SAMARJEET SINGH KALRA
CHARTERED ACCOUNTANT
Dhanbad,JH
Summary
Chartered Accountant with hands-on experience in financial reporting, budgeting, audit, and taxation across corporate and professional services environments. Currently working with Tata Steel, managing MIS reporting, cost control, and IT financial operations. Strong expertise in variance analysis, compliance, and financial planning with proficiency in SAP and advanced Excel. Adept at driving data-backed decision-making and improving financial efficiency.
Overview
5
5
years of professional experience
3
3
Certifications
Work History
Manager- BAG IT & Safety
TATA STEEL LIMITED
11.2024 - Current
- Managed budgeting and financial planning for IT and Safety functions, ensuring effective cost control and resource allocation.
- Conducted budget vs. actual variance analysis to identify cost-saving opportunities and improve financial efficiency.
- Prepared and presented monthly MIS reports to senior management for strategic decision-making.
- Implemented zero-based budgeting (ZBB) to optimize expenditure planning.
- Managed IT chargeback cycles using Activity-Based Costing (ABC) for accurate cost allocation.
- Monitored IT CapEx lifecycle, including approvals, tracking, utilization, and closure.
- Reviewed related party transactions (RPTs) to ensure compliance with regulatory standards.
- Strengthened internal financial controls by coordinating cross-functional approvals for additional expenditures.
Audit Assistant
J Loyalka & Co.
05.2024 - 08.2024
- Finalized financial statements and prepared audit reports for corporate and non-corporate clients.
- Ensured compliance with Accounting Standards and Companies Act requirements.
- Assisted in statutory audits across multiple industries, including manufacturing and trading.
Article Assistant
CHAMPS & Associates
03.2021 - 03.2024
- Conducted statutory audits for over 15 clients across the manufacturing, trading, and service sectors.
- Prepared financial statements in accordance with Schedule III and Accounting Standards.
- Performed internal audits to evaluate financial controls and operational efficiency.
- Executed tax audits, including preparation of Forms 3CA/3CB and supporting documentation.
- Filed income tax returns for individuals, firms, companies, and trusts.
- Assisted in scrutiny assessments under Section 143(3).
- Filed ROC forms (AOC-4, MGT-7), and drafted legal agreements (Partnership Deeds, Gift Deeds).
Article Assistant
ALP & Associates
03.2021 - 06.2021
- Conducted a bank audit of the Bank of India (BOI).
- Assisted in audit assignments and compliance-related activities.
- Supported financial documentation and reporting processes.
Education
Chartered Accountant (CA) -
Institute of Chartered Accountant of India (ICAI)
04.2001 -
B.Com ( Hons) - Accountancy & Taxation
BBMKU
04.2001 -
Skills
Financial Management- Financial Analysis & Reporting- Budgeting & Forecasting (ZBB)- Variance Analysis- MIS Reporting- Cost Control & Optimization
Accounting & Compliance- Statutory Audit & Internal Audit- Direct Taxation & Tax Audit- Financial Statements Preparation- Companies Act & Regulatory Compliance
Technical Skills- SAP- Tally Prime / ERP 9- Zoho Books- MS Excel (Advanced), PowerPoint, Word
Team leadership
Decision-making
Time management
Certification
Financial Analysis Certification
Additional Information
- Secured exemptions in 3 subjects in CA Intermediate and CA Final
- Winner – CA Student Youth Fest (Football & Cricket)
Accomplishments
- Languages: English, Hindi, Punjabi
- Interests: Financial Markets, Investing
Timeline
Manager- BAG IT & Safety
TATA STEEL LIMITED
11.2024 - Current
Audit Assistant
J Loyalka & Co.
05.2024 - 08.2024
Article Assistant
CHAMPS & Associates
03.2021 - 03.2024
Article Assistant
ALP & Associates
03.2021 - 06.2021
Chartered Accountant (CA) -
Institute of Chartered Accountant of India (ICAI)
04.2001 -
B.Com ( Hons) - Accountancy & Taxation
BBMKU
04.2001 -