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Tarun Sharma
Financial Analyst Coordinator
Halifax
Summary
Financial professional with extensive experience in financial analysis, forecasting, and compliance with GAAP standards. Proven ability to provide accurate and timely financial information. Excellent communication, decision-making, and problem-solving skills with the ability to adapt to changing environments and work efficiently under pressure.
Overview
10
10
years of professional experience
Work History
Financial Analyst Coordinator
Techtronic Technologies Canada Inc
9 2023 - Current
- Managing and maintaining records of customer Vendor Buying Agreements (VBAs)
- Validate proposed changes against Milwaukee program offerings and request ERP/CRM updates as needed
- Prepared Co-op & VR files and credits conducted monthly and yearly accruals, and submitted detailed sales and margin reports to support business decisions
- Assisting with annual budgeting duties, aligning with financial policies and GAAP standards
- Conducted ad hoc financial reporting and analysis, providing support on interpreting financial policies and GAAP and PSAB standards
- Serving as the primary liaison between finance, sales, and marketing departments, particularly concerning customer deductions/credits, sales, and margin-related matters
- Submit weekly sales reports and commentary
- Perform detailed sales and margin updates and analysis to support business decisions
- Assist with annual budgeting duties, ensuring alignment with financial policies and GAAP standards
- Maintain and update templates, presentations, and other financial documents to ensure accuracy and consistency.
General Ledger Accounting Analyst
Oceaneering International Services Pvt Ltd.
06.2018 - 05.2022
- Conducted month-end account closing activities, maintained general ledger accounts, and prepared journal entries for accruals and variances
- Prepared accurate and timely financial information, including annual budgets, year-end reports, and monthly forecasts
- Conducted detailed accounting analysis for cash accruals, accounts payable/receivable, reconciliations, and foreign exchange transactions and variance analysis of income statements and balance sheet accounts
- Ensured timely preparation of year-end financial reports, coordinating with various departments to gather necessary data and documentation
- Conducted monthly balance sheet reconciliations and analyses, identifying discrepancies, and implementing corrective actions as needed
- Provided direction and support to team members on interpreting financial policies and accounting standards, enhancing overall financial literacy within the department
- Developed and maintained detailed financial templates, presentations, and other documents to ensure consistency and accuracy in financial reporting
- Identified opportunities for process improvements within the financial reporting and analysis functions, implementing best practices to enhance efficiency and accuracy.
Senior Finance Executive
Schneider Electric India Pvt Ltd
08.2016 - 03.2018
- Preparation of books of accounts, month-end account closing, ensuring timely and accurate recording of financial transactions
- Managed the financial aspects of existing departmental programs, ensuring optimal resource utilization and policy compliance
- Monitored and evaluated financial performance against budgets and forecasts, identified variances, and proposed corrective actions
- Assisted with annual budgeting duties, aligning with financial policies and GAAP standards
- Prepared bank and other account reconciliations, month-end accruals, and ensured statutory compliance with accounting policies and internal controls
- Booked accrual journal entries in the system monthly
- Manage the complete workflow and ensure all invoices are processed within SLA
- Preparation of Bank and other account reconciliation
- Daily quality check for invoices processed by the team
- Follow-up with IG vendors and logistic team for issues
- Other General Accounting & Reporting Functions as may be assigned from time to time.
Executive Finance
Schneider Electric India Pvt Ltd
08.2014 - 07.2016
- Verified and posted employee domestic and foreign travel claims
- Liaised with the forex team for settlement of forex refunds by employees
- Prepared payment files and followed up with employees for the recovery of advances
- Monitored and evaluated financial performance against budgets and forecasts, identified variances, and proposed corrective actions
- Assisted with annual budgeting duties, aligning with financial policies and GAAP standards
- Monthly connect with the Senior Management for their issues and feedback
- Daily and monthly MIS
- Other General Accounting & Reporting Functions as may be assigned from time to time.
Education
MBA - Finance, India
Panjab University
Chandigarh, India 04.2001 -
Bachelor of Commerce -
Panjab University
Chandigarh, India 04.2001 -
Skills
Data Analysis
Variance Analysis
Budget support
Report Preparation
General ledger accounting
Project Management
Account Reconciliation
Computer Skills
SAP, MS- OFFICE, CUSTOMIZED SOFTWARE.
Academic Record
Panjab University-2017, Panjab University-2014, C.B.S.E.-2011, C.B.S.E-2009
Achievements Rewards
- Outstanding team of the year 2016 for significantly exceeding the performance with synergy and contribution to the success of Organization.
- Director’s choice Award 2015 for going above and beyond the duty and effectively providing strong support to business requirements.
Personal Information
- Father's Name: MR DARSHAN KUMAR
- Date of Birth: 01/08/1994
- Gender: MALE
- Nationality: INDIAN
- Marital Status: UNMARRIED
Interests
Cycling
Timeline
General Ledger Accounting Analyst
Oceaneering International Services Pvt Ltd.
06.2018 - 05.2022
Senior Finance Executive
Schneider Electric India Pvt Ltd
08.2016 - 03.2018
Executive Finance
Schneider Electric India Pvt Ltd
08.2014 - 07.2016
MBA - Finance, India
Panjab University
04.2001 -
Bachelor of Commerce -
Panjab University
04.2001 -
Financial Analyst Coordinator
Techtronic Technologies Canada Inc
9 2023 - Current
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