Summary
Overview
Work History
Education
Skills
Languages
Timeline
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SANJANA JAISWAL

SANJANA JAISWAL

KOLKATA

Summary

Detail-oriented with strong analytical skills, and a keen eye for accuracy.onducting financial audits, analyzing data, and preparing reports. Skilled in identifying discrepancies and recommending solutions to improve financial processes. Communication and organizational abilities to work effectively in a team environment.

Overview

4
4
years of professional experience

Work History

Zoho Consultant

SKV Multiserve Solutions Pvt. Ltd.
Kolkata
01.2025 - 07.2025
  • Implementation of Zoho Books, Zoho Inventory, and Zoho Store for book-keeping.
  • Migration of accounting records of the client from Tally to Zoho.
  • Setting up an inventory management system for new entities.
  • Execution of employee appraisal through Zoho People and Zoho Payroll.
  • Generating MIS reports from Zoho.
  • Presentations to clients for Zoho implementation.
  • Assisted in the support and problem-solving of clients after the implementation of Zoho systems.

Articled Assistant

Daga Kapil & Co.
Kolkata
10.2022 - 10.2024
  • Reviewed and analyzed accounting records, including trial balances and general ledgers.
  • Conducted monthly bank reconciliations to ensure accuracy of account balances.
  • Analyzed financial statements to identify discrepancies and areas of improvement.
  • Prepared financial statements in accordance with Generally Accepted Accounting Principles.
  • Ensuring compliance with The Companies Act,2013 and Secretarial Standards
  • Preparing Board meeting minutes, Agends and Notice
  • Filing various returns such as AOC-4, MGT-7,14, SH-7,11, CHG-1,4,9, DIR-3,6,12, DPT-3, MSME-1, PAS-6, ADT-1,
  • Facilitated clearance of pending matters with MCA office visits and follow ups
  • Drafting resolutions and due diligence reports

Articled Assistant

D.K. Chhajer & Co.
Kolkata
09.2021 - 09.2022
  • Assisted in internal audit programmes of clients covering Healthcare and Education industry.
  • Prepared monthly as well as quarterly financials, assurance certificates and audit reports in line with the approved audit plan. Discussed audit findings and recommendations with line managers and reported significant issues to senior management
  • Assisted in the statutory audit of listed companies (manufacturing industry and NBFC).
  • Conducted Concurrent Audit of RBI
  • Assisted in risk audits, stock audits (construction industry), and nationalized bank audits.
  • Prepared ITRs and filing of monthly GSTRs.
  • Working in accordance with IND-AS for the limited review of listed entities.

Education

Bachelors in Commerce - Finance Major - 9.4/10 CGPA - First Division Honours

J.D. BIRLA INSTITUTE
Kolkata
07-2022

ICSE (10th) - 91 % With Science - ISC (12th) - 92 % Commerec With Maths

S.T. JOAN'S SCHOOL
Kolkata
03-2019

CA - Final - Group-II & Both SPOM Cleared

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

Skills

  • Financial Assessment
  • Audit Planning
  • Tax Return Preparation
  • Report Development
  • Project assistance
  • Data Compiling
  • Budget Analysis
  • Leadership Qualities
  • GAAP guidelines
  • Strategy Development
  • Inventory Assessment
  • Team building
  • Problem-solving abilities
  • Time Management
  • Professional Demeanor

Languages

Hindi
First Language
English
Advanced (C1)
C1
Bengali
Intermediate (B1)
B1

Timeline

Zoho Consultant

SKV Multiserve Solutions Pvt. Ltd.
01.2025 - 07.2025

Articled Assistant

Daga Kapil & Co.
10.2022 - 10.2024

Articled Assistant

D.K. Chhajer & Co.
09.2021 - 09.2022

Bachelors in Commerce - Finance Major - 9.4/10 CGPA - First Division Honours

J.D. BIRLA INSTITUTE

ICSE (10th) - 91 % With Science - ISC (12th) - 92 % Commerec With Maths

S.T. JOAN'S SCHOOL

CA - Final - Group-II & Both SPOM Cleared

INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA

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