Summary
Overview
Work History
Education
Skills
Udemycertifications
Personal Information
Languages
Hobbies and Interests
Timeline
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SAI PAVAN KALYAN Y

Nellore

Summary

An enthusiastic and confident person with strong learning skills & educational background in Finance looking for opportunities to build a career in Investment banking by applying the knowledge & skills acquired over the period of formal education & experience. Eager to join a dynamic team gain practical experience in the Investment banking industry.

Overview

5
5
years of professional experience

Work History

Tax Associate

EY India
Bangalore
05.2024 - Current
  • Working with the finance outsourcing team to prepare GST & TCS returns and provide GST related audit support
  • Approving bills after verification
  • Updating and maintaining the Fixed Asset Register
  • Learning the preparation of MIS reports and Flash reports.

CA Industrial Trainee

Dell India International Services Private Limited
Bangalore
03.2021 - 04.2022
  • Worked within the Global Accounting Shared Services (GASS) team covering APJ and Latam regions
  • Ensured proper flow of bank transactions and maintained GL-Bank, AP & AR clearing accounts
  • Posted monthly entries into AP/AR clearing accounts and prepared balance sheet reconciliation statements
  • Communicated with teams to clear open items and posted ad hoc entries based on requests
  • Shared AP/AR control files during month close and prepared team data for presentation to managers
  • Gained experience in various projects including business analysis and presentation before panels.

CA Article Trainee

Joseph and Rajaram Chartered Accountants
Chennai
04.2019 - 03.2021
  • Conducted statutory audits & GST audits for various companies and firms
  • Filed GST returns for multiple entities
  • Handled internal audit assignments, supervised operations & prepared audit reports
  • Reconciled books of accounts during software conversions to identify and correct inaccuracies.

Education

CA FINAL -

Institute of Chartered Accountants of India
05.2024

BCOM A&F -

Indira Gandhi National Open University (IGNOU)
12.2022

CA IPCC -

Institute of Chartered Accountants of India
11.2019

Skills

  • Understanding of alternative investment funds
  • Ability to calculate NAV, carried interest, and investor allocation for capital calls and distributions
  • Experience in reconciliation, including cash reconciliation and position reconciliation
  • In-depth analysis of accounting & reporting of financial statements by applying IND AS
  • Hands-on expertise with MS Office, Tally, Oracle, Power BI, & Zoho
  • Effective team player and individual contributor with an optimistic mindset
  • Excellent communication & interpersonal skills

Udemycertifications

  • Python for Finance: Investment fundamentals & Data Analytics
  • The Complete Investment Banking Course

Personal Information

Date of Birth: 07/29/2000

Languages

Telugu & English

Hobbies and Interests

Reading books, hitting Gym

Timeline

Tax Associate

EY India
05.2024 - Current

CA Industrial Trainee

Dell India International Services Private Limited
03.2021 - 04.2022

CA Article Trainee

Joseph and Rajaram Chartered Accountants
04.2019 - 03.2021

CA FINAL -

Institute of Chartered Accountants of India

BCOM A&F -

Indira Gandhi National Open University (IGNOU)

CA IPCC -

Institute of Chartered Accountants of India
SAI PAVAN KALYAN Y