Microsoft excel
Sujeet Jha
Chartered Accountant
Mumbai
Summary
Dynamic Chartered Accountant with 6+ years of experience in Accounting, Auditing and MIS reporting. Proven skill in employing accounting and financial management best practices and team leadership. Committed to introducing changes to achieve continuous improvement and successfully influencing processes driving operational excellence. Expertise in financial statement preparation and analysis, operational management, forecasting and cost control.
Overview
8
8
years of professional experience
3
3
Languages
Work History
Manager
Quatrro Business Support Solutions
8 2023 - Current
- Entrusted with the management of a high-impact client with over 90 stores across the US, Efficiently addressed concerns without prior training
- Collaborating directly with the client, I identified and dismantled roadblocks, resulting in a highly satisfied client
- Implemented strategic changes to the system, resulting in a remarkable reduction in errors
- The restructuring of various reports enhanced the quality and informativeness of the reports, contributing to a more effective decision-making process
- Prepared and managed reconciliation reports including Bank Reconciliation, Inventory Reconciliation, Customer Accounts and Supplier Accounts
- Inherited a scattered and dissatisfied team
- Through effective leadership, I assigned balanced workloads, fostering a positive and open work environment
- Achieved a significant improvement in work-life balance, leading to the retention of team members who had initially considered resignation.
- Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Championed diversity and inclusion efforts within the workplace, resulting in an inclusive environment that fostered creativity and innovation among employees from various backgrounds.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Conducted competitive analysis to identify market trends and capitalize on emerging opportunities for growth.
- Collaborated with other functional areas to develop integrated solutions for complex business challenges related to finance operations.
- Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
- Conducted thorough risk assessments to safeguard company assets and maintain compliance with regulatory requirements.
- Evaluated potential investment opportunities using discounted cash flow analysis and other valuation techniques.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
- Contributed to long-term strategic planning initiatives by providing valuable input on financial projections and feasibility studies.
- Optimized internal communication between departments to address client inquiries efficiently and accurately.
Audit and Accounts Manager
Mastermind Strategic Solutions Private Limited
12.2019 - 08.2023
- Managed and Supervised US Accounting and Operational Work
- Managing and starting new outsourcing accounting projects
- Prepared and managed reconciliation reports including Bank Reconciliation, Inventory Reconciliation, Customer Accounts and Supplier Accounts
- Interacted with internal staff and clients to improve operational knowledge of relevant issues and business implications
- Coordinated with system developers in US for providing them with the operational insight and helped them to understand the requirement of business for system development
- Managed software migration process and worked with huge data set including the tasks such as Data accumulation, Data cleaning and Data transfers
- Prepared various MIS reports for US based logistic clients
- Conducted various training and presentation session with US client
- Facilitated internal audits and prepared detailed reports on findings
- Prepared working papers, reports and supporting documentation
- Maintained integrity of general ledger and chart of accounts
- Provided journal entries and performed accounting on accrual basis
- Cooperated with senior leaders to create operating budgets and initiate financial planning
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations
- Trained new employees on accounting principles and company procedures.
- Developed comprehensive financial reports for stakeholders, ensuring transparency and informed decisionmaking.
- Streamlined account management processes for better organization and time management.
- Managed budgets, generating cost savings through effective financial planning and expense reduction efforts.
- Enhanced financial planning efficiency by streamlining processes and implementing advanced software tools.
- Collaborated with a team of advisors to deliver comprehensive financial planning services for clients.
- Streamlined financial planning processes for improved efficiency and optimal client outcomes.
- Supported successful system migration projects by conducting thorough data validation tests before and after transition periods.
- Played an instrumental role in system migration projects by transferring historical records accurately without disrupting current operations.
- Ensured compliance with regulatory requirements by staying up-to-date on industry standards and implementing necessary changes to the company''s accounting practices.
- Conducted regular reviews of accounting policies to ensure alignment with evolving industry regulations and best practices in financial reporting.
- Collaborated with internal teams to develop comprehensive financial reports that provided valuable insights into business performance.
- Established strong working relationships with external partners including banks, auditors, and tax consultants to facilitate smooth collaboration on critical finance-related matters.
- Reduced errors in data entry by automating manual processes, resulting in improved accuracy for participant records.
- Enhanced participant satisfaction with timely and accurate distribution of benefits statements and annual reports.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
Accounts Controller- Outsourced Services to Client
CA S Srivatsan & Company
12.2017 - 10.2019
- Demonstrated strong organizational and time management skills while managing multiple projects
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
- Identified issues, analyzed information and provided solutions to problems
- Demonstrated a high level of initiative and creativity while tackling difficult tasks
- Skilled at working independently and collaboratively in a team environment
- Developed strong communication and organizational skills through working on group projects
- Demonstrated leadership skills in managing projects from concept to completion.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
- Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
Accounting Assistant
Pravin Chandak & Associates
06.2016 - 10.2017
- Maintained clean and organized files by keeping accounts payable records up-to-date
- Used accounting software to prepare weekly and monthly financial reports
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
- Assisted management with annual expense plans to strategically track income or revenue
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability
- Maintained accurate and complete documentation to facilitate accounting and filing functions
- Analyzed financial discrepancies and provided solutions for accurate financial records
- Coordinated with external auditors to resolve discrepancies.
Education
Chartered Accountant - Financial & Cost Accounting, Auditing And Tax
The Institute of Chartered Accountants of India
Bachelors of Commerce - Accounting And Finance
Mumbai University
HSC - Commerce
Nagindas Khandwala College (N.L.College)
Skills
Accounting
Data Analysis
Annual Audit Plans
Internal Audit Administration
Audit management
Financial statement review
Team Management
Staff Development
Workforce Management
Contract Management
Expense Tracking
Financial Reporting Coordination
Financial reporting aptitude
Budgeting & Variance Analysis
Internal Controls
ERP systems proficiency
Bank Reconciliation
Accounts Payable
File and database management
Proactive Problem Solving
Team collaboration abilities
Process evaluations
Root Cause Analysis
Audit Coordination
Balance sheets
Financial records review
Accounting management
Internal controls development
Tax Compliance
Project Management
Data Visualization
System Proficiency
- Hand on experience of various accounting and tax preparation software such as Tally, QuickBooks Desktop, Xero and Winman CA-ERP.
- Exenta ERP(USA)- Involved in data migration and system implementation activity.
- Well versed with MS - Excel and good hands on MS - Word and Powerpoint.
- PowerBI - Query and Dashboards.
- Successfully completed 120 hours of GMCS and IT orientation programme conducted by the Institute of Chartered Accountants of India.
Software
Power BI
SAP
Tally Prime
Quickbooks
Xero
Sage
Outlook
Exenta ERP
Timeline
Audit and Accounts Manager
Mastermind Strategic Solutions Private Limited
12.2019 - 08.2023
Accounts Controller- Outsourced Services to Client
CA S Srivatsan & Company
12.2017 - 10.2019
Accounting Assistant
Pravin Chandak & Associates
06.2016 - 10.2017
Manager
Quatrro Business Support Solutions
8 2023 - Current
Chartered Accountant - Financial & Cost Accounting, Auditing And Tax
The Institute of Chartered Accountants of India
Bachelors of Commerce - Accounting And Finance
Mumbai University
HSC - Commerce
Nagindas Khandwala College (N.L.College)