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
Investment and Wealth Planning
Accounts receivable and payable
Return on investment understanding
Accounting as per GAAP
Auditing and Assurance
Taxation and Tax Planning
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 -