Harsh Mohan
Chandigarh
Summary
Detail-oriented Accounting Professional with over 10 years in financial analysis and audits. Specialises in optimising financial processes and tax strategies, enhancing performance for diverse clients. Experienced in accounting software such as QuickBooks, Xero, and SAP, ensuring data management and compliance. Communicates complex financial concepts clearly, leading teams effectively during month-end close and client engagements.
Overview
14
14
years of professional experience
Work History
Senior Finance Associate
Zeni.AI
Mohali
02.2024 - Current
- Analyzed complex financial data to provide actionable insights, supporting strategic decision-making for clients.
- Led the implementation of AI-powered financial automation solutions, enhancing accuracy and efficiency in bookkeeping processes.
- Collaborated cross-functionally with finance and tech teams to optimize workflows and streamline financial reporting.
- Provided AI-driven bookkeeping solutions for startups and enterprises, enhancing financial operations.
- Managed client relationships, enhancing onboarding processes and providing ongoing support for financial operations.
- Monitored compliance with tax regulations and financial standards, ensuring accuracy and minimising risk exposure.
- Contributed to the development of automation features, improving process speed and reducing manual workload.
- Currently working as acting Assistant Team Lead (ATL)
- Conducted training sessions for junior associates, promoting knowledge sharing and developing key skills.
- Awarded twice Rising Star for the month in the last year and Team player Award.
Senior Accountant
Legends Accounting Services (Epic Datamatix)
Panchkula
04.2022 - 09.2023
- Managed bookkeeping, tax return filing, and preparation of management reports for diverse clients, ensuring compliance and timely financial insights.
- Monthly closing of books and providing MIS to Management.
- Performed the analytical review of the Balance sheet and income statement items to ensure accuracy in the financial statements.
- Analysed complex data sets to identify risks in audit procedures and implemented strategies for risk mitigation, including filing tax returns and ensuring compliance with government regulations.
- Utilised accounting software such as Xero, Zoho, QuickBooks, and Tally for client financial management.
- Utilised advanced Excel applications to support testing procedures, including cash/bank, revenue, accounts receivable/payable, and payroll testing, enhancing team efficiency in financial accuracy.
- Providing payroll services to clients.
- Handling offshore team of accountants.
- Conducting monthly meetings with clients.
- Legends Accounting Services is a Dubai Based Accounting & Auditing Firm. It provides CFO services to various clients from Dubai & Australia.
Senior Associate - Audit
R P Kumar & Co.
Zirakpur
09.2019 - 03.2021
- Single handed executed Statutory Audits, Tax Audits & special Audits and drafted Audit Reports as per the respective laws from planning to finalization of medium to small sized Companies, LLP) and reported directly to Partner of Firm. (Turnover of the client - 3450 crore - industry - manufacturing and trading in Gold, Bullion and ornaments).
- Finalised financial statements with accurate adjustments and disclosures in compliance with Schedule III of the Companies Act.
- Drafted audit observations and prepared audit report in collaboration with partner, ensuring thorough review and accuracy.
- Led team of 5 in planning and executing audits, enhancing teamwork and efficiency in delivering audit objectives.
- Performed analytical review of balance sheet and income statement items to ensure accuracy in the financial statements.
- Reviewed quarterly results for the purpose of SEBI under clause 41 of the Listing Agreement.
- Preparation of Various checklists (Accounting Standard, IND Accounting Standard, Standard on Auditing & CARO, 2016).
- R P Kumar & Co. is one of the leading chartered accountancy firms with experience in diverse fields such as taxation, auditing, management consultancy, due diligence, risk management and corporate governance.
Senior Assistant - Audit
NAV & Co.
Chandigarh
06.2017 - 08.2019
- NAV & Co. is a CA Firm engaged in offering Audit, Assurance, Advisory and Compliance, service in the areas of DT, IDT - GST, Corporate Law and other Regulatory Compliance's.
- Conduct statutory audit, tax audit from planning to finalisation of small/medium/big clients.
- Conduct Internal & External Audit of Banks & NBFC.
- Conducted statutory audit for a listed company, ensuring compliance and accuracy in financial reporting for trading and construction projects.
- Led teams of junior staff and trainees during audit processes to ensure compliance and accuracy.
- Conducted internal financial control testing (IFSC) and performed walkthroughs per standard operating procedures (SOP), enhancing the reliability of internal controls.
- Reviewed income tax returns (ITRs) filed by my team to ensure adherence to regulatory standards and accuracy before submission.
Junior Assistant - Audit
Rajeev Sood & Co.
Shimla
12.2015 - 04.2017
- Conducted statutory audits and tax audits from planning to finalisation for clients of varying sizes, ensuring compliance and accuracy throughout the process.
- Conducted Statutory Audit of a listed company which is engaged in Trading, Construction, Real Estate Projects, Hotel and Sports division as a team member. (Turnover of the client - 4680 crore - industry - Trading, Construction, Real Estate Projects, Hotel and Sports division).
- Conducted internal financial control testing (IFSC) and performed walkthroughs in accordance with standard operating procedures (SOP) to ensure adherence to regulatory requirements.
- Led and mentored junior staff and trainees during audit processes, fostering skill development and enhancing team collaboration.
- Reviewed ITRs before filing done by my team.
- Assisting in Departmental Cases of Direct & Indirect Taxes.
- Rajeev Sood & Co. is a CA Firm engaged in offering Audit, Assurance, Advisory and Compliance, services in the areas of DT, IDT - GST, Corporate Law and other Regulatory Compliance's.
Article Assistant
P.K. Vasudeva & Co.
03.2012 - 03.2015
- P.K. Vasudeva & Co. is a CA Firm engaged in Audit, Accounting and taxation since 1999.
- Drafted financial statements in compliance with relevant Accounting Standards to ensure accuracy and transparency.
- Prepared reconciliations, vouching and verification of ledger accounts, and conducted physical verification of fixed assets and inventory, ensuring completeness of audit documentation.
- Calculated advance and final tax liabilities for companies, partnership firms, trusts, proprietors, and individuals, and prepared computations and filed income tax returns, ensuring compliance with tax regulations.
Education
CA inter -
The Institute of Chartered Accountants of India
New Delhi, DL01-2011
B. Com -
Himachal Pradesh University
Shimla, HPClass XII -
MCM DAV College
Kangra, HPClass X -
DAV Public School
Rampur, HPSkills
- Financial reporting
- Financial technology
- Data interpretation and analysis
- Compliance monitoring
- Workflow optimization
- Process improvement strategies
- Client relations
- Stakeholder communication
- Team leadership and development
- Mentorship programmes
- Effective communication
- Decision making
- Time management techniques
- Professionalism in the workplace
Custom
https://www.linkedin.com/in/harshnmd/
Languages
English
Upper Intermediate
B2
Hindi
Upper Intermediate
B2
Timeline
Senior Finance Associate
Zeni.AI
02.2024 - Current
Senior Accountant
Legends Accounting Services (Epic Datamatix)
04.2022 - 09.2023
Senior Associate - Audit
R P Kumar & Co.
09.2019 - 03.2021
Senior Assistant - Audit
NAV & Co.
06.2017 - 08.2019
Junior Assistant - Audit
Rajeev Sood & Co.
12.2015 - 04.2017
Article Assistant
P.K. Vasudeva & Co.
03.2012 - 03.2015
CA inter -
The Institute of Chartered Accountants of India
B. Com -
Himachal Pradesh University
Class XII -
MCM DAV College
Class X -
DAV Public School