Shivani Surshetwar
Mumbai,MH
Summary
Diverse expertise in Financial Planning & Analysis, including Budgeting and Reconciliation. Collaborative and reliable with senior stakeholders, consistently delivering credible results under pressure. Analytical and careful with confidential data. Proficient in coordinating with stakeholders and managing accounts for timely delivery. Experienced in preparing and analyzing financial statements, supporting reporting and audits. Supportive team player who efficiently resolves bottlenecks and mentors junior colleagues. Skilled in MS Office (Word, Excel, PPT), Tally ERP 9, and Payroll Management Systems.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Audit Manager
Joules to Watts
2023.08 - Current
- Performed follow-up reviews to ensure corrective actions were implemented properly by management teams.
- Analyzed balance sheets for mistakes and inaccuracies.
- Reviewed financial statements prepared by other departments prior to release.
- Evaluated operational efficiency by reviewing current systems, processes, documents, records.
- Evaluated internal control systems for adequacy and effectiveness.
- Prepared detailed reports summarizing audit results and findings.
- Managed a team of auditors to ensure timely completion of projects.
Manager
Quinn Hygiene
2021.01 - 2023.06
- Tracked and monitored sales leads for various accounts for the company's flagship product
- Prepared final financial quotes and lead the negotiation
- Prepare progress and status reports and maintained a detailed MIS of all the clients and shared the updates with senior management
- Work with senior managers to develop annual expenses and plan goals
- Ensured all regulatory approvals were in place and adhered to the best compliance practices
- Prepared monthly trial balances and monitored the revenue and profitability margins
- Efficiently processed all accounts payable and receivable invoices for the company.
MIS Executive
MVK Associates
2016.04 - 2017.07
- Prepared documents, reports and presentations using advanced tools and applications
- Followed up with customers to collect information and verify details
- Ensured correctness of data & information in various internal systems and portals
- Maintained integrity of the general ledger, book keeping's and maintaining trial balance entries
- Generated reports detailing various metrics and account information
- Provided extensive assistance and administrative support to the partner and different teams
- Guide and Mentor new trainees in various operational activities including record keeping.
Education
MS in Corporate Finance -
Sawyer Business School, Suffolk University
Boston, Massachusetts01.2023
Bachelor in Management Studies -
R A Podar College of Commerce & Economics, Mumbai University
Mumbai, Maharashtra06.2018
Skills
- Financial Planning & Analysis
- Budgeting
- MS Office (Word, Excel, PPT)
- Tally ERP 9
- Payroll Management Systems
- Financial Statements Analysis
- MIS Reporting
- Document Administration
- Negotiation
- Account Reconciliation
- Process Mapping
Certification
- National Society of Leadership and Success - USA (Click on the link to verify the certified Badge)
- SAS Certified Advanced Programmer for SAS 9 (Click on the link to verify the certified Badge)
- KPMG Certified Enterprise Risk Management Program
Timeline
Audit Manager
Joules to Watts
2023.08 - Current
Manager
Quinn Hygiene
2021.01 - 2023.06
MIS Executive
MVK Associates
2016.04 - 2017.07
MS in Corporate Finance -
Sawyer Business School, Suffolk University
Bachelor in Management Studies -
R A Podar College of Commerce & Economics, Mumbai University
- National Society of Leadership and Success - USA (Click on the link to verify the certified Badge)
- SAS Certified Advanced Programmer for SAS 9 (Click on the link to verify the certified Badge)
- KPMG Certified Enterprise Risk Management Program
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