Summary
Overview
Work History
Education
Skills
Certification
Awards
Hobbies and Interests
Websites, Portfolios and Profiles
Timeline
Generic
Niveditha P Jamanale

Niveditha P Jamanale

Financial Analyst
Pune

Summary

My career objective is to collaborate with a dynamic organization where I can apply my skills and competence to consistently deliver timely, impactful results.

Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.

Overview

12
12
years of professional experience
2
2
Certifications
4
4
Languages

Work History

Financial Analyst

UBS
03.2024 - 05.2025
  • Ensured that the daily P&L was accurately reported to the FO, and reconciliation between P&L tools and management reporting tools.
  • Ensured that the relevant P&L and Balance Sheet positions are correctly reported at month-end, that the applicable reconciliations have been completed, and all issues are identified and resolved.
  • Provided daily commentary on P&L swings and variance investigation to front office traders.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Coordinated the completion and delivery of the tasks allocated to the team.
  • Acted as a troubleshooter within the team.
  • Collaborated with cross-functional teams to streamline financial processes, improving efficiency and accuracy.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

Senior Tax Associate

Coforge BPS Private Limited
03.2021 - 07.2023
  • Led initiatives to ensure stringent GST compliances for companies and effectively oversaw the facilitation of refund filing consistently adhering to regulatory standards
  • Managed a broad spectrum of tax compliance obligations, encompassing TDS, ITR, Tax Audit and the meticulous reconciliation of returns with accounting records, resulting in precise financial accuracy
  • Complied with and reported an extensive range of financial Metrics on daily, weekly, monthly and quarterly basis, contributing significantly to data-driven decision making
  • Conducted ad hoc analysis and spearheaded special projects, diligently following directives from the Finance Manager thereby enhancing the organization's financial performance
  • Skillfully harnessed a range of tools, including Advanced Excel, SAP and GST Portal to optimize financial processes and significantly enhance operational efficiency
  • Painstakingly prepared journal entries, accruals, balance sheet reconciliations, and other essential month-end activities related to taxation, upholding impeccable financial record-keeping

Senior Tax Associate

Grant Thornton LLP
05.2019 - 01.2021
  • Assisted in managing large companies, overseeing GST compliances, and ensuring clients were informed about recent amendments in tax regulations
  • Monitored and reported on Key Performance Indicators (KPIs), conducted trend analysis, and provided valuable insights regarding controls and compliance to various local and global stakeholders
  • Skillfully prepared Annual Returns (GSTR-9) and Annual Audits (GSTR-9C), ensuring comprehensive compliance with GST requirements
  • Conducted reconciliations of Purchase Registers with GSTR-2A, meticulously verifying data to maintain regulatory accuracy
  • Managed the filing of refund applications and prepared case studies related to various GST issues, showcasing problem solving capabilities

Senior Tax Advisor

H & R Block India Private Limited
07.2017 - 05.2019
  • Assumed a leadership role in overseeing the tax affairs of two prominent companies, each with 15 GSTINs, involving the responsible filing of 30 individual tax returns (ITR) during tax season
  • Demonstrated effective management by supervising team members' work, ensuring progress and the timely filing of GSTIN returns
  • Functioned as a liaison officer and troubleshooter, proactively resolving recurring issues related to GST returns, contributing to a seamless tax process

Article Assistant

S K Naredi and Co
03.2013 - 03.2016
  • Provided valuable support in both Tax and Statutory Audits, contributing to comprehensive financial reviews
  • Successfully managed the preparation and filing of Income Tax Returns, ensuring regulatory compliance
  • Prepared VAT and Income Tax forms for both commercial and individual clients, adhering to tax regulations and ensuring accurate submissions
  • Diligently documented all financial transactions, including cash, credit, fixed assets, accrued expenses, and line of credit transactions, maintaining precise financial records

Education

Bachelor of Commerce -

St. Mira's College for Girls

CA Intern - IPCC Group one cleared

The Institute of Chartered Accountants of India (ICAI)

Skills

    Microsoft Excel

    Financial statement analysis

    Finance

    Data analysis

    Financial modeling

    Investment analysis

    Financial management

    Due diligence

    Account reconciliation

    Business development

Certification

SAP FICO, 0016260734

Awards

  • "Made the Difference", H & R Block Private Limited, Presented with Certificate of appreciation by H&R Block towards "Made the Difference" for Outstanding performance during the Q1 2018.
  • Best Performer, SLK Global Solutions, Best Performer Award in Q2 2022 at SLK Global Solutions now known as Coforge BPS Pvt Ltd.

Hobbies and Interests

  • Singing
  • Painting
  • Spiritual practices
  • Reading books

Websites, Portfolios and Profiles

https://www.linkedin.com/in/nivedita-jamanale-a1780990/

Timeline

Financial Analyst

UBS
03.2024 - 05.2025

Senior Tax Associate

Coforge BPS Private Limited
03.2021 - 07.2023

Senior Tax Associate

Grant Thornton LLP
05.2019 - 01.2021

Senior Tax Advisor

H & R Block India Private Limited
07.2017 - 05.2019

Article Assistant

S K Naredi and Co
03.2013 - 03.2016

Bachelor of Commerce -

St. Mira's College for Girls

CA Intern - IPCC Group one cleared

The Institute of Chartered Accountants of India (ICAI)
Niveditha P JamanaleFinancial Analyst