Om Thakkar

● Highly motivated and skilled finance content creator with a strong passion for delivering valuable financial information to a wide audience. Collaborated effectively with my sister as a dynamic team, with my role focused on scriptwriting and her expertise in video production.

● Successfully built a dedicated follower base of 1.5 million people across media through our engaging and informative finance videos.

● Conducted thorough research to ensure the accuracy and relevance of the content, staying updated with the latest trends and developments in the finance industry.

● Proactively sought feedback from viewers and adapted content based on their preferences, resulting in increased engagement and viewership.

● Monitored and analyzed performance metrics, such as views, likes, and comments, to identify areas of improvement and enhance content strategy.

● Utilized effective storytelling techniques to simplify complex financial concepts, making them accessible and relatable to a diverse audience.

● Worked closely with a team of editors to ensure high-quality post-production and timely delivery of brand-sponsored content.

● Maintained strong relationships with brands and agencies, fostering long-term partnerships and generating repeat business opportunities.

● Facilitated brand collaborations and partnerships, interacting with agencies and negotiating deals to ensure appropriate pricing and deliver maximum ROI to brands.

● Successfully built and managed an Instagram page, becoming the most followed page in India within the niche representing Chartered Accountants.

● Designed and developed a comprehensive personal finance goal-based tool that assists users in planning for their life goals.

● Incorporated advanced algorithms that consider inflation and future goal values to calculate the required Systematic Investment Plan (SIP) amount and implemented a reverse calculation methodology to determine the present-day SIP required to achieve future financial objectives.

● Developed robust financial models that analyze and forecast investment returns, adjusting for inflation and the desired timeframe and subsequently integrated portfolio rebalancing functionality to optimize asset allocation and ensure alignment with the user's risk tolerance and goals.

● Conducted comprehensive internal audits of the two-wheeler sector, ensuring adherence to regulatory requirements and company policies.

● Developed and implemented audit procedures, including risk assessment methodologies, to identify areas for improvement and mitigate potential risks.

● Evaluated internal controls and processes, identifying gaps and recommending corrective actions to enhance operational efficiency.

● Collaborated with department heads and stakeholders to determine standard operating procedures (SOPs) and workflow in line with industry best practices.

● Analysed data flow within the organization, identified bottlenecks, and proposed solutions to optimize information-sharing and decision-making processes.

● Assessed approval mechanisms, designed streamlined approval workflows, and implemented effective controls to enhance compliance and minimize errors.

● Assigned responsibilities to team members based on their skills and competencies, ensuring optimal resource allocation and accountability.

● Determining the price of services provided by the company in accordance with the models specified.

● Calculation of people cost, Seat cost, and determining the margins to compute an appropriate range of price.

● Analysing the RFP, reviewing the terms of the contract and requirements of the potential client.

Audit Engagements

● Strategizing, Planning and Conducting audit assignments by leading engagement team with a focus on timely completion & quality professional service.

● Conducted Statutory Audits and prepared Auditor’s Report of Body Corporates in various sectors like Infrastructure Development, Software Development, Educational Services, Real Estate, Healthcare Services etc.

● Key areas handled during Audit are Sales, Purchase, Expenses, Payroll, Property Plant & Equipment, Stock Verification and Valuation, Related Party Disclosures etc.

Taxation

● Conducted Tax Audits of Individuals and Body Corporates in various sectors & Prepared and Filed Tax Audit Reports and Income Tax Returns.

● Prepared and filed Appeals against Assessment Orders u/s. 143(3) and against adjustments u/s. 143(1)(a) of the Income Tax Act.

Accounting Systems & Compilation of Financial Statements

● Specialization in RERA Act, 2016, preparing various forms as required by the act for compliances with regulation under real estate sector.

● Finalization of Accounts and drafting of notes forming part of Financial Statements compliant to Accounting Standards.

● Management Services relating to Preparation & Presentation of Books of Accounts and compilation of Financial Statements.

● Ensuring compliance of the provisions of Companies Act, Income Tax Act, Accounting Standards and Labour Laws.