Ritika Gupta
Hyderabad
Summary
Dedicated and detail-oriented finance professional with a strong background in R&D tax credit analysis. I hold an MBA in Finance and Business Analytics, and I specialize in using financial data to identify tax credit opportunities and improve client benefits. I am proficient in advanced Excel functions for data analysis and am committed to providing high-quality, timely solutions under IRC regulations. I am passionate about utilizing my expertise to achieve significant results in taxation and financial strategy. My goal is to contribute to the company's financial decision-making process and optimize tax and finance planning strategies.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate
RSM USLLP
Hyderabad
01.2024 - Current
- Collaborated with US project managers to prepare and estimate R&D tax credits based on qualified employee expenses in accordance with IRC 41(b).
- Engaged in all phases of the R&D study process, delivering high-quality outputs to project managers within deadlines.
- Collected and analyzed tax data, including tax forms 1065, 1120, and 1120-S, to determine the base amount for R&D tax credit calculations.
- Utilized advanced Excel functions and macros to extract qualified research expenses (W-2s and supply expenses) for federal and state tax credit calculations.
- Participated in client project calls, assisting in the preparation of project qualification notes and ensuring thorough documentation.
- Authored final reports detailing client qualifications and legal justifications for tax credits, including ERC and R&D, across various industries.
- Developed comprehensive memorandums based on project qualification notes to support client claims for tax credits.
- Ensured data integrity by conducting quality checks and addressing process issues to enhance workflow efficiency.
- Provided training to new hires on tax concepts and report writing, fostering knowledge transfer within the team.
- Actively coordinated with the US engagement team to facilitate seamless workflow and knowledge sharing, particularly in relation to IRC Section 174 and time tracking data.
- Assisted in the development of best practices and methodologies for R&D tax credit claims, contributing to the continuous improvement of departmental processes.
Associate- Tax Credits and Incentives
alliantgroup
Hyderabad
10.2022 - 12.2024
- Conduct thorough research and analysis to identify potential tax credits and incentives related to Research and Development (R&D) activities for eligible clients.
- Assist clients in understanding the R&D tax incentives and guide on maximizing tax benefits while staying compliant with IRS guidelines.
- Led and coordinated training sessions for both entry-level employees and experienced professionals on qualified research expenses, Excel techniques, enhancing their data analysis.
- Analyzed credit data and financial statements to determine the degree of risk involved in extending credit.
Finance Internship
udaan.com
Bengaluru
09.2021 - 11.2021
- Worked on the project titled 'GST Reconciliation'.
- GST rate and amount of vendor and company.
- Worked with the finance department in reconciling GST returns.
- Maintained accurate records of all activities performed throughout internship period.
Education
MBA - Finance And Business analytics
B. M. S. College of Engineering
Bengaluru01.2022
BBA - Accounting and Finance
Babu Banarsi Das University
Lucknow01.2020
Skills
- Data analysis
- Customer Relationship Management (CRM)
- Research abilities
- Advance Excel
- MS Office
- Flexible/Adaptable
- Report analysis and drafting
- Financial Reporting
- Budgeting and forecasting
- Good communicator
- Accounts payable, receivable, and general ledger accounting
- Time Management
Certification
- Microsoft office- MS Excel, MS Word, MS Power Point
- Certification of Professional Diploma in Computer Application
Accomplishments
- Best Speaker Award in Toastmaster club.
- Quick learner reward in Internship project.
- State level Volleyball Award.
Timeline
Associate
RSM USLLP
01.2024 - Current
Associate- Tax Credits and Incentives
alliantgroup
10.2022 - 12.2024
Finance Internship
udaan.com
09.2021 - 11.2021
MBA - Finance And Business analytics
B. M. S. College of Engineering
BBA - Accounting and Finance
Babu Banarsi Das University
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