preparation of Project data including understanding the operational risk of the business and defining project parameters.
- Quantifying estimated production/sale volume/service receipts,Calculating current working capital gap and proposed fund requirement.
- Current and proposed operating statement for 3-7 years based on term of the loan
- Preparation of Credit Monitoring Arrangement (CMA) data encompassing calculation of Maximum Permissible Bank Finance (MPBF).
- Preparation of elaborate business profile of clients and liaising with banks and other financial institutions explaining project on behalf of the client.
- Statutory Audit of Companies,In depth audit planning including pre- audit activities and risk assessment based on company organization structure.
- Determination of selection process and conducting test of control and test of details,Reviewing income statement and statement of position including statutory compliances.
- Delivering final report and subsequent follow up,Internal Audit of Companies,Expertise in conducting risk based audit by understanding the process, identifying operational, financial and compliance risk, identifying controls, prepare audit program and drafting an audit report with findings, implications and recommendations.
- Discussing the report with Management / Department Head for comments and corrective action,Delivering final report and subsequent follow up.
- Other Audits: Concurrent Audit of Banks, Limited Review Audit of Banks, Statutory Audit of Banks/ Companies, Stock and Debtors Audit of loan borrowers, Revenue Audit of loan borrowers
- Experience in working with banking software like finacle, Crown, Canbank
- Corporate Financial Services: Expertise in providing corporate financial services for various sectors namely, Manufacturing companies, Hospitality Industry, Educational Institutions, Petrol Bunks, Supermarkets, Construction Companies, Dental Clinics, SME units and trading units
Education
Chartered Accountant -
Institute of Chartered Accountants of India - ICAI
12.2018
B.COM -
Bharathiar University
05.2012
Higher Secondary -
Central Board of Secondary Examinations
03.2009
Secondary - undefined
Central Board of Secondary Examinations
03.2007
Skills
- Financial budgeting
- Financial audits
- GAAP
- Cash flow management
- CCH
- Microsoft office
- Clickup
- Quickbooks, Xero, Zoho Books
- Ratio Analysis
Certification
B.Com, Chartered Accountant (CA), Institute of Chartered Accountants of India - ICAI, 256191, Chartered Accountancy, 2011-2018, >50%
Accomplishments
- Earned a hike of 300% in stipend within a span of 2 years during Articleship Training
- Promoted to Senior Audit associate in one year of service
- Managed a team of 18 during internship
- Worked as an Associate Partner in a Law firm, built a team for the firm and helped them get a loan of Rs. 3 Crores from bank for their new unit
- Solely handled accounts of a private limited company, laid down chart of accounts
Personal Information
- Date of Birth: 01/18/92
- Gender: M
- Nationality: Indian
- Marital Status: Unmarried
Languages
English
Hindi
Personal Traits
- Completed 100 hours of Information Technology Training under ICAI
- Completed course in Tally ERP
- Ability to communicate financial issues to non-financial senior management and directors
- High analytical thinking with talent for identifying, scrutinizing, improving and streamlining work processes
- Computer literate performer having experience in working with MS Word, Excel, PowerPoint, Tally, Xero, CCH Axcess, Stripe, Kajabi, discord, clickup, zoho books
- Flexible team player as well as ability to lead a team
- Holding strong ethical values
Timeline
Finance Lead
Proof of Lightwork
04.2022 - Current
Accounts Officer
Luxe Society Group Pvt Ltd
01.2020 - 03.2022
US Tax Consultant
Vitae International Accounting services Pvt Ltd
01.2019 - 12.2019
SENIOR AUDIT ASSOCIATE
Ramanathan & Co Chartered Accountants
02.2013 - 03.2017
Secondary - undefined
Central Board of Secondary Examinations
B.Com, Chartered Accountant (CA), Institute of Chartered Accountants of India - ICAI, 256191, Chartered Accountancy, 2011-2018, >50%
Chartered Accountant -
Institute of Chartered Accountants of India - ICAI
B.COM -
Bharathiar University
Higher Secondary -
Central Board of Secondary Examinations
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