Summary
Overview
Work History
Education
Skills
Software
Certification
Interests
Timeline
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Keshav Gupta

Keshav Gupta

Chartered Accountant, Associate CPA(Australia),Master Of Commerce, Bachelors Of Commerce
Auckland

Summary

Deadline-focused finance professional highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions. Resourceful Accounting professional with more than 6 years of experience in accounts preparation and reporting.

Overview

6
6
years of professional experience
1
1
Certification
1
1
Language

Work History

Investment Advisor and Accounts Assistant

Planet standards certification advisors
new delhi
04.2022 - Current
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Doing fundamental analysis on companies like checking their history, current position, and plans and comparing that with the industry’s financial ratio like P/E ratio, MPS, etc.
  • Providing technical analysis also like studying the candlestick charts of companies and providing investment advice on buy/sell based on the chart’s trend.
  • Analyzing the performance of mutual funds and other debt securities to provide balanced portfolio advice.
  • Helps in the finalization of financial statements i.e., they comply with Indian Accounting Standards, and other statutory requirements like the companies act 2013 and income tax laws.
  • Preparing bank reconciliation statements, accounts receivables/payables balances, and checking payroll accounting.
  • Also helps in filling Income tax and GST returns.
  • Providing the statutory auditor with relevant documents and assisting them in the audit.

Audit Assistant

ASHOK KUMAR GUPTA AND CO.
new delhi
02.2019 - 05.2021
  • Performed auditing work in accordance with rigorous auditing standards and principles.
  • Established audit and internal control procedures and recommended process improvements to address issues.
  • Consulted decision-makers to gather information and, resolve audit-related problems.
  • Developed strategic recommendations for improving processes and reviewed suitability of internal control designs.
  • Reviewed accounting clients' financial data systems to determine functional compliance.
  • Completed audits in accordance with regulations and procedures of Income Tax Act and Companies Act.

Articled Assistant

ASHU TANDON AND COMPANY
new delhi
02.2015 - 02.2018
  • Performed general accounting functions, including preparation of journal entries, account analysis, and Financial Statements.
  • Reconstructed accounting records from clients’ bank statements, vouchers, and cash receipts.
  • Coordinated statutory audits with external auditors
  • Filed tax returns and prepared Tax audit reports in compliance with statutes.
  • Computed taxes owed by applying prescribed rates, laws, and regulations of clients.
  • Assisted seniors in Income Tax scrutiny cases
  • Prepared reports and materials to assist with audits.
  • Collected and reported monthly expense variances and explanations.

Education

Master of Finance - Finance

Massey University
Albany,Auckland
02.2023 - Current

Associate CPA - Accounting And Finance

CPA Australia
Australia
04.2001 -

Chartered Accountant - Accounting,Finance,Taxation And Audit

The Institute of Charted Accountants of India
India
04.2001 -

Master of Commerce - Finance And Taxation

Indira Gandhi National Open University
New Delhi,India
04.2001 -

Bachelor of Commerce - Accounting And Finance

Indira Gandhi National Open University
New Delhi,India
04.2001 -

Skills

    Background in mutual funds, stocks, bonds and investments

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Software

Microsoft Excel,Word,Tally erp

Certification

Cleared FAR Exam(US CPA)

Interests

Learning Python language

Cricket,Badminton

Timeline

Master of Finance - Finance

Massey University
02.2023 - Current

Cleared FAR Exam(US CPA)

08-2022

Investment Advisor and Accounts Assistant

Planet standards certification advisors
04.2022 - Current

Audit Assistant

ASHOK KUMAR GUPTA AND CO.
02.2019 - 05.2021

Articled Assistant

ASHU TANDON AND COMPANY
02.2015 - 02.2018

Associate CPA - Accounting And Finance

CPA Australia
04.2001 -

Chartered Accountant - Accounting,Finance,Taxation And Audit

The Institute of Charted Accountants of India
04.2001 -

Master of Commerce - Finance And Taxation

Indira Gandhi National Open University
04.2001 -

Bachelor of Commerce - Accounting And Finance

Indira Gandhi National Open University
04.2001 -
Keshav GuptaChartered Accountant, Associate CPA(Australia),Master Of Commerce, Bachelors Of Commerce