Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Personal Information
Extracurricular Activities
Disclaimer
Timeline
Generic
RAMKUMAR S

RAMKUMAR S

Trivandrum

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Engagement Financial Advisory

Deloitte
09.2022 - Current
  • Assist in pricing for various business engagements from advisory, consulting, tax and audit portfolios.
  • End-to-end financial planning and analysis duties for engagements with various industries.
  • Played major role in budgeting and forecasting for each project.
  • Handles invoicing based on a billing schedule and calculation of billings based on hours rates.
  • Managed a merger and acquisition project worth $3 million with timely reporting and monitoring.
  • Completed ad-hoc tasks assigned by senior advisors, showcasing adaptability within the role.
  • Utilized advanced analytical tools to evaluate risk profiles, guiding clients towards suitable investments.
  • Contributed to team meetings by sharing knowledge on industry trends and best practices for advising clients.
  • Maintained strict confidentiality of sensitive client information, adhering to ethical guidelines at all times.

Accounts Executive

Aakash Institute
05.2021 - 07.2022
  • Managing fee structure & software ( ERP & SAP ) for different programs.
  • Cash/Bank Reconciliation and preparation of monthly revenue report.
  • Maintaining branch expenses, vendor payments and petty cash book.
  • Ensure accurate depositing of cash and pay checks.
  • Conducted thorough account reconciliations, promptly resolving any discrepancies or irregularities identified during the process.
  • Streamlined financial reporting for improved decision-making accuracy and efficiency with detailed analysis.
  • Increased client satisfaction by effectively managing accounts receivable and payable processes.

Operations Assistant

TechSARIGA Technologies
05.2020 - 05.2021
  • User acceptance testing and updating in Jira.
  • End-to-end operational activities such as technical & customer support.
  • Preparation of monthly revenue projection and super gross margin reports.
  • Payroll preparation, vendor payments & other statutory payments such as TDS etc.
  • Bank reconciliation against payment gateway reports.
  • Maintaining petty cash expenses.
  • Managed day-to-day department operations with effective workflow coordination.
  • Managed and maintained file system covering expenses, reports, and support documentation.
  • Improved customer satisfaction by promptly resolving issues and answering inquiries via phone, email, and in-person interactions.

Finance Supervisor

The Leela Raviz Kovalam
08.2019 - 03.2020
  • Accounts payable role as 'General Cashier' includes all the responsibilities of a cashier
  • Verification of checkout bills, maintaining GST reconciliation, Flash report, etc.

Accountant

ARS Consultancy
01.2016 - 08.2019
  • Income Tax filing for individual and other entities.
  • Bookkeeping and accounts preparation for organizations.
  • Handles paper works aka documentation for incorporation of companies/firms/Societies and similar entities.
  • Bills verification and assist in various audit activities.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

Assistant Accountant

Kerala State Rural Roads Development Agency
06.2014 - 12.2015
  • Maintaining the books of accounts for the administration fund, program fund, and PMGSY road maintenance fund
  • Assisting internal & statutory audit.

Education

Master of Commerce - Accounting And Finance

Kerala University, SDE
Thiruvananthapuram
05.2016

Bachelor of Commerce - Accounting And Tax

Mahatma Gandhi College
Thiruvananthapuram
04.2014

Higher Secondary School -

K.V AFS Akkulam, Trivandrum
Thiruvananthapuram
03.2011

High School -

N.S.S Public School, Trivandrum
Thiruvananthapuram
03.2009

Skills

  • Microsoft Excel expertise
  • Attention to Detail
  • Accounts Receivable
  • Billing Processes
  • Accounts Payable
  • Financial Advising
  • Project Support

Accomplishments

  • Documented standard operating procedures and streamlined all internal finance which lead to take effective managerial decisions.
  • Managed a merger and acquisition project worth $3 million, and delivered financial reports on time for effective tracking of margin and collection.

Certification

Mini MBA - Swiss eLearning institute.

OMMAS- 2 Training - KSRRDA

Tally, Sales Tax and Professional Accountant - Tax Study Centre.

Languages

English
Tamil
Hindi
Malayalam

Personal Information

  • Date of Birth: 09/20/1993
  • Gender: Male
  • Marital Status : Single

Extracurricular Activities

Music composing & rhythm arrangements. 

Scholarship holder of CCRTC, Central Govt. for Mridangam (Indian Percussion). 

National First for 'Jugalbandi' social science exhibition 2010 held at Punjab. 

Kerala University prize holder for Percussion competition.

Disclaimer

I hereby solemnly declare that the above mentioned details are true and correct to the best of my knowledge. If given a chance to serve under your kind control I assure that I will do my best to satisfy my superiors with the quality of the work.

Timeline

Engagement Financial Advisory

Deloitte
09.2022 - Current

Accounts Executive

Aakash Institute
05.2021 - 07.2022

Operations Assistant

TechSARIGA Technologies
05.2020 - 05.2021

Finance Supervisor

The Leela Raviz Kovalam
08.2019 - 03.2020

Accountant

ARS Consultancy
01.2016 - 08.2019

Assistant Accountant

Kerala State Rural Roads Development Agency
06.2014 - 12.2015

Master of Commerce - Accounting And Finance

Kerala University, SDE

Bachelor of Commerce - Accounting And Tax

Mahatma Gandhi College

Higher Secondary School -

K.V AFS Akkulam, Trivandrum

High School -

N.S.S Public School, Trivandrum

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RAMKUMAR S