Pranesh S
Senior Financial Analyst
Erode,Tamilnadu
Summary
Experienced Financial Analyst with expertise in managing debt portfolios, financial modeling, and optimizing capital structures. Skilled in forecasting, risk assessment, and ensuring compliance with regulatory standards. Proven ability to streamline processes, negotiate favorable terms, and deliver actionable insights that enhance financial performance and drive organizational growth and success. To utilize my transferable skills in leadership, communication, and data analysis to transition into a challenging role in effective solution.
Overview
12
12
years of professional experience
8
8
years of post-secondary education
2
2
Certifications
Work History
Tax Consultant
Self-Employed
Erode
04.2023 - Current
- Provide comprehensive consulting and compliance services to small and medium businesses regarding GST registration, returns filing, and Income Tax compliance
- Assist clients with the preparation and submission of Income Tax Returns (ITR-1, ITR-2, ITR-3, ITR-4), ensuring accurate and timely filings
- Help clients maintain GST compliance, including monthly/quarterly GST returns (GSTR-1, GSTR-3B) and proper invoicing practices
- Build long-term relationships with clients by providing tailored solutions to optimize their tax liabilities
- If the client has more input tax credit (ITC) than output tax liability, they can claim a refund for the excess credit
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
Senior Financial Analyst – Debt Process
Information Evolution India Pvt Ltd
Coimbatore
04.2022 - 12.2024
- Worked as a Senior Financial Analyst with nearly 3 years of work experience in Information Evolution India Pvt Ltd
- The goal of the process is to create a complete debt profile for issuer clients, using their recent annual reports
- IEI also researches, aggregates, and updates the required debt information from public sources or client given sources, and uploads the debt profile to the client application
- The debt profile IEI builds and uploads helps issuer clients to view all their debt information in one place, analyze and identify outstanding and future debt requirements, and generate audit reports directly from the application
- Issuer clients are entities such as local government, higher education institutions, school districts, utilities and healthcare companies etc
- Consolidating the overall debt detail and type of financial instrument from Compounded Annual Financial Report (CAFR), and update that information in Profile
- Updating the information from the official client document to Profile such as Credit Type, Project name, Purpose, Ratings, payment Frequency, CUSIP, Coupon Rate and Schedule Payment etc
- Refunding the current outstanding with new issue debts, and Calculating the Interest based on call dates and prepayment dates
- The maturity amounts of the bond must be split based on the split data provided, and updated in bond input sheet
- Adding new issues in the existing portfolio, updating financial information and creating the project splits and fund splits and calculating the schedule payment based on fund and project split allocation
- Capturing the invoice details received from Client and update that information by calculating project/ Fund allocation split schedule payment with updated Coupon Rate
- Creating the estimated schedule payment with information received from client such as loan start date, coupon rate, maturity date, debt service amount etc
- Attention to Detail and Accuracy
- Strategic Decision-Making
- Critical Thinking and Problem-Solving
- Financial Reporting and Statement Analysis
- Team Leadership and Mentorship
- Cross-Functional Collaboration and Stakeholder Engagement
- Microsoft Office Suite
Audit Assistant
CA.J. Anand and G. Mathew William
Erode
04.2017 - 03.2022
- Experience in Income Tax & Sales Tax
- Experience in Tally Accounting Features
- Recommended changes in internal audit controls
- Set up and updated customer accounts with interactions, payments and personal information
- Drafted the complete annual audit reports including all footnote disclosures
- Collected and reported monthly expense variances and explanations
- Suggested budgetary changes to increase company profits
- Visited premises of customers to collect payments directly
- Generated and mailed updated statements
- Completed audits in accordance with regulations and procedures.
- Assessed financial statements and records.
- Verified financial statements and records to uphold accuracy and integrity in financial reporting.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Business Owner
DP Air Freight International Courier Services
Erode
01.2016 - 03.2017
- Company Overview: We are specialized in sending personal Shipments to your beloved ones
- Courier Services to abroad like Sweets, snacks, Masala Items, Clothes, Household Items & Artificial Ornaments Etc
- We are specialized in sending personal Shipments to your beloved ones
- Established strong customer relationships through excellent communication and attentive service.
- Implemented efficient systems for inventory management, order processing, and shipping logistics.
- Interacted well with customers to build connections and nurture relationships.
Software Engineer – Testing
In depth Consulting Services
Chennai
06.2013 - 12.2015
- A Web based portal to track the activities in a man power agency or staff consulting office with features including, Create the Resume Database with all the candidate Details from job portals, perform quick search on the database with a simple keyword on fields entered and entire word resume, update the candidate with specific/personal comments on every candidate
- VideoImageCapturePro is an innovative product which helps medical professionals involved in surgical & endoscopic procedures, ultrasonographic & echocardiographic evaluations etc., to move away from thermal paper reports or no reports to digital imaging and video management system
- Our Billing Software 'BillPro' is a simple, easy to use, accessible from anywhere software
- Manual Testing of Applications, received appreciation mails for completing the projects on time
- Ensured nil error in terms of matching the requirement with the product delivery
Education
MCA -
Kongu Engineering College
Perundurai, TamilNadu 08.2009 - 01.2012
B.Sc-CT - Computer Technology
KSR College of Technology
Tiruchengode 07.2006 - 05.2009
12th -
Vidhyaa Vikaas HSS
Tiruchengode 06.2004 - 04.2006
10th -
Carmel Matric HSS
Erode 06.2003 - 04.2004
Skills
- Attention to Detail and Accuracy
- Filing system management
- Tax reporting
- Accounting and finance
- Indirect tax management
- Financial Reporting and Statement Analysis
- Critical Thinking and Problem-Solving
- Strategic Decision-Making
- Attention to Detail and Accuracy
Websites
Certification
Certified Tally ERP 9 series A release 6.4(Latest) courses completed in Royal Academy Erode.
Precedingbusinessexperience
Business Owner, DP Air Freight International Courier Services, 01/01/16, 03/31/17, Specialized in sending personal shipments to your beloved ones., Courier Services to abroad like Sweets, snacks, Masala Items, Clothes, Household Items & Artificial Ornaments Etc.
Previousitexperience
18 months, Experience as a Tester with diverse experience in Functional, Regression, Integration & System testing of Web based Applications., Good understanding of QA methodology and Software Development Life Cycle (SDLC) model., Writing Test Cases, compiling test data, documenting test results in Manual Testing., Expertise in bug documentation & bug tracking., Excellent oral and written communication skills and interpersonal skills and a good team player., Excellent team member with problem-solving and trouble-shooting skills., Ability to adapt quickly to new environments and technologies.
Itprojects
In depth Consulting Services, Chennai, Software Engineer – Testing, 06/01/13, 12/31/15, A Web based portal to track the activities in a man power agency or staff consulting office with features including, Create the Resume Database with all the candidate Details from job portals, perform quick search on the database with a simple keyword on fields entered and entire word resume, update the candidate with specific/personal comments on every candidate., VideoImageCapturePro: Client Server Application Functionality: VideoImageCapturePro is an innovative product which helps medical professionals involved in surgical & endoscopic procedures, ultrasonographic & echocardiographic evaluations etc., to move away from thermal paper reports or no reports to digital imaging and video management system., BillingPro: Web Application Functionality: Our Billing Software 'BillPro' is a simple, easy to use, accessible from anywhere software., Key Result Areas: (Software Testing - Manual)., Manual Testing of Applications, received appreciation mails for completing the projects on time., Ensured nil error in terms of matching the requirement with the product delivery.
Organisationalexperience
Audit Assistant, CA.J. Anand and G. Mathew William (Auditor), Erode, 04/01/17, 03/31/22, Experience in Income Tax & Sales Tax., Experience in Tally Accounting Features., Recommended changes in internal audit controls., Set up and updated customer accounts with interactions, payments and personal information., Drafted the complete annual audit reports including all footnote disclosures., Collected and reported monthly expense variances and explanations., Suggested budgetary changes to increase company profits., Visited premises of customers to collect payments directly., Generated and mailed updated statements.
Additional Information
Achievements:
· Master in Silambam the ancient Tamil Martial Art.
· Participate in District Level & State Level Silambam Competition as Judge.
· Presently running a Zhagaram silamba kalai koodam (school) in my locality.
· As one of member in Erode Silambam Association.
Timeline
Tax Consultant
Self-Employed
04.2023 - Current
Senior Financial Analyst – Debt Process
Information Evolution India Pvt Ltd
04.2022 - 12.2024
Audit Assistant
CA.J. Anand and G. Mathew William
04.2017 - 03.2022
Business Owner
DP Air Freight International Courier Services
01.2016 - 03.2017
Software Engineer – Testing
In depth Consulting Services
06.2013 - 12.2015
MCA -
Kongu Engineering College
08.2009 - 01.2012
B.Sc-CT - Computer Technology
KSR College of Technology
07.2006 - 05.2009
12th -
Vidhyaa Vikaas HSS
06.2004 - 04.2006
10th -
Carmel Matric HSS
06.2003 - 04.2004
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