Xero, Zoho, Tally ERP, FCA Integral-ERP, Mprofit
Sairam A. Sastry
Executive – Accountant
Ahmedabad
Summary
Results-driven finance professional with over 8 years of expertise in audit, financial management, payroll, and accounts payable and receivable reconciliation. Demonstrated ability to resolve discrepancies, streamline billing workflows, and conduct high-volume reconciliations while analyzing system inefficiencies and implementing corrective actions. Recognized for meticulous reporting, clear communication, and a strong commitment to data privacy and confidentiality. Proven track record in fostering team collaboration and driving results in dynamic environments, with a focus on accuracy, financial analysis, and strategic planning to meet evolving business needs.
Overview
9
9
years of professional experience
4029
4029
years of post-secondary education
1
1
Certification
4
4
Languages
Work History
Executive Accountant
CA GJM AND CO.
04.2024 - Current
- Lead and oversee sponsor AR reconciliation for clinical studies, ensuring accurate tracking of receivables against study budgets, and procedural invoicing. Supervise end-to-end invoicing processes for study-related procedures, aligned with sponsor agreements, and budget allocations.
- Monitor and manage payment postings in the financial system, ensuring timely updates and resolution of discrepancies.
- Collaborate with cross-functional teams, including finance, clinical operations, and sponsor liaison units, to gather data and validate billing inputs. Guide and support junior staff in reconciliation, invoicing, and payment workflows, ensuring adherence to SOPs and quality standards.
- Maintain detailed logs and reconciliation records for audit readiness and sponsor reporting. Assist management in streamlining accounts receivable processes and improving sponsor payment cycles.
- Cultivated a collaborative work environment within the finance department, promoting teamwork across functions. Address sponsor queries, and ensure prompt resolution through clear communication and accurate record updates. Ensure strict data privacy and confidentiality for all critical inputs, including financial and non-financial information.
- Analyze and report system loopholes related to over-revenue generation, duplicate billing, and erroneous revenue reports caused by technical issues or bugs. Completed over 500 reconciliations and processed collections exceeding $250,000 USD.
Executive – Investment & Treasury
Dhanvarsha Enterprises & Investments Pvt. Ltd.
08.2023 - 03.2024
- Managed Consolidated Investment database maintained across 6 brokers online and offline and updated it on a weekly and monthly basis.
- Coordinated with Demat brokers and banks for weekly and monthly portfolio details, executed demat conversion of various scrips, share transfers, and the opening, updating, and closure of various demat accounts of the entity.
- Maintained and updated the records of keyman insurance policies. Processed the redemption of mutual funds, insurance policies, and performed bid management for the sale of bonds, debentures, and shares.
- Coordinated for monthly MIS with C.A. for MIS reporting on investments. Closely worked with top management for investment decision-making.
- Forecast fund flow, risk-return evaluation for investment purposes. Performed market analysis, business risk analysis, and performed company operation research for investment decisions. Resolved open-ended issues related to investment and treasury.
- Participated in investment meetings by brokers, portfolio managers, and the NSE for regular updates on the market.
Senior Executive - Finance & Accounts
Yopozone Consulting Pvt. Ltd. (For IXP Company)
Ahmedabad
08.2022 - 07.2023
- Streamlined invoicing and accounts payable processes save 30+ work hours for a company providing IXP points across India.
- Supported management for monthly MIS, financial statements, cash flow, quarterly, and annual budgets for stakeholders.
- Automated PO, SO procedure for smooth business operations. Reviewed payroll, vendor payments, and other accounting disbursements for accuracy and compliance. Resolved payment processing, ledger reconciliation issues with 90+ suppliers.
- Performed checks and closed the gaps in regulatory compliance and reporting of GST, TDS, PF, and ESIC. Supported external auditors for group and statutory audit.
- Coached and developed professional staff to ensure the F&A team is highly engaged and skilled to deliver high-quality work.
Senior Audit Executive
JLR & Co. Chartered Accountants
Chennai
05.2021 - 07.2022
- Managed I-T returns, GST, TDS & R.O.C Compliance, statutory and tax audit report for 40+ corporate entity through automated software in timely manner
- Partnered with internal managers to deliver client proposals and presentations
- Assisted clients in financial statement preparation and analysis
- Performed process audit and statutory audit for automobile company
- Executed strategic and technical reviews to verify compliance through monitoring of ICQ's and coordinated with various internal departments for process improvement
- Accounting and financial reporting for on-shore / off-shore reefer containers and reefer parts, lodging warranty contract claims to authorized dealers
- Developed and maintained Reefer service database, generated financial metrics dashboard, MIS-report and communicated process improvement to stakeholders for reefer service ports
- Trained and mentored department staff on policies and procedures to establish strong foundation for client development and service activities.
Accounts & Audit Assistant
Raval & Co. Chartered Accountants
Ahmedabad
11.2019 - 02.2021
- Processed registration of 10+ new trusts, compiled documents, and reports for annual filing of trust to I-T department
- Tracked registration process, coordinated with the income tax authority for registration and filing issues.
- Compiled data, prepared reconciliation reports, and submissions for GST audit, trust audit, and income tax assessments of 20+ business entities. Participated in the monthly GST, TDS, PF/ESIC, and ROC compliance of 30+ clients. Filed returns with integrated taxation software.
- Generated annual financial performance analysis reports for over 20 clients for prospective investments. Participated in seminars related to indirect and direct tax filing issues, and audit compliance conducted by the CPE Study Circle.
Article Assistant-Trainee
Mistry & Shah LLP, Chartered Accountants
Ahmedabad
05.2016 - 05.2019
- I gained firsthand experience in the registration and filing of income tax, VAT, service tax, GST, and ROC compliance.
- Successfully handled monthly compliance for 50+ corporate companies operating in I.T. Sector, industrial mineral, chemical sector, and leather industry, and 30+ individual clients.
- Prepared statutory audit reports, tax audits, and compiled documents for service tax and GST audits of 150+ corporate entities with a team of 4 senior members.
- Performed a stock audit, reviewed, and suggested IQC improvements for a company dealing in leather materials in the SEZ sector.
- Successfully tracked and migrated over 200 entities from VAT, service tax, and excise to the GST regime online, with proper records and documentation as per GST guidelines.
- Supported fellow staff on special assignments and ad hoc projects.
- Prepared and submitted financial reports for Service Tax and GST refund to CBIC to claim unutilized ITC to the tune of Rs 100 crores for 20+ corporate entities with the support of senior partners.
Education
CA-Inter Group-I - INTER-CA
ICAI - Institute of Chartered Accountants of India
Ahmedabad05-2016
Bachelor of Commerce - Accounting And Finance
Gujarat University
Ahmedabad, India04-2015
12th Standard - Commerce - Accounting And Business Management
GSHSEB
Ahmedabad, India03.2012
Skills
Financial analysis expertise
Certification
100 Hours of Information Technology and GMCS - by Branch of WIRC branch of ICAI – Ahmedabad, 01/2014
Personal Information
Expected Salary: My salary requirement is negotiable based upon the job responsibilities and the total compensation package.
Disclaimer
I hereby declare that the above-mentioned details are true to best of my knowledge and belief.
Software
Spectrum KDK, Easyoffice, Computax, RT-CTMS
MS Office - Excel, Word, PPT, Outlook, SharePoint, Teams
Data-Ease container database & FIS-Freight Information system
Interests
Strategic thinking through Chess
Exploring cultures and perspectives via Travel
Creative expression through Photography and Abstract Art
Intellectual enrichment through Reading and writing Spiritual Poems
Teamwork and sportsmanship in Cricket
Timeline
Executive Accountant
CA GJM AND CO.
04.2024 - Current
Executive – Investment & Treasury
Dhanvarsha Enterprises & Investments Pvt. Ltd.
08.2023 - 03.2024
Senior Executive - Finance & Accounts
Yopozone Consulting Pvt. Ltd. (For IXP Company)
08.2022 - 07.2023
Senior Audit Executive
JLR & Co. Chartered Accountants
05.2021 - 07.2022
Accounts & Audit Assistant
Raval & Co. Chartered Accountants
11.2019 - 02.2021
Article Assistant-Trainee
Mistry & Shah LLP, Chartered Accountants
05.2016 - 05.2019
CA-Inter Group-I - INTER-CA
ICAI - Institute of Chartered Accountants of India
Bachelor of Commerce - Accounting And Finance
Gujarat University
12th Standard - Commerce - Accounting And Business Management
GSHSEB
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