Shivam Shukla
Agra
Summary
Dedicated account manager with extensive experience in client relations and account servicing. Proven track record of leveraging communication skills and targeted sales strategies to exceed sales targets. Demonstrated success in driving revenue growth through acquisition of new accounts while nurturing existing client relationships.
Overview
12
12
years of professional experience
Work History
Accounts Manager (Accounts & Finance)
RBA Finance Pvt Ltd. l Sanjay Palace Agra
Agra
08.2025 - 11.2025
- Trained junior staff on account management best practices and tools.
- Prepared and finalized Balance Sheets, Profit & Loss Statements, and monthly MIS reports.
- Managed CMA data preparation, financial ratio analysis, and cash flow projections. GST, TDS & Tax Compliance
- Filed GSTR-1, GSTR-3B, GSTR-9, GSTR-9C, and reconciled GSTR-2B to maximize input tax credit.
- Ensured accurate TDS compliance, including 24Q/26Q filings, Form 16/16A generation, and challan payments. Audit & Financial Certifications
- Coordinated internal, statutory, and tax audits with external auditors
- Supported preparation of financial certifications required by lenders and regulators. Leadership & Strategic Finance
Account Manager
S4 Financial Services Pvt Ltd
Agra
04.2022 - 07.2025
- Filed Income Tax Returns and Forms 3CA, 3CB, and 3CD.
- Managed TDS returns and ensured timely monthly payments.
- Calculated advance tax to optimize compliance.
- Processed GST returns and facilitated registration procedures.
- Executed LUT filings to ensure regulatory adherence.
- Claimed GST refunds to recover eligible amounts.
Account Executive
Manish Goyal & Co.
Agra
09.2021 - 03.2022
- Prepared audit documentation and reports for internal reviews to support compliance assessments.
- Collaborated with team members to ensure adherence to financial regulations.
- Reviewed financial statements for accuracy and policy compliance.
- Participated in client meetings to discuss audit findings and improvement recommendations.
- Internal Audit of Private Limited Companies engaged in hotel & Tourism (Ramada).
Articled Assistant
Pooja Aswani & Company, Chartered Accountant
Agra
08.2018 - 08.2021
- FSSAI Registration.
- IEC Code Registration.
- MSME Certificate.
- Startups India Registration.
- Trademark Registration.
Paid Assistant
Ovakil.com
01.2016 - 07.2018
- Managed financial records and ensured accuracy of transactions.
- Prepared monthly financial statements and reports for management review.
- Reviewed invoices and processed accounts payable transactions promptly.
- Monitored compliance with accounting regulations and internal policies.
Executive Agent
Serco
01.2014 - 12.2014
- Assisted customers with inquiries and issues via phone and email.
- Provided product information to enhance customer understanding and satisfaction.
Education
LLB -
Agra College
01.2022
IPCC Group-II - Accounts
05.2021
IPCC Group-I - Account
05.2018
B.com -
Dr. Bhim Rao Ambedkar University
01.2016
CPT -
12.2013
Skills
- Tally and Busy accounting software
- Computax and ClearTax
- Microsoft Office applications
- Team collaboration
- Financial analysis
- Account management
- Dedicated
- Honesty
- Team Work
- Quick Learner
- Event Management
- Taxation Software
- Knowledge of MS-Word
- Knowledge of Excel
Prominent Clients
- Ramada Hotel (Fatehabad Road)
- Koovs Marketing Consulting Private Limited
- Marble E-Retail Private Limited
- Matashree Enterprises
- Abhaya International LLP
- Raddison Blue Hotel
- Punjab National Bank
- Nayati Hospital, Mathura
Skills And Proficiency
- Dedicated
- Honesty
- Team Work
- Quick Learner
- Event Management
- Completed Integrated Course on Information Technology & Soft Skills (AICITSS)
- Can work efficiently in IDS / Tally
- Taxation Software known: Computax / Cleartax
- Knowledge of MS-Word & Excel
- Completed 100 hours of compulsory computer training & Orientation Program specified by ICAI
Current Position
RBA Finance Pvt Ltd, Manager Accounts & Finance, 08/01/25, Agra, Uttar Pradesh, Prepared and finalized Balance Sheets, Profit & Loss Statements, and monthly MIS reports., Managed CMA data preparation, financial ratio analysis, and cash flow projections., Filed GSTR-1, GSTR-3B, GSTR-9, GSTR-9C and reconciled GSTR-2B to maximize input tax credit., Ensured accurate TDS compliance, including 24Q/26Q filings, Form 16/16A generation, and challan payments., Coordinated internal, statutory, and tax audits with external auditors., Ensured compliance with accounting standards and NBFC financial regulations., Supported preparation of financial certifications required by lenders and regulators., Supervised and mentored a team of 10+ accounting staff, streamlining operations and improving accuracy., Contributed to strategic growth planning and financial structuring of the company.
Personal Information
Date of Birth: 04/21/94
Disclaimer
I hereby declare that all the information provided above is true and correct to the best of my knowledge and belief.
Accomplishments
- Elected as a vice chairman, Agra Branch of CICASA of CIRC of the Institute of Chartered Accountants of India, 2019-20.
- Participated in various activities, CICASA.
Activities
- Won the student election under CICASA, a CA student branch in Agra, among nine candidates, elected as a vice chairman in the Agra branch.
- Throughout the year, we organize many events; some are Youth Fest on July 1 (CA Day) and a student conference, successfully managing 500+ students in these programs.
Timeline
Accounts Manager (Accounts & Finance)
RBA Finance Pvt Ltd. l Sanjay Palace Agra
08.2025 - 11.2025
Account Manager
S4 Financial Services Pvt Ltd
04.2022 - 07.2025
Account Executive
Manish Goyal & Co.
09.2021 - 03.2022
Articled Assistant
Pooja Aswani & Company, Chartered Accountant
08.2018 - 08.2021
Paid Assistant
Ovakil.com
01.2016 - 07.2018
Executive Agent
Serco
01.2014 - 12.2014
LLB -
Agra College
IPCC Group-II - Accounts
IPCC Group-I - Account
B.com -
Dr. Bhim Rao Ambedkar University