Summary
Overview
Work History
Education
Skills
Interests
Timeline
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SHIVAM KAPOOR

CHARTERED ACCOUNTANT
NEW DELHI

Summary

Chartered accounting professional with strong background in financial analysis, auditing, and tax compliance. Skilled in leveraging analytical abilities to optimize financial performance and ensure regulatory adherence. Excellent collaborator known for adaptability, teamwork, and delivering results in dynamic environments. Proven expertise in financial reporting, risk management, and strategic planning.

Overview

6
6
years of professional experience
3
3
Languages

Work History

Chartered Accountant

Shivam Kapoor and Associates
New Delhi
10.2023 - Current
  • Developed strong relationships with clients, fostering loyalty through exceptional service and professional advice.
  • Streamlined accounting processes for improved efficiency and reduced errors, implementing new software systems.
  • Conducted regular reconciliations of balance sheet accounts to maintain accurate records essential for decision-making purposes.
  • Provided valuable insights to clients through comprehensive financial analysis and strategic planning.
  • Ensured compliance with tax regulations by accurately preparing and submitting tax returns for clients.
  • Maximized client satisfaction by delivering timely and accurate financial reports, addressing concerns promptly.
  • Boosted revenue generation by identifying areas of improvement in current accounting practices and suggesting innovative solutions.
  • Enhanced financial accuracy by conducting thorough audits and identifying discrepancies in financial statements.
  • Reviewed operational efficiencies, suggesting methods for improvement.

Articled Assistant

Deepak Chopra & Associates
New Delhi
08.2019 - 08.2022
  • Prepared reports and materials to assist with audits.
  • Enhanced client satisfaction by providing timely and accurate financial reports.
  • Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
  • Conducted internal audit assignments identifying control weaknesses and providing recommendations for improvement, leading to strengthened financial systems.
  • Lead the audit assignments of a school, a software company, and other companies.
  • Mentored junior staff members in accounting best practices, building their skills and enhancing overall team performance.
  • Reconciled worksheets to verify accuracy of documents or records.
  • Maintained records and files to furnish reliable documentation.
  • Collaborated with team members to complete audits in a timely manner, improving overall department productivity.

Education

Chartered Accountant -

Institute of Chartered Accountants of India
New Delhi, India
04.2001 -

CFA Level 1 - Finance

CFA Institute
USA
04.2001 -

Bachelor of Commerce (Honours) -

Maharaja Agrasen College, Delhi University
Delhi, India
04.2001 -

12th -

St. Lawrence Convent School (CBSE)
Delhi
04.2001 -

10th -

St. Lawrence Convent School (CBSE)
Delhi, India
04.2001 -

Skills

Auditing proficiency

Financial reporting

Financial data analysis

Corporate financial analysis

Business valuation

Capital budgeting

Indirect taxation

Direct taxation

Interests

Football Enthusiast

Sports

Reading

Timeline

Chartered Accountant

Shivam Kapoor and Associates
10.2023 - Current

Articled Assistant

Deepak Chopra & Associates
08.2019 - 08.2022

Chartered Accountant -

Institute of Chartered Accountants of India
04.2001 -

CFA Level 1 - Finance

CFA Institute
04.2001 -

Bachelor of Commerce (Honours) -

Maharaja Agrasen College, Delhi University
04.2001 -

12th -

St. Lawrence Convent School (CBSE)
04.2001 -

10th -

St. Lawrence Convent School (CBSE)
04.2001 -

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SHIVAM KAPOORCHARTERED ACCOUNTANT