Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Poulami Dutta

Finance and Accounting professional
HOWRAH

Summary

Focused individual with a passion for finance and accounting, seeking to take the next career step in a challenging role. In-depth understanding of accounting and financial concepts. Success in streamlining workflows by uncovering actionable opportunities for technology integration and process improvement.

Overview

2
2
years of professional experience
8
8
years of post-secondary education
1
1
Certificate
3
3
Languages

Work History

Treasury Assistant

Mohini Agro Pvt. Ltd.
08.2023 - Current
  • Responsible for creating and maintaining equity reports on daily basis with change in Stock market prices
  • Preparing fortnightly Summary Report
  • Updating NAV and calculating XIRR and monitoring the performance of Mutual Fund schemes, PMS schemes and reporting it
  • Being up-to date with compliance and various regulatory requirement by taking quick actions.

Specialist, Audit Support

PWC AC - Kolkata
10.2022 - 04.2023
  • Collected and substantiated evidences pertaining to Audit needs
  • Made external confirmation of audit figures, via calls and emails.

Finance Assiatant

EIH - The Oberoi Grand Kolkata
1 2021 - 12.2021
  • Collaborated with accounting and finance teams to create monthly and quarterly financial reports
  • Maintained various reports on daily basis for reporting purpose
  • Preparing various ratios crucial for analysis and interpretation of the same. Responsible for customer and BR collection with reconciliation of customer account.

Education

US - CMA -

IMA - Institute of Management Accountant
10.2023 - Current

PGDBM - Financial Management -

NMIMS Global Access School For Continuing Education
11.2020 - 05.2023

Bachelors in Commerce - Accounting Honours - undefined

The Bhawanipur Education Society College
05.2016 - 05.2019

ISC - undefined

The Heritage School
03.2013 - 05.2015

Skills

Fast Learner

Certification

NISM NISM-Series-XV: Research Analyst Certification, National Institute of Securities Markets (NISM)

Timeline

US - CMA -

IMA - Institute of Management Accountant
10.2023 - Current

Treasury Assistant

Mohini Agro Pvt. Ltd.
08.2023 - Current

Specialist, Audit Support

PWC AC - Kolkata
10.2022 - 04.2023

PGDBM - Financial Management -

NMIMS Global Access School For Continuing Education
11.2020 - 05.2023

Bachelors in Commerce - Accounting Honours - undefined

The Bhawanipur Education Society College
05.2016 - 05.2019

ISC - undefined

The Heritage School
03.2013 - 05.2015

Finance Assiatant

EIH - The Oberoi Grand Kolkata
1 2021 - 12.2021
Poulami DuttaFinance and Accounting professional