Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic
Poorna Pradeep

Poorna Pradeep

Chartered Accountant
Bengaluru

Summary

To join an esteemed organization as a finance professional and put to practice my best talents and qualifications for its betterment and constant advancement in the profession

Overview

8
8
years of professional experience
6
6
years of post-secondary education
4
4
Languages

Work History

Senior Manager Finance

Leap Technologies
07.2024 - Current
  • Managed Monthly MIS Closure: Led the monthly closure of Management Information System (MIS) for all group entities, ensuring accurate financial reporting and timely submission to the CFO.
  • Balance Sheet Review & Book Cleanup: Conducted monthly review of the group’s balance sheet, identifying discrepancies, and implementing corrective actions to ensure financial integrity.
  • Quarterly Consolidated Financial Statements: Prepared and consolidated the group’s quarterly financial statements, including reconciliation of Foreign Currency Translation Reserve (FCTR) and group reserves.
  • Accounting Process Streamlining: Streamlined accounting processes to ensure the timely closure of the monthly MIS by the 10th of each subsequent month, improving efficiency and meeting deadlines. And also provided strategic guidance and technical support to the accounting team, offering insights on the treatment of new and complex transactions.
  • Audit Coordination & Resolution: Acted as the primary liaison with auditors, resolving key issues during the audit process and ensuring smooth audit completion.
  • Chart of Accounts Implementation: Spearheaded the implementation of a standardized Chart of Accounts across all group entities to ensure consistency and alignment in financial reporting.
  • Business Team Coordination & MIS Education: Collaborated with business teams to explain the importance of MIS, provision calculations, and their role in timely and accurate data sharing.
  • Transfer Pricing Review & Compliance: Coordinated with consultants to review Transfer Pricing studies and assess compliance with regulatory requirements for accurate Transfer Pricing filings.
  • Agreement Review & Coordination with CFO: Analyzed key terms in agreements, and collaborated with the CFO to ensure alignment with organizational goals before finalizing and signing agreements.
  • Statutory Compliance Oversight: Ensured timely and accurate compliance with all statutory filing requirements.
  • Income Tax Computation & Filing Coordination: Reviewed income tax computations and liaised with tax consultants to ensure accurate and timely filing of Income Tax returns for entities in India, USA, and Singapore.

Manager - Finance

Wakefit Innovations Private Limited
06.2022 - 12.2023


  • Preparation of the Monthly/Weekly MIS of the manufacturing plants and presenting the same to CFO.
  • Lead the team of 5-6 members in handling the complete operations of the furniture segment plants.
  • Actively participated in drafting the SOP's & getting it implemented across the company including the manufacturing plants.
  • Review the monthly costing sheets, price analysis & production variance analysis.
  • Closely interacting with the operations team in helping them launching the new products, finalizing the selling price.
  • Reviewing the Inventory levels weekly, inventory valuation & analyzing the reasons for the variance.
  • Leading various cost saving projects in the Company.
  • Actively involved in the Capex controlling, Annual budget finalization & Cost controlling.
  • Actively interacted with Auditors for smooth closure of the audit.

Manager - Finance

Bundl Technologies Private Limited (Swiggy)
03.2021 - 06.2022
  • Initiated the process of preparing the monthly MIS and reporting to the management for the new division Instamart.
  • Established the process for the monthly reconciliation of Revenue, Inventory movement & Margins calculation.
  • Involved in the process automation for finance related aspects in the Instamart.
  • Involved in the share price valuation of the Company and ESOP fair valuation and accounting.
  • Finalization of Ind AS financials of the subsidiaries Companies and actively interacting with the auditors to ensure smoothly closure of the statutory audit.
  • Reviewing of monthly GST Compliances & Income Tax compliances.

Assistant Manager

S.R. Batliboi & Associates LLP
10.2017 - 02.2021
  • Company Overview: S.R. Batliboi & Associates is a member firm of Ernst & Young (EY)
  • Finalization of limited review and statutory audit of a listed and unlisted companies under Ind AS and Indian GAAP.
  • Finalization of Consolidated financial statements of listed company under Ind AS.
  • Lead the team as senior for group reporting under IFRS as well as finalization of audit and limited reviews.
  • Handled key areas including Revenue, Inventory valuation, Expenses, Fixed Assets, Direct and Indirect Taxations, Loans and various disclosures.
  • Worked on Tax audits as per the Tax laws applicable in India.
  • Worked on various data analytics tools including GL Analyzer, TR Analyzer.
  • S.R. Batliboi & Associates is a member firm of Ernst & Young (EY)

Education

Chartered Accountant -

The Institute of Chartered Accountant of India (ICAI)
01.2013 - 09.2017

Bachelors of Commerce -

Indira Gandhi National Open University
04.2015 - 06.2016

Skills

  • Team management
  • Problem solving approach
  • Analytical thinking
  • Negotiation
  • Public Speaking
  • Talent development
  • Strategic planning
  • Reporting management

Accomplishments

  • Received best employee award in the team.
  • Received rating of 5/5 in the last performance appraisal.
  • Received 'EY KUDOS' and 'EY Spot light' (award for exemplary performance).
  • Secured All India 8th rank in Chartered Accountants entrance examination (06/01/13).

Interests

Current affairs
Swimming
Geopolitics
Narration of scripts and stories
Singing songs

Timeline

Senior Manager Finance

Leap Technologies
07.2024 - Current

Manager - Finance

Wakefit Innovations Private Limited
06.2022 - 12.2023

Manager - Finance

Bundl Technologies Private Limited (Swiggy)
03.2021 - 06.2022

Assistant Manager

S.R. Batliboi & Associates LLP
10.2017 - 02.2021

Bachelors of Commerce -

Indira Gandhi National Open University
04.2015 - 06.2016

Chartered Accountant -

The Institute of Chartered Accountant of India (ICAI)
01.2013 - 09.2017

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Poorna PradeepChartered Accountant