KAVITA BHALOTIA
Gurgaon,HR
Summary
Result driven professional with approx. 8 Years of experience in auditing and transaction services; currently associated with PricewaterhouseCoopers as Senior Associate 2. Leading a team of 20 Associates as well as Senior Associates and oversee processing of request related to transaction services. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Senior Associate 2 – Advisory -Deals
Pricewaterhouse Coopers AC
06.2018 - Current
- Team member of Quality review services, responsible for liaising with client to understand process workflow, define roadmap and deliver appropriate solution
- Good understanding of due diligence and transaction services
- Creation of Databook and structure of report for due diligence
- Key actionable and deliverables: Checking of Casting and Cross castings, internal consistency, mathematical accuracy of due diligence reports related to mergers and acquisitions of worldwide entities
- Analyzing, summarizing and computation of KPIs related to financials like Balance Sheet, P&L, Cash Flows, QofEs for various business sectors
- Experience in various business models, expertise in excel spreadsheets and client-based software
- Preparing and validating financial models with consistency and accuracy of numbers
- Served European, Australia, New Zealand and German clients with worldwide mergers and acquisitions reports based on region, sector and values with complex models
- Conducting Trading, Outturn, Net Assets, Working Capital, Cash Flow, Net Debt, Price Volume and other key trend analysis
- Preparation of one and two pagers company profiles and core decks
- Creation of data pack includes preparation of financial schedules, key performance indicators, Graphs, P/V and bridges, working capital schedules
- Sharing knowledge and supporting juniors and guiding them to make difference and create positive impact in resilient, inclusive and passionate manner.
- Work on average 4-5 requests per day with complete responsibility for performance, reviews and coordination with Engagement Teams, entering into call with them, understanding the scope of work, getting feedback & incorporating it.
- Taking significant role in sharing knowledge and supporting development of junior members
Lahoti India Limited
- 05.2024
- Preparation of annual financial statements of group companies
- Monitoring indirect tax return filing of group companies on timely manner
- Managing their business of Pharma trading company, maintaining accounts and providing required documents to shipping agent related to export.
Senior Audit Associate
Daluka Consultants Pvt. Ltd & Daluka & Co.
05.2016 - 02.2018
- Preparation of annual financial statement along with auditors as per Revised Schedule- VI
- Preparation and drafting of reply to show cause notices issued under Income Tax and E - Filing of Income Tax Returns, Tax Audit Reports, Service Tax Returns, Provident Fund Returns, TDS - TCS Returns
- Preparing and submission of various reports required by bank in compliance to CC A/c
- Conducted GST seminar for clients for effective implementation of GST adherence accounting system in their firm.
K.N.Jain & Co. (Chartered Accountants)
- Audit Planning, Execution and Finalization of Balance Sheet and Audit Report
- Computation of Income of Individuals and Companies and interaction with clients in relation to Income Tax and giving opinions thereon
- Statutory Compliance related to Service Tax and VAT
- Handled ROC related compliances and filing of various e-Forms including Annual Return
- Preparation and finalization of Financial Statements of companies, firms, proprietorship concerns & Individuals.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
Kolkata, WB11.2015
B.Com. (Hons) -
Vinobha Bhave University
Giridih, JH01.2011
H.S.C. -
DAV Public School (CBSE)
Giridih, JH01.2008
S.S.C. -
Pirtand Girls High School (JAC)
Giridih, JH01.2006
Skills
- Microsoft Power BI
- Power Query
- Decision-Making
- Data Processing
- Problem Solving
- Team Player
- Agile mindset
- Project Management
- Due Diligence
- Data Analytics
- Training and mentoring
- Team Supervision
- Time Management
Languages
English
Hindi
Bengali
Itskillset
Alteryx, Tally, MS Word, Excel, PowerPoint, True
Personal Information
- Title: Senior Associate 2
- Date of Birth: 02/04/92
Awards
- Received “Quality Perfectionist Award” several times for exceptional quality deliverables in PwC SDC.
- Received “Spot Award” several times for excellent work performed in the last 4 years with PwC SDC.
- Received Award “The Catalyst of Global Collaboration” for contribution in tremendous growth in the business with PwC UK.
Timeline
Senior Associate 2 – Advisory -Deals
Pricewaterhouse Coopers AC
06.2018 - Current
Senior Audit Associate
Daluka Consultants Pvt. Ltd & Daluka & Co.
05.2016 - 02.2018
Lahoti India Limited
- 05.2024
K.N.Jain & Co. (Chartered Accountants)
Chartered Accountant -
Institute of Chartered Accountants of India
B.Com. (Hons) -
Vinobha Bhave University
H.S.C. -
DAV Public School (CBSE)
S.S.C. -
Pirtand Girls High School (JAC)
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