- Tally
Lokendra Chauhan
Chartered Accountant | CFA Level I Candidate
Mumbai
Summary
A results-oriented Chartered Accountant(Jan-21) with 1 Year post and 4+ years pre-chartered experience in Accounting and Finance. CFA Level 1 candidate. Detail-oriented aspiring Research Analyst with first rate active listening, communication, and planning traits. Committed to completing the accurate and thorough competitive assessment.
Overview
4
4
years of professional experience
20
20
years of post-secondary education
Work History
Deputy Manager
Kfintech Pvt Ltd
Hyderabad
06.2021 - 04.2022
- Liaised with tax auditors and preparers to communicate fund details.
- Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.
- Assisted in preparing audit schedules, compliance reports, NSARs, tax returns and financial statements.
- Generated routine and ad-hoc financial statements for management.
- Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.
- Servicing more than 8 lakh Sales and Nonsales transactions
reconciliation all amounting to more than 100 cr monthly. - Scrutinizing the correctness of calculation of capital gain, TDS
deducted, and also the filing of various TDS returns. - Managing GL reconciliation Team also assisting DOFA, Internal
auditor, and HNI investors in resolving their issues.
Senior Executive Accounts
Royal Realtors Group
Mumbai
07.2019 - 05.2021
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Enhanced internal control systems and procedures to mitigate risk and support opportunities.
- Ran comprehensive cost/benefit analyses before suggesting new business movements and decisions.
- Improved resource utilization with data management systems, reducing costs through strategic coordination and contract analysis.
- Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
- Designed and modified reporting procedures and controls to inform business development and growth.
- Preparations of monthly MIS and budgeting.
- Assisting both Internal and Statutory auditors in the completion of the audit.
Senior Executive Accounts and Finance
Nucsoft Ltd
Mumbai
12.2017 - 06.2019
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Developed strategic plans for day-to-day financial operations.
- Handling Accounts Receivables and statutory compliances.
- Preparations of Fund and Cash flow statements on monthly basis.
- Assisted in preparation of Annual Reports, Budgets, conducting
Board meetings, various audits & conducting Board meetings. - Preparation of MIS and Project Reports
Education
Chartered Accountant -
The Institute of CharteredAccountants of India
04.2001 - 01.2021
Bachelor's Degree - Commerce
University of Mumbai
Skills
Financial Reportingundefined
Additional Information
- NISM Series II-B Nov 2021
Software
- TDSMAN
- SAP
Interests
- Equity Research
- Fundamental Analysis
- AI & Big Data
- Blockchain
Timeline
Deputy Manager
Kfintech Pvt Ltd
06.2021 - 04.2022
Senior Executive Accounts
Royal Realtors Group
07.2019 - 05.2021
Senior Executive Accounts and Finance
Nucsoft Ltd
12.2017 - 06.2019
Chartered Accountant -
The Institute of CharteredAccountants of India
04.2001 - 01.2021
Bachelor's Degree - Commerce
University of Mumbai
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