Shubham Dhawan
Mohali
Summary
Accomplished Manager with extensive experience in financial reporting, tax compliance, team management and client management. Proven track record in enhancing staff training programs, developing effective teams, and improving operational efficiency. Demonstrated expertise in handling month-end close reports, vendor reconciliation, and customer communications. Adept at using software such as QBO, NetSuite, Expensify, and Bill.com to streamline processes. Career goal includes leveraging skills to drive organizational success and foster a collaborative work environment.
Overview
12
12
years of professional experience
Work History
Manager
AcoBloom International Private Limited
Mohali
07.2024 - Current
- Own QBO specialisation to maintain accurate accounts and consistent transaction records.
Manage multi-ERP delivery across Business Central, Jira, Fathom, Bill.com, and Expensify.
Coordinate expense processing through Bill.com and Expensify to keep records coherent. - Partner with the Chief Financial Officer (CFO) to support financial planning, budgeting, forecasting, and strategic decision-making across multiple client engagements.
- Lead the month-end and year-end close process, ensuring timely and accurate financial reporting in accordance with US GAAP and client reporting requirements.
- Prepare annual budgets, rolling forecasts, cash flow forecasts, and variance analyses, providing actionable insights to senior management.
- Develop management reports, KPI dashboards, and business performance analyses to support executive decision-making.
- Manage controllership functions, including general ledger oversight, account reconciliations, accruals, revenue recognition, fixed assets, inventory accounting, and financial statement reviews.
- Review and approve journal entries, balance sheet reconciliations, and supporting schedules to ensure financial accuracy and compliance with internal controls.
- Support external audits by coordinating with auditors, preparing audit schedules, and addressing financial reporting queries.
- Perform financial modeling and profitability analyses to evaluate business performance and support strategic initiatives.
- Collaborate with cross-functional teams to improve financial processes, strengthen internal controls, and enhance reporting efficiency.
- Lead ERP implementation and optimization projects, including chart of accounts design, reporting structures, financial controls, and process improvements.
- Prepare board and management reporting packages, including executive summaries, cash flow analysis, and business performance reviews.
- Oversee accounts payable, accounts receivable, treasury, payroll review, and compliance activities while ensuring adherence to company policies.
- Manage and mentor finance team members, reviewing deliverables and establishing standardized accounting policies and procedures.
- Work with clients across the Pharmaceutical, Manufacturing, Furniture, and Real Estate industries.
Manager
Escalon Business Services Private Limited, Mohali (PB.)
Mohali, India
08.2019 - 07.2024
- Maintain client bookkeeping using QuickBooks Online as primary software platform.
- Generated complete end-to-end reports for month-end closing and offered insightful commentary on financial outcomes.
- Took initiative in handling problems and used independent judgments to take immediate corrective actions when required.
- Empowered team members to achieve high-level customer service.
- Answered questions and recommended solutions to address escalated customer complaints.
- Maintained a safe work environment for employees.
- Trained Team Members on the appropriate application of policies and procedures.
- Effectively addressed client issues to ensure satisfaction.
- Collaborated with tax personnel to complete federal tax packages.
- Supervised a diverse group of more than 25 personnel on several assignments.
Manager
CSR Forging Private Limited,Nabha(PB.)
Nabha, India
05.2018 - 04.2019
- Filling GST Returns and other compliance forms.
- Vendor Reconciliation and Communication.
- Prepared End to End Financial Reports.
Senior Associate
Sun Precision Fastners, Nabha(PB.)
Nabha, India
04.2017 - 04.2018
- Conducted month-end close activities
- Handled comprehensive reviews of customer contracts
- Stock Verification
- Managed vendor and customer communications
Articled Assistant
Munish Sood and Associates
Patiala, India
04.2014 - 04.2017
- Prepare Tax Audits
- Worked on Stock Audits
- Went for Statutory Audits and Concurrent Audits of Banks
- Worked on Bulk filing of TDS Returns of Banks.
- Worked on Income Tax Returns
Education
Chartered Accountant -
Institute of Chartered Accountants of India (ICAI)
Masters in Commerce - Commerce
Punjabi University, Patiala
Bachelors of Commerce - Commerce
Government Ripudaman College, Nabha (PB).
Skills
- Reviewed team performance to enhance efficiency
- Develop Employee Knowledge
- Enhanced staff training programmes
- Developed and managed effective teams
- Proficient in Quickbooks Online, Business Central On Prem, Jirav, Fathom, Billcom, Expensify and many other reporting tools
- Staff Management
Languages
- English - Advanced
- Hindi - Bilingual
- Punjabi - Native
Timeline
Manager
AcoBloom International Private Limited
07.2024 - Current
Manager
Escalon Business Services Private Limited, Mohali (PB.)
08.2019 - 07.2024
Manager
CSR Forging Private Limited,Nabha(PB.)
05.2018 - 04.2019
Senior Associate
Sun Precision Fastners, Nabha(PB.)
04.2017 - 04.2018
Articled Assistant
Munish Sood and Associates
04.2014 - 04.2017
Chartered Accountant -
Institute of Chartered Accountants of India (ICAI)
Masters in Commerce - Commerce
Punjabi University, Patiala
Bachelors of Commerce - Commerce
Government Ripudaman College, Nabha (PB).