Lehari Grandhi

• Preparation of Individual and Corporate returns (1040, 1065, 1120 and 1120-S)
• Analyzing Financials and preparing Excel spreadsheets to perform calculations and arrive at the Final Taxable Income which is used as blue print for the Tax return.
• Developed in-depth knowledge of client business and industry through interaction while working on various aspects of engagement.
• Worked on different kinds of Industry returns and different software's like Ultra Tax, Drake and CCH.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Identified impactful regulations and incorporated changes to comply with new requirements.

• Sales Invoice generation and Revenue recognition
• Regular client Interactions
• Managing AP & AR (Accounting, follow ups, payments & aging analysis)
• Collected and arranged financial information and entered details into Sage Intacct financial management system.
• Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
• Maintaining Revenue file and preparing the Recurring Revenue forecast reports for Top Level Management.

• Completed deviation forms and recorded findings of inspection process, collaborating with team members and department managers to implement procedural remedies.
• Identifying audit issues
• Presenting audit reports clearly
• Assisting seniors in reviewing the Financial Statements
• Ability to prioritize work on multiple assignments & manage ambiguity

Exposed to: Internal Audit, Concurrent Audit and Statutory Audit

● Compliance with Accounting Standards.

● Drafting Audit Reports as per the new reporting requirements of Companies Audit Report Order, 2003 (CARO).

● Review of Corporate Governance Report and other Secretarial records.

● Drafting LFAR.

● Preparation of Audit Plan and ensure completion of the same with in the time

● Analysis of Debtors and Creditors-Ageing, Recovery Period, Balance Confirmation Procedures

● Preparation and review of various reconciliation statement E.g. BRS, Stock. Collateral Inspection & Foreign Remittance Verification

● Verification of documents like original deeds, stock statements, CIBIL reports