Summary
Overview
Work History
Education
Accomplishments
Personal Information
Timeline
Intern

Sarthak Gupta

Chartered Accountant
Ahmedabad

Summary

Highly motivated finance professional with around 6 years of experience in financial sector. Skilled in financial analysis and reporting. Good leadership abilities with a focus on team collaboration and cross-functional partnerships. Proven track record in driving financial performance and optimizing processes.

Overview

6
6
years of professional experience
9
9

Years of total experience

3
3
Languages

Work History

Chief Manager - Finance and Accounts

Poonawalla Fincorp Limited
05.2023 - Current
  • Preparation of monthly financial MIS, financial statements review and variance analysis on a monthly basis and reporting of the same to management
  • GL substantiation on monthly basis, analysing the variance in GLs with proper reasoning and reporting to management for any process lapses or operational inefficiencies
  • Handling internal and external auditors for smooth closure of audit
  • Inter-departmental communications for any data query and providing various data
  • Handling accounting of various investments made by the Company (i.e. G-sec, Mutual funds, T-bills, Debts and shares among others)
  • Preparation of finance part of various ROC Forms like AOC-4
  • Providing data for KID and GID as and when required by the team for NCD issues
  • Have implemented comprehensive treasury system with accounting of the same from scratch

Assistant Manager - Accounts

MAS Financial Services Limited
09.2018 - 05.2023
  • Handing preparation and finalization of Ind-AS compliant financial statements as per schedule III of the Companies Act of listed company on monthly basis and reporting it to management
  • Preparation of quarterly financial results as required by SEBI and reporting it to SEBI
  • Handled first time implementation of Ind-AS for the Company
  • Assisting internal auditors, statutory auditors (one of big 4 firms), tax auditors & regulatory authorities and coordinating with them for smooth conduct of limited review or audit and inspection
  • Assist in preparation and reviewing various presentations required by the board and investors
  • Developed expected credit loss model (ECL model) as required by Ind AS 109 for the Company and regularly modelling the same to meet regular update requirement
  • Preparation of Company's annual Income tax return
  • Preparing various regulatory returns to be filed to regulatory authority on a regular interval
  • Preparation of finance part of ROC forms like AOC 4
  • Providing data and information as and when required for issuance of debt securities
  • Assisting and coordinating with the IT team in preparation of the various software relevant for financial reporting and implementing the same in the organization

Articleship

G.K. Choksi & Co.
08.2015 - 08.2018
  • Income Tax return preparation and other compliances related to Income Tax for various entities
  • Income Tax Assessment and proceedings of various Corporate and Non-Corporate entities with drafting replies
  • Tax Audit and filling of Form 3CA/CB/CD of various corporate entities
  • Drafted Opinions on various tax and other matters for corporate and noncorporate entities
  • Drafted PowerPoint Presentations on topics like ICDS, IDS and TDS

Education

Chartered Accountant - undefined

The Institute of Chartered Accountants of India
Ahmedabad
06.2014 - 05.2018

Bachelor of Commerce - undefined

Gujarat University
Ahmedabad
05.2014 - 05.2017

Higher Secondary Education - undefined

Central Board of Secondary Education
Ahmedabad
04.2013 - 05.2014

Accomplishments

  • Awarded with Victor award in current organisation in Q4 FY24 for exceptional performance.
  • Got far exceed (highest) rating in the recent annual appraisal process.
  • Got best student award for the year 2015 in Ahmedabad for Business Law, Ethics and Communication.
  • In academics, always a topper in the class.

Personal Information

  • Date of Birth: Year 1997
  • Gender: Male
  • Nationality: Indian

Timeline

Chief Manager - Finance and Accounts

Poonawalla Fincorp Limited
05.2023 - Current

Assistant Manager - Accounts

MAS Financial Services Limited
09.2018 - 05.2023

Articleship

G.K. Choksi & Co.
08.2015 - 08.2018

Chartered Accountant - undefined

The Institute of Chartered Accountants of India
06.2014 - 05.2018

Bachelor of Commerce - undefined

Gujarat University
05.2014 - 05.2017

Higher Secondary Education - undefined

Central Board of Secondary Education
04.2013 - 05.2014

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Sarthak GuptaChartered Accountant