Summary
Overview
Work History
Education
Skills
Certification
Extracurricular Activities
Timeline
Generic
Nirja Bhardwaj

Nirja Bhardwaj

Kolkata

Summary

Detail-oriented professional specializing in financial accuracy and client engagement. Experienced in preparing and reviewing financial documents, conducting audits, and providing guidance on tax-related inquiries, ensuring timely and compliant submissions. Committed to fostering strong client relationships and driving team success.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Lead - Account Management

Sutherland Global
Chennai
10.2024 - Current
  • Worked as an Analyst for Protective Life Insurance in APD Participation.
  • Prepared financial statements regularly in order to ensure the accuracy of the information provided by clients.
  • Worked on the loan summary and ensured timely payment of Invoices.
  • Provided leadership and guidance to team members on various projects.
  • Conducted regular meetings with clients to discuss their needs, goals, and objectives.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Collaborated with different teams to determine the best ways to ensure smooth working.
  • Reviewed financial documents for accuracy and compliance with tax regulations.
  • Assisted clients with tax-related inquiries and provided guidance on deductions, including the preparation of SFRs.
  • Organized client files and documentation, including working on a worksheet for efficient retrieval during tax filings and related audits.
  • Ensured timely filing of returns to meet deadlines and avoid penalties.
  • Filed BE -10/11s, 1120s, 1065, 953d, 7004, 1099, 2848, 8821, electronically through approved software programs.

Assurance Associate

PwC US
Kolkata
09.2021 - 09.2024
  • Worked as RTM (Remote Team Member) for Emerging Entities (Public and Private Domain) of US Clients in regards to statutory audit and accounting.
  • Engaged in handling several areas (cash, unrecorded liabilities, interest income/expense, 99-20 securities, payables/receivables, FiHi testing, fund of fund testing) of audit for substantive testing of asset and wealth management entities in the U.S. using U.S. GAAP.
  • Communication with the Engagement Team to gather information, resolve audit-related queries, and make recommendations for continuous improvement in the audit process.
  • Analyze Financials Investment Management entities and perform Year End Audit Procedures to check Completeness & Accuracy.
  • Performed Financial Statements Tie-outs based on Mathematical Accuracy, PY Checking and Internal Consistency Checking including Country and Legend Testing.
  • Engaged in Preparation of Lead Schedules and Derivatives Testing including ASC 820 and ASC 815 Disclosure.
  • Conducted Test of Details and Controls for Revenue Testing, Distribution Testing, Cash Flow Testing, Cost Roll Processing, Accept/Reject Testing, Target and Non-Stat Testing, etc.
  • Actively engaged in preparation of Schedule Of Investments (SOI) Testing with Result Template and preparing Exceptions sheet when noted.
  • Applied concepts of Materiality and Audit Risk to sampling Tests.
  • Applied detailed audit procedures while preparing Automated Disclosure Checklist (ADC) of financial statements for various clients of different entities.
  • Performed comparison of Drafts of Financial Statements and prepare Report for differences noted.
  • Conducted running Automated tool like Alteryx for different Testing.

Tax Associate

PwC US
09.2021 - 09.2024
  • Prepared Federal & State Workpapers.
  • Prepared Schedule K-1s and K-3s, organized and prepared complex Federal Forms 1065, 1120 Return.
  • Prepared State and Federal Returns, Federal Extensions as well as State Extensions.
  • E-filed and qualified the Federal Returns and Extensions on or before due dates.
  • Majorly worked on softwares like GoSystem, TRACK, DMS, Alteryx, MS Excel, Tax Docs and other BOTs.
  • Worked as RTM (Remote Team Member) for Emerging Entities (Public and Private Domain) of US Clients in regards to statutory audit and accounting.

Education

Bachelor of Commerce - Accounting and Finance

Calcutta University
09.2024

12th -

CBSE
01.2018

10th -

CBSE
01.2016

Skills

  • MS Excel
  • MS Office
  • Tally
  • Alteryx
  • Quickbooks
  • SAP Logon
  • EFTPS

Certification

Company Secretary - Executive Level

Extracurricular Activities

Recognised for Quality and Team work by Seniors. Volunteered in various programs of the Helpage India.

Timeline

Lead - Account Management

Sutherland Global
10.2024 - Current

Assurance Associate

PwC US
09.2021 - 09.2024

Tax Associate

PwC US
09.2021 - 09.2024

Bachelor of Commerce - Accounting and Finance

Calcutta University

12th -

CBSE

10th -

CBSE

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Nirja Bhardwaj