Summary
Overview
Work History
Education
Skills
Accomplishments
Husbandname
Strength
Otherinterests
Articleship
Personal Information
Timeline
Generic

Surbhi Mundra

Chartered Accountant
Kolkata

Summary

CHARTERED ACCOUNANT WITH 8 YEARS OF EXPERIENCE MAJORLY INTO PROFESSIONAL SERVICES IN A CA FIRM. LOOKING FORWARD TO BE PART OF A GREATER ORGANISATION FOR UTILISING THE SKILL SETS AND GROW TO THE ZENITHS OF PROFESSIONAL CAREER

Overview

13
13
years of professional experience
14
14
years of post-secondary education

Work History

Partner

SHIVAM MUNDRA & ASSOCIATES
3 2019 - Current
  • Responsible for finalization of Books Of Accounts of Firms and Individuals including audits of accounts
  • Internal Audits and providing clients with actionable inputs
  • Verification of Quarterly, Monthly and annual GST returns
  • Coordinating and assisting new recruits in their tasks to ensure smooth completion of work request within budgeted time.
  • Streamlined internal processes, fostering improved efficiency and productivity within organization

Audit Assistant

AJAY & AMAR ASSOCIATES
09.2016 - 01.2018
  • Preparation and Filling of Income Tax Returns of Individuals and Companies
  • Preparation and Filing of M-VAT returns of Individuals
  • Handled Tax Audit of various Companies, Firms and Individuals
  • Handled Income tax scrutiny cases of various individuals and firms.

TOPWORTH URJA & METALS LTD.
12.2013 - 08.2014
  • Assisted in Filing Service Tax Returns, TDS Workings and VAT Computations
  • Preparation of Bank Reconciliations, Party Reconciliations and Coal data reconciliations with Washery & Mines
  • Delivered Report on Capitalization Working, Expense Analysis and Cost Reduction

V.K. SURANA & CO.
08.2011 - 11.2013
  • Exposed to Internal Audit of manufacturing companies, educational institutions and hospitals
  • Performed in depth scrutiny of Books of Accounts i.e Cash & Bank Vouching, Ledger Scrutiny and employee salary calculation with attendance
  • Performed various special exercises such as Library Books & Software Verification, Event Expenses Analysis, Stores analysis and verification, Scholarship verification.

Education

CHARTERED ACCOUNTANT -

ICAI
NAGPUR
07.2010 - 05.2016

Bachelor of Commerce, India - Finance And Accounts

Dr. Ambedkar College
Nagpur
07.2010 - 06.2016

High School Diploma -

St. Xaviers School
Nagpur
04.2008 - 03.2010

Class Xth -

St. Xaviers School
Nagpur, India
04.2001 -

Skills

Collaboration and Teamwork

PowerBI and Tableau

Accounting Softwares like Tally and Zoho Books

Microsoft Excel proficiency

Financial modeling abilities

Tax law familiarity

Accomplishments

  • Received Certificate of Participation in ICON 2012 (Nagpur) i.e. from International Conference for CA Students
  • Awarded as the Foodie of the Year in the 12th GMCS batch (Nagpur) by ICAI.
  • Received Certificate of Merit in M.S. Office in Oct-2008 from Maharashtra Computer & Technical Education Board in Nagpur.
  • Received Certificate of Merit for being an all rounder during SSC in School.
  • Received Certificate for participation in Milo Ryan Marathon in 2003 as well as 2006.

Husbandname

CA Shivam Mundra

Strength

Well organized, friendly and co-operative

Otherinterests

Dancing and Cooking

Articleship

  • TOPWORTH URJA & METALS LTD., Nagpur, Maharashtra, 12/2013, 08/2014, Assisted in Filing Service Tax Returns, TDS Workings and VAT Computations., Preparation of Bank Reconciliations, Party Reconciliations and Coal data reconciliations with Washery & Mines., Delivered Report on Capitalization Working, Expense Analysis and Cost Reduction
  • V.K. SURANA & CO., Nagpur, Maharashtra, 08/2011, 11/2013, Exposed to Internal Audit of manufacturing companies, educational institutions and hospitals., Performed in depth scrutiny of Books of Accounts i.e Cash & Bank Vouching, Ledger Scrutiny and employee salary calculation with attendance., Performed various special exercises such as Library Books & Software Verification, Event Expenses Analysis, Stores analysis and verification, Scholarship verification.

Personal Information

  • Date of Birth: 08/02/1993
  • Gender: Female
  • Nationality: Indian

Timeline

Audit Assistant

AJAY & AMAR ASSOCIATES
09.2016 - 01.2018

TOPWORTH URJA & METALS LTD.
12.2013 - 08.2014

V.K. SURANA & CO.
08.2011 - 11.2013

CHARTERED ACCOUNTANT -

ICAI
07.2010 - 05.2016

Bachelor of Commerce, India - Finance And Accounts

Dr. Ambedkar College
07.2010 - 06.2016

High School Diploma -

St. Xaviers School
04.2008 - 03.2010

Class Xth -

St. Xaviers School
04.2001 -

Partner

SHIVAM MUNDRA & ASSOCIATES
3 2019 - Current
Surbhi MundraChartered Accountant