Ojashw Gupta
Gautam Buddha Nagar
Summary
Accomplished finance professional with nearly 8 years of progressive experience in accounting, financial reporting, tax compliance, and strategic investment portfolio management across real estate and capital markets. Demonstrated expertise in managing high-value investment portfolios for executive leadership, including real estate holdings, stock market assets, and cash flow planning, driving long-term financial growth and risk mitigation. Strategic leader with a deep understanding of accounting principles, internal audits, statutory compliance, and regulatory reporting, ensuring transparent and accurate financial governance. Proven track record in managing end-to-end financial operations for real estate businesses, including property acquisitions, sales, lease negotiations, budgeting, and market analysis to optimize asset performance. Expert at aligning tax planning strategies with investment goals to reduce liabilities and enhance returns, collaborating with tax advisors and legal teams for holistic financial oversight. Skilled in financial data interpretation, business forecasting, and providing executive-level reporting and recommendations to support high-stakes decision-making. Technically proficient in Tally, MS Excel, QuickBooks, and real estate financial software; experienced in implementing robust financial controls and automating reporting workflow.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr. Executive - Finance and Accounts
Colorplast Systems Pvt. Ltd.
Noida
10.2023 - Current
- Managed comprehensive documentation of financial transactions for Director, maintaining clarity and compliance with regulations.
- Conducted thorough assessments of Director's investment portfolio, focusing on real estate and stock market assets.
- Generated comprehensive monthly, quarterly, and annual financial statements depicting the Director's financial condition and investment performance.
- Collaborated with tax specialists to develop and implement effective tax strategies.
- Monitored cash flow and liquidity levels to ensure sufficient resources for operational expenses and investments.
- Collaborated with financial advisors and portfolio managers to provide strategic insights on asset allocation.
- Guided investment choices to maintain a competitive and profitable portfolio.
- Led initiatives to enhance internal controls and financial processes.
- Designed and implemented a model for financial forecasting, leading to better strategic planning.
- Led cross-departmental initiative to enhance financial processes, achieving reduced transaction processing time.
Finance Head
Sar Construction and Developer
Rampur
07.2018 - 09.2023
- Developed lasting relationships with clients, including property owners, investors, and tenants, to fulfill distinct real estate needs through customized attention.
- Managed financial oversight, guaranteeing correctness in records of property dealings and costs.
- Managed all phases of real estate transactions, from acquisitions to sales and leases.
- Analyzed real estate data to support informed decision-making and optimize returns.
- Monitored asset performance to identify growth opportunities and optimize client portfolios.
- Secured advantageous contract terms while ensuring adherence to legal standards.
- Ensured client satisfaction by addressing concerns related to properties, payments, and transactions.
- Designed and executed financial training initiatives for junior staff, enhancing departmental performance.
- Enhanced financial governance by reviewing and improving financial policies.
Audit Assistant
Raj Agarwal and Co.
Rampur
07.2017 - 07.2018
- Assisted in conducting internal and external audits to ensure regulatory compliance.
- Oversaw accounts payable and receivable processes, ensuring timely recording of financial transactions.
- Ensured compliance with tax regulations through accurate GST return preparation.
- Assisted senior staff in analyzing and reporting financial data, enhancing decision-making processes.
- Contributed to creating an audit checklist that enhanced audit process efficiency.
- Teamed up with senior auditors to correct audit discrepancies, boosting the precision of financial reports.
Education
B.Com. -
Delhi University
05.2017
Skills
- Financial Strategy Development
- Investment Risk Management
- Regulatory Compliance Standards
- Indirect Taxation
- Asset Valuation Techniques
- Client Relationship Management
- Financial Performance Metrics
- Strategic Budgeting Approaches
- Statutory Audit
- Financial Reporting
- General Accounting
- Accounts Payable & Receivables
- Team Management
Certification
- Common Proficiency Test (CPT)
- IPCC-Intermediate Professional Competency Course
- ITT- Information Technology Training
Timeline
Sr. Executive - Finance and Accounts
Colorplast Systems Pvt. Ltd.
10.2023 - Current
Finance Head
Sar Construction and Developer
07.2018 - 09.2023
Audit Assistant
Raj Agarwal and Co.
07.2017 - 07.2018
B.Com. -
Delhi University