Hi, I’m
Pooja S
Assistant Finance Manager | Fintech
Bengaluru
Summary
Dynamic finance professional with extensive experience at MWYN Insurance Tech Pvt. Ltd., excelling in controllership function. Proven track record in enhancing financial reporting accuracy and streamlining processes. Proficient in ERP systems and adept at fostering client relationships, driving strategic insights for informed decision-making.
Overview
6
years of professional experience
Work History
MWYN Insurance Tech Pvt. Ltd
Assistant Manager - Finance
02.2024 - Current
Job overview
- Directed statutory and tax audits, guaranteeing adherence to Indian financial regulations.
- Compiled financial statements and management information systems, providing strategic insights to leadership.
- Examined GST and TDS calculations, validating precision of GSTR 9/9C filings.
- Administered IT and GST assessments, upholding documentation for adherence to regulatory compliance.
- Facilitated interim audits to review financial performance and uphold established standards.
- Assisted in financial modeling, budgeting, forecasting, and planning activities.
- Supervised accounts payable and receivables, ensuring accurate invoice processing and transaction reconciliation
- Addressed finance queries from customers and employees, delivering effective resolutions to issues.
- Supported annual audit process by preparing detailed schedules, reconciliations, and responding promptly to auditor inquiries .
- Managed accounts payable and receivable functions, ensuring timely processing of invoices and collections activities.
Cradlewise Innovations Pvt Ltd
Finance Associate
03.2023 - 11.2023
Job overview
- Resolved various escalated billing charges.
- Created and verified invoices.
- Applied best practices to align accounting processes with current laws and regulations.
- Oversaw accounts payable and receivable transactions.
- Maintained daily accounting for U.S. and Indian entities to ensure accuracy in financial records.
- Managed accounts payable and receivable for timely processing and reconciliation of transactions.
- Handled deferred revenue calculations while performing inventory reconciliations accurately.
- Executed filing of GST and TDS returns to maintain adherence to regulatory compliance requirements.
- Prepared and presented MIS reports, offering key financial insights for strategic decision-making.
- Monitored transactions across accounts payable and receivable to uphold timely processing standards.
- Executed vendor payouts and managed accounts payable aging for improved cash flow management.
- Conducted Shopify reconciliation to ensure alignment with financial data.
Ravindranath & Nesur, Chartered Accountants
Articled Assistant
04.2019 - 04.2022
Job overview
- Prepared reports and materials to assist with audits.
- Enhanced client satisfaction by providing timely and accurate financial reports.
- Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
- Conducted internal audit assignments, identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems. Executed various audits: statutory, tax, internal, and bank for multiple industries.
- Analyzed financial statements and generated detailed audit reports.
- Maintained strict compliance with regulatory standards during all audit activities.
- Managed GST, tax, and statutory audits to ensure precision.
- Facilitated coordination with clients regarding audit inquiries and necessary documentation.
Education
Institue of Chartered Accountants of IndiaBengaluru, India
Chartered Accountant from Finance
04.2001
Skills
Management reporting
ERP systems proficiency
Revenue recognition
Financial policies development
Variance analysis
Audit coordination
General ledger management
Tax compliance
Financial management
Proficient in Tally, Zoho and Quick Books
Timeline
Assistant Manager - Finance
MWYN Insurance Tech Pvt. Ltd
02.2024 - Current
Finance Associate
Cradlewise Innovations Pvt Ltd
03.2023 - 11.2023
Articled Assistant
Ravindranath & Nesur, Chartered Accountants
04.2019 - 04.2022
Institue of Chartered Accountants of India
Chartered Accountant from Finance
04.2001