Microsoft Office
Payal Ladda
Chartered Accountant
Pune
Summary
Dedicated senior Representative with almost 2.5 years of expertise in Financial Reporting. Expertise in preparing financial statements for diverse funds and streamlining reporting processes. Adept at collaborating with stakeholders to meet requirements and resolve comments, ensuring high-quality deliverables. Skilled in mentoring junior staff, enhancing team efficiency and fostering a collaborative work environment. Possesses a Chartered Accountant degree and a strong foundation in Microsoft Office, Confluence and FundSuite Arc. Committed to excellence, adaptability and continuous improvement.
Overview
2025
2025
years of professional experience
2022
2022
years of post-secondary education
3
3
Languages
Work History
Senior Representative
BNY Mellon
5 2022 - Current
- Preparation of Financial Statements, Consolidated Financial Statements and Schedule of Investments for ETFs, MFs and closed ended funds and Tailored Shareholders Reports (TSRs) as per the Standard Operating Procedures and ensuring compliance with Regulatory and Accounting standards
- Actively participated in pre and post reporting cycle project initiatives and work-streams
- Delivered structured and timely data to teams of consolidation file (Master Scrubbing), enhancing the efficiency and accuracy of the reporting process
- Played crucial role during migration phase for few of clients on FundSuite Arc and Workbook functionality
- Collaborated with onshore stakeholders to understand and meet their requirements and resolve all the comments received on drafts from either auditors or clients
- Ensured accountability for all tasks assigned, took complete ownership for the clients and funds assigned
- Trained and mentored junior staff members in financial reporting best practices and software usage, improving team efficiency
Articled Assistant
S. E. Kalantri & Company
02.2017 - 02.2020
- Prepared Income Tax Returns for Individuals, Partnership firms and Corporates
- Analyzed financial statements and client documentation to determine appropriate tax treatments
- Conducted Income tax audits u/s 44AB
- Conducted GST Audits
- Participated in intra-firm meetings, discussions and presentations
Education
CA - Final -
ICAI
CA - Intermediate - undefined
ICAI
CA - CPT - undefined
ICAI
B. Com - undefined
BAMU
HSC - undefined
MH State Board
SSC - undefined
MH State Board
Skills
Communication
Effective Time Management
Leadership and teamwork
Ability to work under pressure
Fast learner
Software
Investone
Confluence
FundSuite Arc
Tally
Eagle
Timeline
Articled Assistant
S. E. Kalantri & Company
02.2017 - 02.2020
CA - Intermediate - undefined
ICAI
CA - CPT - undefined
ICAI
B. Com - undefined
BAMU
HSC - undefined
MH State Board
SSC - undefined
MH State Board
Senior Representative
BNY Mellon
5 2022 - Current
CA - Final -
ICAI
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