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. Meticulous and detail-oriented financial professional with communication skills to connect with clients and understand and meet needs. Displays equal expertise in microeconomics and macroeconomics and uses knowledge to vigorously advocate for customers. Develops investment strategies for organizations and offers informed advice on selling stocks and bonds.
Overview
5
5
years of professional experience
11
11
years of post-secondary education
Work History
Assistant Manager - Operations
Unistone Capital Private Limited
Mumbai
06.2022 - Current
- Working with legal counsel to prepare and file the necessary documentation with regulatory bodies, such as the SEBI. Worked on 3 Successful SME IPO and 4 Ongoing projects.
- Assisting with the development of marketing materials, such as a prospectus, to present to potential investors.
- Assessing the company's financial health and preparing financial statements for review by prospective investors.
- Determining the value of the company's stock and setting the price at which it will be offered to the public.
- Conducting in-depth analysis of public companies and their financial performance, including reviewing financial statements and conducting industry research
- Identifying trends and patterns and also open offers for finding better investments opportunities.
- Developing financial models to forecast future performance and valuation of the company.
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 crores monthly.
- Scrutinizing correctness of calculation of capital gain, TDS deducted, and also 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 completion of 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
05.2013 - 01.2021
Bachelor's Degree - Commerce
University of Mumbai
06.2011 - 05.2014
Skills
Reporting skills
undefinedTimeline
Assistant Manager - Operations
Unistone Capital Private Limited
06.2022 - Current
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
05.2013 - 01.2021
Bachelor's Degree - Commerce
University of Mumbai
06.2011 - 05.2014
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