Susmita Moolya
Mumbai
Summary
Resourceful Specialist recognized for exceptional productivity and efficient task execution. Expertise in data analysis, project management, and strategic planning. Strong communication and problem-solving skills enhance adaptability in dynamic environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Specialist
Marsh & McLennan Global Services Private Limited
Mumbai
04.2023 - Current
- Designed and implemented templates for standalone and consolidated financial statements in Workiva.
- Managed Test and Production environments to ensure optimal system performance.
- Developed language templates, standardizing text for disclosures, footnotes, and formatting.
- Communicated with onsite UK team to finalize entities within test environment in Workiva.
- Engaged with controllers to gather data, resolving reporting challenges for timely regulatory submissions.
- Prepared comprehensive process notes (DPMs), ensuring clarity in reporting procedures.
- Submitted annual statutory accounts within regulatory deadlines, maintaining compliance.
- Assisted in auditing procedures by preparing schedules for auditors.
Assistant Manager - Finance & Accounts
Alteria Capital Advisors LLP
Mumbai
08.2021 - 03.2022
- Conducted audits of bank statements and financials for potential acquisitions.
- Processed vendor payments and collected overdue amounts to maintain accounts receivable.
- Managed TDS and GST compliance for multiple clients to ensure regulatory adherence.
- Reviewed investment and investor profiles, including subscription agreements and KYC documentation.
- Coordinated with fund accountants, custodians, bankers, and trustees to meet deadlines.
- Participated in payroll processing to ensure timely employee compensation.
Executive Manager
Udeshi Shukla & Associates
Mumbai
04.2016 - 08.2021
- Established improved accounting systems and processes to enhance operational effectiveness.
- Compiled financial reports on cash receipts, expenditures, accounts payable and receivable, and profits and losses.
- Conducted Goods and Services Tax reviews and planning to ensure compliance.
- Prepared and submitted Income Tax returns for corporate, partnership, LLP, and individual clients.
- Managed statutory audits, tax audits, and transfer pricing audits in accordance with regulations.
- Finalized financial statements and reports according to prescribed accounting standards.
- Collaborated with client management teams to gather information and resolve audit-related issues.
- Recommended business and process improvements based on audit findings.
Education
MBA - Finance & Supply Chain Management
Narsee Monjee Institute of Management
MumbaiBachelors of Commerce - Accounting And Finance
SIES College of Commerce And Economics
MumbaiSkills
- Workiva implementation
- Regulatory compliance
- Effective communication
- Team collaboration
- Problem solving
- Time management
- Financial reporting
- Tax preparation
Languages
Hindi
First Language
English
Proficient (C2)
C2
Certification
- Certified Investment Banking and Operations - Imarticus
Accomplishments
- Represented as a Leader of my college at NSS Summit for 2
consecutive years. - Role Included Educating tribals about water storage and reserve
management and also basic education to the tribal children on
onsite camps. - Volunteered for Gender Justice & Women Empowerment program
- Volunteered for the program guided towards preservation of forest
and environment.
National Service Scheme (NSS) - Team Leader
Akshara Foundation (NGO) - Volunteer
Vana Mahotsav - Volunteer
Software
Oracle, SAP, Taxpower, MS Office, Winman, Tally ERP 9 and Tally Prime
Timeline
Specialist
Marsh & McLennan Global Services Private Limited
04.2023 - Current
Assistant Manager - Finance & Accounts
Alteria Capital Advisors LLP
08.2021 - 03.2022
Executive Manager
Udeshi Shukla & Associates
04.2016 - 08.2021
MBA - Finance & Supply Chain Management
Narsee Monjee Institute of Management
Bachelors of Commerce - Accounting And Finance
SIES College of Commerce And Economics
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