Microsoft Excel,Word,Tally erp
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
Software
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 -
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