Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Personal Information
Certifications And Skills
Disclaimer
Timeline
Generic

Swati Bhadauria

Bilaspur, Chhattisgarh

Summary

Finance professional with 3.5 years of experience in fund operations and reconciliation. Adept at maintaining precise fund management and committed to delivering high-quality results. Seeking a challenging role in Financial Operations that offers opportunities for growth and leverages my expertise and dedication.

Overview

6
6
years of professional experience
8
8
years of post-secondary education
4
4
Languages

Work History

Tax Consultant II

Deloitte USI
Hyderabad
06.2022 - Current
  • Specialized in global capital gains tax reporting for pan-European investor portfolios, covering overseas withholding tax and non-residential capital gains tax.
  • Consultant in the tax reporting department, handling periodical CGT and ASC 740 / FIN48 reporting for Luxembourg, Venezuela, and UK onshore teams.
  • Assisted in tax planning and research, identifying opportunities to optimize client tax positions and ensuring compliance with firm policies and regulatory standards.
  • Prepared and reviewed daily and quarterly files, ensuring accurate and timely reporting of CGT impact, particularly for high-risk jurisdictions.
  • Identified tax jurisdictions where GS positions create CGT or filing obligations in local markets.
  • Member of the CGT team, responsible for daily calculation of capital gains tax and reporting BPS (basis points) impact on NAV for India and select international markets (Indonesia, Colombia, Brazil).
  • Developed comprehensive calculation modules, including CGT, loss carry forwards, corporate actions, tax payments, daily variations, and BPS impact.
  • Reconciled realized gains & losses, tax rates, and tax payments with tax agent reports.
  • Received Spot Award four times for delivering high-quality work with 100% accuracy and for training new joiners on end-to-end processes.

PF Executive

HCL Tech
01.2021 - 06.2022
  • Responsibility of handling PF Withdrawal claim checking and approval at HCL PF Portal.
  • Also handles Provident Fund Transfer -out cases, acknowledge the submission of transfer in the separation portal and settlement of voucher entries of transfer in SAP.
  • Helps the team in maintaining UAN of the employees.
  • Prepare payment track report of PF transfer in EPFO (RPFC & Trust both).
  • Checking the report of before payment by Z closing and Vlookup.
  • Manual submission of internal transfer and settlement.
  • Do reconciliation of transfer out to maintain the SLA.
  • Also help in maintaining the relation with Ex-employees by helping them in PF related documentation and other queries.

Intern

Motilal Oswal Financial Securities
Lucknow
05.2019 - 07.2019
  • Worked with investment service advisory team.
  • Learned public speaking (seminar) & people skills while promotion and advertisements.
  • Assist the team in acquiring new clients and advising clients on long term and short term.
  • Research new investment avenues in the market.
  • Basics of back office operations and risk management.
  • Learnt about why, when and how to invest in the stock market.

Education

MBA - Finance & HR

Lucknow University
Lucknow, India
07.2018 - 09.2020

Bachelor of Commerce - Finance

Guru Ghasidas University
Bilaspur, Chhattisgarh
07.2014 - 08.2017

12th -

CBSE
01.2012 - 04.2014

Skills

  • Technical Skills - MS Excel, MS Word, MS PowerPoint, Tally ERP9, Financial Modeling,Tax Reporting, IPAC

  • Financial Skills - Equity & Derivative Certification, NAV Computation, corporate action, Portfolio valuation, Net Asset Value

  • Soft Skills- Good interpersonal communication skills,Proactive team player and leader, Quick learner, Eager to learn new task & responsibilities

Websites

Accomplishments

  • Learned Bharat Natyam for 4 years.
  • 1st position in basketball and tug of war in university level sports competition.
  • 2nd position in B.Plan in EQUILLBRIM (tech fest of central university of Bilaspur).

Personal Information

Date of Birth: 03/25/97

Certifications And Skills

  • MS-Excel (financial modeling) from CFI
  • Purusing Equity & Derivative Certification NISM
  • Certification on Tally ERP9
  • Pursuing IFRS

Disclaimer

I hereby declare that all the details above are true to the best of my belief and knowledge.

Timeline

Tax Consultant II

Deloitte USI
06.2022 - Current

PF Executive

HCL Tech
01.2021 - 06.2022

Intern

Motilal Oswal Financial Securities
05.2019 - 07.2019

MBA - Finance & HR

Lucknow University
07.2018 - 09.2020

Bachelor of Commerce - Finance

Guru Ghasidas University
07.2014 - 08.2017

12th -

CBSE
01.2012 - 04.2014

Similar Profiles

CREATE PROFILE
Swati Bhadauria