Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Timeline
Generic

Kanika Agarwal

Lucknow

Summary

Ambitious finance manager offering several years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in mentoring employees, leading talented teams and making decisions promptly.

Overview

7
7
years of professional experience

Work History

Senior Manager - Finance and Research

Tankup Engineers Limited
Lucknow
08.2024 - Current
  • Conducted data analysis and research on subsidies for manufacturing entities and startups.
  • Assisted in valuations for merger of unlisted entities with turnover up to 200 crore.
  • Prepared cost-benefit analysis for overseas branch office setups.
  • Drafted replies for notices under Income Tax and GST law.
  • Finalized books of accounts and prepared balance sheets for timely audit closure.
  • Managed operations of five entities, ensuring compliance with reporting requirements.
  • Led end-to-end IPO process for a company, overseeing all related activities.
  • Administered wealth management strategies for promoter.
  • Prepared projections of the company, including monitoring of ratios.
  • Performed a cost analysis of the company's products.
  • Identified and pursued new business opportunities to expand market presence and revenue streams.
  • Interviewed prospective employees and provided input to HR on hiring decisions.
  • Managed annual budgeting process, including forecasting and financial analysis to optimize resources.

Manager - Finance and Research

Climbtech India Private Limited
Lucknow
12.2022 - 07.2024
  • Performed data analysis and research on subsidies for manufacturing entities and startups
  • Assisted in valuations for the merger of unlisted entities with turnover up to 20 crore
  • Prepared cost and benefit analysis for overseas setup of branch offices
  • Preparation of replies for notices under Income tax and GST law
  • Finalizing books of accounts and preparation of balance sheets for timely closure of audit function
  • Managing 5 entities end-to-end about compliance and reporting affairs

Assistant Manager

Kapoor Verma & Associates
Lucknow
02.2021 - 11.2022
  • Prepared financial statements per accounting standards issued by ICAI of businesses with turnover up to INR 200 crore
  • Led more than 75 audit assignments including tax audits and internal audits
  • Led end-to-end projects to identify engagement objectives and prioritize deliverables to ensure timely closure of audit function
  • Performed direct tax and indirect tax compliances

Industrial Trainee (Per ICAI norms)

Hindustan Petroleum Corporation Limited
Lucknow
02.2020 - 02.2021
  • Performed tax reconciliations and filing of GST and annual returns of 3 states (Uttar Pradesh, Bihar, and Uttarakhand)
  • Filling VAT returns and annual returns and assisted in VAT cases
  • Maintaining accounting base for contingent liabilities and account payables of North Zone

Articled Assistant (Per ICAI norms)

Seth and Associates
Lucknow
02.2018 - 02.2020
  • Led and handled multiple audit engagements for unlisted companies with gross revenue of INR 1000 crore
  • Conducted internal audits in the field of FMCG, manufacturing, real estate, and agriculture
  • Preparation of audit reports, summary decks, and review of working papers for junior articles
  • Filing of more than 50 tax audit reports for trusts, private companies, and family-owned businesses with turnover up to INR 150 crore
  • Performed tax reconciliations and provided advisory w.r.t advance tax calculations, TDS /TCS compliances, and filed more than 100 income tax returns for salaried employees
  • Led and assisted indirect tax team w.r.t GST registration, reconciliations, filing of monthly returns, refund processing, advisory on business transactions, and input tax credit for more than 200 clients
  • Preparation of financial statements per accounting standards issued by ICAI

Education

CA FINAL -

The Institute of Chartered Accountants of India
Lucknow
05-2024

ISC- Class XII -

St. Fidelis College
Lucknow

ICSE – Class X -

St. Fidelis College
Lucknow

Skills

  • MS Excel and Power BI
  • Data analysis
  • Project management
  • Data analytics and reporting
  • SQL and ERP systems
  • Financial analysis and pivot tables
  • Macros development

Hobbies and Interests

  • Dance
  • Music
  • Art
  • Reading

Timeline

Senior Manager - Finance and Research

Tankup Engineers Limited
08.2024 - Current

Manager - Finance and Research

Climbtech India Private Limited
12.2022 - 07.2024

Assistant Manager

Kapoor Verma & Associates
02.2021 - 11.2022

Industrial Trainee (Per ICAI norms)

Hindustan Petroleum Corporation Limited
02.2020 - 02.2021

Articled Assistant (Per ICAI norms)

Seth and Associates
02.2018 - 02.2020

CA FINAL -

The Institute of Chartered Accountants of India

ISC- Class XII -

St. Fidelis College

ICSE – Class X -

St. Fidelis College
Kanika Agarwal