Rati Mittal
Tax and Financial Accounting
Bangalore
Summary
Results-oriented professional with over a decade of experience in US Taxation and Compliance, specializing in tax preparation and review. Skilled at leading Financial Controls initiatives, overseeing team activities, conducting reviews, and managing various quarterly, annual, and monthly tasks. Expertise in creating dashboards for controllers to showcase the quality of reconciliations completed in BlackLine. Proficient in BlackLine, QlikView, and basic SAP for data extraction. Strong ability to deliver insightful presentations to senior leadership and foster a collaborative work environment through leadership and team development. Known for strategic planning, problem-solving, and adaptability in dynamic settings, ensuring top-tier results and effective communication for high-quality outcomes.
Overview
12
12
years of professional experience
4023
4023
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Assistant Manager- Audit-Central-Markets
BSR and Co. LLP
Bengaluru
02.2024 - 08.2024
- Worked with Audit Clients and Markets, took care of client of specific regions to analyze their audit rotation pattern.
- Worked closely with partners to understand their requirements so that more business is generated for the firm while Audit Rotations
- Worked with Automotive, Consumer and Oil and Gas Sectors.
- Enable Partners, Directors and their teams Improve cross solution penetration initiatives.
- Providing data driven insights for specific Locations, performance tracking and highlight overdue audits and findings.
- Monthly Audit Status Dashboards and calls with Partners of aligned sectors and regions.
- Develop detailed project plans, timelines and resource allocation.
Financial Controls QC-Level 9
Accenture
Bengaluru
08.2019 - 08.2022
- Company Overview: Formerly known as AIG analytics and services private ltd
- Spearheaded the establishment and enforcement of comprehensive procedures and controls to optimize the Balance Sheet Reconciliation Process, guaranteeing the utmost accuracy and completeness of all reconciliations
- Reviewed reconciliations against set criteria, identified quality issues, and managed reconciliation changes for remediation
- Conducted training on exposure metrics to determine root causes and control breaks, providing insights for risk mitigation
- Prepared regular and timely Dashboard and Close Call presentation decks, offering an overall status to senior management
- Reviewed reconciliations for appropriate application of risk rating and Blackline settings, ensuring data quality and compliance
- Provided user support and training on reconciliation workflow, enhancing user proficiency and data accuracy
- Led a team of 5, overseeing their work, providing training, and taking full responsibility for team activities
- Key Result Areas:
- Achievements:
- Successfully implemented new procedures and controls, resulting in improved accuracy and efficiency of the Balance Sheet Reconciliation Process
- Developed and presented comprehensive Dashboard and Close Call presentations, enabling senior management to make informed decisions
- Received recognition for leadership skills and ability to train and mentor junior team members
Accountant II Grade -18
AIG, Analytics & Services Pvt. Ltd. Bangalore
Bengaluru
06.2015 - 07.2019
- Worked with the GA tax reporting team, handling various forms like 941s, 945s, and 1042s
- Extracted, uploaded, and posted entries in SAP, ensuring accurate and timely financial data
- Collaborated with US counterparts to analyze reports from SAP, facilitating effective communication and collaboration
- Conducted thorough research and analysis in Blackline Systems to ensure accurate reconciliation of General Ledger accounts
- Prepared tax workpapers, JV templates, and Wire forms, ensuring compliance with reporting requirements
- Collaborated with US counterparts to provide daily, semi-weekly, and monthly tax reports
Consultant II
Deloitte Tax LLP, Hyderabad
Hyderabad
08.2012 - 05.2015
- Delivered tax compliance solutions to American business clientele, crafting a variety of tax documents tailored to client financials
- Collaborated extensively with Private Equity clients, encompassing distinguished firms such as General Atlantic Energy, Capital Partners, Ridgewood, Harvest Capital, and Insight Ventures
- Emphasized the meticulous preparation of corporate tax filings, spanning U.S. federal, state, and local income, as well as sales and use tax returns for Corporations, Individuals, and Partnerships
- Preparation of 1120 US Corporation Tax returns and working on various Forms and Instructions. Working on Income Gains Losses and Deductions to chalk out the tax liability of the Corporation. Also Reviewed the same along with Preparation.
- Preparation and review of 1065/1120 Federal and State Tax returns and relevant Workpapers. Worked on Reconciliation and Provisions for few clients along with mandatory workpapers.
- Methodically analyzed and reviewed Individual Tax returns (1065s and 1040s), upholding precision and adherence to tax statutes
- Worked on Software’s like Prosys, Gosys, CCH, and other Research Tools.
Education
MBA - Finance and Marketing
Ramaiah Institute of Management Studies
Bengaluru05.2012
B. Com -
South City College
Kolkata03.2010
Skills
- BlackLine (reconciliation tool)
- QlikView
- Email Operations
- Go-Systems
- Microsoft Office
BNA Software
Corp-Tax
Certification
Capital Market and Derivatives Certification Examinations offered by NCFM
CORE COMPETENCIES
- Financial Controls & Reconciliation Processes
- Assurance & Compliance
- Analysis & Reporting
- Assessment & Mitigation
- Performance Evaluation
- Improvement & Optimization
- Presentation & Dashboard Creation
- Stakeholder Management
- Root Cause Analysis
- Leadership & Mentoring
- Knowledge Sharing
SOFT SKILLS
- Negotiator
- Collaborator
- Communicator
- Team Leader
- Problem Solving
- Analytical
CAREER TIMELINE
- Consultant II, Deloitte Tax LLP, Hyderabad (Aug 6th 2012 – May 29th 2015) Consultant II
- Financial Controls QC-Level 9, ACCENTURE (Formerly known as AIG analytics and services private ltd) (Aug 1st 2019 - Aug 31st 2022) Financial Controls QC
- Accountant II Grade -18, AIG, Analytics & Services Pvt. Ltd. Bangalore (June 11th 2015 - July 31st 2019) Accountant II
- Assistant Manager- Audit - Central-Markets, BSR & Co. LLP (19th Feb 2024 - 16th Aug 2024)
Timeline
Assistant Manager- Audit-Central-Markets
BSR and Co. LLP
02.2024 - 08.2024
Financial Controls QC-Level 9
Accenture
08.2019 - 08.2022
Accountant II Grade -18
AIG, Analytics & Services Pvt. Ltd. Bangalore
06.2015 - 07.2019
Consultant II
Deloitte Tax LLP, Hyderabad
08.2012 - 05.2015
MBA - Finance and Marketing
Ramaiah Institute of Management Studies
B. Com -
South City College
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