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
Microsoft Office
Adaptability
Critical Thinking
Strong Communication Skills
Management Skills
Ability to Work in a Team
Collaboration & Teamwork
Microsoft Excel
Accounts Receivable
Bank Reconciliation
Accounting Principles
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