Shivakshi Gogia
Lucknow
Summary
Analytical and detail-oriented professional with extensive experience in financial management, risk assessment, and project coordination. Adept at building and maintaining professional relationships while managing stress effectively. Passionate about continuous learning and excelling in various industries.
Overview
15
15
years of professional experience
Work History
Amrit Bottlers Private Limited
02.2023 - Current
- Prepare and finalize books of accounts for Hilton Garden Inn Lucknow
- Act as owner representative in the hotel industry
- Manage new projects and audit preparations
- Handle Income Tax Department communications, including various notices and cases
- Finalize brand operation and management agreements
- File income tax and GST returns (monthly, quarterly, half-yearly, and annually)
- Arrange funds from banks and NBFCs
- Oversee backend hotel functions and coordinate with different departments
- Manage legal cases, including briefing advocates and following up
- Finalize staff and commission agent incentives and commissions
- Prepare marketing budgets and identify cost-effective solutions
HDFC Sales Private Limited
03.2019 - 06.2022
- Ensure completeness of home loan files (KYC, income sheets, and required documents)
- Follow up on file sanctions and prepare monthly MIS reports on unsanctioned files
- Bridge gaps between sales and credit teams to ensure file management
- Handle customer telephonic interactions
- Appraise files above ₹50 lakh and prepare income sheets for self-employed files
- Train credit and sales executives on new appraisal policies
- Ensure compliance with LTV/LCR file norms
PCS & Associates (Lucknow)
03.2018 - 03.2019
- Prepare and finalize accounts for various sectors, including banking, manufacturing, trading, and services
- Conduct statutory audits for Canara Bank (Dhankaur and Noida branches)
- Handle Income Tax Department communications and case management
- File income tax and GST returns (monthly, quarterly, half-yearly, and annually)
- Perform bank reconciliations and prepare FA schedules
Chief Executive Officer
Ascent Constructions Pvt Ltd & Ascent Group of Companies
01.2013 - 11.2017
- Prepared cash flow forecasts and maintained client accounts
- Developed internal controls to prevent fraud and errors
- Created project reports, financial forecasts, and market analyses
- Arranged funds from banks and NBFCs
- Managed backend functions, sales, and after-sales services for over 800 customers
- Handled legal cases and managed incentives and commissions
- Designed marketing budgets and cost-effective solutions
- Oversaw finance functions, including internal financial control and project evaluation
Senior Associate in Statutory Audit
Deloitte Haskins and Sells
01.2010 - 01.2013
- Conducted interim and statutory audits for clients including Mother Dairy, Sennheiser India, IL&FS, Pernod Ricard India, and Daikin India
- Prepared high-quality audit documentation and reports
- Managed areas such as revenue, fixed assets, debtors, current liabilities, loans, advances, and inventory
Education
Chartered Accountant -
Institute of Chartered Accountants of India
01.2015
MBA - Finance
Alliance University
Bangalore01.2015
BCOM (Hons) -
School of Open Learning
Delhi01.2013
High School -
Amity International School
Noida01.2010
Skills
- Core Competencies
- Computer Skills
- Time Management
- Analytical Abilities
- Financial Management
- Soft Skills
- Risk Management
- Leadership Skills
- Multi-tasking
Languages
- English
- Hindi
Hobbies and Interests
- Certified Fitness Instructor
- Marathon Running & Athletics
- Reading Novels
- Baking
Personal Information
- Date of Birth: 10/14/91
- Marital Status: Married
Socialimpact
- Active member of D People Society
- Taught Business Studies in NGOs
Timeline
Amrit Bottlers Private Limited
02.2023 - Current
HDFC Sales Private Limited
03.2019 - 06.2022
PCS & Associates (Lucknow)
03.2018 - 03.2019
Chief Executive Officer
Ascent Constructions Pvt Ltd & Ascent Group of Companies
01.2013 - 11.2017
Senior Associate in Statutory Audit
Deloitte Haskins and Sells
01.2010 - 01.2013
Chartered Accountant -
Institute of Chartered Accountants of India
MBA - Finance
Alliance University
BCOM (Hons) -
School of Open Learning
High School -
Amity International School
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