Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies and Interests
Timeline
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SRIKARAN UTPALA

SRIKARAN UTPALA

Nellore

Summary

Results-driven Chartered Accountant with 5+ years in financial reporting, auditing, and taxation, specializing in Ind AS and US GAAP compliance. Skilled in utilizing AI Dashboards (Power BI) for data visualization, financial modeling, and conducting company valuations. Founded a practice that offers comprehensive accounting and advisory services. NISM-certified Research Analyst, with a commitment to excellence in equity and capital markets.

Overview

12
12
years of professional experience
1
1
Certification

Work History

CHARTERED ACCOUNTANT

SRIKARAN & ASSOCIATES
08.2020 - Current

FINANCIAL REPORTING

  • Prepared financial statements in compliance with Indian Accounting Standards.
  • Conducted thorough reviews of financial reports to ensure accuracy, completeness, and adherence to regulatory requirements set by ICAI.

AUDITING & ASSURANCE

  • Conducted statutory and tax audits, ensuring compliance with legal requirements and accurate financial reporting for various organizations.
  • Managed GST and stock audits, verifying compliance with regulations and assessing inventory accuracy to optimize management practices.
  • Provided value-added recommendations to enhance operational efficiency based on comprehensive audit findings.

TAXATION & OTHER ROLES

  • Prepared and filed individual and corporate income tax returns, ensuring compliance with current tax laws, and assisted clients with GST registration and filing of returns.
  • Facilitated the incorporation of various business entities, including companies and partnerships, while providing strategic tax consultancy services and advice on tax planning.
  • Assisted in obtaining Import Export Code (IEC) and MSME registrations, along with preparing detailed project reports for funding applications.
  • Preparing and filing E-forms with the Registrar of Companies, ensuring timely compliance with the Companies Act, 2013.


Lead Rep, Fund Reporting

BNY Mellon International Operations (India) Private Ltd
01.2020 - 07.2020

FINANCIAL REPORTING

  • Preparation of Quarterly, Semi-annual and Annual financial reports for Mutual funds as per U.S GAAP regulatory requirements within the stipulated time frame.
  • Preparation of financial statements include Schedule of Investments, Statements of Assets and Liabilities, Statement of Operations, Statement of Changes in Net Assets, Financial Highlights and Notes to Financial Statements.
  • Increased fund reporting accuracy by 30% through the implementation of a new data verification process, significantly reducing discrepancies in financial statements.

Article Assistant

GC Daga & Co and TBL & Associates
08.2013 - 10.2016

ARTICLESHIP

  • Performed detailed analysis of the collected accounting data for various client organizations along with handling Internal and Tax Audit of Various diversified fields.
  • Prepared & E-filling of Income tax, TDS and Vat returns of various assesses while maintaining books of accounts of proprietorship & partnership concerns.
  • Implemented a weekly knowledge-sharing program where team members discuss experiences and strategies related to revenue leakage, enhancing internal audit practices and resulting in a 25% increase in revenue leakage awareness among participants.

Education

BCOM(Accountancy & Finance) -

Indira Gandhi National Open University
12.2020

CHARTERED ACCOUNTANCY -

The Institute of Chartered Accountants of India
05.2019

Skills

  • Analytical Skills
  • Communication Skills
  • Time Management
  • Leadership Skills
  • Problem-Solving Skills
  • Technical Skills
  • Adaptability

Certification

  • AI Dashboards using Microsoft Power BI from Skill Nation
  • Financial Modeling & Company Valuation Crash Course from Jobaaj Learnings
  • NISM-Series-XV: Research Analyst Certification
  • Excel Using AI Workshop from Office Master
  • Investment Banking Nano Degree Program from Jobaaj Learnings
  • Equity Research and Valuation Course from Jobaaj Learnings
  • Completed 100 hours of computer training from ICAI as part of the ICAI curriculum.
  • Completed Management Communication Skills Course as part of the ICAI curriculum.
  • Completed Certification Course on GST from Shivaji College (University of Delhi) & Voice of Chartered Accountants - January 2020.

Languages

English
Telugu
Tamil

Hobbies and Interests

  • Committed to Continuous Learning Through Self-Help Books
  • Playing chess

Timeline

CHARTERED ACCOUNTANT

SRIKARAN & ASSOCIATES
08.2020 - Current

Lead Rep, Fund Reporting

BNY Mellon International Operations (India) Private Ltd
01.2020 - 07.2020

Article Assistant

GC Daga & Co and TBL & Associates
08.2013 - 10.2016

CHARTERED ACCOUNTANCY -

The Institute of Chartered Accountants of India

BCOM(Accountancy & Finance) -

Indira Gandhi National Open University
SRIKARAN UTPALA