Rohit
Chartered Accountant
Mohali
Summary
Certified Chartered Accountant (CA) with expertise in Finance, Accounting, Process Design, and Process Improvement. Proven track record in driving high productivity, delivering efficient task completion, and ensuring seamless financial operations. Skilled in financial reporting, budget management, and compliance oversight. Adept at communication, leadership, and problem-solving to support organizational goals. Successfully managed and delivered assignments for reputed clients across industries, including SaaS, Hospitality, Media, and Non-Profit organizations.
Overview
12
12
years of professional experience
10
10
years of post-secondary education
3
3
Languages
Work History
Assistant Manager (Team Lead)
Escalon Business Services
Mohali
05.2021 - Current
- Lead and guide a team of accounting professionals, assign tasks, and ensure adherence to KPIs and SLAs. Conduct regular meetings to monitor progress and resolve issues.
- Oversee the preparation and review of US GAAP-compliant financial statements, reconciliations, and reports, ensuring month-end and year-end closing accuracy and regulatory compliance.
- Ensure accurate processing of accounting transactions, including AP, AR, payroll, bank, credit cards etc.
- Serve as the primary contact for client inquiries, ensuring effective communication and alignment with client objectives and expectations.
- Drive initiatives to enhance efficiency, reduce errors, and implement automation solutions for routine tasks.
- Manage a diverse portfolio of 50+ US clients across industries, ensuring tailored services for each client. (SaaS, Hospitality, Media and Non-profit organizations).
- Demonstrated proficiency in financial analysis, encompassing financial statement analysis, ratio analysis, budget vs actuals analysis, and cash flow forecasting, to facilitate investment decisions and strategic planning.
- Assist clients with annual tax return preparation, 1099 filings, Delaware filings, and other statutory audit compliance.
- Executed comprehensive clean-up projects.
- Oversee onboarding of new clients and ensure accurate data clean-up for ongoing engagements.
AGM - Finance
Kare Partners Group India Pvt Ltd
Chandigarh
11.2016 - 04.2021
- Ensured timely compliance with TDS, GST, Income Tax, EPF, ESI, and other statutory obligations.
- Prepared monthly MIS reports, including budget analysis, financial statements, cash flow reports, and annual forecasts.
- Managed and maintained the fixed assets register, conducted annual reviews, and ensured accurate asset tracking.
- Successfully managed and handled accounts department of 10+ hospitals.
- Facilitated external audits (conducted by KPMG), providing necessary reports and supporting audit processes.
- Oversaw accounts receivable and payable, ensuring accurate processing and timely follow-ups.
- Ensured proper categorization of financial transactions in line with company policies and accounting standards.
- Ensured adherence to internal financial control procedures, ensuring accurate reconciliations and compliance with established systems.
- Reported directly to AVP Finance, providing updates on financial performance, compliance, and audit outcomes.
CA Intern
Davinder S. Jaaj & Co.
Chandigarh
05.2013 - 04.2016
- Assisted in Statutory Audits, Tax Audits, and ABC Audits, ensuring compliance with applicable laws and regulations.
- Conducted Stock Audits to verify the accuracy of inventory records and assess valuation methods.
- Prepared and filed Income Tax Returns, VAT/Sales Tax Returns, Service Tax Returns, and TDS Returns in compliance with tax regulations.
- Assisted in handling Income Tax, Service Tax, and TDS matters and participated in assessments.
- Drafted the Auditor's Report and Summary Reports for management discussions in line with CARO provisions.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
Delhi, India 04.2011 - 05.2016
B.Com -
Panjab University
Chandigarh, India 05.2010 - 04.2013
Class XII (Commerce) -
CBSE
Chandigarh, India 04.2009 - 03.2010
Class X -
CBSE
Chandigarh, India 04.2007 - 03.2008
Skills
- MS Office (MS Excel, MS Word, MS PowerPoint)
- Proficiency in Billcom, Ramp, Routable, Gusto, Paylocity, Rippling, Divvy, Expensify
- Proficiency in QBO, NetSuite, Xero
- Effective team management
- Leadership Powers
- Quick learning ability
- Excellent communication
- Presentation abilities
- Team leadership
Hobbies
- Cricket: Captain of the team that won the ECL Championship 2024, demonstrating leadership and teamwork skills.
- Guitar - Passionate about playing the guitar; actively participated in several cultural events and festivals organized by the Chandigarh branch of ICAI.
Timeline
Assistant Manager (Team Lead)
Escalon Business Services
05.2021 - Current
AGM - Finance
Kare Partners Group India Pvt Ltd
11.2016 - 04.2021
CA Intern
Davinder S. Jaaj & Co.
05.2013 - 04.2016
Chartered Accountant -
Institute of Chartered Accountants of India
04.2011 - 05.2016
B.Com -
Panjab University
05.2010 - 04.2013
Class XII (Commerce) -
CBSE
04.2009 - 03.2010
Class X -
CBSE
04.2007 - 03.2008
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